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Official form guide
Form 13614-CH: 13614-C (ht)
IRS Form 13614-C is the intake and interview worksheet used by VITA/TCE volunteers to collect a taxpayer’s personal, income, and deduction information. It is completed before the actual tax return is prepared.
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IRS Form 13614-CH - 13614-C (ht)
IRS Form 13614-C is the intake and interview worksheet used by VITA/TCE volunteers to collect a taxpayer’s personal, income, and deduction information. It is completed before the actual tax return is prepared.
Risk Radar
Scan points- 1A single typo on the intake sheet can cascade into a wrong tax liability.
- 2Incorrect Social Security numbers
- 3Missing or mis‑typed dependents
- 4Omitted income sources
- 5Wrong filing status selection
Plain English
Think of this form as a questionnaire that a volunteer asks you to fill out so they can prepare your tax return. It gathers basic data like filing status, dependents, income sources, and credits. The volunteer uses the answers to fill the appropriate tax forms.
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 when you are receiving free VITA/TCE assistance.
- Do not use for paid preparer engagements; they have their own intake forms.
- If the taxpayer has a complex return (businesses, rentals, etc.), use the more detailed VITA supplemental worksheets.
Form selector
Use this form or another form?
Taxpayer has self‑employment income
Captures Schedule C details
✓ Verify before using 13614‑C
Taxpayer needs to amend a prior year return
Requires amended return worksheets
✓ Check before proceeding
Deadline or filing window
The intake worksheet must be completed during the VITA/TCE appointment, which should occur before the tax filing deadline (typically April 15). There is no separate IRS deadline for the worksheet itself.
- —Total wages | Sum of Box 1 amounts from all W‑2s | Total Wage Income | Verify no duplicate W‑2s
Checklist
What you need before filling it out
Social Security number
Client’s SSN card or driver's license · Personal ID documents
Dependents list
Birth certificates or adoption papers · Dependent section
Interest income
1099‑INT statements · Income section
Education credits
Form 1098‑T · Credits section
Child‑care expenses
Provider statements · Credits section
Before you submit
- 1All SSNs entered with correct nine digits.
- 2Filing status matches marital status on supporting documents.
- 3All dependents listed with correct relationship and DOB.
- 4Income entries total matches sum of W‑2s, 1099s, and other statements.
- 5Deductions and credits are checked against supporting forms (1098, 1099‑INT, etc.).
- 6Client reviews and signs the completed worksheet.
- 7Volunteer dates the worksheet and notes the tax year.
- 8Copy of the worksheet is placed in the client’s file before preparing the return.
How to file this form
- 1Volunteer opens a fresh Form 13614‑C for the correct tax year.
- 2Enter taxpayer name, address, and SSN exactly as on ID.
- 3Select filing status and record spouse information if joint.
- 4Record each dependent with SSN and relationship.
- 5Enter all income sources, referencing each W‑2, 1099, etc.
- 6Mark applicable deductions and credits, attaching supporting documents.
- 7Review the entire sheet with the client for accuracy.
- 8Sign and date; file the worksheet in the VITA/TCE client folder.
Known limitations
- 1Form does not calculate tax liability; it only gathers data.
- 2Complex situations (e.g., multiple Schedule Cs) require supplemental worksheets.
- 3The worksheet is not accepted by the IRS as a filing document.
- 4Electronic versions may not capture handwritten notes.
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 worksheet; it does not get filed with the IRS. Its status is internal to the VITA/TCE program and is discarded after the return is completed, unless the client requests a copy.
What changed or needs a fresh check
- Edition date – verify the form is the 2024 edition (or current tax year).
- Fee – no fee; the service is free.
- Mailing address – not applicable; keep on file at the VITA site.
- Signature line – ensure the taxpayer signs the worksheet if required by the site policy.
- Electronic version – confirm the software version matches the paper form layout.
Quick Facts
Downloads
After you file
- 1Store the completed worksheet in the client’s VITA file for at least three years.
- 2Provide the client with a copy if requested.
- 3Cross‑check the final tax return against the worksheet for consistency.
- 4Note any discrepancies and correct them before signing the return.
- 5Log the date the worksheet was completed and who prepared it.
- 6Dispose of the worksheet securely if the client does not need a copy.
Sources
- SRCIRS Publication 1345VITA/TCE Volunteer Income Tax Assistance Program
- SRCIRS Form 13614‑C Instructions (2024 edition)
- SRCIRS Volunteer Resource Guideintake worksheet description
- SRCNot clearly stated in the provided official sourceelectronic filing process for the worksheet
- SRCNot clearly stated in the provided official sourceretention period recommendation
- SRCNot clearly stated in the provided official sourceexact risk levels for each field
Common confusion points
Filing status
Taxpayers think "head of household" applies when they are single with a child, but income thresholds differ
→ Verify qualifying relative rules
Dependent age
Some think a 19‑year‑old student is automatically a dependent
→ Check student status and support test
Interest income
Small amounts under $10 are often omitted
→ Include all 1099‑INT entries
Self‑employment
Volunteers may forget to ask about Schedule C
→ Prompt for any business activity
Credit eligibility
Taxpayers assume they qualify for Earned Income Credit without meeting income limits
→ Run the EIC worksheet
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Re‑interview the client and correct the worksheet before finalizing the return
Source transparency
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