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Plenty of clinics worried that Form 13424-K had been retired and replaced for the current cycle. It was not. For the 2025 grant year the Rev. 4-2016 PDF remains the current version, with no 13424-R replacement, and clinics still file it twice a year as Interim and Year-End Reports.
Form 13424-K is the LITC Case Information Report, the aggregate clinic-level count of cases handled under the grant, governed by Publication 3319. Case inventory runs on lines 1A through 1E, the function counts on lines 2A through 2AA have to equal line 1C, and a new case above $50,000 in controversy per tax period gets its own handling. Consultations are not cases and belong on Form 13424-A, not here.
Key Takeaways
- Form 13424‑K is the LITC Case Information Report clinics use for aggregate, clinic-level case reporting under the LITC grant. The IRS still hosts Rev. 4‑2016. Verify your cycle before using it.
- For the 2025 grant year, Form 13424‑K (Rev. 4‑2016) remains the current version; there is no 13424‑R replacement. Clinics continue to file Form 13424‑K twice per grant year, as Interim and Year-End Reports.
- Publication 3319 governs standards, methods, and timing. The 2026 Publication 3319 is live on the LITC Grants page.
- When in doubt, pull the current form and submission method from the LITC Grants page and the IRS forms directory, then align with your grant year’s notice.
- Avoid common errors: a misclassified case function, consultations counted as cases, or line 2 totals that fail to reconcile to line 1C. Build a short internal checklist to prevent rework.
What Form 13424‑K Is And Who Uses It
Form 13424‑K, the Low Income Taxpayer Clinic Case Information Report, is an aggregate, clinic-level report of case-handling counts and dollar totals, not a record of a single client matter. You report aggregate figures only: the clinic name, the four-digit grant year, case inventory counts (lines 1A through 1E), case counts by IRS function (lines 2A through 2AA), and closed-case dollar outcomes (lines 15A through 15D). The IRS hosts the fillable Rev. 4‑2016 PDF, which many clinics still reference for historical cases and internal documentation. Whether you must submit that specific PDF this year depends on your grant cycle and current instructions.
If you are an LITC grantee, you keep and report case data to support grant monitoring and outcomes tracking tied to OMB Control No. 1545‑1648. Non‑grantees do not use this form. Check your current Publication 3319 and the Grants Portal for what to submit in your year of performance.
The 2025–2026 Shift You Need To Know
In mid-2025, the LITC information collection went through its routine OMB renewal. That renewal did not remove Form 13424‑K or add a replacement form 13424‑R; the Rev. 4‑2016 form remains current for the 2025 grant year. That does not erase the 13424‑K PDF from IRS.gov, but it does mean clinics should confirm the current Publication 3319 instructions for the 2025 grant year, which continue to use Form 13424‑K.
Publication 3319 and the LITC Grants page also guide application windows and reporting expectations, for example, the IRS announced the 2026 grant application window in May 2025 and directed organizations to use the Grants Portal with ID.me. Your internal workflow should treat those pages as the source of truth each cycle.
Where To Download The Latest Files
- IRS forms directory, You can still access Form 13424‑K, Rev. 4‑2016, as a fillable PDF. Use it for historical records or if your cycle explicitly requires it.
- Companion LITC forms, Form 13424‑K (Rev. 4‑2016) remains the current version with no 13424‑R replacement. The related LITC forms are 13424‑A (General Information Report), 13424‑B (Case Issues Report), and 13424‑N (Program Narrative Report).
- LITC Grants page, Use this page to reach Publication 3319 for your year, current reminders, and portal access.
Compliance tip, save the exact PDF you used into your case file with the date you downloaded it. That simple habit protects you during later reviews when instructions change mid‑cycle.
Step‑By‑Step, Completing Form 13424‑K Cleanly
Here is a practical, line‑by‑line process you can follow to complete Form 13424‑K cleanly. Keep your case file open while you complete the PDF so every entry ties back to evidence.
Pre‑work
- Download the current files first. Pull 13424‑K and check Publication 3319 and the Grants page for the year you are reporting. Note the download date in your file.
- Confirm which report your cycle expects. If instructions point to the Grants Portal and 13424‑R, follow that path.
Field‑By‑Field Checklist
| Required field | What it means | Quick tip |
| Clinic name and grant year | Your program identity under the grant; the form asks only for the clinic name and the four-digit grant year, with no EIN field | Match to your grant award letter |
| Case inventory (lines 1A through 1E) | Beginning inventory, new cases, total worked, cases closed, and ending inventory, all as aggregate counts | Confirm line 1C equals 1A plus 1B, and line 1E equals 1C minus 1D |
| Case counts by IRS function (lines 2A through 2AA) | Each case counted once under the function handling its primary issue; no taxpayer names, addresses, or demographics are collected | Confirm the 2A through 2AA total equals line 1C |
| Additional case information (lines 3 through 10) | Aggregate counts such as cases over $50,000 in controversy (line 3) and cases over 250% of the federal poverty guidelines (line 4) | Lines 3 and 4 apply only to new cases counted on line 1B |
| IRS function or court (line 2) | Accounts Management, Exams, Collection, Appeals, Litigation, or Miscellaneous | Count each case once under its primary function; use line 5 to flag multi-function cases |
| Closed-case outcomes (lines 15A through 15D) | Filing compliance, collection compliance, cash refunded, and total decrease in liabilities, penalties, and interest | Report line 15 only for cases closed during the period (line 1D) |
| Reporting period and grant year | Check the Interim or Year-End box at the top of the form and enter the four-digit grant year | Check exactly one reporting-period box per filing |
Those fields map to what clinics track anyway, so the trick is to keep naming, version control, and dates tight. When you move to aggregate reporting, clean inputs save hours.
Practical habit, complete the PDF in one sitting, then run a two‑minute checklist, the reporting-period box checked, line 1C equals 1A plus 1B, the line 2 total equals 1C, and line 1E equals 1C minus 1D. Small misses cause the biggest delays.
Documentation Discipline That Speeds Reviews
- Use one naming convention for workpapers and evidence, for example, “ClientName_YYYY_Form_Event.pdf.”
- Store the exact PDF you filed, plus a flattened copy for read‑only reference.
- Keep a tiny legend of your issue codes in the front of the case file. That reduces second‑guessing later.
Submitting, Deadlines, And Where It Goes
Grant cycles set the calendar. Publication 3319 and the LITC Grants page announce the application window, method, and supporting documents. For the 2026 performance year, the IRS announced the 2025 application period and directed applicants to the LITC Grants Portal. Your submission method and timing for case reporting flow from the same sources.
When your instructions permit electronic submission, follow the Grants Portal steps. If a cycle still allows or requires paper, use the address listed in your cycle’s materials. Always prefer the portal if offered, it reduces mail delays and gives you an audit trail.
Quick planner, what to verify before you file
| Source | What to check | Action if different |
| Publication 3319 | Your cycle’s due dates and required reports | Shift your internal cutoff one week earlier |
| LITC Grants page | Portal instructions, ID.me, cycle guidance | Follow portal directions, save confirmations |
| IRS forms directory | Which forms are current for your cycle | Use Form 13424‑K (Rev. 4‑2016), the current version; there is no 13424‑R replacement |
Citations for verification, Publication 3319 and the Grants Portal are linked from the LITC Grants page, and Form 13424‑K is posted in the IRS forms directory at its current Rev. 4‑2016 version.
How 13424‑K Relates To Publication 3319, QPRs, And Year‑End
Think of 13424‑K as the clinic's aggregate case-statistics report, not a per-case card; it summarizes counts and dollar outcomes across the whole clinic. Publication 3319 is your operating playbook, it defines who the program serves and what you report. QPRs and year‑end reports roll up counts, outcomes, and narratives across cases.
For the 2025 grant year, clinics continue to file Form 13424‑K (Rev. 4‑2016) for program reporting; it has not been replaced by a 13424‑R form. Your internal case cards still matter, they prove your counts, demographics, and outcomes. Keep them consistent, even if the government form name changes.
Bottom line, keep clean case‑level documentation, check the portal for what to submit this year, and you will be fine.
Turning Case Entries Into Auditable Grant Metrics
Once your case cards are clean, roll them up with a simple template. Here is a practical sequence clinics use during QPR prep.
- Pull a list of closed cases in the quarter with client demographics and income.
- Tag each with a primary issue and outcome, favorable, partial, no change, withdrawn.
- Add the tax year and the date span from intake to close, then compute average duration.
- Break counts by controversy type and language access.
- Reconcile totals to what you submitted, the submission method may be the Grants Portal or a named form in your cycle.
This is where disciplined naming and version control pay off. You spend time advocating for clients, not hunting for the right file.
A tiny model you can copy
- A single worksheet per quarter, one row per case.
- Columns, Case ID, Open date, Close date, Primary issue, Venue, Tax year, Outcome, Language, Income band, Notes.
- A summary tab that counts cases by issue and outcome, and calculates average days open.
When the IRS updates application windows or reporting expectations, the LITC news release and Grants page will reflect it. Build a habit of checking those pages as soon as a new cycle is announced.
Common Errors And How To Avoid Them
- Missing identifiers, always add your clinic case number, it is the anchor that ties documents to the file.
- Wrong tax year, double check the return year, not the calendar year you worked the case.
- Outdated PDF, always pull Form 13424‑K (Rev. 4‑2016) fresh from the IRS forms directory, since it remains the current version, rather than reusing an old local copy.
- Unreconciled totals, confirm the line 2 function counts (2A through 2AA) sum to line 1C, per the Form 13424-K instructions.
- Missing signatures or misdated fields, do a two‑minute final pass before saving.
- Filing to the wrong place, confirm your submission method in Publication 3319 and the portal before you send anything.
Security and privacy notes
Case files contain sensitive data. Keep role‑based access in your DMS, encrypt stored PDFs, and limit local downloads. The Grants Portal uses identity verification with ID.me, which adds another layer of access control to your submissions.
A Clean, Repeatable Process You Can Adopt This Week
Here is a simple weekly rhythm that keeps you ready for QPRs and year‑end, no drama.
- Monday, update your matters list, note any case that will close this week.
- Midweek, run a quick quality check on those files, identifiers in place, tax years verified, primary issue selected, signatures ready.
- Thursday, confirm your line totals reconcile, the line 2 function counts (2A through 2AA) equal line 1C and line 1E equals line 1C minus line 1D. Save proof of the work you reviewed.
- Friday, roll up counts to your tracking sheet and move one small narrative into your QPR draft while it is fresh.
If you operate across multiple sites or have seasonal staff, make one laminated one‑pager with the field‑by‑field checklist and the three places everyone should check before filing, Publication 3319, the LITC Grants page, and the IRS forms directory.
Quick reference table
| Task | Source of truth | Proof to save |
| Confirm current form | IRS forms directory | PDF copy with download date |
| Confirm method | LITC Grants page and portal | Portal confirmation or email |
| Confirm dates | Publication 3319 and IRS news | Screenshot of the notice |
Where Accountably Fits, Only If You Need Operational Help
Most LITCs do not struggle because of a lack of clients, the crunch happens in delivery, reviews, and version control. If you decide to tighten your workflows, we can help you standardize file naming, build SOP‑driven checklists, and structure review paths that cut turnaround time without adding chaos. Our approach is simple, your tools, your templates, your standards, plus disciplined documentation that protects reviewers and your grant reporting. Use this only if it helps your team move faster with fewer revisions.
Sources You Can Trust And Why They Matter
- IRS forms directory, confirms Form 13424‑K at its current Rev. 4‑2016 version. That is where you should pull files.
- LITC Grants page, anchors current Publication 3319, the Grants Portal, and program guidance. That is your method and timing.
- Publication 3319, the LITC Grant Application Package and Guidelines, sets the reporting standards, methods, and timing for each grant year. That is your signal to verify the active reporting path each cycle.
- IRS news releases, provide application window dates so you can plan ahead.
Closing Thoughts
You do not need more complexity, you need a clear path. Check your cycle’s guidance, confirm the current Publication 3319 instructions for your grant year, and keep your counts reconciled, since Form 13424‑K (Rev. 4‑2016) remains the current form. When your entries are complete, names are consistent, and dates line up, QPRs and year‑end stop being a scramble and become a five‑minute export.
Common Mistakes We See Every Season
The same handful of reporting errors show up across LITC clinics every grant cycle, and almost all of them trace back to how cases get counted rather than how they get worked. Here are the ones we flag most often.
Reusable Checklists
These checklists are copy-paste ready for your clinic's SOP binder; tick each item as you work a reporting period. Every step maps to a specific Form 13424-K line, per the Form 13424-K instructions and Publication 3319.
Interim Report close-out
- Confirm the Interim Report box is checked, covering January 1 through June 30 of the grant year.
- Carry line 1A forward from the prior grant year's line 1E (ending inventory).
- Tally new cases opened during the period on line 1B.
- Confirm line 1C equals line 1A plus line 1B (the form auto-calculates this).
- Flag each new case above $50,000 in controversy per tax period for a line 3 entry and a Form 13424-N, Item 2.vii explanation.
- Count new cases for taxpayers above 250% of the federal poverty guidelines on line 4.
- Verify the Interim filing date against Publication 3319 for your cycle.
Line 2 function reconciliation
- Assign each open case to exactly one of the 27 line 2 sub-lines (2A through 2AA).
- Report each case under the IRS function handling its primary issue at period close.
- Use line 5 to flag cases that spanned more than one function, never a second line 2 entry.
- Confirm the sum of lines 2A through 2AA equals line 1C.
- Move any case that shifted functions since the Interim Report to its current sub-line.
- Spot-check that no single case appears in two sub-lines.
Year-End closed-case outcomes
- Confirm the Year-End box is checked, covering the full grant year (January 1 through December 31).
- Limit all line 15 entries to cases closed during the period (line 1D).
- Count filing-compliance closures on line 15A and collection-compliance closures on line 15B.
- Report only cash refunds paid to taxpayers on line 15C; exclude refunds offset against other liabilities.
- On line 15D, total actual decreases in liability, penalty, and interest, including the offer-in-compromise delta; exclude CNC amounts and do not drop below zero per taxpayer.
- Reconcile line 1E (ending inventory) back to line 1C minus line 1D.
Keep 13424-K Season From Stalling
Form 13424-K does not have a single April deadline; it lands twice every grant year. Clinics file an Interim Report covering January 1 through June 30, then a cumulative Year-End Report covering the full grant year, and each one carries 27 separate IRS-function sub-lines on line 2 that have to reconcile back to line 1C, per the Form 13424-K instructions. When both reports stack against the rest of a clinic's LITC paperwork, the counts are usually what slip.
The bottleneck is rarely the casework; it is keeping inventory counts, function tags, and closed-case dollars reconciled across two reporting periods and, often, multiple grant years. A little structure during the period removes the year-end scramble.
- Lock line 1A to the prior grant year's line 1E before the new year opens, so beginning inventory ties out from day one.
- Tag each case's primary IRS function as it moves, so lines 2A through 2AA reconcile to line 1C without a manual recount.
- Flag new cases above $50,000 in controversy per tax period (line 3) and above 250% of the federal poverty guidelines (line 4, $39,125 for a one-person household in 2025) at intake, while the facts are fresh.
- Capture closed-case results on lines 15A through 15D as cases close, keeping cash refunds (line 15C) separate from offsets and excluding CNC balances from line 15D.
If your reporting tightens up each cycle, the fix is process, not heroics. Accountably brings SOP-driven file naming, multi-layer review, and turnaround discipline that keeps those line counts clean, so our tax delivery team can help the Interim and Year-End reports become a quick export instead of a fire drill.
FAQs
Is the 2016 Form 13424‑K still valid?
The IRS still hosts the Rev. 4‑2016 PDF, and some clinics reference it for historical case documentation. Form 13424‑K (Rev. 4‑2016) remains the current version in use for the 2025 grant year; it was not removed and there is no 13424‑R replacement. Check Publication 3319 and the Grants Portal for what your current cycle requires.
Where do I download the latest files?
Use the IRS forms directory for PDFs and the LITC Grants page for Publication 3319 and portal links. Form 13424‑K (Rev. 4‑2016) remains the current version; there is no 13424‑R replacement to download.
Is the Grants Portal required for submissions?
Many current cycles use the LITC Grants Portal with ID.me. Review the instructions on the LITC Grants page for your year of performance to confirm.
What if my internal process still uses a 13424‑K case card?
That is fine for internal tracking, and it can make audits easier. Just align your official submission with Form 13424‑K (Rev. 4‑2016) and the method specified in the current Publication 3319 for your cycle.
Where can I confirm dates for the next grant period?
Watch for IRS news releases and the LITC Grants page. For example, the IRS announced the 2026 grant application period in a May 9, 2025 release.
Compliance note, this article is general information. Always verify current instructions on the IRS LITC Grants page and the IRS forms directory for your exact cycle.