Lesson 3 of 4
In Progress

Parts of the Intake Form–Demographic Information

Christopher Murphree September 9, 2020

Part I: Personal Information

While the first page of the intake form is relatively straight forward, the information in Part I can have a major impact on the tax return.

A few special considerations:

  • The mailing address on the I/I form will be the official address entered on the return. Check with the taxpayer that it is accurate. You may also ask the taxpayer if they plan on moving soon, as the IRS will use the address on the return to contact them with any future inquiries.
  • If the taxpayer or spouse is a full time student, disabled, or blind, they may qualify for special deductions or credits on the return.
  • Many younger taxpayers are unsure about whether or not they can be claimed as a dependent. Even if someone marks “Yes,” or “No,” to question 10, be sure to use the Pub 4012 to verify.

Part II: Marital Status and Household Information

Note that the I/I form asks taxpayers to list the divorce decree or separation maintenance decree date if they indicate they are divorced or separated. Taxpayers may be separated from their spouse but not legally separated or divorced. These taxpayers will be considered married for tax purposes.

The household section asks clients to list all individuals who have lived with them or they supported during the year. Not everyone listed in this section will qualify as a dependent, and it is important to screen for dependency using the Pub 4012.

Don’t Forget!

On the Household Section, there is a section titled “To be completed by a Certified Volunteer Preparer.” You should complete this section with the taxpayer by verbally asking the yes or no questions listed.

Parts I & II Video Walkthrough