Payments

Introduction

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Interview and Intake Sheet

The information you obtain from an intake and interview sheet will help you determine the payments and credits to report on the taxpayer's return. The income tax withholding, EIC and estimated payments, and additional child tax credit are the largest payments that volunteers will encounter.

Form 13614-C, Part III lines 1-4 and Part V, question 9-12

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Introduction
Federal Income Tax Withheld
- Form W-2
- Reporting Withholding
Estimated Tax Payments
- What are estimated tax payments?
- Where do I get this information?
Amounts Applied from Previous Year
- Payments Applied from a Previous Year
- Taxpayer Interview and Tax Law Application
Payments and Extensions
Excess Social Security and Tier 1 RRTA
- Excess Social Security and Tier 1 RRTA
Practice - Vanessa Franklin
- Practice
Out of Scope
- Out of Scope Situations for VITA/TCE
Summary
- Practice Lab
- Summary