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Official form guide
Form 13614-CA: 13614-C (ar)
IRS Form 13614-C is the California State Income Tax Intake Questionnaire. It is used by tax preparers to collect personal, income, and deduction information needed to complete a California personal income tax return.
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IRS Form 13614-CA - 13614-C (ar)
IRS Form 13614-C is the California State Income Tax Intake Questionnaire. It is used by tax preparers to collect personal, income, and deduction information needed to complete a California personal income tax return.
Risk Radar
Scan points- 1A single typo on this questionnaire can trigger an audit or penalty.
- 2Leaving a required field blank
- 3Entering the wrong filing status
- 4Misreporting California residency dates
- 5Omitting out‑of‑state income that is taxable in CA
Plain English
Think of this form as a detailed questionnaire that helps a tax professional gather everything they need to fill out your California state tax return. It asks about wages, investments, dependents, and any special situations that affect your state taxes.
Submission Date
- Filing date: 2025-11-05 22:10:28
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use when preparing a California personal income tax return.
- Do not use for federal returns; those require separate forms.
- Check Form 540 instructions if you have a non‑resident or part‑year resident situation.
Form selector
Use this form or another form?
Non‑resident with California source income
Requires separate residency questions
✓ Verify residency period before using
Self‑employed with complex deductions
Additional schedules needed
✓ Confirm all business expenses are listed
Amended California return
Different questionnaire fields
✓ Use only after original return is filed
Deadline or filing window
The questionnaire must be completed before the preparer files the California return, which is generally due on April 15 of the tax year (or the next business day if the 15th falls on a weekend or holiday). Extensions push the filing deadline to October 15, but the questionnaire should still be finished well before the extended deadline.
- —Total California wages | Sum of all W‑2 California boxes | Total CA wages | Verify no double‑counting of federal wages
Checklist
What you need before filling it out
Filing status
Taxpayer’s marital certificate or divorce decree · Personal records
Dependents
Birth certificates or SSN cards · Dependent list
CA residency dates
Lease agreements, utility bills · Rental records
Income sources
W‑2, 1099, K‑1 · Employer/financial statements
Credits claimed
Education, child tax credit worksheets · Credit eligibility docs
Before you submit
- 1All required fields are filled.
- 2Taxpayer’s name, SSN, and address match the return.
- 3Filing status matches supporting documents.
- 4All income sources are listed with correct amounts.
- 5Credits and deductions are supported by documentation.
- 6Residency dates are clearly indicated.
- 7Taxpayer signature and date are present.
- 8Form edition is current (2024 or later).
- 9Electronic version saved as PDF for record.
- 10Prepared copy reviewed by the tax preparer.
- 11No stray marks or erasures.
- 12Checklist completed and attached.
How to file this form
- 1Complete the questionnaire with the taxpayer.
- 2Preparer reviews each answer for completeness.
- 3Preparer transfers data to California Form 540 (or 540NR).
- 4Preparer signs the California return and attaches any required schedules.
- 5File the return electronically via CalFile or mail to the FTB address.
- 6Retain the completed questionnaire with the tax file.
- 7Provide a copy to the taxpayer for their records.
Known limitations
- 1The form does not calculate tax liability; it only gathers data.
- 2It does not replace the need for Form 540 or 540NR.
- 3Only California‑specific items are captured; federal details belong on separate forms.
- 4If the questionnaire is outdated, some fields may be missing or mislabeled.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->Form 13614-C is a questionnaire only; it is not filed with the IRS or FTB. Its status is “in‑progress” until the preparer finishes the California return.
What changed or needs a fresh check
- Edition date: Verify the questionnaire is the 2024 edition or later.
- Fee: No filing fee for the questionnaire itself.
- Mailing address: Not applicable; the form stays with the preparer.
- Signature line: Ensure the taxpayer signs and dates the appropriate sections.
- Electronic version: Confirm the e‑fill platform uses the current IRS/FTB template.
Quick Facts
Downloads
After you file
- 1Store the completed questionnaire with the tax file for at least three years.
- 2Confirm the FTB accepted the return and note any confirmation number.
- 3Monitor the taxpayer’s account for refunds or notices.
- 4If a notice arrives, reference the questionnaire to verify reported data.
- 5Update the taxpayer’s records if any post‑filing changes occur.
- 6Provide the taxpayer with a copy of the filed California return.
- 7Schedule a follow‑up if the taxpayer expects a large refund or owes tax.
Sources
- SRCForm 13614-C title and purposeIRS website
- SRCEdition date requirementIRS instructions for 13614-C
- SRCSignature requirementForm 13614-C instructions
- SRCNo filing feeIRS guidance on questionnaire usage
- SRCDeadline alignment with California Form 540California FTB filing calendar
- SRCNot clearly stated in the provided official source
- SRCNot clearly stated in the provided official source
- SRCNot clearly stated in the provided official source
- SRCNot clearly stated in the provided official source
- SRCNot clearly stated in the provided official source
Common confusion points
Residency vs. domicile
Taxpayers think moving mid‑year changes status automatically
→ Verify actual days lived in CA
Dependent age limits
Some think all children qualify for credits
→ Check each child’s age and student status
Out‑of‑state income
Taxpayers assume it’s exempt from CA tax
→ Confirm if California source rules apply
Credit eligibility
Overlap between federal and CA credits
→ Review each credit’s CA specific rules
Self‑employment deductions
Taxpayers list personal expenses as business
→ Separate personal vs. business costs
Marital status change
Divorce finalization date vs. filing date
→ Use the correct status as of tax year end
Signature location
Some sections require separate signatures
→ Verify every required signature is present
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 540X (Amended Return)
Source transparency
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