Get the free Taxpayer Intake Form - VITA - vita byu

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TAXPAYER INTAKE SHEET You (and Spouse) will need: ? Proof of Identity (Social Security Card is preferred) ? Copies of ALL W-2, 1098, 1099 forms ? Social Security (SSN) or Individual Tax Identification

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What is taxpayer intake form?

Taxpayer intake form is a document used to gather information about a taxpayer's personal and financial details.

Who is required to file taxpayer intake form?

Any individual or entity who is obligated to file tax returns or provide relevant tax information may be required to file a taxpayer intake form.

How to fill out taxpayer intake form?

To fill out a taxpayer intake form, you need to provide accurate and complete information about your personal details, income, expenses, deductions, and any other relevant tax information as requested on the form.

What is the purpose of taxpayer intake form?

The purpose of taxpayer intake form is to collect essential information about a taxpayer's financial situation, which can be used for tax filing, assessment, and compliance purposes.

What information must be reported on taxpayer intake form?

Typically, a taxpayer intake form requires information such as the taxpayer's name, social security number or tax identification number, address, sources of income, deductions, investments, and other relevant financial details.

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