• The first three 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 box 6.b. or 9.b., “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. 
      • Those 65 years and older are eligible for the credit as well, if low income; TaxSlayer handles that automatically. It does not handle disability automatically if the disabled taxpayer or spouse is below age 65, because there is no way to enter disability information in the Personal Information section.
      • Detailed information on this credit, including other criteria such as low income, is on page 97.
    • Note that question 1 of part II, on page 1, does not ask if the taxpayer is single. Rather, a taxpayer who is unmarried must select from one of four options. 
      • Note: Widowed has potential implications for the cost basis of the sale of a home as well as for the sale of marketable securities - see the section Entering Capital Gains and Losses on page 50 and the section Sale of Home on page 53.

NOTE: The following sections often say, “Go to …”, followed by the name of a TaxSlayer page, which will be in bold. The part of the page name that is underlined is the text that you can type into the TaxSlayer search box to go directly to that TaxSlayer page, as an alternative to using the menu tree. 

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