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Official form guide
Form 13614-CT: 13614-C (zh-t)
Internal Revenue Service Form 13614-C is the VITA/TCE intake and quality‑review interview used by taxpayers who receive volunteer tax assistance. It gathers personal, income and deduction details, and includes a disclosure consent that remains effective until 2027‑11‑30.
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IRS Form 13614-CT - 13614-C (zh-t)
Internal Revenue Service Form 13614-C is the VITA/TCE intake and quality‑review interview used by taxpayers who receive volunteer tax assistance. It gathers personal, income and deduction details, and includes a disclosure consent that remains effective until 2027‑11‑30.
Risk Radar
Scan points- 1Submitting the form without the required signature on page 6 invalidates the disclosure consent.
- 2Omitting required documents such as W‑2, 1099, or 1095.
- 3Leaving citizenship or residency questions unanswered.
- 4Failing to indicate whether an IP PIN has been issued.
- 5Not selecting a refund method when a refund is expected.
Plain English
Form 13614-C collects the information a volunteer tax preparer needs to complete your tax return, such as names, addresses, income sources, and deductions. It also asks whether you agree to let the VITA/TCE network share your data for future filings. You sign the form so the volunteer can submit it on your behalf.
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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What this form is for
- Use this form when you are a taxpayer receiving IRS‑certified volunteer assistance (VITA/TCE) and need to complete the intake and quality‑review interview.
- Do not use it when you cannot provide the required tax documents (W‑2, 1099, 1098, 1095) and identification listed on page 1.
- Check Form 15080 instead when you need to submit a different IRS request unrelated to the VITA/TCE intake.
Form selector
Use this form or another form?
You received proceeds from selling stocks, bonds, or real estate
Capital gains reporting on Schedule D
✓ Confirm you have the 1099‑B attached
You received unemployment compensation
Unemployment benefits are taxable income
✓ Verify the 1099‑G amount matches your records
You paid mortgage interest
Mortgage interest may be deductible
✓ Ensure the 1098 includes correct lender information
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Name, birth date, SSN/ITIN
Social Security card or ITIN letter · Page 1 personal information section
Income details (W‑2, 1099, 1098, 1095)
W‑2, 1099, 1098, 1095 documents · Page 2 income section
Refund preference
Bank account details for direct deposit · Refund handling question on page 1
Payment option
Bank account info or Direct Pay authorization · Payment option question on page 1
Language preference
Indication of desired language · Language preference question on page 1
Before you submit
- 1Verify that all required personal information on page 1 is filled.
- 2Confirm that you have attached all W‑2, 1099, 1098, and 1095 documents.
- 3Check the boxes indicating your citizenship and visa status for you and your spouse.
- 4Select your preferred refund method and ensure bank details are correct.
- 5Choose a payment option if you owe tax and provide the necessary account information.
- 6Indicate whether you want non‑English written communication and specify the language.
- 7Mark your donation of $3 to the presidential campaign if you wish.
How to file this form
- 1Complete all required fields on pages 1‑5 of Form 13614‑C.
- 2Attach the tax documents listed on page 1 (W‑2, 1099, 1098, 1095) and identification.
- 3Answer the income, deduction, and event questions on pages 2‑3.
- 4Review the entire form for accuracy and completeness.
- 5Provide the completed form to the IRS‑certified volunteer tax preparer and retain a copy for your records.
Known limitations
- 1Only taxpayers who are participating in the IRS free tax assistance (VITA) or senior tax counseling (TCE) programs fill out Form 13614-C.
- 2Questions on page 4 are non‑mandatory and used solely for statistical purposes; they do not become part of the tax return.
- 3Pages 1‑5 constitute Form 13614‑C; page 6 belongs to Form 15080 and is not part of this form.
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.
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Fillable formOpen in Editor->Form 13614-C (zh‑t) is revised 10‑2025; the source shows the latest edition with Catalog Number 58974H and OMB Number 1545-1964.
What changed or needs a fresh check
- Edition date — confirm the revision reads 10‑2025 on the form
- OMB number — confirm it reads 1545-1964
- 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 the completed Form 13614‑C with your tax return records for at least three years.
- 2Expect the VITA/TCE volunteer to submit your return electronically or by mail within a few weeks.
- 3Retain any acknowledgment receipt or confirmation email from the IRS for future reference.
- 4If you discover an error after filing, contact the VITA/TCE volunteer to discuss filing an amended return (Form 1040‑X).
Sources
- SRCForm p.1 — required documents list includes W-2, 1099, 1098, 1095, etc.
- SRCForm p.2 — income section lists W-2, 1099-R, 1099-INT, 1099-DIV, 1099-G, 1099-B, 1099-MISC, 1099-NEC, 1099-K, etc.
- SRCForm p.2 — mentions Form 1099-R for retirement account, pension, or annuity income.
- SRCForm p.2 — mentions Form 1099-INT for interest income.
- SRCForm p.2 — mentions Form 1099-DIV for dividend income.
- SRCForm p.2 — mentions Form W-2 for wages, tips, and other compensation.
- SRCForm p.6 — references Form 15080 (Catalog Number 71519E) as a related IRS form.
Common confusion points
Do I need to bring my spouse’s photo ID?
The form asks for a photo ID for you and your spouse, but many filers overlook the spouse requirement.
→ Verify that both you and your spouse have a valid photo ID (e.g., driver’s license) ready.
What income types should I check on page 2?
The income section lists many categories (salary, tips, retirement, disability, etc.) and the Chinese labels can be confusing.
→ Review each box and mark only those that apply to you or your spouse for 2025.
Is the question about living in multiple states in 2025 mandatory?
The form presents a yes/no question but does not label it as required.
→ Answer yes or no; the response is used for residency determination.
Do I have to answer the non‑mandatory demographic questions on page 4?
Page 4 is labeled as non‑mandatory and for statistical use only, yet some filers think it affects their return.
→ Leave those fields blank or answer at your discretion; they will not be sent to the IRS.
Can I donate $3 to the presidential campaign fund for each spouse?
The form includes a yes/no box for a $3 donation, which may be overlooked.
→ Check the box if you wish to contribute; otherwise, leave it unchecked.
What does the ‘IP PIN’ question refer to?
The form asks if you or your spouse have an issued Identity Protection Personal Identification Number, which many taxpayers are unfamiliar with.
→ Confirm whether you have received an IP PIN from the IRS; answer yes only if you have one.
Workflow map
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Questions about IRS Form 13614-CT
What is IRS Form 13614-CT used for?
Form 13614-C collects the information a volunteer tax preparer needs to complete your tax return, such as names, addresses, income sources, and deductions. It also asks whether you agree to let the VITA/TCE network share your data for future filings. You sign the form so the volunteer can submit it on your behalf.
What information does IRS Form 13614-CT require?
Page 1 gathers personal and contact details, citizenship status, and filing status; Page 2 records all income types received in 2025; Page 3 records deductible expenses and tax‑related events; Page 6 contains the required signature and disclosure consent.
How do I complete IRS Form 13614-CT?
A certified volunteer fills pages 1‑5 with the taxpayer’s answers and required documentation. The taxpayer reviews the completed sections, signs the consent on page 6, and returns the form to the volunteer. The volunteer then uses the information to prepare and file the tax return. Keep a copy of the signed form for your records.
Do I need to bring my spouse’s photo ID?
The form asks for a photo ID for you and your spouse, but many filers overlook the spouse requirement. Verify that both you and your spouse have a valid photo ID (e.g., driver’s license) ready.
What income types should I check on page 2?
The income section lists many categories (salary, tips, retirement, disability, etc.) and the Chinese labels can be confusing. Review each box and mark only those that apply to you or your spouse for 2025.
Is the question about living in multiple states in 2025 mandatory?
The form presents a yes/no question but does not label it as required. Answer yes or no; the response is used for residency determination.
Do I have to answer the non‑mandatory demographic questions on page 4?
Page 4 is labeled as non‑mandatory and for statistical use only, yet some filers think it affects their return. Leave those fields blank or answer at your discretion; they will not be sent to the IRS.
Can I donate $3 to the presidential campaign fund for each spouse?
The form includes a yes/no box for a $3 donation, which may be overlooked. Check the box if you wish to contribute; otherwise, leave it unchecked.
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