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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. Social
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Have you or your is a declaration form that individuals may need to fill out to report certain information about themselves or their personal circumstances.
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The purpose of have you or your is to ensure that individuals report any relevant information about themselves or their personal circumstances to the appropriate authorities.
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