Get 13614c

Filling out Form 13614-C, the intake/interview and quality review sheet, is an essential step in the tax preparation process. This guide provides clear and detailed instructions on how to complete each section of the form efficiently and accurately.

Follow the steps to accurately complete and submit Form 13614-C.

1. Press the 'Get Form' button to acquire the form and open it in the appropriate online editor.
2. Begin with Part I, where you will provide your personal information. Fill in your first name, middle initial, last name, and telephone number. Repeat this for your spouse, if applicable. Ensure you include your mailing address, including the apartment number, city, state, and ZIP code.
3. In Part I, provide your and your spouse's date of birth and job titles. Indicate if either of you are U.S. citizens and check the appropriate boxes regarding previous issues such as identity theft or disability.
4. Proceed to Part II. Indicate your marital status by checking the corresponding box. If married, specify if you lived with your spouse during the last six months of the prior year.
5. In Part II, list the names and relationships of individuals who lived with you last year or were supported by you. Provide their dates of birth and check the boxes for their qualifying status as dependents.
6. Continue to Part III to document income received in the last year. Mark 'yes' or 'no' for each type of income you and your spouse received, ensuring to specify the number of jobs if applicable.
7. Part IV requires you to detail any expenses you or your spouse incurred during the previous year. Check the appropriate boxes for expenses like alimony, educational costs, or medical expenses.
8. In Part V, report any life events you or your spouse experienced in the past year, such as having health savings accounts or any property sales.
9. Proceed to Part VI to declare health carecoverage details for any individuals listed in the form. Answer the questions regarding health care coverage accurately.
10. Finally, review Part VII for any additional information needed and confirm any choices regarding refund or payment preferences. Once completed, ensure all information is accurate.
11. After filling out all sections of the form, you may save your changes, download a copy, print the form, or share it as needed.

Get started on completing Form 13614-C online today!