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

Military Income Workout

Workout Resources

Intake/Interview & Quality Review Sheet

Review the taxpayer's completed Form 13614-C, Intake/Interview & Quality Review Sheet, particularly the Income section.

  • Confirm and discuss all income entries with the taxpayer
  • Ask the taxpayer to show and verify all Forms W-2, Forms 1099, and other statements reporting income
Part 3, Income, of the intake and interview sheet.