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

The International part of the lesson will help you report income earned from worldwide sources. First, you need to be able to identify this type of income and determine if it is reportable. If it is, using the applicable exchange rates, convert the amount to the equivalent U.S. dollar value of the foreign currency. It will cover the foreign earned income exclusion reported on Form 2555.