Intake Booklet – Additional Notes
- The first several pages of the Intake Booklet consist of IRS Form 13614-C, Intake/Interview & Quality Review Sheet.
- Page 1 of the Intake Booklet has the information about taxpayer disability that isn’t entered in the Basic Information section of TaxSlayer, but may require action:
- If the taxpayer checked “Yes” for “Totally and permanently disabled” on page 1 of the Intake Booklet, then the taxpayer may be eligible for the tax credit on Schedule R, Credit for the Elderly and Disabled, because of that disabled status.
- Detailed information on this credit, including other criteria such as low income, is on page 95.
- Note that page 1 does not ask if the taxpayer is single. Rather, an unmarried taxpayer must select from several options.
- Note: Widowed has potential implications for the cost basis of a sale of a home or marketable securities - see the sections Entering Capital Gains and Losses, page 50, and Sale of Home, page 52.
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