13978

Projected Operations VITA Grant Application

Agency
IRS
Revision
Rev. 3-2022
Fillable fields
292
Pages
3
Official source
IRS form page
Checked
October 21, 2026
Fill 13978 online
Page 1 of form 13978

Form 13978: Projected Operations VITA Grant Application

Form 13978 is the Projected Operations VITA Grant Application. The form says it is to be used by VITA Grant applicants and should accompany the VITA Grant Application, with estimates expected for the next filing season. It is completed by the applying organization, not by taxpayers, and a note on page 1 says it is to be completed when applying for entry into the program.

Page 1 covers the period of performance from October 1 to September 30, the number of federal returns to be prepared, the number of sites by type, volunteers and volunteer hours by position, and returns for each underserved population. Page 2 is a table of existing and proposed sites with the EFIN and SIDN for each. Page 3 holds the line-by-line instructions. The form notes that at least 90% of the total number of federal returns prepared must meet the low income threshold.

The PDF can be filled out free in the browser on this page and downloaded without an account.

What's on Form 13978

Organization and period

Name of organization and the period of performance, October 1 to September 30.

Lines 1 to 4: federal return preparation

Returns filed electronically, filed as paper and filed through MyFreeTaxes, and the total federal returns prepared.

Lines 5 to 8: sites

Traditional, virtual and facilitated self-assistance sites, and the total proposed sites.

Lines 9 to 13: volunteers

Number of volunteers and total volunteer hours for tax preparers, support, site coordinators, instructors and program administrators.

Lines 14 to 19: underserved populations

Returns for elderly, rural, persons with disabilities, limited English proficient, Native American and other low income taxpayers, with one primary and one secondary focus.

Page 2: site table

Site name, EFIN, SIDN, city, state and whether the site is open all year, Yes or No.

How to fill out Form 13978

  1. 1

    Lines 1 to 4

    The instructions say to record the number of low income federal returns expected to be filed electronically, as paper and through MyFreeTaxes. Line 4 is the sum of lines 1 through 3.

  2. 2

    Lines 5 to 8

    Record the number of sites planned for the next filing season as traditional, virtual and Facilitated Self-Assistance (FSA) locations. Line 8 is the total of established and new sites, the sum of lines 5 through 7.

  3. 3

    Lines 9 to 13

    For each position, record the number of volunteers whose primary responsibility it will be and the total hours all of them are expected to work.

  4. 4

    Lines 14 to 19

    Estimate the federal returns expected for each low income population. The form says to choose only one population as the primary and one as the secondary focus.

  5. 5

    Page 2 site list

    List each existing and proposed site with its EFIN and SIDN. The form says that if more space is needed, the information can be provided in a Word or Excel document.

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Where it goes and what to know

Where it goes

The form says it should accompany the VITA Grant Application. It prints no mailing address.

Low income threshold

The form notes that at least 90% of the total number of federal returns prepared must meet the low income threshold.

Period covered

The estimates are for the next filing season, with a period of performance from October 1 to September 30.

Time estimate

The Privacy and Paperwork Reduction Act Notice gives OMB Control Number 1545-2222 and an estimated 30 minutes.

Voluntary response

The notice says the response is voluntary, but if the information is not provided the IRS may not be able to use the applicant's assistance in these programs.

Related forms

Who completes Form 13978?

  • VITA Grant applicants

    The purpose statement says the form is to be used by VITA Grant applicants and should accompany the VITA Grant Application.

  • Organizations applying for entry

    A note on page 1 says the form is to be completed when applying for entry into the program. The first line asks for the name of organization.

  • Programs with existing and proposed sites

    Page 2 asks for each site's name, EFIN, SIDN, city, state and whether it is open all year.

  • Not for taxpayers

    The form reports projected returns, sites and volunteers. It has no lines for a taxpayer's own tax information.

The form is completed by an organization applying for a VITA Grant. Individual taxpayers do not file it.

Official sources and the blank

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Questions about Form 13978

Who completes Form 13978?

VITA Grant applicants. The form says it is to be used by VITA Grant applicants and should accompany the VITA Grant Application.

Is Form 13978 sent on its own?

No. The form says it should accompany the VITA Grant Application.

What period do the estimates cover?

The next filing season, with a period of performance from October 1 to September 30.

How many underserved populations can be chosen as a focus?

The form says to choose only one population as the primary and one as the secondary focus.

What if the site list does not fit on page 2?

The form says the information can be provided in a Word or Excel document.

What share of returns has to be low income?

The form notes that at least 90% of the total number of federal returns prepared must meet the low income threshold.