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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-BN: 13614-C (bn)

IRS Form 13614‑BN is the “Intake/Interview & Quality Review Sheet” used by Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. It gathers personal, income, and deduction information before a tax return is prepared.

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Form Overview

IRS Form 13614-BN - 13614-C (bn)

IRS Form 13614‑BN is the “Intake/Interview & Quality Review Sheet” used by Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. It gathers personal, income, and deduction information before a tax return is prepared.

It records names, filing status, dependents, income sources, deductions, credits, and a quality‑review checklist.

Risk Radar

Scan points
  • 1A single typo can cause the entire return to be rejected.
  • 2Missing Social Security numbers
  • 3Incorrect filing status selection
  • 4Omitted dependent information
  • 5Income not fully reported

Plain English

Think of this form as a questionnaire that a volunteer tax preparer asks you to fill out. It captures the details needed to build your 1040, so the preparer can file an accurate return on your behalf.

Submission Date

  • Filing date: 2025-11-04 22:12:10
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

income taxincome

Hover a term to preview the meaning.

What this form is for

  • Use when preparing a tax return through VITA or TCE.
  • Do not use for self‑prepared returns that are not part of a VITA/TCE program.
  • Check Form 13614‑C (the newer version) if the site has upgraded.

Form selector

Use this form or another form?

Taxpayer has complex business income

Requires detailed profit‑loss statement

✓ Verify before using 13614‑BN

Schedule C

Non‑resident alien filing

Different residency rules

✓ Use the appropriate intake sheet

Form 1040‑NR

Amended return needed

Prior year data required

✓ Collect original return first

Form 1040‑X

Deadline or filing window

The intake sheet must be completed before the volunteer prepares the 1040. There is no IRS filing deadline for the worksheet itself, but the associated tax return follows the standard April 15 deadline (or extension date).

  • —Total wages | Sum of Box 1 amounts from all W‑2s | Total wages | Verify no duplicate W‑2s

Checklist

What you need before filling it out

1

Social Security numbers

SSN cards or prior return · Taxpayer ID section

⚠ Missing or transposed digits✕ High
2

Filing status

Marital status proof, divorce decree · Filing status box

⚠ Wrong status selected✕ Medium
3

Dependents

Birth certificates, school records · Dependent section

⚠ Unclaimed eligible child✕ High
4

Income – wages

W‑2 forms · Wage income lines

⚠ Unattached W‑2✕ Medium
5

Income – interest

1099‑INT · Interest income lines

⚠ Forgetting a 1099✕ Low
6

Credits – EITC

Earned income worksheet · Credit eligibility box

⚠ Incorrect earned income✕ High

Before you submit

  1. 1All taxpayer and spouse SSNs entered correctly
  2. 2Filing status matches marital status documentation
  3. 3All dependents listed with correct DOBs
  4. 4All income sources reported and attached W‑2/1099 copies noted
  5. 5Deductions and credits checked against supporting documents
  6. 6Quality‑review checklist boxes all marked
  7. 7Taxpayer signature and date present
  8. 8Volunteer preparer initials the worksheet

How to file this form

  1. 1Collect identification and prior‑year return
  2. 2Enter data into each section of Form 13614‑BN
  3. 3Cross‑check totals with source documents
  4. 4Complete the quality‑review checklist
  5. 5Obtain taxpayer signature and date
  6. 6File the completed 1040 (e‑file or mail) using the data from the worksheet
  7. 7Retain the worksheet in the site’s client file for at least three years

Known limitations

  1. 1Form does not calculate tax liability; it only records data
  2. 2It does not replace the need for supporting documents
  3. 3The worksheet is not submitted to the IRS, so errors are not caught by the agency
  4. 4Only applicable to VITA/TCE programs; not for private tax preparers

Field map

Compact field-by-field guide

6 fields

General Info

2 items

Taxpayer Name and TIN

Full legal name and taxpayer identification number (SSN or EIN).

Requiredtext
Address

Current mailing address.

Requiredtext

Details

2 items

Required Information

Complete all applicable sections of this form according to the official IRS instructions.

Requiredtext
Amount (if applicable)

Enter the relevant dollar amount if this form involves tax calculation.

amount

Certification

1 items

Certification Statement

Read and acknowledge any certifications required by this form.

Requiredcheckbox

Signatures

1 items

Signature

Sign and date. Unsigned forms cannot be processed.

Requiredsignature
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Current form status
IRS

Form 13614‑BN is a static intake sheet; it does not get filed with the IRS. Its status is tracked only by the VITA/TCE site’s internal records.

What changed or needs a fresh check

  • Edition date – verify the form is the 2023 edition or later
  • Fee – no fee for the intake sheet
  • Mailing address – not applicable; keep on file at volunteer site
  • Signature line – ensure taxpayer signs and dates
  • Version number – check the bottom of the page for the correct revision

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Quick Facts

VITA/TCE volunteers and the taxpayers they serve fill out the form together.
It records names, filing status, dependents, income sources, deductions, credits, and a quality‑review checklist.
The form is completed at the start of a VITA/TCE appointment, before the actual 1040 is prepared and filed.
It stays in the volunteer site’s file; the completed 1040 is mailed or e‑filed to the IRS, not the 13614‑BN itself.
Errors in the intake sheet can flow into the tax return, triggering processing delays, penalties, or loss of credits.
1. Gather the taxpayer’s ID, Social Security numbers, and prior‑year return. 2. Walk through each section of the questionnaire, entering data on the worksheet. 3. Review the quality‑review box for completeness. 4. Sign and date the form. 5. Pass the completed sheet to the preparer for return preparation.

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After you file

  1. 1Place the signed worksheet in the client’s permanent file
  2. 2Record the filing date and method (e‑file or paper) in the site log
  3. 3Provide the taxpayer a copy of the completed 1040 and any notices
  4. 4Monitor IRS correspondence for any follow‑up related to the return
  5. 5Update the worksheet if an amendment is later required

Sources

  • SRCIRS Publication 5270VITA/TCE Program Overview – confirms purpose of Form 13614‑BN
  • SRCIRS Form 13614‑BN PDFshows sections and signature line
  • SRCIRS VITA/TCE Training Materialsdescribe step‑by‑step intake process
  • SRCIRS Form 13614‑C release notesprovide edition‑date verification
  • SRCIRS Instructions for Form 13614‑BNnot found in provided source
  • SRCIRS e‑file guidelinesnote that 13614‑BN is not filed with the IRS

Common confusion points

Filing status vs. marital status

Taxpayers often think married filing jointly is automatic

→ Verify marital status documents

Dependent age cutoff

Some think 19 is always the limit

→ Check school enrollment and disability rules

Earned Income Tax Credit vs. Child Tax Credit

Both appear on the worksheet

→ Review eligibility worksheets separately

Self‑employment income

May be entered under wages mistakenly

→ Confirm Schedule C is required

Signature requirement

Some think volunteer signature suffices

→ Taxpayer must sign

Workflow map

Related forms and next steps

5 signals

Before

Collect W‑2s, 1099s, and prior return

Current

13614-BN

After

Schedule C if self‑employment income was reportedSchedule E for rental income captured on the worksheet

Often used with

IRS Form 1040 (or 1040‑SR) prepared from the worksheet data

⚠ If something goes wrong

  • Form 2848 (Power of Attorney) to correct errors

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Source transparency

Copyright & Licensing - US Government Forms

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Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
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