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Tax Counseling for the Elderly

ID: TCE-2022-01 • Type: Posted
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Description

The Tax Counseling for the Elderly (TCE) Program offers FREE tax help to individuals who are age 60 or older. Section 163 of the Revenue Act of 1978, Public Law No. 95-600, 92 Stat. 2810, November 6, 1978, authorizes this cooperative agreement. The Act authorizes the Internal Revenue Service (IRS) to enter into agreements with private or public nonprofit agencies and organizations, which will provide training and technical assistance to volunteers who provide FREE tax counseling and assistance to elderly individuals in the preparation of their federal income tax returns.

This Act authorizes an appropriation of special funds, in the form of grants, to provide tax assistance to persons age 60 years of age or older. The IRS receives the funds as a line item in the appropriation. The total funds are distributed to the grant recipients for their expenses.

Eligible agencies and organizations compete for acceptance as a TCE grant recipient in compliance with the Federal Grant and Cooperative Agreement Act of 1977, Public Law No. 95-224, 92 Stat. 3, February 3, 1978, codified at 31 USC Chapter 63. Applicants must be experienced in coordinating volunteer programs, with experience in income tax return preparation. Eligible agencies and organizations receive grants to conduct local TCE Programs. Tax return preparation assistance is provided to elderly taxpayers during the usual period for filing federal income tax returns, which is from January 1 to April 15 each year. However, the program activities required to ensure that elderly taxpayers receive efficient and quality tax assistance can be conducted year-round.

Background
The Tax Counseling for the Elderly (TCE) Program offers FREE tax help to individuals who are age 60 or older. The Act authorizes the Internal Revenue Service (IRS) to enter into agreements with private or public nonprofit agencies and organizations, which will provide training and technical assistance to volunteers who provide FREE tax counseling and assistance to elderly individuals in the preparation of their federal income tax returns. Eligible agencies and organizations compete for acceptance as a TCE grant recipient in compliance with the Federal Grant and Cooperative Agreement Act of 1977, Public Law No. 95-224, 92 Stat. 3, February 3, 1978, codified at 31 USC Chapter 63.

Grant Details
The TCE Grant Program is managed by the Stakeholder Partnerships, Education and Communication (SPEC) organization of the IRS. The total funds distributed to the grant recipients for their expenses are anticipated to be $11 million through this opportunity.

The period of performance for this cooperative agreement is October 1, 2021 through September 30, 2022. Awards are expected to be distributed to organizations providing services within the United States and Puerto Rico assuming eligible organizations submit applications by the due date and meet the established criteria.

Eligibility Requirements
To be eligible to apply and participate in the program applicants must:
- Be a private or public non-profit agency or organization that has been granted tax exemption under Section 501 of the Internal Revenue Code;
- Have experience in coordinating volunteer programs with experience in income tax return preparation;
- Not be a federal, state, or local governmental agency or organization.

Period of Performance
The period of performance for this cooperative agreement is October 1, 2021 through September 30, 2022.

Grant Value
The total funds distributed to the grant recipients for their expenses are anticipated to be $11 million through this opportunity.

Place of Performance
Awards are expected to be distributed to organizations providing services within the United States and Puerto Rico assuming eligible organizations submit applications by the due date and meet the established criteria.
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Overview

Agency
Department of the Treasury (USDT)
Category of Funding
Other (see text field entitled "Explanation of Other Category of Funding Activity" for clarification)
Funding Instruments
Cooperative Agreement
Grant Program (CFDA)
21.006 - Tax Counseling for the Elderly
Grant Category
Discretionary
Cost Sharing / Matching Requirement
False
Source
Grants.gov
On 5/1/21 the Department of the Treasury posted grant opportunity TCE-2022-01 for Tax Counseling for the Elderly with funding of $11.0 million. The grant will be issued under grant program 21.006 Tax Counseling for the Elderly. It is expected that 100 total grants will be made.

Timing

Posted Date
May 1, 2021, 12:00 a.m. EDT
Closing Date
June 4, 2021, 12:00 a.m. EDT Past Due
Last Updated
April 23, 2021, 2:16 p.m. EDT
Version
2
Archive Date
July 1, 2021

Eligibility

Eligible Applicants
Native American tribal governments (Federally recognized)
Nonprofits having a 501(c)(3) status with the IRS, other than institutions of higher education

Award Sizing

Ceiling
Not Listed
Floor
Not Listed
Estimated Program Funding
$11,000,000
Estimated Number of Grants
100

Contacts

Contact
Lorraine M Thompson Senior Tax Analyst
Contact Email
tce.grant.office@irs.gov   Profile
Email Description
TCE Grant Program Office Email
Contact Phone
(202) 283-0195
Additional Information
2022 Publication 1101 - TCE Application Package
Additional Information Site
https://www.irs.gov/pub/irs-pdf/p1101.pdf

Documents

Posted documents for TCE-2022-01

Grant Awards

Grants awarded through TCE-2022-01

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