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Attachment 1Screening Protocol: 1040X OneNote Interviews Script for Participant Recruitment Phone Call 1. Hello, my name is (FIRST AND LAST NAME) may I speak to (NAME FROM CALL RECORD LABEL)? IF SOMEONE
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How to fill out screening protocol 1040x one-on-one

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How to fill out screening protocol 1040x one-on-one

01
Gather all the necessary information and documentation related to the original tax return that needs to be amended.
02
Obtain a copy of Form 1040x - Amended U.S. Individual Income Tax Return.
03
Carefully read the instructions provided with Form 1040x to understand the amendments process.
04
Start by filling out the taxpayer information section, including your name, address, and social security number.
05
Next, complete Part I - Exemptions, by providing information about exemptions you are claiming or removing.
06
Move on to Part II - Income, where you will report changes to your income and adjustments.
07
Attach any supporting documents and forms that are necessary for the changes you are making.
08
Proceed to Part III - Explanation of Changes, and provide a detailed explanation for each amendment you are making.
09
Double-check all the information you have entered and ensure its accuracy.
10
Sign and date the form, and include your daytime telephone number.
11
Review the completed Form 1040x to ensure it is filled out correctly and all necessary attachments are included.
12
Once satisfied, submit the amended return by mailing it to the appropriate IRS address, as specified in the instructions.
13
Keep a copy of the completed Form 1040x and all supporting documents for your records.

Who needs screening protocol 1040x one-on-one?

01
Individuals who have already filed a tax return but need to make changes or corrections to it.
02
Anyone who has realized errors or omissions in their originally filed tax return.
03
Taxpayers who have received additional income or deductions that were not included in the original return.
04
People who are claiming new exemptions, credits, or deductions that were not initially claimed.
05
Individuals who need to correct mistakes in their filing status or personal information.
06
Anyone who has discovered errors or inaccuracies in their previously filed tax return.

What is Screening Protocol: 1040X One-On-One Interviews Form?

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