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Official form guide
Form 13614-CL: 13614-C (pl)
IRS Form 13614-C (pl) is a client intake and quality‑assessment questionnaire used by IRS‑certified volunteer tax assistance providers to collect taxpayer information. Taxpayers must supply W‑2, 1099, 1098, 1095 forms and a photo ID for each filer.
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IRS Form 13614-CL - 13614-C (pl)
IRS Form 13614-C (pl) is a client intake and quality‑assessment questionnaire used by IRS‑certified volunteer tax assistance providers to collect taxpayer information. Taxpayers must supply W‑2, 1099, 1098, 1095 forms and a photo ID for each filer.
Risk Radar
Scan points- 1Providing false or incomplete information can expose the taxpayer to penalties.
- 2Omitting required tax documents such as W‑2, 1099, 1098, or 1095 listed on page 1.
- 3Failing to attach a government‑issued photo ID for the taxpayer or spouse.
- 4Leaving the question about living or working in two states in 2025 unanswered.
- 5Not specifying the preferred refund method (bank transfer, check, etc.).
Plain English
These pages gather the taxpayer’s personal details, income sources, and how they want any refund or payment handled. A certified IRS volunteer tax consultant reviews the answers before the return is prepared.
Submission Date
- Filing date: 2025-11-05 22:10:31
- 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 a taxpayer provides the required tax documents, Social Security or ITIN numbers, and a photo ID to an IRS‑certified volunteer tax assistant.
Form selector
Use this form or another form?
Taxpayer needs to submit intake information
Required for IRS‑certified volunteer assistance
✓ Verify all required documents are attached
Taxpayer wants to report unethical IRS behavior
Contains email address [email protected] for reporting
✓ Ensure email address is correct
Taxpayer wishes to provide demographic data for VITA/TCE eligibility
Section on page 4 lists race/ethnicity categories
✓ Confirm selections are accurate
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Tax documents (W‑2, 1099, 1098, 1095)
Copies of each tax form · Provided by employer or payer
Social Security or ITIN numbers
Social Security card or ITIN letter · Personal records
Photo identification
Valid driver’s license or state ID · Government‑issued ID
Refund delivery method
Choice of bank transfer, mailed check, split, or other · Selected on form
Payment method for tax due
Bank account info, IRS.gov transfer, installment plan, or money order · Selected on form
Before you submit
- 1Gather all W‑2, 1099, 1098, and 1095 forms.
- 2Collect Social Security cards or ITIN letters for taxpayer and spouse.
- 3Obtain a current photo ID for each filer.
- 4Enter accurate personal information in the name, birth date, and address fields.
- 5Select the preferred refund method and verify bank details if applicable.
- 6Choose the appropriate payment option and confirm account numbers if paying.
- 7Complete the demographic questions on page 4 if eligible for VITA/TCE.
- 8Review the OMB control number 1545‑1964 is printed on the form.
- 9Sign and date the form before submitting to the volunteer tax assistant.
How to file this form
- 1Fill pages 1–5 of Form 13614-C with required information.
- 2Attach all required tax documents, ID copies, and supporting letters.
- 3Review the completed form for completeness and accuracy.
- 4Sign and date the form.
- 5Deliver the form to the IRS‑certified volunteer tax assistance provider.
- 6Keep a copy of the completed form for your records.
- 7Confirm receipt with the provider and note any reference number.
Known limitations
- 1Must complete only pages 1–5 of Form 13614-C (pl) as instructed on the form.
- 2Must provide Social Security cards or ITIN letters for every person listed on the tax return.
- 3If a refund is due, taxpayer must choose a refund delivery method: bank transfer, mailed check, split refund, or other.
- 4If a tax liability exists, taxpayer must choose a payment method: bank account, IRS.gov transfer, installment agreement, or mailed payment.
- 5Taxpayer may request written IRS correspondence in a language other than English.
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.
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Fillable formOpen in Editor->Form 13614-C (pl) is the Rev. 10‑2025 edition (October 2025); the source shows this is the current revision.
What changed or needs a fresh check
- Edition date — confirm the form shows Rev. 10‑2025.
- Fee — Not stated in the official source.
- Mailing address — Not stated in the official source.
- Signature — confirm the taxpayer and spouse (if applicable) have signed and dated the form.
Quick Facts
Downloads
After you file
- 1Keep the completed Form 13614‑C with the tax return records.
- 2Retain the questionnaire for at least three years in case the IRS requests supporting information.
- 3If the IRS contacts you about a discrepancy, provide the original questionnaire to the volunteer consultant.
- 4Correct any errors by submitting an amended questionnaire to the volunteer site before the final return is filed.
Sources
- SRCForm p.1 — required documents include W‑2, 1099, 1098, 1095, Social Security cards or ITIN letters, and a photo ID for taxpayer and spouse.
- SRCForm p.1 — taxpayer must complete pages 1–5 of Form 13614‑C.
- SRCForm p.4 — additional information on page 4 is for statistical purposes only and is not transmitted to the IRS.
- SRCForm p.4 — OMB control number is 1545‑1964.
- SRCForm p.4 — comments may be sent to IRS Tax Products Coordinating Committee, 1111 Constitution Ave NW, Washington, DC 20224.
- SRCForm p.2 — income question asks about wages received in 2025 from any source, such as full‑time or part‑time employment.
- SRCForm p.3 — expense list includes mortgage interest, state/local/property taxes, medical/dental/prescription costs, charitable contributions, and standard or itemized deductions.
- SRCForm p.3 — questionnaire includes questions about earned income credit, child tax credit, AOTC, and eligibility for low‑income taxpayer clinic (LITC).
- SRCForm p.3 — energy‑efficient home improvement credit references Form 5695, part II.
- SRCForm p.6 — page 6 contains Form 15080, not part of Form 13614‑C.
Common confusion points
Do I need to fill out the English‑ability questions?
They are optional statistical questions on page 4.
→ You may leave them blank without affecting the tax return.
What if I don’t have a photo ID for my spouse?
The form requires a photo ID for each filer (Form p.1).
→ Obtain a valid driver’s license or passport before completing the questionnaire.
Are charitable contributions entered by me or the consultant?
The form notes that charitable contributions are filled by the certified consultant (Form p.3).
→ Confirm the consultant has entered the amounts correctly.
Is the OMB control number needed for filing?
The OMB number appears in the SORN notice (Form p.4) but is not part of the tax return.
→ No action required; just keep the form for reference.
Do I report a 1095‑A form on this questionnaire?
The form lists 1095‑A among required documents (Form p.1) and later as an expense item (Form p.3).
→ Include the 1095‑A information when the consultant prepares the return.
Can I use this form if I am not eligible for a low‑income taxpayer clinic?
The questionnaire includes a question about LITC eligibility (Form p.3).
→ Answer “No” if not eligible; the form still applies.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 15080 – Authorization to Disclose Tax Return Information, shown on page 6 for VITA/TCE software centers.
Questions about IRS Form 13614-CL
What is IRS Form 13614-CL used for?
These pages gather the taxpayer’s personal details, income sources, and how they want any refund or payment handled. A certified IRS volunteer tax consultant reviews the answers before the return is prepared.
What information does IRS Form 13614-CL require?
Pages 1‑5 collect personal identifiers, citizenship and residency status, disability and IPPIN information, digital‑asset holdings, and the taxpayer’s chosen refund and payment methods.
How do I complete IRS Form 13614-CL?
The taxpayer and spouse gather required documents (W‑2, 1099, 1098, 1095 and photo IDs) and answer the yes/no questions on pages 1‑5. A certified IRS volunteer tax consultant then completes the form, confirming the answers. The completed form is submitted with the tax return.
What happens if IRS Form 13614-CL is filed incorrectly?
The taxpayer is responsible for the accuracy of all information; inaccurate or incomplete entries can lead to liability for penalties.
Do I need to fill out the English‑ability questions?
They are optional statistical questions on page 4. You may leave them blank without affecting the tax return.
What if I don’t have a photo ID for my spouse?
The form requires a photo ID for each filer (Form p.1). Obtain a valid driver’s license or passport before completing the questionnaire.
Are charitable contributions entered by me or the consultant?
The form notes that charitable contributions are filled by the certified consultant (Form p.3). Confirm the consultant has entered the amounts correctly.
Is the OMB control number needed for filing?
The OMB number appears in the SORN notice (Form p.4) but is not part of the tax return. No action required; just keep the form for reference.
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