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Official form guide
Form 13614-CP: 13614-C (pt)
Treasury Form 13614-C (pt) is an Admission/Interview and Quality Review form used to provide necessary tax information for individuals filing with the Internal Revenue Service. The revision date on file is 10-2025.
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IRS Form 13614-CP - 13614-C (pt)
Treasury Form 13614-C (pt) is an Admission/Interview and Quality Review form used to provide necessary tax information for individuals filing with the Internal Revenue Service. The revision date on file is 10-2025.
Risk Radar
Scan points- 1Failing to provide complete and accurate information is the highest risk; you are responsible for what is contained in your declaration.
- 2Not providing complete and accurate information across all sections of Form 13614-C (pt).
- 3Failing to list every person who lived with or was supported by the filer in 2025.
- 4Incorrectly marking the residency status for yourself or your spouse on page 1.
- 5Omitting income sources listed on page 2, such as interest/dividends or unemployment benefits.
Plain English
This form collects detailed personal, financial, and residency information about you and your spouse so that volunteers can accurately assist with tax preparation. By completing Form 13614-C (pt), filers provide the necessary data to ensure their tax return is filed correctly for the year.
Submission Date
- Filing date: 2025-11-05 22:10:27
- 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 providing necessary admission/interview and quality review information for filing with the Internal Revenue Service.
- Do not use it when you do not have tax information such as W-2, 1099, 1098, or 1095 readily available.
- Check Form 13614-C (pt) instead when providing the admission/interview and quality review details for filing with the Internal Revenue Service.
Form selector
Use this form or another form?
Filing as a dependent or spouse
Needed to provide supporting tax document information.
✓ Check before you continue
Receiving a refund by direct deposit
This option is listed under how the refund should be received.
✓ Check before you continue
Identifying as Hispanic or Latino
This racial/ethnic category selection must be made on page 4.
✓ Check before you continue
Deadline or filing window
This form pertains to the 2025 tax year. The consent granted on page 6 remains valid until November 30, 2027. No specific filing deadline date is stated, but completing pages 1 through 5 covers the necessary data for that period.
Checklist
What you need before filling it out
Personal Information
Your full name (First Name, Middle Initial, Last Name), Date of Birth, Profession · Page 1
Spouse's Information
Spouse's full name, Date of Birth, Profession · Page 1
Residency/Work Status
Answer Yes/No regarding living or working in two or more states in 2025. · Page 1
Payment Method (Balance Due)
Select method: Bank Account, IRS.gov Direct Pay, Installment Agreement, Mail-in Payment. · Page 1
Racial/Ethnic Selection (Self)
Select all applicable options from the list on page 4. · Page 4
Language Preference
Specify language(s) other than English for receiving communications. · Page 1
Before you submit
- 1Ensure all required personal information (name, DOB, profession) is filled out on page 1.
- 2Verify that you have provided Social Security or ITIN cards for every person listed in the tax return.
- 3Check the boxes to indicate your status (e.g., US Citizen, Spouse Not in US with Visa) on page 1.
- 4Confirm how you wish to receive any refund (Direct Deposit, Check, Split, Other) on page 1.
- 5Select all applicable racial/ethnic categories for yourself on page 4.
- 6If filing jointly, ensure the race and/or ethnicity of your spouse is also selected on page 4.
- 7Review the "Observations/comments additional" section on page 5 to add any necessary notes.
How to file this form
- 1Complete all required fields on pages 1 through 5, providing complete and accurate information.
- 2Indicate how you wish to receive a refund or make a payment using the selections provided on page 1.
- 3Select all applicable racial/ethnic categories for yourself and your spouse on page 4.
- 4Review any additional comments or observations required on page 5.
- 5Sign and date the form (signatures are implied as required by the admission/interview nature of this document).
- 6Provide a copy of the completed Form 13614-C (pt) for your records.
Known limitations
- 1The form is specifically titled 13614-C (pt) and has a Catalog Number of 58981W.
- 2The information provided on Form 13614-C (pt) does not automatically constitute the entire tax return filing; it is an admission/interview and quality review form that supports the tax declaration.
- 3Information provided in the optional questions on page 4 is for statistical purposes only and is not sent to the IRS with the tax declaration.
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->The current edition is Revision 10-2025, and the source indicates this version (Form 13614-C (pt)) includes pages 1 through 5. No specific changes from a prior revision are detailed in the provided excerpts.
What changed or needs a fresh check
- Edition date — confirm the revision date reads 10-2025.
- Catalog Number — confirm it reads 58981W.
- Mailing address — Not stated in the official source (though the form is from the Department of the Treasury - Internal Revenue Service).
- Signature — Confirm you have space for your signature and that of your spouse, as required by the nature of this admission/review form.
Quick Facts
Downloads
After you file
- 1The filer is responsible for the accuracy of all information contained within Form 13614-C (pt).
- 2A copy of the completed Form 13614-C (pt) should be kept by the filer.
- 3If questions arise, the filer may ask a certified volunteer preparer endorsed by the IRS for clarification.
- 4The form is current as of Revision 10-2025.
Sources
- SRCInstructions p.1 — The filer must provide tax information such as W-2, 1099, 1098, or 1095.
- SRCInstructions p.1 — A photo ID (like a valid driver's license) is required for the filer and their spouse.
- SRCInstructions p.1 — The form must be filled out across pages 1 through 5.
- SRCInstructions p.2 — Page 2 requires answering questions regarding income received in 2025 from sources like wages, tips, retirement benefits, etc.
- SRCInstructions p.3 — Page 3 asks about expenses paid for tax deduction purposes in 2025, such as mortgage interest or medical costs.
- SRCInstructions p.4 — The IRS authority to collect the optional information on page 4 is granted by Section 301 of Title 5 U.S.C. and Section 7801 of Title 26 U.S.C.
Common confusion points
What information must I bring with me?
The source lists specific documents needed, including tax forms and ID.
→ Check pages 1 and 2 for the complete list.
Do my answers on page 4 affect my taxes?
No, responses to questions on page 4 are only for statistics and are not sent to the IRS with the tax return itself.
→ Confirm this by checking the header text on Page 4.
When do I need to fill out Form 13614-C (pt)?
The source does not state a specific filing deadline, but it is required for the interview/quality review process supporting the tax declaration.
→ Verify the due date with your preparer or by checking IRS guidelines.
Can my spouse's information be separate?
Yes, many sections require responses for 'you and/or your spouse'.
→ Review pages 2 and 3 to see how the responsibilities are divided.
Is filing this form mandatory if I use a preparer?
While not explicitly stated as mandatory for *all* scenarios, it is required because the document functions as an admission/interview and quality review sheet.
→ Confirm this against your service provider's instructions.
What if there are blank sections on page 2 (Income)?
If you do not receive money from a listed source in 2025, you should check that box, but the form does not specify how to handle an entirely empty section beyond checking the boxes.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 15080 | This is the Consent Form for disclosing tax information to VITA/TCE preparers, which relates directly to using this admission form.
Questions about IRS Form 13614-CP
What is IRS Form 13614-CP used for?
This form collects detailed personal, financial, and residency information about you and your spouse so that volunteers can accurately assist with tax preparation. By completing Form 13614-C (pt), filers provide the necessary data to ensure their tax return is filed correctly for the year.
Who must file IRS Form 13614-CP?
Individuals filing this form are responsible for the information contained within their tax declaration. The form collects details for both the filer and their spouse.
What information does IRS Form 13614-CP require?
The form collects personal identifiers (like name, SSN/ITIN), residency status, financial data from sources like W-2s and 1099s (on page 2), and relationship details listed in various sections.
When is IRS Form 13614-CP due?
The completion of Form 13614-C (pt) relates to the tax year 2025. The consent for data sharing on page 6 is valid until November 30, 2027.
Where do I file IRS Form 13614-CP?
Filers can submit this form by using a local volunteer site that utilizes TaxSlayer. If filing directly with the agency, instructions indicate filling out pages 1 through 5.
How do I complete IRS Form 13614-CP?
First, complete all sections of Form 13614-C (pt) from page 1 through page 5. Next, answer specific questions regarding income sources and residency status on page 2. Finally, ensure the volunteer certifies the information by signing/completing the required fields.
What happens if IRS Form 13614-CP is filed incorrectly?
The filer is responsible for the information contained on Form 13614-C (pt); incomplete or inaccurate data means the filer is responsible for those errors in their tax declaration.
What information must I bring with me?
The source lists specific documents needed, including tax forms and ID. Check pages 1 and 2 for the complete list.
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