• The first several pages are IRS Form 13614-C, Intake/Interview & Quality Review Sheet. 
  • Page 1 has the information about taxpayer disability that isn’t entered in TaxSlayer’s Basic Information but may require action: 
    • If the taxpayer checked “Yes” for “Totally and permanently disabled”, then the taxpayer may be eligible for the tax credit on Schedule R, Credit for the Elderly or Disabled. 
      • Page 93 has details on this credit, including other criteria such as low income.
    • Note:  page 1 does not ask if the taxpayer is single. An unmarried taxpayer must select from several options.  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 47, and Sale of Home, page 49.

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