What tax forms does the taxpayer need to fill out form 13614-C? - ANSWER Forms W-
2, 1099, 1098, 1095
What are six sections of Form 13614-C that may materially change the tax return for the
taxpayer? - ANSWER 1.) did you live in two or more states? 2.) were you a full-time
citizen, on visa, or student 3.) blind/disabled/IPPIN/held digital assets 4.) marital status 5.)
refund preference 6.) how would you like to make payment if balance due?
What sections of form 13614-c pertain to the volunteer that affect the return? -
ANSWER 1.) qualifying child or relative 2.) provided 50% or more of their own support
3.) less than $5k income 4.) taxpayer (s) provided more than 50% of support 5.) taxpayer (s)
paid more than half the cost of maintaining a home for the person
How is a tax return classified as an advanced return? - ANSWER If a single box in the
form is checked and there is an A in the column.
What's the process for indifferent determination of whether a tax return can be prepared at
the site? - ANSWER Final decision based on a combination of the site's return
preparation policy and Scope of Service Chart listed in Publication 4012.
What are obscure components of Form 13614-C that affect the tax return in page 2? -
ANSWER 1.) 1099-R/retirement account? Pension, annuity proceeds/qualified
charitable distribution form 1099-R 3.) disability benefits 4.) social security (ssa-1099) or
railroad retirement benefits (RRB-1099) 5.) union strike benefits (Pub 4012)
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2, 1099, 1098, 1095
What are six sections of Form 13614-C that may materially change the tax return for the
taxpayer? - ANSWER 1.) did you live in two or more states? 2.) were you a full-time
citizen, on visa, or student 3.) blind/disabled/IPPIN/held digital assets 4.) marital status 5.)
refund preference 6.) how would you like to make payment if balance due?
What sections of form 13614-c pertain to the volunteer that affect the return? -
ANSWER 1.) qualifying child or relative 2.) provided 50% or more of their own support
3.) less than $5k income 4.) taxpayer (s) provided more than 50% of support 5.) taxpayer (s)
paid more than half the cost of maintaining a home for the person
How is a tax return classified as an advanced return? - ANSWER If a single box in the
form is checked and there is an A in the column.
What's the process for indifferent determination of whether a tax return can be prepared at
the site? - ANSWER Final decision based on a combination of the site's return
preparation policy and Scope of Service Chart listed in Publication 4012.
What are obscure components of Form 13614-C that affect the tax return in page 2? -
ANSWER 1.) 1099-R/retirement account? Pension, annuity proceeds/qualified
charitable distribution form 1099-R 3.) disability benefits 4.) social security (ssa-1099) or
railroad retirement benefits (RRB-1099) 5.) union strike benefits (Pub 4012)
1
