Get Form 13614-c (rev. 10-2023). Intake/interview And Quality Review Sheet

Filling out Form 13614-C is an essential step in the tax preparation process for individuals and families. This comprehensive guide will walk you through each section of the form, ensuring that you provide accurate and complete information in an online setting.

Follow the steps to successfully complete Form 13614-C online.

1. Click ‘Get Form’ button to access the form and open it in your preferred online document editor.
2. Begin with Part I, which includes your personal information. Fill in your first name, middle initial, last name, contact number, and the same information for your spouse if applicable. Also, include your mailing address and date of birth.
3. Indicate if anyone can claim you or your spouse as a dependent, whether you or your spouse were victims of tax-related identity theft, and provide an email address if you wish.
4. Proceed to Part II to state your marital status as of December 31, 2023. If applicable, provide information regarding your spouse as mentioned in this section.
5. In Part III, note all income sources for you and your spouse from the previous year. Mark 'Yes' or 'No' for each type of income listed.
6. Move on to Part IV to account for any expenses incurred in the last year. Again, respond 'Yes' or 'No' for each expense listed.
7. In Part V, reflect on any significant life events that occurred during the year, such as having a health savings account or adopting a child. Provide accurate responses as appropriate.
8. Complete any additional information and questions related to your return. This part may involve optional questions regarding language proficiency, disability status, and more.
9. Review all filled sections for accuracy. Once completed, save your changes, and you can choose to download, print, or share the form as needed.

Start filling out your Form 13614-C online to ensure a smooth tax preparation experience.