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VITA/TCE QUALITY REVIEW REFRESHER - IRS tax forms

• Check accuracy of income document input (W-2, 1099R, W- 2G, 1099-NEC, etc.) ... • Providing constructive and educational feedback. WAGE & INVESTMENT STAKEHOLDER PARTNERSHIPS, EDUCATION AND COMMUNICATION (SPEC) 22 GIVE QUALITY FEEDBACK TO THE PREPARER • Keep a positive tone. It’s an educational moment not an “I …

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