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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-CK: 13614-C (ko)

IRS Form 13614-C is a personal interview checklist used by tax preparers to gather information for an individual income tax return. It is completed before the actual 1040 is prepared.

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Form Overview

IRS Form 13614-CK - 13614-C (ko)

IRS Form 13614-C is a personal interview checklist used by tax preparers to gather information for an individual income tax return. It is completed before the actual 1040 is prepared.

It captures personal data, filing status, dependents, income sources, deductions, credits, and any special circumstances.

Risk Radar

Scan points
  • 1An incomplete checklist can cause the entire tax return to be filed with mistakes.
  • 2Leaving income sources unchecked
  • 3Misreporting filing status
  • 4Omitting dependents or their SSNs
  • 5Incorrectly marking eligibility for credits

Plain English

Think of this form as a questionnaire that helps a tax professional learn about your income, deductions, credits, and life changes. Filling it out accurately saves time and reduces errors on your tax return.

Submission Date

  • Filing date: 2025-11-04 22:12:07
  • 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

individualincome taxincome

Hover a term to preview the meaning.

What this form is for

  • Use when a paid preparer or VITA volunteer is preparing your individual return.
  • Do not use for business or partnership returns.
  • Check Form 1040 instructions if you have only a simple return and no preparer.

Form selector

Use this form or another form?

Self‑preparation with no preparer

No checklist needed

✓ Verify you have all required schedules yourself

Form 1040 directly

Complex estate or trust income

Different filing entity

✓ Use the appropriate checklist for estates

Form 1041

Deadline or filing window

The checklist must be completed before the preparer files the 1040, which is generally due by April 15 of the following year. If you request an extension, the checklist should still be finished before the extended filing date.

  • —Total wages (Box 1 of all W‑2s) | sum | Total Income | Verify all W‑2s are included

Checklist

What you need before filling it out

1

Filing status

Marital status proof (marriage certificate, divorce decree) · Personal records

⚠ Selecting wrong status✕ High
2

Dependents

Birth certificates or SSN cards · Dependent list

⚠ Missing SSN or DOB✕ Medium
3

Earned income

W‑2s, 1099‑NEC · Employer statements

⚠ Forgetting a part‑time job✕ High
4

Itemized deductions

Receipts, mortgage statements, charitable letters · Schedule A source docs

⚠ Claiming non‑deductible expense✕ Medium
5

Tax credits

Education forms (1098‑T), child care statements · Credit worksheets

⚠ Mis‑calculating credit amount✕ High

Before you submit

  1. 1All W‑2s, 1099s, and other income documents attached.
  2. 2Dependents listed with correct SSNs and relationship.
  3. 3Filing status matches supporting documents.
  4. 4All applicable credits and deductions flagged.
  5. 5Signature and date fields completed.
  6. 6Preparer’s initials on reviewed sections.
  7. 7Copy retained for taxpayer records.

How to file this form

  1. 1Prepare Form 13614-C during the intake interview.
  2. 2Review each answer with the taxpayer for completeness.
  3. 3Correct any missing or inconsistent information.
  4. 4Have the taxpayer sign and date the form.
  5. 5Pass the completed checklist to the preparer.
  6. 6Preparer transfers data to Form 1040 and schedules.
  7. 7File the 1040 electronically or by mail; keep the checklist on file.

Known limitations

  1. 1Form does not calculate tax liability; it only gathers data.
  2. 2It does not replace the need to attach supporting schedules to the 1040.
  3. 3IRS does not process the form; errors are not caught by the agency.
  4. 4Only available in English and limited translations.

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-C is a static worksheet; it does not have an IRS filing status or processing timeline. Keep the latest edition for the tax year you are preparing.

What changed or needs a fresh check

  • Edition date – verify the form is for the current tax year (e.g., 2024 edition).
  • Fee – no fee; the form is free from the IRS website.
  • Mailing address – not applicable; the form stays with the preparer.
  • Signature line – ensure taxpayer signs where indicated.
  • Revision notes – check the bottom of the page for any updates.

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Quick Facts

Taxpayers working with a paid preparer or a volunteer income tax assistance (VITA) volunteer fill it out.
It captures personal data, filing status, dependents, income sources, deductions, credits, and any special circumstances.
The checklist is completed during the intake interview, typically weeks before the April filing deadline for that tax year.
The preparer keeps the completed form in the taxpayer’s file; it is not mailed to the IRS.
Errors on the checklist can lead to incorrect entries on the 1040, triggering audits, penalties, or delayed refunds.
1. Gather recent pay stubs, W‑2s, 1099s, and records of deductions. 2. Answer each question on the checklist truthfully. 3. Review the completed form with the preparer for missing items. 4. Sign and date where required before the preparer proceeds to the 1040.

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After you file

  1. 1Store the completed checklist with your tax return records for at least three years.
  2. 2Compare the filed 1040 to the checklist to confirm all items transferred.
  3. 3Monitor any IRS notices for discrepancies related to checklist items.
  4. 4Update personal records if you discover missing information for future years.
  5. 5If you used a VITA site, request a copy of the completed checklist.

Sources

  • SRCIRS Publication 17mentions Form 13614-C as a preparer checklist.
  • SRCIRS website download page shows edition dates for each tax year.
  • SRCVITA program guidelines reference the checklist for volunteer use.
  • SRCForm 13614-C includes signature line and revision date at bottom.
  • 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

Checklist vs. actual tax return

People think the form is filed with the IRS

→ Confirm it stays with the preparer

Self‑employed income

May be listed under “Other income”

→ Verify 1099‑NEC and Schedule C are accounted for

Marital status change mid‑year

Taxpayers often use prior status

→ Re‑evaluate filing status as of Dec 31

Dependent eligibility

Different rules for child tax credit vs. earned income credit

→ Review each credit’s criteria separately

Itemized vs. standard deduction

Taxpayers think they must fill both

→ Choose one based on higher benefit

Workflow map

Related forms and next steps

1 signals

Before

Form W‑4 (withholding) | Used with: Form 13614-C (information gathering) | After: Form 1040 (final return) | If something goes wrong: Form 1040‑X (amended return)

Current

13614-CK

After

None listed

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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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