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Form 13614CDepartment of the Treasury Internal Revenue Service OMB Number 15451964Intake/Interview & Quality Review Sheet(October 2018) Please complete pages 13 of this form. You will need: Tax Information
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How to fill out form 13614 c intake

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How to fill out form 13614 c intake

01
Download form 13614 c intake from IRS website
02
Fill out the taxpayer's information including name, address, Social Security number, and contact information
03
Provide information about the taxpayer's spouse, dependents, and filing status
04
Answer all questions related to income, deductions, credits, and expenses
05
Sign and date the form before submitting it to the IRS

Who needs form 13614 c intake?

01
Individuals who are seeking assistance with their tax return preparation and planning
02
Taxpayers who want to use the services of a volunteer tax preparer through the VITA program
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Form 13614-C is the Intake/Interview & Quality Review Sheet used by tax preparers to gather necessary information from taxpayers.
Tax preparers are required to file form 13614-C intake for each taxpayer they assist with tax preparation.
Form 13614-C should be filled out by tax preparers by interviewing the taxpayer and recording all the necessary information regarding their income, deductions, and tax credits.
The purpose of form 13614-C intake is to gather essential information from taxpayers to accurately prepare their tax returns.
Form 13614-C intake requires information such as taxpayer's personal details, income sources, deductions, tax credits, and any potential issues with the return.
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