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Official form guide
Form 13614-CH: 13614-C (ht)
IRS Form 13614-C (ht) is a Preliminary Information/Interview and Work Control Form used by filers to provide initial details to the IRS. The form indicates that if you are filing together, you must check whether you or your spouse have an Individual Taxpayer Identification Number (IPPIN).
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IRS Form 13614-CH - 13614-C (ht)
IRS Form 13614-C (ht) is a Preliminary Information/Interview and Work Control Form used by filers to provide initial details to the IRS. The form indicates that if you are filing together, you must check whether you or your spouse have an Individual Taxpayer Identification Number (IPPIN).
Risk Radar
Scan points- 1Ensure you accurately report all income sources in Part B; omitting a payment can lead to an incorrect tax liability.
- 2Failing to list any other income received during the year on page 2 (Part B).
- 3Not checking the appropriate boxes for whether you or your spouse worked in two or more states in 2025.
- 4Omitting a required detail when listing expenses under 'Depans ak Aktivite ki gen rapò ak Enpo' on page 3.
- 5Failing to specify if you received a refund (if applicable) and how you wish to receive it.
Plain English
This form helps the Internal Revenue Service gather basic information about you and your spouse before processing a tax return. It collects personal details, income sources from 2025, and expenses to ensure the IRS has accurate data. This allows the agency to correctly process refunds or determine what amount is owed.
Submission Date
- Filing date: 2025-11-04 22:12:02
- 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 this form when providing preliminary information or completing an interview for tax control purposes with the Internal Revenue Service (IRS).
- Do not use it when you do not have documentation such as Form W-2, 1099, 1098, or 1095 available to provide.
- Check Form 13614-C instead when filling out the form for a different revision date.
Form selector
Use this form or another form?
You are filing as an individual and need to document your background
This form captures personal demographic data required by VITA/TCE programs.
✓ Check Part I fields.
Your spouse is filing with you, and you must confirm if either of you has an IPPIN
The source specifically prompts for this confirmation on Page 1.
✓ Check the 'IPPIN' related questions.
You are reporting income from various sources in 2025 (cash, dividends, etc.)
Part II requires you to check all categories where income was received during 2025.
✓ Ensure all applicable boxes on Page 2 are marked.
Deadline or filing window
The information reported covers activities throughout 2025. For instance, when listing marital status, the form requires data as of December 31, 2025. The source does not specify a filing deadline date, but all provided information must pertain to that tax year.
Checklist
What you need before filling it out
Name
Your full name · Part I
Social Security Card / ITIN Letter
SSN or ITIN number(s) for everyone on the return · Part I
Income Categories (e.g., cash, dividends)
Specific amounts received in 2025 · Page 2
Citizenship/Origin
Select appropriate categories (e.g., Asian, White) · Page 4
Preferred Refund Method
Direct Deposit, Paper Check, etc. · Part I
Legal Status (e.g., Married/Single)
Select marital status and check specific dates/statuses · Page 1
Before you submit
- 1Verify that you have completed all fields on pages 1 through 5.
- 2Confirm that you have attached documentation such as Form W-2, 1099, 1098, or 1095 if required by the interview.
- 3Check the box indicating whether you or your spouse has an Individual Taxpayer Identification Number (IPPIN).
- 4Select all categories on Page 4 that apply to your race/origin.
- 5Determine and select how you wish to receive any refund or pay any amount due in Part I.
- 6If married, verify the correct date of legal divorce or separation if applicable.
- 7Ensure the information provided reflects the facts of your tax return.
How to file this form
- 1Complete all fields on pages 1 through 5 using complete and exact information.
- 2Check the appropriate boxes regarding citizenship, origin, marital status, and income categories (Page 4/2).
- 3Indicate your preferred method for receiving refunds or paying amounts due in Part I.
- 4Sign the form after completing all required sections to finalize submission.
Known limitations
- 1The form does not apply if a filer has no questions, as they are advised to ask a certified IRS volunteer.
- 2If you file jointly, the form requires checking specific conditions for whether you or your spouse have an Individual Taxpayer Identification Number (IPPIN).
- 3Filing this form is voluntary for certain statistical information on page 4; these responses do not become part of the tax return itself and are not transmitted with it.
- 4The document does not specify requirements for filing if only one person is filing, though it implies that all required fields must be completed.
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->The current edition is Revision 10-2025, and the form references itself as having a revision date of October 2025. The source does not specify changes from a prior version.
What changed or needs a fresh check
- Edition date — confirm the revision reads 10-2025.
- Catalog Number — confirm it is listed as 58971A.
- Mailing address — Not stated in the official source (but an email address, [email protected], is provided for questions).
- Signature — The form requires signatures/completion by you and your spouse if married.
Quick Facts
Downloads
After you file
- 1Keep a copy of the completed Form 13614-C (ht).
- 2If you have questions after filling out the form, contact IRS via email at [email protected].
- 3The form requires that the filer is responsible for the information provided on their tax return.
- 4Filing this form allows the IRS to collect statistical data regarding language ability and veteran status (page 4).
- 5If you are filing jointly, you must check if either party has an Individual Taxpayer Identification Number (IPPIN) as part of the required checks.
Sources
- SRCInstructions p.1 — Required documents include tax documents like Form W-2, 1099, 1098, and 1095.
- SRCInstructions p.1 — A photo ID (like a valid driver's license) is required for you and your spouse.
- SRCInstructions p.1 — The form requires filling out pages 1-5 of Form 13614-C (ht).
- SRCInstructions p.2 — Page 2 covers the 'Income' section, where filers report receiving money in various categories during 2025.
- SRCInstructions p.3 — Page 3 details deductions and activities related to taxes, including Mortgage Interest and Charitable Contributions for 2025.
- SRCInstructions p.4 — Page 4 contains optional statistical information regarding language ability, veteran status, and race/ethnicity.
- SRCInstructions p.6 — Form 15080 (ht) is referenced as the Consent Form to Declare Information on the Tax Return for VITA/TCE Preparation Sites.
Common confusion points
What do I need to bring when filling out Form 13614-C?
The form requires specific documents like W-2s, Social Security Cards/ITIN letters, and photo ID.
→ Check page 1 for the complete list of required items.
Do I have to fill out every section on pages 1 through 5?
No, you must complete pages 1-5, but some questions (like those on page 4) are voluntary/statistical.
→ Verify that all mandatory fields are filled before submission.
What if I am filing jointly and we don't have an IPPIN?
You must check the box indicating 'No' for having an IPPIN under the joint filing section.
→ Confirm this selection on page 1 of Form 13614-C (ht).
If you file separately, what information do I still need to provide?
You must complete all sections relevant to your status (single/married) and provide identifying details for yourself and any spouse.
→ Review the questions on pages 1 through 5 based on your filing situation.
What is the difference between 'Separated legally but not Divorced' and 'Divorced'?
These are specific statuses regarding marital separation that require different corresponding dates to be filled out.
→ Refer to page 1 for definitions of these status fields.
If I fill this form, does it automatically mean my tax return is filed?
No, the form provides preliminary information; you must still complete and file your actual federal income tax return using Form 13614-C (ht).
Workflow map
Related forms and next steps
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Often used with
⚠ If something goes wrong
- If you need help or have questions while filling out the form, contact a certified volunteer who uses this form.
Questions about IRS Form 13614-CH
What is IRS Form 13614-CH used for?
This form helps the Internal Revenue Service gather basic information about you and your spouse before processing a tax return. It collects personal details, income sources from 2025, and expenses to ensure the IRS has accurate data. This allows the agency to correctly process refunds or determine what amount is owed.
Who must file IRS Form 13614-CH?
Individuals filing this Form 13614-C (ht) must complete it if they are providing preliminary information or undergoing an interview with the Internal Revenue Service.
What information does IRS Form 13614-CH require?
The form collects data across several sections, including personal details like address and marital status on page 1, income sources in Part B on page 2, and various expenses/activities in Part C on page 3. Specific lines capture information such as 'Revni' (Income) and 'Depans ak Aktivite ki gen rapò ak Enpo' (Expenses related to Taxes).
When is IRS Form 13614-CH due?
The form must be completed for activities occurring during the year 2025, with specific sections requiring data up to December 31, 2025. The filing window is tied to the information provided on this form.
Where do I file IRS Form 13614-CH?
Filing instructions do not specify a single service center address; however, filers can send the Form 13614-C (ht) to an IRS office or use e-file options.
How do I complete IRS Form 13614-CH?
First, complete all necessary fields on pages 1 through 5. On page 1, fill out personal details like Name, Date of Birth, and address. Then, check boxes for income types on page 2 (Part B) and detail expenses on page 3 (Part C). The form must be signed by the filer.
What happens if IRS Form 13614-CH is filed incorrectly?
If the information provided on Form 13614-C (ht) is incomplete and exact, the filer remains responsible for that data. Failure to provide correct information may result in the IRS requiring further action or correction.
What do I need to bring when filling out Form 13614-C?
The form requires specific documents like W-2s, Social Security Cards/ITIN letters, and photo ID. Check page 1 for the complete list of required items.
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