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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-CN: 13614-C (zh-s)

IRS Form 13614-C (zh-s) is a Statement of Disclosure for Tax Information used by filers to provide data to VITA/TCE centers. It records demographic and financial details, including the fact that the form is valid until 11-30-2027.

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Form Overview

IRS Form 13614-CN - 13614-C (zh-s)

IRS Form 13614-C (zh-s) is a Statement of Disclosure for Tax Information used by filers to provide data to VITA/TCE centers. It records demographic and financial details, including the fact that the form is valid until 11-30-2027.

The form collects personal details on Page 1 (e.g., your name and Social Security Number). It then gathers income data on Page 2, such as W-2 wages or interest, and tracks expenses and tax events on Page 3, like mortgage interest paid.

Risk Radar

Scan points
  • 1Failing to sign or dating Form 13614-C (zh-s) renders the entire disclosure agreement invalid.
  • 2Failing to list all individuals who can claim dependency on your return (Page 1).
  • 3Omitting income reported on a W-2 or 1099-R when completing Page 2.
  • 4Not checking the appropriate boxes for whether you received tax refunds or owe taxes (Page 1/2).
  • 5Failing to report expenses like mortgage interest paid if you are itemizing deductions (Page 3).

Plain English

This form allows you to give tax information directly to a volunteer filing center (VITA/TCE). By completing it, you provide necessary data so your taxes can be prepared and submitted correctly. This document confirms who you are, what income you earned in 2025, and how you wish to handle refunds or payments.

Submission Date

  • Filing date: 2025-11-05 22:10:23
  • 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

Hover a term to preview the meaning.

What this form is for

  • Use this form when providing demographic and financial data to VITA/TCE centers for tax filing assistance.
  • Do not use it when you are only reporting income and expenses without providing personal identification or marital status details.
  • Check Form 15080 instead when the specific required document is referenced on page 6 of this form.

Form selector

Use this form or another form?

You received a tax refund and wish to direct deposit it

This dictates how your funds are handled upon filing.

Check before you continue

Direct Deposit option

You paid state/local taxes or property taxes in 2025

This feeds into either the standard or itemized deduction calculation.

Check before you continue

Tax Paid (A) section on p.3

You own digital assets and need to report them

This confirms your status regarding digital asset holdings for tax purposes.

Check before you continue

Ownership declaration on p.1

Deadline or filing window

The information provided on this form pertains to tax activity in 2025. The consent granted by signing Form 13614-C (zh-s) remains valid until November 30, 2027. No specific filing deadline is listed for the *form* itself, only the validity period of its agreement.

Checklist

What you need before filling it out

1

Your Name/SSN

Your full name, middle initial abbreviation, and last name · Page 1

Ensure initials match exactly to avoid processing delays.Medium
2

Marital Status as of 12-31-2025

Select one: Single (S) or Married (M) · Page 1

Incorrect selection affects dependency/filing status calculations.High
3

Income Received in 2025

Check boxes on page 2 for all applicable income sources (e.g., Wages, Interest) · Page 2

Failing to check a box means that income might be omitted from the total calculation.Medium
4

Deduction Method

Select Standard Deduction or Itemized Deduction · Page 3

This choice is fundamental to determining your taxable income base.High
5

Foreign Language Preference

Check if you wish to receive IRS correspondence in a language other than English · Page 1

If this is checked, ensure the correct language is selected for yourself and spouse.Low
6

W-2 Reporting

Ensure the W-2 form number is listed when reporting wages · Page 2

If a W-2 exists, it should be used as the primary source for wage income.Medium

Before you submit

  1. 1Ensure you have filled out pages 1 through 5 of Form 13614-C (zh-s).
  2. 2Verify that your name and birth date are completely entered on page 1.
  3. 3Confirm the correct marital status is selected for yourself and spouse on page 1.
  4. 4Check all boxes on page 2 corresponding to income received in 2025 by you or your spouse.
  5. 5Select either Standard Deduction or Itemized Deduction on page 3.
  6. 6If itemizing, ensure all relevant expense categories (e.g., Mortgage Interest, Medical) are checked and quantified.
  7. 7Provide the correct address and phone number for mailing correspondence.

How to file this form

  1. 1Complete pages 1 through 5 of Form 13614-C (zh-s), ensuring all fields are filled out with complete and accurate information.
  2. 2Review page 2 to confirm every source of income received in 2025 has been checked and quantified.
  3. 3On page 3, select your deduction method and list/quantify any applicable expenses or events that occurred during 2025.
  4. 4Sign the form (where indicated) before submitting it to ensure official acceptance by the IRS.

Known limitations

  1. 1The form does not apply to situations where a filer does not provide required information because they are unable to participate in IRS free tax services (VITA) or Senior Tax Counseling for the Elderly (TCE).
  2. 2For statistical purposes, the answers provided on Form 13614-C do not become part of the filer's tax return and will not be sent to the IRS with the return.
  3. 3If a filer does not provide required information, an IRS volunteer may be unable to assist them in filing their tax return.

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

The current edition is Revision 10-2025, and this revision date is noted on Form 13614-C (zh-s) itself. The source does not indicate a specific 'latest information' page but provides the form details from pages 1 through 6.

What changed or needs a fresh check

  • Edition date — confirm the revision reads 10-2025
  • Catalog Number — confirm it reads 58973W (or 71518T for Form 15080)
  • Mailing address — confirm the Tax Products Coordinating Committee address: 1111 Constitution Ave. NW, Washington, DC 20224
  • Signature — confirm your signature is present on page 5 (or where indicated by context)

Quick Facts

Individuals must file IRS Form 13614-C (zh-s) if they are using a VITA/TCE center for tax preparation. The form is completed by the taxpayer(s) themselves, with assistance from a certified volunteer preparer.
The form collects personal details on Page 1 (e.g., your name and Social Security Number). It then gathers income data on Page 2, such as W-2 wages or interest, and tracks expenses and tax events on Page 3, like mortgage interest paid.
The agreement documented on Form 13614-C (zh-s) is valid until December 31, 2027. The form itself requires information regarding the year 2025.
This form is typically submitted to a VITA/TCE center where tax preparation occurs. If filing directly with the IRS, one should follow instructions specific to that local service center.
If incomplete or incorrect information is provided on Form 13614-C (zh-s), the taxpayer is responsible for providing complete and correct data. Incorrect filings may result in issues during processing by the Internal Revenue Service.
First, fill out all required fields on Pages 1 through 5 with accurate information. Next, ensure you answer questions regarding income sources (Page 2) and expenses/events (Page 3). Finally, both taxpayers must provide their signature and the date on Page 6 to consent to the disclosure.

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After you file

  1. 1Keep a copy of the completed Form 13614-C (zh-s) for records.
  2. 2The form is valid through 10/25, which corresponds to Revision 10-2025 on the form itself.
  3. 3If there are questions about the form, a filer should ask an IRS-certified volunteer preparer.
  4. 4To report unethical behavior regarding volunteers, send an email to [email protected].

Sources

  • SRCForm 13614-C (zh-s) has a Catalog Number of 58973W and is revised as of 10/25 (Rev. 10-2025) [Form p.1].
  • SRCFilers are required to complete pages 1 through 5 of Form 13614-C (zh-s) [Form p.1].
  • SRCThe form requires providing personal details such as your name, birth date, occupation, spouse's details, and mailing address on page 1 [Form p.1].
  • SRCOn page 2, filers must report income received in 2025 from sources like wages (W-2), interest/dividends, and retirement accounts [Form p.2].
  • SRCPage 3 requires reporting expenses paid in 2025, such as mortgage interest and charitable donations [Form p.3].
  • SRCThe form includes non-required statistical questions on page 4 regarding language ability, military service, and race/ethnicity [Form p.4].

Common confusion points

What do I fill out if my spouse and I file jointly?

The form asks questions for 'You' or 'Your Spouse,' so filers must determine which section applies, especially when answering demographic/income questions.

Check the instructions on Page 1 to see where joint filing is specified.

When should I use 'Legally Separated but Not Divorced'?

This option appears under marital status questions (Page 1) and requires filling in a specific date for the separation decree, which differs from simply being divorced.

Look at the options provided on Page 1 for the precise meaning of each marital status.

If I have income from both W-2 and 1099-R, how do I list it?

On Page 2, there are separate boxes/lines for different types of income; filers must ensure they correctly enter amounts corresponding to the specific form type.

Verify that you select the appropriate box(es) on Page 2 before entering dollar amounts.

What is the difference between 'Rent Income' and 'Rental Expenses'?

On Page 2, 'Rental Income' is listed separately from 'Rental Expenses,' which are both related to a property used as a personal residence rented for less than 15 days.

Confirm that income and expenses are entered on the same line/section if they pertain to the same rental activity.

If I am filing as an individual (not married), do I still need to answer questions about my spouse?

The form prompts for answers regarding 'Your Spouse' even if you file alone, so filers must address all relevant fields or mark them appropriately.

On Page 1, check the boxes next to 'You' and 'Your Spouse' for each status question.

If I have a capital loss from selling stocks, where do I report it?

On Page 2, there is a specific section asking if you reported a capital loss on your previous tax return, with fields provided to detail the loss.

Ensure the answer (Yes/No) aligns with whether you are reporting a carryover loss.

What does 'IP PIN' mean and when do I use it?

IP PIN refers to an Individual Protection Identification Number; filers must check if they or their spouse possess one, as this is listed as a specific status on Page 1.

Locate the checkbox options related to 'IP PIN' on Page 1 to confirm its presence.

When should I report income that isn't on W-2 or 1099?

On Page 2, there is a section for "Other Income

which directs filers to consult Publication 4012 for guidance on what qualifies.

Use the designated line item on Page 2 labeled 'Other Income' if the income doesn't fit other categories.

Workflow map

Related forms and next steps

4 signals

Current

13614-CN

After

Tax Return Forms (e.g., 1040) — This form provides the data that supports your main tax filing.

Often used with

IRS Form 1099 series (e.g., 1099-INT, 1099-NEC) — Used to report various types of income other than wages.

⚠ If something goes wrong

  • IRS Form 15080 (zh-s) — The source indicates this is another related form, though its specific function here is not detailed.

Questions about IRS Form 13614-CN

What is IRS Form 13614-CN used for?

This form allows you to give tax information directly to a volunteer filing center (VITA/TCE). By completing it, you provide necessary data so your taxes can be prepared and submitted correctly. This document confirms who you are, what income you earned in 2025, and how you wish to handle refunds or payments.

Who must file IRS Form 13614-CN?

Individuals must file IRS Form 13614-C (zh-s) if they are using a VITA/TCE center for tax preparation. The form is completed by the taxpayer(s) themselves, with assistance from a certified volunteer preparer.

What information does IRS Form 13614-CN require?

The form collects personal details on Page 1 (e.g., your name and Social Security Number). It then gathers income data on Page 2, such as W-2 wages or interest, and tracks expenses and tax events on Page 3, like mortgage interest paid.

When is IRS Form 13614-CN due?

The agreement documented on Form 13614-C (zh-s) is valid until December 31, 2027. The form itself requires information regarding the year 2025.

Where do I file IRS Form 13614-CN?

This form is typically submitted to a VITA/TCE center where tax preparation occurs. If filing directly with the IRS, one should follow instructions specific to that local service center.

How do I complete IRS Form 13614-CN?

First, fill out all required fields on Pages 1 through 5 with accurate information. Next, ensure you answer questions regarding income sources (Page 2) and expenses/events (Page 3). Finally, both taxpayers must provide their signature and the date on Page 6 to consent to the disclosure.

What happens if IRS Form 13614-CN is filed incorrectly?

If incomplete or incorrect information is provided on Form 13614-C (zh-s), the taxpayer is responsible for providing complete and correct data. Incorrect filings may result in issues during processing by the Internal Revenue Service.

What do I fill out if my spouse and I file jointly?

The form asks questions for 'You' or 'Your Spouse,' so filers must determine which section applies, especially when answering demographic/income questions. Check the instructions on Page 1 to see where joint filing is specified.

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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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