Get Irs 14446 (sp) 2022-2025

The IRS 14446 (sp) form is essential for taxpayers using virtual assistance through the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. This guide will provide you with clear, step-by-step instructions to ensure you complete the form accurately and effectively online.

Follow the steps to complete the IRS 14446 (sp) online.

1. Click the 'Get Form' button to access the IRS 14446 (sp) form and open it for editing.
2. Fill in Part I by providing the site details. Enter the name of the VITA/TCE site, the address (street, city, state, and zip code), site identification number, name of the site coordinator, name of the site contact, and the contact phone number.
3. Select the method used by the site for virtual services. Indicate whether it is a delivery site, admission site, preparation/review-only site, combination site, or a fully virtual process. Make sure to explain how the site plans to handle taxpayer information.
4. In Part II, describe the process the site follows for remote assistance. Outline steps for appointment scheduling, obtaining consent, document acquisition, taxpayer authentication, conducting interviews, tax preparation, quality review, document exchange, signature collection, and tax submission.
5. Move to Part III to address taxpayer consents. Indicate whether the taxpayer agrees to a review of their tax return by IRS employees for quality assurance and provide the options for consent virtual disclosure.
6. Fill in the necessary personal information including names (both taxpayer and spouse if applicable), dates of birth, last four digits of Social Security numbers or ITINs, contact numbers, and email addresses.
7. Sign the form electronically, if applicable, or print and manually sign the document. Ensure you check the box to affirm the consent and review completeness.
8. Once completed, save your changes, download the form if needed, and ensure you store it securely or share it with the necessary contacts as per the virtual consent agreements.

Start filling out your IRS 14446 (sp) form online today to ensure your tax preparation goes smoothly.