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Department of the Treasury - Internal Revenue Service OMB Number 1545-1964 Intake/Interview & Quality Review Sheet (October 2013) You will need: Tax Information such as Forms W-2, 1099, 1098.

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2013 1971 W-2 Keith 13614-C xxxxxxxx Distributions 20XX Lana 1099-A 52121E preparer EIC 1099-R 1098-T 1099-G Denise SSA-1099 HSA 1099-MISC 1098-E OMB CDs TaxWise RRB-1099 5498-SA 341-XX-XXXX 1099-S1099-B Unreimbursed carryover yy 1099-SA

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