Independent form guide. BrieflyGo is not affiliated with or endorsed by IRS, USCIS, SSA, DOL, or any U.S. government agency. Official forms are sourced from public government websites.
Official form guide
Form 13614-CH: 13614-C (ht)
IRS Form 13614-C is a preliminary interview and work‑paper questionnaire used by taxpayers to gather personal, income, and deduction information for their individual income tax return. The form requires Social Security numbers or ITINs for all persons listed and pages 1‑5 must be completed.
Need help with Form 13614-CH?
Open it in the AI Editor for field guidance, checks, and PDF export.
Need help? AI Editor guides you through every field of Form 13614-CH.
Start filling →Form Overview
IRS Form 13614-CH - 13614-C (ht)
IRS Form 13614-C is a preliminary interview and work‑paper questionnaire used by taxpayers to gather personal, income, and deduction information for their individual income tax return. The form requires Social Security numbers or ITINs for all persons listed and pages 1‑5 must be completed.
Risk Radar
Scan points- 1Providing incomplete or inaccurate information can lead to penalties.
- 2Leaving a required Social Security number or ITIN blank for any person on the return.
- 3Failing to attach a valid photo ID for the taxpayer or spouse as required.
- 4Not checking a box to indicate how a refund should be received (direct deposit, check, etc.).
- 5Omitting the payment method selection when tax is owed (bank account, Direct Pay, etc.).
Plain English
This form helps you collect all the data the IRS needs to prepare your tax return. You list personal details, income sources, and possible deductions. A certified volunteer then reviews and signs the questionnaire. It ensures the information you give is complete and accurate.
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.
AI co-pilot
Fill it faster. Catch mistakes before you file.
What this form is for
- Use this form when you need to provide personal, income, and deduction information for an individual income tax return and to supply Social Security numbers or ITINs for all persons listed.
Form selector
Use this form or another form?
Preparing a first‑time individual tax return
Collects required personal and income data for the return
✓ Verify all Social Security numbers/ITINs are on hand
Participating in VITA/TCE assistance program
Enables IRS‑certified volunteers to gather information
✓ Confirm volunteer has completed required training
Updating personal information for an amended return
Provides current details to adjust prior filing
✓ Ensure prior year’s return is available
Deadline or filing window
Not stated in the official source
Checklist
What you need before filling it out
Social Security Number or ITIN for each person
SSN card or ITIN letter · Taxpayer’s personal documents
Photo ID for you and spouse
Driver’s license or state ID · Personal identification
W‑2, 1099, 1098, 1095 forms
Income statements · Employer or payer
Bank account for direct deposit
Bank routing and account numbers · Bank statement
Preferred language for IRS communication
Language selection on form · Form field
Before you submit
- 1Check that all required pages (1‑5) are completed
- 2Verify Social Security numbers or ITINs are entered for every individual
- 3Confirm a valid photo ID is listed for you and your spouse
- 4Attach all income documents (W‑2, 1099, 1098, 1095) referenced on the form
- 5Select the correct refund delivery method and provide bank details if Direct Deposit
- 6Indicate any digital assets or royalty income as required on page 2
- 7Mark the appropriate civil‑status box for December 31 2025
- 8Review the ethnicity/race selections for accuracy
- 9Sign the form where required before submission
How to file this form
- 1Gather all required documents and identification
- 2Complete pages 1‑5 of Form 13614‑C with accurate information
- 3Review the completed form for completeness and correct signatures
- 4Submit the form to the IRS volunteer site or mail as instructed
- 5Keep a copy of the signed Form 13614‑C for your records
- 6Confirm receipt by checking your volunteer’s acknowledgment or mailing receipt
Known limitations
- 1The form’s fee is not stated in the official source, so you must verify any required payment on the IRS website before submitting.
- 2Mailing address is not stated in the official source; you should confirm the correct IRS submission address, as it may differ by location.
- 3Signature requirements are not stated in the official source, so you need to ensure a certified volunteer signs the questionnaire as required.
- 4Edition reads Rev. 10‑2025; expect future revisions, so verify the revision date on the form before relying on its content.
- 5Catalog number 58971A is confirmed, but catalog numbers can change; double‑check the current catalog number on the IRS site prior filing.
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 form is the Rev. 10‑2025 edition; the PDF header includes the website www.irs.gov indicating it is the current version.
What changed or needs a fresh check
- Edition date — confirm the form reads Rev. 10‑2025
- Catalog number — confirm Catalog Number 58971A
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — Not stated in the official source
Quick Facts
Downloads
After you file
- 1Keep the completed Form 13614-C with tax records for at least three years
- 2Store the form in a safe, organized location together with the tax return
- 3If the IRS requests, provide the form as supporting documentation for the return
- 4If an error is discovered, submit a corrected Form 13614-C with an amended return
Sources
- SRCForm p.1 — required Social Security Number or ITIN for all persons listed.
- SRCForm p.1 — required a photo ID (e.g., valid driver’s license) for you and spouse.
- SRCForm p.1 — must complete pages 1‑5 of Form 13614-C.
- SRCForm p.6 — includes Form 15080 consent for sharing tax return information with VITA/TCE.
- SRCForm p.4 — provides optional non‑mandatory statistical questions; answering is voluntary.
- SRCForm p.1 — lists required documents such as Forms W‑2, 1099, 1098, 1095.
Common confusion points
Do I need to fill out Form 13614-C if I only have a W‑2?
The form is a preliminary interview used for any individual return, but the source does not limit it to specific income types.
→ Confirm that the form is completed whenever you use VITA/TCE services.
Can I skip the photo ID requirement if I have a passport?
The form lists a photo ID such as a driver’s license, which may cause uncertainty about other IDs.
→ Verify that a passport satisfies the “photo ID” description on Form p.1.
Is answering the non‑mandatory questions on page 4 required?
The page states those questions are for statistical purposes only and are optional.
→ Check that you may leave those fields blank without affecting the tax return.
What if I don’t have an ITIN for a dependent?
The form asks for a Social Security Number or ITIN for every person on the return.
→ Ensure you apply for an ITIN before completing the form if a SSN is unavailable.
Can I claim the $3 donation to the Presidential Election Campaign on this form?
The form asks about a $3 contribution but does not explain its purpose.
→ Review the line on Form p.1 and confirm the amount if you wish to contribute.
Do I need to fill out Form 15080 separately?
Page 6 includes Form 15080 consent for VITA/TCE, but the main form does not require a separate submission.
→ Confirm that signing the consent on page 6 satisfies the requirement.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
Questions about IRS Form 13614-CH
What is IRS Form 13614-CH used for?
This form helps you collect all the data the IRS needs to prepare your tax return. You list personal details, income sources, and possible deductions. A certified volunteer then reviews and signs the questionnaire. It ensures the information you give is complete and accurate.
What information does IRS Form 13614-CH require?
The form collects personal identifying information on Page 1, income categories on Page 2, and deductions and credits on Page 3. It also records how you want any refund or payment handled and any language preferences.
How do I complete IRS Form 13614-CH?
First, gather required documents such as W‑2s, 1099s, Social Security cards, and a photo ID. Next, complete pages 1‑5 by answering personal, income, and expense questions and indicate refund or payment preferences. Then a certified volunteer fills the required sections and signs the form. Finally, keep a copy for your records before filing.
Do I need to fill out Form 13614-C if I only have a W‑2?
The form is a preliminary interview used for any individual return, but the source does not limit it to specific income types. Confirm that the form is completed whenever you use VITA/TCE services.
Can I skip the photo ID requirement if I have a passport?
The form lists a photo ID such as a driver’s license, which may cause uncertainty about other IDs. Verify that a passport satisfies the “photo ID” description on Form p.1.
Is answering the non‑mandatory questions on page 4 required?
The page states those questions are for statistical purposes only and are optional. Check that you may leave those fields blank without affecting the tax return.
What if I don’t have an ITIN for a dependent?
The form asks for a Social Security Number or ITIN for every person on the return. Ensure you apply for an ITIN before completing the form if a SSN is unavailable.
Can I claim the $3 donation to the Presidential Election Campaign on this form?
The form asks about a $3 contribution but does not explain its purpose. Review the line on Form p.1 and confirm the amount if you wish to contribute.
Source transparency
Copyright & Licensing - US Government Forms
BrieflyGo links to and explains official public form sources. We are not a government agency, and this page is for general form guidance, not legal advice.
Understand the agreement before you sign it.
Review risky clauses in plain English, fix the document, and keep it moving toward signature.