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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-CL: 13614-C (pl)

IRS Form 13614-C is the Client Interview Worksheet used by tax preparers to gather personal and financial information from a taxpayer. It is completed before preparing a federal income tax return.

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Form Overview

IRS Form 13614-CL - 13614-C (pl)

IRS Form 13614-C is the Client Interview Worksheet used by tax preparers to gather personal and financial information from a taxpayer. It is completed before preparing a federal income tax return.

It records personal data, income types, adjustments, credits, and payment information needed for Form 1040.

Risk Radar

Scan points
  • 1A single typo on the worksheet can trigger an audit or penalty later.
  • 2Missing a dependent or incorrectly reporting their SSN
  • 3Leaving income boxes blank, causing under‑reporting
  • 4Incorrect filing status selection
  • 5Failing to note estimated tax payments

Plain English

Think of this form as a questionnaire that your tax preparer fills out with you. It captures details like filing status, dependents, income sources, and deductions so the preparer can accurately complete your tax return.

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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Glossary Terms

income taxfinancialpaymentfederalincome

Hover a term to preview the meaning.

What this form is for

  • Use when a paid preparer or VITA/TCE program is preparing your return.
  • Do not use if you are filing your return completely on your own.
  • Check Form 1040 instructions if you need a specific schedule not covered here.

Form selector

Use this form or another form?

Self‑preparation

You enter data directly on Form 1040

✓ Verify you have all source docs

No worksheet needed

Non‑resident alien filing

Different residency questions

✓ Confirm residency status first

Form 1040-NR

Amended return

Prior year data required

✓ Gather original return and supporting docs

Form 1040‑X

Deadline or filing window

The worksheet must be finished before the tax preparer signs and files the return, typically by the April 15 filing deadline (or extended deadline). There is no separate IRS deadline for the worksheet itself.

  • —Total income | sum of wages, interest, dividends, etc. | Total Income | Verify all 1099/W‑2 forms are included

Checklist

What you need before filling it out

1

Filing status

Marriage certificate, divorce decree, or proof of single status · Tax return header

⚠ Selecting wrong status✕ High
2

Dependents

Birth certificate or SSN verification · Dependent section

⚠ Misspelling name or SSN✕ Medium
3

Wages

W‑2 form · Income section

⚠ Forgetting a W‑2✕ High
4

Interest income

1099‑INT · Income section

⚠ Omitting small interest amounts✕ Low
5

Estimated tax payments

Payment vouchers or bank statements · Payments section

⚠ Not reporting quarterly payments✕ Medium
6

Health coverage

Form 1095‑A/B/C · Coverage question

⚠ Incorrect coverage status✕ Medium

Before you submit

  1. 1All personal identification fields filled
  2. 2All income documents accounted for
  3. 3Dependents listed with correct SSNs
  4. 4Filing status matches supporting documents
  5. 5Credits and deductions entered per source docs
  6. 6Estimated tax payments recorded
  7. 7Health‑care coverage status verified
  8. 8Signature lines signed and dated
  9. 9Worksheet version matches tax year
  10. 10Copy retained for taxpayer records

How to file this form

  1. 1Collect all tax documents (W‑2, 1099, 1095, receipts).
  2. 2Schedule interview with preparer or VITA volunteer.
  3. 3Answer each worksheet question; preparer records responses.
  4. 4Preparer reviews entries for completeness and accuracy.
  5. 5Taxpayer signs the worksheet where indicated.
  6. 6Preparer transfers data to Form 1040 and schedules.
  7. 7Finalize and file the return; keep worksheet on file.

Known limitations

  1. 1The worksheet does not calculate tax liability; it only gathers data.
  2. 2It does not replace any required schedules or forms.
  3. 3IRS does not validate the worksheet; errors rely on preparer review.
  4. 4Electronic versions may omit marginal notes present in paper copies.

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 draft tool; it does not get filed with the IRS. Keep the latest completed copy for at least three years.

What changed or needs a fresh check

  • Edition date – verify the worksheet reflects the current tax year
  • Fee – no filing fee; only preparer service fees may apply
  • Mailing address – not mailed to IRS; keep with preparer’s file
  • Signature line – ensure taxpayer and preparer sign where indicated
  • Electronic version – if using software, confirm it matches the IRS PDF layout

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Form 13614-CL page 1

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Quick Facts

Taxpayers working with a paid preparer or volunteer tax assistance program fill out this worksheet.
It records personal data, income types, adjustments, credits, and payment information needed for Form 1040.
The worksheet is completed during the interview stage, usually weeks before the tax return is filed, and must be finished before the return is signed.
The completed form stays with the tax preparer’s records; it is not mailed to the IRS unless requested during an audit.
Errors or omissions on the worksheet can lead to incorrect tax calculations, penalties, or delayed refunds.
1. Gather personal IDs, W‑2s, 1099s, and deduction documents. 2. The preparer asks you each question and records answers on the worksheet. 3. Review the completed worksheet for accuracy. 4. Sign and date where required before the preparer uses it to build the 1040.

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After you file

  1. 1Store the completed worksheet with your tax return copies.
  2. 2Keep supporting documents (W‑2s, 1099s, receipts) for at least three years.
  3. 3Review the filed return for any IRS notices referencing worksheet data.
  4. 4Update personal records if any information changes before the next filing year.
  5. 5If audited, provide the worksheet as part of your documentation.

Sources

  • SRCIRS Form 13614-C official PDF title and purpose
  • SRCWorksheet used by tax preparers before filing Form 1040
  • SRCSignature requirement on worksheet
  • SRCNo filing fee for the worksheet
  • SRCVersion/edition date appears on the top of the form
  • SRCWorksheet not mailed to IRS unless requested
  • SRCTypical interview process described in IRS VITA/TCE guidance
  • SRCNot found in provided source: exact deadline for worksheet completion

Common confusion points

Dependent vs. qualifying child

Different tests for age, residence, support

→ Verify each dependent meets IRS criteria

Estimated tax payments vs. withholding

Both reduce tax due but are reported separately

→ Check bank statements and pay stubs

Health‑care coverage codes

Forms 1095‑A/B/C have different codes

→ Match code to coverage type

Self‑employment income

Must report on Schedule C, not just worksheet

→ Ensure all business receipts are included

Married filing separately vs. jointly

Tax benefits differ dramatically

→ Confirm marital status and spouse consent

Workflow map

Related forms and next steps

5 signals

Before

Collect W‑2, 1099, 1095 documents

Current

13614-CL

After

Form 1040‑X for amendments if worksheet data changes

Often used with

Form 1040 (U.S. Individual Income Tax Return)Schedule A (Itemized Deductions) if applicable

⚠ If something goes wrong

  • Form 2848 (Power of Attorney) to allow preparer to represent you

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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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