Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Income — Retirement Income Workout


Check Your Knowledge

Question 1 of 1

In which section of the intake and interview sheet would you find information about pension payments and/or IRA distributions as well as social security or railroad retirement benefits? (Click the Materials tray for a copy of the intake and interview sheet.)

Taxpayer Information
Marital Status and Household Information

Form 13614-C

Form 13614-C