Get A Date Must Be Entered On Form 13614 C Part Ii Marital Status And Household Information To Determine The Appropriate Filing Status For Taxpayers Who Are 2022-2024

It's 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.

Ensure the taxpayer has all the documents required to prepare the tax return. Provide taxpayer with Form 13614-C (if taxpayer doesn't already have one). Determine the certification level of the tax return. Assign the tax return to a volunteer preparer based on certification level.

The IRS offers a tax debt forgiveness program for taxpayers who meet certain qualifications. To be eligible, you must claim extreme financial hardship and have filed all previous tax returns. The program is available to certain people only, so contact us to find out if you qualify.

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.

Use Form 13614-C, Intake and Interview Sheet to engage your taxpayer in preparing an accurate return.

6107(b) requires that the tax preparer retain a completed copy of any return or claim for refund or maintain a list with the names and taxpayer identification numbers of the taxpayers for whom the returns or claims were prepared.

Use Schedule C (Form 1040) to report income or (loss) from a business you operated or a profession you practiced as a sole proprietor. An activity qualifies as a business if your primary purpose for engaging in the activity is for income or profit and you are involved in the activity with continuity and regularity.

An IRS-certified volunteer must then: Interview the taxpayer and review their completed Form 13614-C. Ensure that all questions are answered, and all "Unsure" answers have been discussed and changed to "Yes" or "No". Review supporting documentation.