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Form 14204: Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet
IRS Form 14204 is the Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet used by organizations applying for TCE program funding. The application is due May 31st, with a Monday deadline if the date falls on a weekend.
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IRS Form 14204 - Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet
IRS Form 14204 is the Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet used by organizations applying for TCE program funding. The application is due May 31st, with a Monday deadline if the date falls on a weekend.
Risk Radar
Scan points- 1Submitting without a required signature will disqualify the application.
- 2Leaving the point‑of‑contact email address blank in the Contact Information section.
- 3Failing to indicate whether the organization is registered or renewed in SAM.
- 4Not confirming eligibility for a multi‑year grant before checking the box.
- 5Omitting any of the ten required documents, such as the Nonprofit Status Determination letter.
Plain English
This form is a checklist that helps a nonprofit organization apply for the IRS Tax Counseling for the Elderly program. It gathers the organization’s contact details, registration status, and required supporting documents. All required signatures must be included before the May 31st deadline.
Submission Date
- Filing date: 2019-03-14 23:00:09
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when applying for Tax Counseling for the Elderly (TCE) program funding.
- Do not use this form when you are not applying for the TCE program.
- Check Form 8653 instead when you need to submit the detailed TCE Application Plan.
Form selector
Use this form or another form?
Submitting a separate federal assistance request
Required for federal assistance applications
✓ Verify that Form 424 is completed and attached before proceeding
Providing contact information for VITA & TCE volunteers
Supplies VITA/TCE site contact details
✓ Ensure Form 14335 is filled out and included
Disclosing lobbying activities if required by law
Required only when lobbying occurs
✓ Confirm whether lobbying disclosure is needed before attaching Form LLL
Deadline or filing window
The filing window opens when the organization decides to apply for the TCE program. The application must be received by May 31st; if that date lands on a weekend, the deadline shifts to the next Monday. No extension is provided in the instructions.
Checklist
What you need before filling it out
Contact Information section
Name, address, telephone, fax, point of contact name, title, email · Form 14204 contact fields
SAM registration question
Proof of registration or renewal in SAM · Administrative Information section
Multi‑year grant interest question
Eligibility determination per Publication 1101 · Administrative Information section
Signature requirement
Electronic signature or scanned copy of original signature · All documents requiring a signature
Application Due Date field
Submission by May 31st (or following Monday if weekend) · Application Checklist and Assembly section
Before you submit
- 1Verify organization name and address are entered in the Contact Information section
- 2Confirm telephone and fax numbers are complete
- 3Enter point of contact name, title, and email
- 4Answer the SAM registration question accurately
- 5Indicate multi‑year grant interest and confirm eligibility criteria have been reviewed
- 6Attach the IRS‑issued Nonprofit Status Determination letter
- 7Include the explanation on organization’s letterhead if federal tax returns are not required
- 8Provide the Proposed Program/Budget Plan
- 9Complete and attach Form 8653, the TCE Application Plan
- 10Complete and attach Standard Form 424, Application for Federal Assistance
- 11Add the Civil Rights Narrative
- 12Submit Form 14335, Contact Information for VITA & TCE
How to file this form
- 1Gather all documents listed in the checklist and combine them into a single PDF package — proof: combined file ready for submission
- 2Review the package for completeness and correct signatures — proof: checklist marked complete
- 3Submit the package through the designated grant submission portal or mail as instructed — proof: submission receipt or mailed copy
- 4Save the electronic confirmation email or mailing receipt — proof: confirmation record
- 5Archive a copy of the signed Form 14204 and all attachments for your records — proof: archived files
Known limitations
- 1Not applicable to organizations that are not seeking TCE program funding
- 2Not used for grant applications that do not require the TCE checklist
- 3Form LLL is required only if the organization engages in lobbying activities
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
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Fillable formOpen in Editor->Form 14204 is the Rev. 3‑2019 edition dated March 2019; the source does not indicate a newer revision or a specific latest‑information page.
What changed or needs a fresh check
- Edition date — confirm the revision reads Rev. 3‑2019 (March 2019)
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — Ensure all required signatures are electronic or scanned copies as noted
- OMB number — confirm OMB Control Number 1545‑2222 is shown
Quick Facts
Downloads
After you file
- 1Retain a complete copy of the submitted packet for at least three years
- 2Monitor email for the IRS acknowledgment of receipt
- 3If an error is discovered, prepare a corrected packet and submit it with a cover letter referencing the original submission
- 4Keep records of any follow‑up communications with the Grant Program Office
Sources
- SRCForm p.1 — revision date is Rev. 3‑2019 (March 2019)
- SRCForm p.1 — application due date is May 31st, with Monday deadline if weekend
- SRCForm p.1 — OMB Control Number 1545‑2222 is displayed
- SRCForm p.1 — checklist items include Form 8653, Form 424, Form 14335, and Form LLL
- SRCForm p.1 — signature requirement: electronic signature or scanned copy of original signature
- SRCForm p.1 — SAM registration question and multi‑year grant interest question are listed
- SRCForm p.1 — time estimated for participation is 10 minutes
Common confusion points
Do I need to submit Form 424 if I already have a federal grant?
Form 424 is listed as required in the checklist regardless of other grants.
→ Verify inclusion of Form 424 in the packet.
What if May 31st is on a Saturday?
Deadline rule shifts to the following Monday.
→ Check calendar and submit by the Monday after May 31st.
Can I use a handwritten signature?
Signature requirement specifies electronic or scanned copy of the original signature.
→ Ensure signature is scanned or e‑signed.
Is a fax number mandatory?
Contact Information fields include fax but the source does not state it is required.
→ Provide fax if available; leave blank if not.
Do I need to answer the SAM registration question if I’m already registered?
The question asks if registration has been done or renewed this year.
→ Answer Yes only if registration/renewal occurred this year.
Do I need to submit a lobbying disclosure if my organization does not lobby?
Form LLL is required only if lobbying activities exist.
→ Omit Form LLL unless lobbying activities are present.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form LLL — discloses lobbying activities if required.
Questions about IRS Form 14204
What is IRS Form 14204 used for?
This form is a checklist that helps a nonprofit organization apply for the IRS Tax Counseling for the Elderly program. It gathers the organization’s contact details, registration status, and required supporting documents. All required signatures must be included before the May 31st deadline.
Who must file IRS Form 14204?
Organizations that want to participate in the IRS Tax Counseling for the Elderly (TCE) volunteer program must file Form 14204.
What information does IRS Form 14204 require?
The form collects the organization’s name, address, phone, fax, point‑of‑contact name, title, email, SAM registration status, and interest in a multi‑year grant, plus a checklist of ten required supporting documents.
When is IRS Form 14204 due?
The application is due May 31st; if May 31st falls on a weekend, the deadline moves to the following Monday.
How do I complete IRS Form 14204?
First, complete the Contact Information section with the organization’s details. Next, answer the Administrative Information questions about SAM registration and multi‑year grant interest. Then, gather and attach each of the ten items listed in the checklist, ensuring every document that needs a signature includes an electronic or scanned signature. Finally, submit the complete package by the May 31st deadline.
What happens if IRS Form 14204 is filed incorrectly?
If required information or signatures are missing, the Grant Program Office may not consider the application, which can prevent the organization from receiving assistance.
Do I need to submit Form 424 if I already have a federal grant?
Form 424 is listed as required in the checklist regardless of other grants. Verify inclusion of Form 424 in the packet.
What if May 31st is on a Saturday?
Deadline rule shifts to the following Monday. Check calendar and submit by the Monday after May 31st.
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