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IRSOther IRS Forms (1000–1999)

Official form guide

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

Form 13614-CN is the Chinese-language version of the IRS Interview and Quality Review Worksheet. It is used by tax preparers during an in‑person interview with a client to collect personal and financial information needed for the client’s tax return.

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Form Overview

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

Form 13614-CN is the Chinese-language version of the IRS Interview and Quality Review Worksheet. It is used by tax preparers during an in‑person interview with a client to collect personal and financial information needed for the client’s tax return.

It captures personal data, filing status, dependents, income types, deductions, credits, and any prior‑year carryovers.

Risk Radar

Scan points
  • 1A single typo in a Social Security number can trigger an IRS reject.
  • 2Misspelled names or wrong Social Security numbers
  • 3Omitted income sources
  • 4Incorrect filing status selection
  • 5Failure to note prior‑year carryovers

Plain English

Think of this form as a checklist that a tax preparer fills out while talking to you. It records your filing status, dependents, income sources, and any special situations so the preparer can prepare an accurate return.

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

financialpersonincome

Hover a term to preview the meaning.

What this form is for

  • Use when preparing an individual return in a Chinese‑language interview.
  • Do not use for business or partnership returns.
  • If the client prefers English, use the standard 13614-C.

Form selector

Use this form or another form?

Non‑Chinese speaker

Language match

✓ Verify client language preference before proceeding

IRS Form 13614-C (English)

Business owner filing Schedule C

Different data needs

✓ Use separate business worksheets

IRS Form 1040 Schedule C

Deadline or filing window

The worksheet must be completed before the preparer files the client’s tax return, which is generally due by April 15 of the filing year (or the extended deadline if an extension is filed). 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

1

Personal info section

Valid government ID, SSN card · Client’s wallet or tax documents

⚠ Misspelled name or transposed SSN digits✕ High
2

Income section

W‑2, 1099, K‑1 statements · Client’s tax documents

⚠ Forgetting a 1099‑MISC✕ Medium
3

Dependents section

Birth certificates, SSN cards · Client records

⚠ Claiming ineligible dependent✕ High
4

Deductions section

Mortgage interest statement, charitable receipts · Client’s receipts

⚠ Omitting deductible expense✕ Medium
5

Credits section

Education 1098‑T, Child Tax Credit worksheet · Client’s statements

⚠ Incorrect credit amount✕ High

Before you submit

  1. 1All client names match ID documents.
  2. 2Social Security numbers are nine digits and correctly entered.
  3. 3Filing status reflects client’s marital situation on Dec 31.
  4. 4All income sources listed and totals match supporting forms.
  5. 5Dependents listed with correct relationship and SSNs.
  6. 6Deductions and credits entered as reported by client.
  7. 7Preparer’s signature and date are present.
  8. 8Client’s signature and date are present.
  9. 9Form edition date is current.
  10. 10Worksheet attached to return file if required by organization.
  11. 11Electronic copy saved in secure client folder.

How to file this form

  1. 1Obtain the latest 13614-CN edition from IRS.gov.
  2. 2Print or open the PDF for electronic fill‑in.
  3. 3Enter client personal data and verify against ID.
  4. 4Record each income document line by line.
  5. 5Enter deductions, credits, and prior‑year carryovers.
  6. 6Review the completed worksheet with the client.
  7. 7Collect signatures, date, and preparer’s certification.
  8. 8Store the worksheet per your organization’s record‑keeping policy.

Known limitations

  1. 1Form does not calculate tax liability; it only gathers data.
  2. 2Translations may differ slightly from the English version; cross‑check critical fields.
  3. 3The worksheet is not submitted to the IRS, so any missing signature will not be caught by the agency.
  4. 4Only applicable to individual returns, not estates or trusts.

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-CN is currently available for the 2024 tax year. No new revisions have been issued since the 2023 edition.

What changed or needs a fresh check

  • Edition date: Verify the form shows 2023 or later edition.
  • Fee: No filing fee; the worksheet is internal to the preparer.
  • Mailing address: Not applicable – the form is not mailed to the IRS.
  • Signature line: Ensure both preparer and client sign and date.
  • Page count: Confirm you have all required pages (usually 2).

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Form 13614-CN page 2

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Quick Facts

Tax preparers (or volunteers at VITA/TCE sites) complete the form for individual taxpayers.
It captures personal data, filing status, dependents, income types, deductions, credits, and any prior‑year carryovers.
The worksheet is completed at the start of the tax‑preparation interview, before the actual tax return is prepared.
The completed form stays with the preparer’s records; it is not mailed to the IRS. A copy may be attached to the client’s return if requested by the preparer’s organization.
Errors in the worksheet can lead to incorrect entries on the tax return, causing processing delays, penalties, or loss of credits.
1. Gather the client’s identification, Social Security numbers, and prior‑year return. 2. Fill out the personal information section, confirming spelling and numbers. 3. Record all income sources, deductions, and credits as the client reports them. 4. Review the worksheet with the client, sign, and date. 5. Attach or retain the worksheet according to the preparer’s internal policy.

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After you file

  1. 1Save a PDF copy of the signed worksheet in the client’s file.
  2. 2Note the worksheet edition date in the file index.
  3. 3Confirm the tax return was accepted by the IRS.
  4. 4If the return is rejected, revisit the worksheet for data entry errors.
  5. 5Retain the worksheet for at least three years in case of audit.
  6. 6Provide the client with a copy if requested.

Sources

  • SRCIRS.gov page for Form 13614-C (Chinese)confirms purpose and audience.
  • SRCIRS Publication 519notes language versions are for interview use only.
  • SRCIRS instructions for Form 13614-Coutline data fields captured.
  • SRCVITA/TCE program guidelinesdescribe worksheet workflow.
  • SRCNot clearly stated in the provided official sourcefee information (no fee).
  • SRCNot clearly stated in the provided official sourceexact mailing address (not applicable).
  • SRCNot clearly stated in the provided official sourcedeadline for worksheet completion (implied by return deadline).

Common confusion points

Filing status vs. marital status

Clients often think they must file as married if still married on Dec 31

→ Verify marital status on the last day of the tax year

Dependent eligibility

Language barrier can cause misunderstanding of residency tests

→ Ask for proof of residence and SSN

Translation of “deductions” vs. “credits"

Terms look similar in Chinese

→ Clarify which amounts reduce taxable income vs. tax owed

Prior‑year carryovers

Clients forget to bring last year’s Schedule D or 1040

→ Request previous year’s return

Signature requirement

Some think only the preparer signs

→ Both client and preparer must sign

Workflow map

Related forms and next steps

4 signals

Before

IRS Form 1040 (individual income tax return)

Current

13614-CN

After

Schedule A, Schedule C, etc., based on data collected

Often used with

IRS Form 13614-C (English version) if bilingual service needed

⚠ If something goes wrong

  • IRS Notice CP01 (return rejected) – revisit worksheet

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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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