Get Volunteer Return Preparation Program ... - Internal Revenue Service

This guide provides step-by-step instructions on how to complete the Volunteer Return Preparation Program form, designed to assist individuals affected by Hurricanes Katrina, Rita, and Wilma. Users will find clear and supportive directions for filling out each section of the form accurately and efficiently.

Follow the steps to complete the Volunteer Return Preparation Program form:

1. Press the ‘Get Form’ button to access the Volunteer Return Preparation Program form and open it in your selected application.
2. Begin with Part I of the form, which captures information about all taxpayers assisted. Respond to the housing displaced individuals section by noting whether you housed a Katrina displaced individual in your home in 2005 and how many days.
3. In the gifts to charity section, indicate if you made any cash contributions between August 28, 2005 and December 31, 2005 and whether you have records of Katrina-related charitable mileage.
4. Check the hope and lifetime learning credit section to confirm if you or your dependent were enrolled in an educational institution located in the Gulf Opportunity Zone.
5. For those impacted by the hurricanes, provide details in Part II, including what state and county or parish you were located in.
6. Respond to questions about your income records, including whether you have your 2004 Federal Income Tax Return and if you have records of your 2005 income and expenses.
7. Consider the earned income credit and additional child tax credit section, confirming if your 2004 earned income was greater than your 2005 earned income.
8. Answer the retirement plan withdrawals question regarding distributions received from a qualified retirement plan in 2005.
9. Finally, document any loss of personal or real property experienced and any reimbursements received, confirming if they exceeded the property value.
10. Once all sections are completed, you can save your changes, download, print, or share the filled form.

Complete your form online today for efficient assistance.