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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-CT: 13614-C (zh-t)

IRS Form 13614-C is the Individual Taxpayer Interview used by volunteers and tax preparers to gather personal and financial information from a taxpayer. It is completed at the start of a free tax‑preparation interview, such as with VITA or TCE programs.

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Form Overview

IRS Form 13614-CT - 13614-C (zh-t)

IRS Form 13614-C is the Individual Taxpayer Interview used by volunteers and tax preparers to gather personal and financial information from a taxpayer. It is completed at the start of a free tax‑preparation interview, such as with VITA or TCE programs.

It captures personal data, filing status, dependents, income sources, adjustments, deductions, credits, and banking information for direct deposit.

Risk Radar

Scan points
  • 1A single typo in a Social Security number can trigger an IRS reject.
  • 2Missing Social Security numbers for dependents
  • 3Incorrect filing status selection
  • 4Omitting taxable interest or dividend income
  • 5Failing to note health‑care coverage exemptions

Plain English

Think of this form as a questionnaire that helps a volunteer or paid preparer learn about your income, dependents, deductions and credits before they fill out your tax return. It lets the preparer ask you the right questions in the right order, so your return is accurate.

Submission Date

  • Filing date: 2025-11-10 22:10:13
  • 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

individualfinancialincomeorder

Hover a term to preview the meaning.

What this form is for

  • Use when you are receiving free VITA/TCE assistance.
  • Do not use for filing a return on your own without a preparer.
  • If you have a complex return (e.g., multi‑state, partnership), consider a detailed questionnaire instead.

Form selector

Use this form or another form?

Multiple states

Captures state residency info

✓ Verify state worksheets before proceeding

Form 13614-C (state‑specific addendum)

Self‑employed with Schedule C

Interview does not replace Schedule C

✓ Ensure Schedule C is completed separately

Form 1040 Schedule C

Amended return

Interview is for original returns only

✓ Use 1040-X for changes

Form 1040-X

Deadline or filing window

The interview must be completed before the tax preparer files the return. For most taxpayers the filing deadline is April 15 of the year following the tax year, unless an extension is filed. The interview itself has no IRS‑imposed deadline, but completing it early helps meet the filing deadline.

  • —Adjusted Gross Income | Sum of wages, interest, dividends, etc. | AGI | Verify all income sources are entered

Checklist

What you need before filling it out

1

Personal info section

Government‑issued ID, SSN cards · Taxpayer’s wallet or prior return

⚠ Misspelled name or SSN✕ High
2

Dependents section

Birth certificates, SSN cards · Dependent’s documents

⚠ Forgetting a dependent✕ Medium
3

Income section

W‑2s, 1099s, bank statements · Prior year returns, pay stubs

⚠ Omitting a 1099‑INT✕ High
4

Bank info section

Voided check or online banking printout · Checkbook, online portal

⚠ Transposed account number✕ Medium

Before you submit

  1. 1All required fields filled (name, SSN, filing status).
  2. 2Dependents listed with correct SSNs and relationship.
  3. 3All income sources accounted for.
  4. 4Adjustments (IRA, student loan interest) noted.
  5. 5Deductions and credits checked for eligibility.
  6. 6Bank routing and account numbers entered for direct deposit.
  7. 7Signature line signed and dated.
  8. 8Form edition matches the tax year being filed.
  9. 9No stray pencil marks or erasures.
  10. 10Copy retained for the preparer’s file.

How to file this form

  1. 1Collect identification and prior‑year return.
  2. 2Print or open the latest PDF of Form 13614-C.
  3. 3Complete the interview worksheet section by section.
  4. 4Review each answer with the taxpayer for accuracy.
  5. 5Sign and date the form.
  6. 6Pass the completed interview to the preparer for entry onto Form 1040.
  7. 7Store the interview securely; do not mail to the IRS.

Known limitations

  1. 1The form does not calculate tax liability; it only gathers data.
  2. 2It does not replace Schedule C, Schedule D, or other specialized forms.
  3. 3Only the latest edition should be used; older versions may lack new questions.
  4. 4The worksheet is not a legal document; errors do not automatically invalidate the 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

Form 13614-C is an interview worksheet; it does not get filed with the IRS. Its status is internal to the preparation service.

What changed or needs a fresh check

  • Edition date – confirm the form shows the current tax year (2024 edition for 2023 returns)
  • Fee – no fee; the interview is free through VITA/TCE
  • Mailing address – not applicable; keep with preparer’s records
  • Signature line – must be signed by taxpayer or authorized representative
  • Electronic version – use the latest PDF from IRS.gov

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Form 13614-CT page 1

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Quick Facts

Taxpayers who receive free tax‑preparation help (VITA/TCE) or who work with a paid preparer using the interview worksheet fill it out.
It captures personal data, filing status, dependents, income sources, adjustments, deductions, credits, and banking information for direct deposit.
The interview is done before the tax return is prepared, typically in early‑year outreach events or when a taxpayer first contacts a VITA/TCE site.
The completed form stays with the preparer; it is not mailed to the IRS. The information is transferred to the actual tax return (Form 1040) that is filed electronically or by mail.
Errors or omissions on the interview can lead to an inaccurate tax return, causing processing delays, penalties, or loss of refunds.
1. Gather the taxpayer’s ID, Social Security numbers, and prior‑year return. 2. Walk through each section, entering answers exactly as the taxpayer reports them. 3. Review the completed interview for blanks or obvious mistakes. 4. Use the interview answers to fill the appropriate lines on Form 1040 and related schedules.

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After you file

  1. 1Keep a copy of the completed interview for at least three years.
  2. 2Verify that the information transferred to Form 1040 matches the interview.
  3. 3Check the IRS acknowledgment (e‑file receipt) for acceptance.
  4. 4If a refund is expected, monitor the Direct Deposit status in “Where’s My Refund?”.
  5. 5Store any supporting documents (W‑2s, 1099s) referenced in the interview.
  6. 6Notify the preparer of any post‑filing changes; they may need to file an amendment.

Sources

  • SRCIRS.gov Form 13614-C PDF header shows title “Individual Taxpayer Interview”.
  • SRCIRS instructions state the form is used by VITA/TCE volunteers.
  • SRCForm includes sections for personal info, dependents, income, adjustments, deductions, credits, and direct deposit.
  • SRCNo filing address listed; IRS guidance notes it is an internal worksheet.
  • SRCEdition date appears on the PDF; latest version is for the 2024 filing year.
  • SRCSignature line present on page 2 of the form.
  • SRCIRS VITA/TCE program page confirms free use of the interview.

Common confusion points

Filing status

Taxpayers often think “head of household” applies without qualifying

→ Confirm qualifying child or relative support

Dependent eligibility

Some think adult children automatically qualify

→ Verify age, student status, and residency rules

Bank info

Direct deposit vs. paper check

→ Ensure routing and account numbers are correct

Self‑employment income

Not listed on W‑2

→ Ask for 1099‑NEC or profit‑loss statements

Health coverage exemption

Many claim exemption without documentation

→ Review IRS exemption list

Workflow map

Related forms and next steps

5 signals

Before

Taxpayer gathers W‑2s, 1099s, ID

Current

13614-CT

After

Form 1040 is filed electronically or mailed

Often used with

Form 1040 (main tax return)Schedule A (itemized deductions) if applicable

⚠ If something goes wrong

  • File Form 1040-X to amend

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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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