When you come into a tax preparation site you will be greeted and asked to fill out a IRS Form 13614-C Intake/Interview & Quality Review Sheet. If you wish you can download a copy HERE. Please fill in pages 1 through 3 to the best of your ability, this will save time and you won't feel pressured as you fill out the form. Do not fill in anything on page 4, this is for the certified tax prepares.
You can ask question or even wait to fill out the Intake/Interview & Quality Review Sheet when you come into the tax preparation site.
What To Bring
Check out this link:How-Health Coverage Affects Taxes/
What health insurance information does a taxpayer need to bring this year to support tax preparation?
1. Health insurance coverage information for taxpayer, spouse and all dependents.
2. If taxpayer doesn’t have full-year coverage, information on monthly coverage.
3. If taxpayer purchased health insurance through the Marketplace/Exchange, Form 1095-A. S/he should receive this form by January 31.
4. Any health care exemptions received from the IRS or the Marketplace/Exchange.
5. All information needed to complete returns for taxpayer, spouse and for each dependent that has a filing requirement.
For more information about the Marketplace/Exchange, visit HealthCare.gov.
For more information on the Affordable Care Act, go to irs.gov/aca.
Managing Your Tax Records After You Have Filed
Keeping good records after you file your taxes is a good idea, as they will help you with documentation and substantiation if the IRS selects your return for an audit. Here are five tips from the IRS about keeping good records.
1. Normally, tax records should be kept for three years.
2. Some documents — such as records relating to a home purchase or sale, stock transactions, IRA and business or rental property — should be kept longer.
3. In most cases, the IRS does not require you to keep records in any special manner. Generally speaking, however, you should keep any and all documents that may have an impact on your federal tax return.
4. Records you should keep include bills, credit card and other receipts, invoices, mileage logs, canceled, imaged or substitute checks, proofs of payment, and any other records to support deductions or credits you claim on your return.
5. or more information on what kinds of records to keep, see IRS Publication 552, Recordkeeping for Individuals, which is available on the IRS website at www.irs.gov or by calling 800-TAX-FORM (800-829-3676).
Publication 552, Recordkeeping for Individuals (PDF 61K)