Form 13614-C & Quality Review (continued)
Part IV, Expenses, should match tax law determination for Form 1040, Adjusted Gross Income, Tax and Credits, and Payments sections.
- Verify that any adjustments to income are reported correctly and are supported by the taxpayer's documentation
- Verify that all information is correct and documentation supports standard or itemized deductions
- Verify that all appropriate credits have been reported correctly
- Verify that any withholding amounts shown on Form(s) W-2 and 1099, and other source documents are reported correctly
Part V, Life Events, should match tax law determination for Form 1040, Income, Adjusted Gross Income, Tax and Credits, and Payments sections
- Verify all required forms and documentation were used and reported correctly on the return