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 for:

• Birthdates used to calculate the taxable portion of retirement income
• Taxpayers who may be retired and may have any retirement income
• Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.