Who is conducting this interview? (tax preparer) First Last Who is being interviewed? Taxpayer Spouse What is the format of this interview? In-person conversation Telephone conversation Zoom meeting Other Taxpayer Name First Last Taxpayer Date of Birth MM slash DD slash YYYY AOTC? Yes No Married? Yes No Filing Status Single Married Filing Jointly Married Filing Separately Head of Household Qualified Surviving Spouse Spouse First Last Spouse Date of Birth MM slash DD slash YYYY AOTC? Yes No How many children, relatives, and other qualifying persons are we asking due diligence questions about today?(Required)Please enter a number from 0 to 5.Person 1 First Last 's Date of Birth MM slash DD slash YYYY affects: QC QR HOH CTC EIC AOTC Why does have a different last name than either the TP or SP? Δ
