Intake/Interview & Quality Review Sheet
To identify the adjustments to income that a taxpayer can claim, you will need to ask the taxpayers if they had the types of expenses listed on the Adjustments to Income section of the tax return. Review the taxpayers’ answers on their intake and interview sheet.
Be sure to ask if, during the tax year, the taxpayer or spouse:
If a taxpayer and the taxpayer's spouse contributed to a traditional and a Roth IRA, Check the taxpayer's birth date (and spouse's if applicable) indicated on the intake and interview sheet.