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Official form guide
Form 13614-CN: 13614-C (zh-s)
Internal Revenue Service Form 13614-C is a VITA/TCE intake and interview questionnaire used to collect personal, income, and deduction details for tax preparation. The form is revised Rev. 10-2025.
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IRS Form 13614-CN - 13614-C (zh-s)
Internal Revenue Service Form 13614-C is a VITA/TCE intake and interview questionnaire used to collect personal, income, and deduction details for tax preparation. The form is revised Rev. 10-2025.
Risk Radar
Scan points- 1Providing false or incomplete personal or income information can trigger penalties.
- 2Leaving required personal fields (name, birth date, SSN/ITIN) blank on Page 1.
- 3Failing to indicate any 2025 income sources on Page 2, resulting in incomplete return data.
- 4Not checking the appropriate deduction boxes on Page 3, which can omit eligible expenses.
- 5Skipping the optional but required consent signature on Page 6 when data sharing is desired.
Plain English
This form gathers the information a volunteer tax preparer needs to prepare your return. It asks for your name, address, citizenship, income sources, and any deductions you claim. You also answer optional demographic questions and sign a consent for data sharing.
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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What this form is for
- Check Form 5695 instead when claiming the residential energy credit
Form selector
Use this form or another form?
Claiming residential energy credit
Energy improvements qualify for credit
✓ Verify you have receipts for improvements
Reporting health insurance purchased through marketplace
Required to reconcile premium tax credit
✓ Ensure you have the 1095-A from the marketplace
Providing information for VITA/TCE volunteer assistance
Used as intake questionnaire for free tax help
✓ Confirm all personal and income fields are completed
Deadline or filing window
Not stated in the official source
Checklist
What you need before filling it out
Personal identification
Photo ID (driver's license) · Your documents
Social Security numbers
SSN cards or ITIN letters · Your tax records
Income from wages
W-2 forms · Your tax documents
Interest income
1099-INT · Your tax documents
Residential energy credit
Receipts for improvements · Your records
Before you submit
- 1Verify your name, middle initial, and surname are entered
- 2Confirm birth dates for you and your spouse are entered
- 3Ensure your mailing address, including apartment number, city, state, and ZIP code, is complete
- 4Check that you have gathered all required documents (W-2, 1099, 1095, SSN/ITIN letters, photo ID)
- 5Mark yes/no boxes for citizenship, visa status, and disability accurately
- 6Indicate your preferred refund method (direct deposit, mailed check, etc.)
- 7Review all answers for completeness before handing the form to the volunteer
How to file this form
- 1Gather required tax documents and identification
- 2Complete personal information sections on Form 13614-C
- 3Answer all income questions on pages 2 and 3
- 4Answer all deduction and expense questions on pages 3 and 4
- 5Review the entire form for completeness and accuracy
- 6Submit the completed Form 13614-C to the IRS VITA/TCE volunteer
- 7Obtain the volunteer’s acknowledgment as proof of filing
Known limitations
- 1The form’s fee is not stated in the official source, so you should verify any cost requirements on the IRS website.
- 2The mailing address for submitting the completed 13614-C (zh-s) is not provided, requiring you to confirm the correct address before sending.
- 3Signature requirements are not listed in the official source; ensure you sign where required and keep an unsigned copy if you decline consent.
- 4Catalog number 58973W appears on each page, but the source does not explain its purpose, so you may ignore it unless instructed otherwise.
- 5Edition Rev. 10‑2025 is shown, yet the source does not guarantee it is the most recent version; re‑check for updates before filing.
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.
Almost done reviewing the fields?
Fillable formOpen in Editor->Form 13614-C (zh-s) is revised Rev. 10-2025; the source lists this revision as the current edition.
What changed or needs a fresh check
- Edition date — confirm Rev. 10-2025 as shown on the form
- Catalog number — confirm 58973W appears on each page
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — Not stated in the official source
Quick Facts
Downloads
After you file
- 1Keep a complete copy of the signed 13614-C (zh-s) for your records, as the source does not specify retention requirements.
- 2Confirm the edition reads Rev. 10‑2025 and catalog number 58973W matches each page, because future revisions could alter fields you completed.
- 3If you consented to data sharing, expect the volunteer organization to use your information for tax‑preparation statistics, otherwise retain the unsigned consent page.
- 4Verify whether the IRS requires mailing the form or submitting it electronically, since mailing address is not provided in the official source.
- 5Monitor IRS communications for any notice about corrections or additional documentation, because the form’s instructions may be updated after your filing.
Sources
- SRCForm p.1 — required documents include personal and spouse photo ID (e.g., valid driver’s license).
- SRCForm p.1 — asks if you or spouse were US citizens in 2025.
- SRCForm p.2 — tip income is shown as (B/A) with note “(申报在 W-2 表, 则为基本)”.
- SRCForm p.2 — includes a question about ownership of any digital assets.
- SRCForm p.2 — asks whether rental of a personal residence was less than 15 days for exclusion.
- SRCForm p.2 — lists alimony (赡养费) as not counted as income.
- SRCForm p.4 — demographic questions are labeled “非必答的信息” and are non‑mandatory.
- SRCForm p.3 — references Form 5695 for energy‑efficient home‑improvement credit.
- SRCForm p.3 — references Form 1095-A for health‑insurance marketplace coverage.
- SRCForm p.6 — includes reference to Form 15080.
Common confusion points
Do I need to bring my spouse’s photo ID?
The form lists “您本人和配偶附照片的证件 (如有效的驾照)” as required documents.
→ Verify you have a valid driver’s license for both you and your spouse.
Should I report tips that appear on my W‑2?
The form shows tip income as (B/A) and notes “(申报在 W-2 表, 则为基本)”.
→ Confirm tip amounts are included on your W‑2 box for tips.
Do I have to report ownership of digital assets?
The form asks “任何数字资产的所有者或持有者”.
→ Answer Yes if you own any cryptocurrency or other digital assets.
If I rented my home for fewer than 15 days, is that rental income excluded?
The form asks “如果住宅单元用作个人住宅并且出租时间少于 15 天? 是 否”.
→ Select Yes to indicate the rental income is excluded.
Do I need to include alimony received as taxable income?
The form lists “赡养费 (B) … 不计入收入”.
→ Mark alimony as not counted toward taxable income.
Are the demographic questions on page 4 mandatory?
The form labels them “非必答的信息” and states they are not part of the tax return.
→ You may leave them blank without affecting your return.
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Questions about IRS Form 13614-CN
What is IRS Form 13614-CN used for?
This form gathers the information a volunteer tax preparer needs to prepare your return. It asks for your name, address, citizenship, income sources, and any deductions you claim. You also answer optional demographic questions and sign a consent for data sharing.
What information does IRS Form 13614-CN require?
Page 1 records personal identifiers such as name, birth date, SSN/ITIN, address, phone and marital status; Page 2 lists all income types received in 2025; Page 3 captures deductible expenses and tax events; Page 4 contains optional demographic questions; Page 5 is for additional notes; Page 6 provides the consent agreement for sharing your return information.
How do I complete IRS Form 13614-CN?
First, gather the required documents listed on Page 1 (W‑2, 1099, 1095, SSN/ITIN letters, photo ID). Then complete Pages 1 through 5, checking the boxes that apply to you and your spouse. A certified VITA/TCE volunteer reviews the entries and signs the form. If you agree to data sharing, sign the consent on Page 6; otherwise leave it unsigned.
Do I need to bring my spouse’s photo ID?
The form lists “您本人和配偶附照片的证件 (如有效的驾照)” as required documents. Verify you have a valid driver’s license for both you and your spouse.
Should I report tips that appear on my W‑2?
The form shows tip income as (B/A) and notes “(申报在 W-2 表, 则为基本)”. Confirm tip amounts are included on your W‑2 box for tips.
Do I have to report ownership of digital assets?
The form asks “任何数字资产的所有者或持有者”. Answer Yes if you own any cryptocurrency or other digital assets.
If I rented my home for fewer than 15 days, is that rental income excluded?
The form asks “如果住宅单元用作个人住宅并且出租时间少于 15 天? 是 否”. Select Yes to indicate the rental income is excluded.
Do I need to include alimony received as taxable income?
The form lists “赡养费 (B) … 不计入收入”. Mark alimony as not counted toward taxable income.
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