9661

Cooperative Agreement

Agency
IRS
Revision
Rev. 6-2025
Fillable fields
36
Pages
2
Official source
IRS form page
Checked
October 21, 2026
Fill 9661 online
Page 1 of form 9661

Form 9661: Cooperative Agreement (TCE)

Form 9661 is the Cooperative Agreement between the Internal Revenue Service and an organization that receives a grant under the Tax Counseling for the Elderly (TCE) Program. The form describes the TCE Program as free tax help for individuals who are age 60 or older. It cites Section 163 of the Revenue Act of 1978, which it says authorizes the IRS to enter into agreements with private or public non-profit agencies and organizations that provide training and technical assistance to volunteers who help elderly individuals prepare their federal income tax returns.

The form is not something a person seeking tax help fills out. It records a grant award: the recipient's details, the Federal Award Identifier Number (FAIN), the period of performance, the federal funds obligated, any cost sharing or matching required and whether the award is multi-year. An authorized representative of the recipient and an official for the IRS each sign it.

The form says the agreement is conditional on compliance with the terms and conditions located within Publication 5245. You can fill out the PDF free in your browser on this page and download it without an account.

Top of page 1 of Form 9661: Cooperative Agreement (TCE), as printed by IRS

What's on Form 9661

Recipient details

Recipient name, address, city and state, Unique Entity Identifier (UEI), indirect cost rate, budget approved, and the Minimum Federal Returns (MRE) to be accomplished by the program.

Award details

Federal Award Identifier Number (FAIN), federal award date, period of performance from October 1 to September 30, federal funds obligated, total federal award, total cost sharing or matching required, and the multi-year award boxes.

Grant Program Information

CFDA number and name, program source, and the federal award description of the TCE Program and its authority under Section 163 of the Revenue Act of 1978.

Contact Information for IRS Grant Officer

Name, address, telephone number and email address of the IRS grant officer.

Agreement terms and signatures

Paragraphs on the period of performance, Publication 5245, a possible Continuing Resolution and multi-year renewal, then side-by-side approval boxes for the recipient and the IRS.

Page 2: Privacy Act and Paperwork Reduction Act Notice

Gives the legal right to ask for the information as 5 U.S.C. 301, the OMB control number 1545-2222 and an estimated time of 30 minutes.

How Form 9661 is completed

  1. 1

    Award information

    Enter or check the recipient name, address, UEI, FAIN, federal award date, period of performance and each dollar amount in the General Federal Award Information block.

  2. 2

    Multi-year award

    Check Yes or No, and mark the multi-year period 1, 2 or 3. The form says a recipient with a multi-year award is renewed in year two or three if it meets the multi-year criteria in its initial application package.

    Multi-year award on page 1 of Form 9661: Cooperative Agreement (TCE), as printed by IRS
  3. 3

    Grant program information

    Enter the CFDA number and name and the program source. The federal award description is printed on the form.

  4. 4

    Review the terms

    The form says recipients are cautioned to review the terms and conditions specific to the agreement, single year or multi-year, in their entirety prior to signing. It says they are located within Publication 5245.

  5. 5

    Recipient approval

    The recipient's authorized representative prints a name and title, signs and dates.

  6. 6

    IRS approval

    The IRS official prints a name and title, signs and dates in the box headed "Approved for the Internal Revenue Service."

The form has no separate instructions and does not say which party enters each field. These steps follow the order of the form.

Why fill Form 9661 on indox

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Grant period, funding and contacts

Grant period

The form says the agreement covers the grant period shown and that expenses incurred before or after this period are not covered by the grant.

Funding depends on appropriations

The form says the government may be operating under a Continuing Resolution and its obligation is contingent on available appropriated funds. No additional payments are made unless the total federal award is increased in writing.

Multi-year renewal

The form says funding for a later grant cycle may be increased or decreased, depending on the Congressional appropriation for TCE and the organization's performance.

Where it goes

The form prints no mailing address and has no separate instructions. Its contact block is for the IRS grant officer's name, address, telephone number and email address.

Privacy notice

Page 2 says the response is voluntary, but if the information is not provided the IRS may not be able to use the person's assistance in its volunteer programs.

Related forms

Who uses Form 9661?

  • TCE grant recipients

    The organization named as recipient. The form says the Revenue Act of 1978 lets the IRS enter into these agreements with private or public non-profit agencies and organizations.

  • The recipient's authorized representative

    Signs in the box headed "Approved by an Authorized Representative of the Recipient," with a printed name, title, signature and date.

  • The IRS

    The form says the agreement is entered into by the Internal Revenue Service, Department of the Treasury. A box headed "Approved for the Internal Revenue Service" holds the IRS official's name, title, signature and date.

  • The IRS grant officer

    The form has a contact block for the IRS grant officer, with a name, telephone number, address and email address.

  • Not for people seeking tax help

    The award description says the TCE Program offers free tax help to individuals who are age 60 or older. Those individuals are served by the program, not parties to this agreement.

The form is an agreement between two parties: the IRS and the grant recipient shown on it. Individuals who get free tax help through TCE do not complete or sign it.

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Questions about Form 9661

Is Form 9661 for someone who wants free tax help?

No. It is an agreement between the IRS and a TCE grant recipient. The award description says the TCE Program itself offers free tax help to individuals who are age 60 or older.

Who signs Form 9661?

An authorized representative of the recipient and an official approving for the Internal Revenue Service. Each prints a name and title, signs and dates.

What period does the agreement cover?

The grant period shown on the form, which prints a period of performance running from October 1 to September 30. The form says expenses before or after that period are not covered.

Where are the terms and conditions?

The form says they are located within Publication 5245 and available on IRS.gov on the Tax Counseling for the Elderly page.

Can the award amount go up later?

The form says no additional expense reimbursements or other payments are made unless the total amount of federal award is increased in writing.