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


Intake/Interview Process

Remember to use the interview techniques and tools discussed in the Screening and Interviewing lesson. Use Form 13614-C, Intake/Interview & Quality Review Sheet, to determine if the taxpayer received one or both of Forms 1099-C, Cancellation of Debt, or 1099-A, Acquisition or Abandonment of Secured Property.

Confirm each item on the intake and interview sheet to make sure you and the taxpayer have considered all the necessary information. If items are incorrect or incomplete, revisit the issue and make corrections, as needed.

Form 13614-C, Part V, lines 2 and 3.