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NTTC Virtual Training�Tax-Aide Intake Booklet (Form 13614-C)

Video: https://ta-nttc.tiny.us/Intake-Booklet-video

July 2026

FOR USE BY AARP FOUNDATION TAX-AIDE VOLUNTEERS ONLY

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Purpose

Tax-Aide Intake Booklet

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Intake Booklet components

Describe

Key areas

Highlight

Using the Intake Booklet to prepare an accurate return

Discuss

https://ta-nttc.tiny.us/Tax-Aide-Intake-Booklet

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Intake Interview and Quality Review Sheet (Form 13614-C)

Use is mandatory
Updated each tax year
Spanish and prior year versions available

Tax-Aide Intake Booklet

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The “Intake Booklet”

https://ta-nttc.tiny.us/NTTC-Tax-Prep-Links

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Intake Interview and Quality Review Sheet (Form 13614-C)

Information about taxpayer's situation

Must be completed

each year
for correct tax year

Client Facilitator may review to confirm taxpayer has all necessary documents
Counselor uses as a guide to conduct intake interview and make notes
Quality Reviewer uses to double check information during their review

Tax-Aide Intake Booklet

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Intake Sheet Page 1

Tax-Aide Intake Booklet

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Known to site

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Intake Sheet Page 1

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Tax-Aide Intake Booklet

Taxpayer Personal Information

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New 1040 Question

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Tax-Aide Intake Booklet

Main Home in U.S.

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Tax-Aide Intake Booklet

Main Home in U.S.

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Intake Sheet Page 1

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Tax-Aide Intake Booklet

Taxpayer Personal Information

[CLICK] Returning to the Intake Booklet, taxpayers can identify whether they are U.S. citizens or in the country on a visa. In this section, if the statement doesn’t apply to either the taxpayer of the spouse, then the answer is “No’’.

[CLICK] If the taxpayer indicates that they have an Identity Protection Pin, it must be entered into TaxSlayer for the return to correctly e-file. IP PINs can be provided by the IRS if the taxpayer’s identity has been stolen, in which case the taxpayer will have a letter from the IRS. If the taxpayer requests one on the IRS website, they will have a record of their IP Pin number.

[CLICK] Note that there is also a column for Identity Protection Pins for any dependents in the section at the bottom.

[CLICK] The form has a specific question about digital assets. Some digital asset transactions are out of scope, and you want to identify this early in the interview process.

[CLICK] In this section the taxpayer identifies their marital status, which the Counselor uses to help determine the taxpayer’s filing status. For divorced or separated taxpayers, the date can be important in determining filing status or taxability of alimony, so it must be filled in.

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Tax-Aide Intake Booklet

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Intake Sheet Page 1

Banking
Language
Election Campaign Fund

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Intake Sheet Page 1

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Dependent Information

https://ta-nttc.tiny.us/QC-QR-Tool

This version of the form shows you what it should look like when it’s been filled in by the taxpayer and annotated by the tax counselor.

[CLICK] Note the grey section on the form: Only a certified tax counselor is responsible for completing these areas, after discussing them with the taxpayer.

[CLICK] The taxpayer answers the question about whether they or their spouse can be claimed on anyone else’s return. The counselor may need to discuss this with the taxpayer to arrive at the correct answer.

[CLICK] The taxpayer enters information at the bottom of this page about anyone other than their spouse who may be claimed on the return – that includes people who lived with the taxpayer or who they supported.

[CLICK] The information in this area helps the counselor determine whether the individuals listed are considered Qualifying Children or other Qualifying Relatives and which, if any, tax benefits they are entitled to on this return. To make this decision the counselor may need to consult Tab C in Pub. 4012 or [CLICK[ the Qualifying Child and Qualifying Relative Resource Tool.

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Intake Sheet �Page 2

Tax-Aide Intake Booklet

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Taxpayer Income

OOS

SOD

x

Page 2 is where [CLICK] the taxpayer and spouse enter their income information. [CLICK] The taxpayer fills out the left side.

Note the specific questions about [CLICK] renting out a personal residence for fewer than 15 days [CLICK], or personal property such as a vehicle.

[CLICK] Gambling winnings is a separate item in the income section.

[CLICK] On this side there is now a new question about GIG income.

[CLICK] The last question on this page allows the taxpayer to note any other income that isn’t listed above. This additional income may require a discussion with the taxpayer to determine whether it should be reported and if it is taxable.

[CLICK] The counselor may need to check for scope on some items: for example, if a home was rented for more than 15 days or the taxpayer wants to take the home office deduction for Schedule C income, the return is out of Scope.

[CLICK] On both sides, at the beginning of each item, you’ll see a B for Basic, A for Advanced, or an M for military. These indicate the certification level required for that type of income. Some counselors may be certified at the Basic level, so it’s important to check this information. An additional Military certification is required to do M returns.

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Intake Sheet �Page 2

Tax-Aide Intake Booklet

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NO

Taxpayer Income

INSURANCE SETTLEMENT THAT IS NOT TAXABLE

NONE

N/A

NONE

NO

N/A

NONE

2

NO

N/A

NONE

x

2

[CLICK] The Counselor uses the grey area on the right side when conducting the interview to make notes. It’s organized in a way that helps the Counselor verify that the taxpayer isn’t missing any information.

[CLICK] This side indicates which forms are associated with each type of income in bold type for easy reference.

There are some important changes on this page: [CLICK] there is a new box for the counselor to check for Qualified Overtime. [CLICK] The Schedule C section has been revised to emphasize the !099-NEC and 1099-K income, and [CLICK] Other income has moved to separate line.

[CLICK] There is a space for the Counselor to indicate whether the taxpayer itemized last year when discussing any state tax refund they received, to help determine whether the refund should be included as income on this year’s return.

[CLICK] On the far right, there is a box in which the counselor or Quality Reviewer can make notes.

Many districts find it helpful to have counselors and Quality Reviewers each use a different color pen to add their notes.

[CLICK] Once completed by the Counselor, your form will look something like this. Each district may have different conventions for indicating that a question doesn’t pertain to a taxpayer. [CLICK] In this example we’ve used NO, NONE, or N/A to indicate this, but we don’t recommend using a X , since that’s what is used in the box when an item does apply. Check with your LC or instructors for what to use in your district.

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Intake Sheet�Page 3

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Taxpayer Expenses and Credits
Additional Information

STANDARD FOR FEDERAL AND ITEMIZED FOR STATE

PER DISCUSSION WITH TP NONE OF THESE ITEMS APPLY IN THE CURRENT YEAR.

PER DISCUSSION WITH TP NONE OF THESE ITEMS APPLY IN THE CURRENT YEAR

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IPPINs for both TP and Spouse

NONE

NA

N/A

X

Page 3 covers expenses and certain life events that might have tax consequences for the taxpayer. [CLICK] As on page 2, the taxpayer completes the left side [CLICK] and the counselor marks up the gray areas.

[CLICK] Counselors should confirm the taxpayer’s charitable contributions, even if they don’t itemize, since this year there is a deduction for taxpayers who don’t itemize.

[CLICK] On this page the taxpayer canindicate that they’ve paid estimated taxes or applied last year’s refund to this year’s tax liability.

[CLICK] New on this page is a question about whether the taxpayer purchased a new vehicle, to help the counselor determine whether the TP qualifies for the vehicle-related tax benefits on Form 1098-VLI.

[CLICK] The line for Energy Efficient credits has been removed with the elimination of the energy credits.

[CLICK] On the right side, the counselor marks whether the taxpayer is using the standard or itemized deduction this year.

[CLICK] The Counselor confirms with the taxpayer everything that needs to be marked, and [CLICK] adds notes based on their interview. The Quality Reviewer adds any additional notes when they conduct their interview with the taxpayer.

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Demographic Questions� �NCMEC Info

Tax-Aide Intake Booklet

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Intake Sheet

Page 4

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Intake Sheet�Page 5�

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Counselor or Quality Reviewer

Notes

Privacy Act

Capital Loss carries over to next year.

Banking information on TP’s phone

STATE SPECIFIC INFO COULD BE ADDED HERE (E.G., UNIQUE STATE DEDUCTIONS OR STATE PROPERTY TAX CREDIT

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Knowledge Check #1

Marge arrives at the site without having completed her Intake Booklet. When the Client Facilitator asks her to fill it in, Marge responds that she has last year’s sheet so doesn’t need to fill in one this year.

Is this acceptable? YES/NO

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NO

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Knowledge Check #2

The Counselor and Quality Reviewer can choose whether or not to use the Intake Booklet when conducting the interview with the taxpayer.

TRUE OR FALSE

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FALSE

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AARP Consents�

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Explanations
Global Carry Forward
Consent to Disclose Information to AARP Foundation
Consent for AARP to Use Tax Return Information

Refer to https://ta-nttc.tiny.us/Intake-Screening-video

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Additional Resources

This video was a brief overview of this topic. For more information, use the resources below.

NTTC Pub 4012: https://ta-nttc.tiny.us/NTTC-4012
NTTC Scope Manual: https://ta-nttc.tiny.us/Scope-Manual

NTTC Intake Screening: https://ta-nttc.tiny.us/Intake-Screening-video

Intake Interview and Quality Review Sheet (13614-C): https://ta-nttc.tiny.us/Tax-Aide-Intake-Booklet
IRS Pub. 5838 VITA/TCE Intake/Interview and Quality Review Handbook: https://www.irs.gov/pub/irs-pdf/p5838.pdf
IRS Pub. 5101 VITA/TCE Intake/Interview and Quality Review Training: https://www.irs.gov/pub/irs-pdf/p5101.pdf

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