Intake/Interview & Quality Review Sheet

Retirement income may be fully or partially taxable. Review the taxpayer's completed Form 13614-C, Intake/Interview & Quality Review Sheet, particularly the Income section.

If the taxpayer had retirement income, you may need to ask additional questions to clarify the type of plan, for example, whether the income was before-tax or after-tax dollars. Click here to review Volunteer Resource Guide, Tab D, Income, Table A - Examples of Taxable Income.

Be sure to also review the Intake/Interview sheet:

• Part I Your Personal Information, questions 4 and 7 regarding birthdates used to calculate the taxable portion of retirement income
• Part I Your Personal Information, questions 5 and 8 for a taxpayer who may be retired and ask about any retirement income
• Part III Income, question 11 and if the taxpayer answered yes, ask to see their Form 1099-R