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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-CS: 13614-C (sp)

IRS Form 13614-C is the VITA/TCE intake and quality‑verification interview used to gather a taxpayer’s personal, filing‑status and payment‑preference information. Consent for data transfer is valid until 30 Nov 2027.

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Form Overview

IRS Form 13614-CS - 13614-C (sp)

IRS Form 13614-C is the VITA/TCE intake and quality‑verification interview used to gather a taxpayer’s personal, filing‑status and payment‑preference information. Consent for data transfer is valid until 30 Nov 2027.

It collects the taxpayer’s name, Social Security or ITIN, birth date, address, phone number, citizenship status, filing status as of December 31 2025, spouse’s information, and choices for refund delivery, payment method, and language preference.

Risk Radar

Scan points
  • 1Submitting the form with an incorrect or missing SSN/ITIN causes the biggest error.
  • 2Leaving the taxpayer’s Social Security or ITIN number blank on the personal information section.
  • 3Failing to indicate citizenship status for the taxpayer or spouse in the citizenship questions.
  • 4Not marking the filing status as of December 31 2025, leaving the status unanswered.
  • 5Omitting the chosen method for refund delivery (direct deposit, check, split, or other).

Plain English

This form is the questionnaire volunteers use when you go to a free tax help site. It records your name, Social Security number, address, filing status, and how you want any refund or payment handled.

Submission Date

  • Filing date: 2025-10-31 22:10:11
  • 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

deliverytransfervalid

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What this form is for

  • Use this form when you are a VITA/TCE client and need to provide personal identification, filing status, and payment preference information to the certified volunteer preparer.
  • Do not use it when you are not participating in the VITA/TCE program.

Form selector

Use this form or another form?

Need a VITA/TCE intake interview

Captures personal, filing‑status and payment‑preference data required for volunteer preparation

✓ Confirm you are a VITA/TCE client

Form 13614-C

Require detailed income documentation (W‑2, 1099, etc.)

Income‑question section asks about salaries, tips, pensions, etc.

✓ Verify all income forms are on hand

Form 13614-C

Need to record citizenship and residency status

Citizenship checkboxes appear on page 1

✓ Ensure correct boxes are marked

Form 13614-C

Deadline or filing window

Not stated in the official source.

Checklist

What you need before filling it out

1

Nombre (first, middle, last)

Photo ID and Social Security card or ITIN letter · Personal information section

⚠ Misspelling or incomplete name✕ High
2

Dirección postal

Current mailing address · Address section

⚠ Omitting apartment number✕ Medium
3

Número de teléfono

Phone number · Contact information section

⚠ Leaving field blank✕ Low
4

Información de ingresos (salarios, propinas, etc.)

W‑2, 1099, 1098, 1095 forms · Income questions page

⚠ Forgetting to report a job✕ High
5

Estado civil al 31 de diciembre de 2025

Marriage certificate or divorce decree if applicable · Filing status section

⚠ Selecting wrong marital status✕ High

Before you submit

  1. 1Verify all required personal identification fields (name, SSN/ITIN, photo ID) are filled.
  2. 2Mark the correct citizenship and residency boxes for you and your spouse.
  3. 3Answer the question about living or working in multiple states for 2025.
  4. 4Indicate your preferred refund method (direct deposit, check, etc.).
  5. 5Select your payment option if you owe tax (bank account, direct payment, etc.).
  6. 6Confirm the filing status and marital status entries match your situation on 31 Dec 2025.
  7. 7Sign the form in the designated signature line.

How to file this form

  1. 1Complete pages 1 to 5 of Form 13614-C with accurate personal and tax information.
  2. 2Review all entries for completeness and correctness.
  3. 3Sign the form as the taxpayer.
  4. 4Provide the completed form to the IRS certified volunteer preparer.
  5. 5Retain a copy of the signed form for your records.

Known limitations

  1. 1Form 13614-C completion is not required to receive VITA/TCE tax preparation services (source p.6)
  2. 2Responses to optional demographic questions on page 4 are voluntary and are not transmitted to the IRS (source p.4)
  3. 3Consent for disclosure of tax‑return information is optional; without consent, volunteers may be unable to assist (source p.6)

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 (sp) is revised 10‑2025; the source shows the latest edition with catalog number 52285Z and does not indicate any changes from a prior version.

What changed or needs a fresh check

  • Edition date — confirm revision 10‑2025
  • Fee — Not stated in the official source
  • Mailing address — Not stated in the official source
  • Signature — confirm the taxpayer signs before submission

Form Preview

Form 13614-CS page 1

Page 1

Form 13614-CS page 2

Page 2

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Quick Facts

Not stated in the official source.
It collects the taxpayer’s name, Social Security or ITIN, birth date, address, phone number, citizenship status, filing status as of December 31 2025, spouse’s information, and choices for refund delivery, payment method, and language preference.
Not stated in the official source.
Not stated in the official source.
Not stated in the official source.
Taxpayers bring required documents (W‑2s, 1099s, SSN/ITIN cards, photo ID) and complete pages 1‑5 of the form. They answer personal and filing‑status questions, select refund and payment options, and may consent to data transfer. After completing, they sign the form and return it to the VITA/TCE volunteer who prepared the return.

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After you file

  1. 1Retain the completed Form 13614-C for at least three years in case of future inquiries
  2. 2Keep a signed copy of the consent portion for your records
  3. 3Verify that the IRS has accepted the intake by checking for a confirmation from the VITA/TCE volunteer
  4. 4If an error is discovered, contact the volunteer who prepared the return to request a corrected intake
  5. 5Store any supporting documents (W‑2, 1099, etc.) together with the form for reference

Sources

  • SRCForm p.1 — required documents: tax forms (W‑2, 1099, 1098, 1095), SSN or ITIN cards, and photo ID for you and spouse.
  • SRCForm p.1 — you must complete pages 1 to 5 of this form.
  • SRCForm p.4 — race and ethnicity questions are optional and for statistical purposes only.
  • SRCForm p.2 — income checklist includes cash payments, jury service, prizes, digital assets, royalties, and union strike benefits.
  • SRCForm p.2 — rental income is reported when personal residence rented for less than 15 days.
  • SRCForm p.2 — line for qualified charitable distribution from 1099‑R.
  • SRCForm p.6 — Form 15080 provides consent to disclose tax return information to VITA/TCE sites.

Common confusion points

What documents must I bring to the interview?

The form lists tax forms (W‑2, 1099, 1098, 1095), SSN or ITIN cards, and a photo ID for you and your spouse.

→ Gather all listed documents before the appointment.

Do I have to fill out every page of the form?

The form instructs to complete pages 1 to 5.

→ Verify pages 1‑5 are filled; page 6 is a separate consent form not required for intake.

Are the race and ethnicity questions mandatory?

The form states these questions are optional, for statistical purposes only, and not transmitted to the IRS.

→ Answer only if comfortable; leaving blank is acceptable.

Do I need to report cash payments, jury service, digital assets, or strike benefits?

The income section includes cash payments, jury service, prizes, digital assets, royalties, and union strike benefits.

→ Check the income checklist and mark applicable items.

If I rent my home for less than 15 days, must I report that income?

The form notes rental income is reported only when the residence is personal and rented for fewer than 15 days.

→ If rental period ≤15 days, include the income as indicated.

Do I need to list charitable distributions from a 1099‑R?

The form has a line for qualified charitable distribution from a 1099‑R.

→ Enter any qualified charitable distribution amount on that line.

Workflow map

Related forms and next steps

4 signals

Before

None listed

Current

13614-CS

After

None listed

Often used with

Form W-2 – Reports wages and taxes withheldForm 1099-R – Reports distributions from pensions, annuities, and retirement accountsForm 1099-INT – Reports interest incomeForm 15080 – Consent for disclosure of tax‑return information to VITA/TCE sites

Questions about IRS Form 13614-CS

What is IRS Form 13614-CS used for?

This form is the questionnaire volunteers use when you go to a free tax help site. It records your name, Social Security number, address, filing status, and how you want any refund or payment handled.

What information does IRS Form 13614-CS require?

It collects the taxpayer’s name, Social Security or ITIN, birth date, address, phone number, citizenship status, filing status as of December 31 2025, spouse’s information, and choices for refund delivery, payment method, and language preference.

How do I complete IRS Form 13614-CS?

Taxpayers bring required documents (W‑2s, 1099s, SSN/ITIN cards, photo ID) and complete pages 1‑5 of the form. They answer personal and filing‑status questions, select refund and payment options, and may consent to data transfer. After completing, they sign the form and return it to the VITA/TCE volunteer who prepared the return.

What documents must I bring to the interview?

The form lists tax forms (W‑2, 1099, 1098, 1095), SSN or ITIN cards, and a photo ID for you and your spouse. Gather all listed documents before the appointment.

Do I have to fill out every page of the form?

The form instructs to complete pages 1 to 5. Verify pages 1‑5 are filled; page 6 is a separate consent form not required for intake.

Are the race and ethnicity questions mandatory?

The form states these questions are optional, for statistical purposes only, and not transmitted to the IRS. Answer only if comfortable; leaving blank is acceptable.

Do I need to report cash payments, jury service, digital assets, or strike benefits?

The income section includes cash payments, jury service, prizes, digital assets, royalties, and union strike benefits. Check the income checklist and mark applicable items.

If I rent my home for less than 15 days, must I report that income?

The form notes rental income is reported only when the residence is personal and rented for fewer than 15 days. If rental period ≤15 days, include the income as indicated.

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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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