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Review and complete the Form 13614-C before starting tax return preparation. 13614-C. Its the perfect place to record the results of your review of taxpayer documents and discussions with the taxpayer. If the taxpayer fills out the form, make sure it is complete and legible.
Its the perfect place to record the results of your review of taxpayer documents and discussions with the taxpayer. If the taxpayer fills out the form, make sure it is complete and legible.
3. When reviewing Form 13614-C, you see the Interest question is marked Yes and the taxpayer gives you a Form 1099-INT. You should ask the taxpayer if they had any other interest income.
All IRS tax law certified volunteer preparers must complete the entire intake and interview processes before preparing tax returns. To promote accuracy, this process must include an interview with the taxpayer while reviewing Form 13614-C and all supporting documents prior to preparing the tax return.
All sites must use Form 13614-C, Intake/Interview Quality Review Sheet, for every tax return prepared by an IRS-certified volunteer. Form 13614-C guides the IRS-certified volunteer preparer through the interview with the taxpayer and allows them to gather all necessary information for accurate return preparation.
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People also ask

In most cases a volunteer must review photo identification for every taxpayer(s) to deter the possibility of identity theft.
A 147C letter is just the document you need if youve lost your employer identification number (EIN). Learn what it is exactly, when you need it, and how to request one from the IRS.
IRS 147C letters are only sent via mail or fax. There are two ways to fax: traditional fax machines and digital fax machines. Security reasons mean the IRS doesnt send 147C verification letters via email.

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