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Official form guide

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

IRS Form 13614-C (zh-t) is a Statement of Interview and Quality Review form used by filers to document their tax filing process with the Internal Revenue Service. It confirms that if you receive a refund, you wish to handle it via direct deposit or paper check.

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Form Overview

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

IRS Form 13614-C (zh-t) is a Statement of Interview and Quality Review form used by filers to document their tax filing process with the Internal Revenue Service. It confirms that if you receive a refund, you wish to handle it via direct deposit or paper check.

The form collects extensive personal details like name, address, and SSN. It also gathers income data from pages 2 and 3, such as W-2s and charitable donations, and lists dependents.

Risk Radar

Scan points
  • 1Failing to sign and date the form means the filer is not formally agreeing to the information provided or the disclosure terms.
  • 2Failing to list all people who lived with you last year (excluding spouse) — verify on Form p.1
  • 3Not selecting how you wish to receive a refund (Direct Deposit vs. Paper Check) — verify on Form p.1
  • 4Omitting the exact date of final divorce decree or separation agreement — verify on Form p.1
  • 5Failing to list all income sources from page 2, such as wages or interest — verify on Form p.2

Plain English

This form documents your interaction with the IRS regarding your taxes. By completing Form 13614-C (zh-t), you tell the agency how you want to receive any money back from your tax return. It also confirms details about your personal and financial situation for that year.

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

Hover a term to preview the meaning.

What this form is for

  • Use this form when you need to document your interview and quality review process with the IRS regarding your tax filing.
  • Do not use it when all required information can be provided in a single, standard declaration without needing an interview record.
  • Check Form 15080 instead when you are specifically referencing documentation from that form.

Form selector

Use this form or another form?

Receiving a refund

This determines how the IRS will send your money back to you.

Confirm the selection on Page 1.

Direct Deposit/Mail Check

Reporting income sources (e.g., W-2 wages)

You must list all types of income received in 2025.

Review all boxes on Page 2 for completeness.

Various Income Forms

Claiming specific deductions or credits

This documents the expenses you are claiming against your income.

Ensure proper checkboxes are marked on Page 3.

Form 1098/Schedule A

Deadline or filing window

The primary filing period covered by this Form 13614-C (zh-t) is for the tax year 2025. The consent agreement on page 6 remains valid until December 31, 2027. No specific extension date is stated in the source.

Checklist

What you need before filling it out

1

Your Name/DOB

Your full name, middle initial abbreviation, last name, and birth date. · Section at top of Page 1

Misspelling or incorrect DOBHigh
2

Refund Preference

Direct Deposit / Mail Refund Check / Split Accounts / Other (specify). · Page 1 checkboxes

Selecting the wrong disbursement methodMedium
3

Marital Status as of 12/31/2025

Single (S) or Married (M). · Page 1 checkbox

Stating status incorrectly for the end of the year.High
4

Income Source: W-2 Wages

The number of jobs you received wages from in 2025. · Page 2, next to income type B

Forgetting to count a side job/gig work.Medium
5

Deduction Type

Standard Deduction or Itemized Deduction (check the appropriate box). · Page 3 checkboxes

Selecting standard when itemizing is higher (or vice versa).High
6

Social Security Number (SSN) Use

Whether you used your spouse's SSN to pay for expenses. · Page 3 checkbox

Failing to check this if applicable, especially for dependents.Medium

Before you submit

  1. 1Complete all fields on Pages 1 through 5 with accurate information.
  2. 2Ensure you have checked the box indicating your preferred method for receiving a refund or paying tax due (Page 1).
  3. 3Verify that you have listed every income source received in 2025 on Page 2, including amounts where applicable.
  4. 4Confirm the correct marital status as of December 31, 2025, is checked on Page 1.
  5. 5Review Page 3 to confirm if you claimed Standard or Itemized Deductions for 2025.
  6. 6If applicable, list the dates and type of separation/divorce on Page 1.
  7. 7Ensure all required fields regarding dependents (listed on Page 1) have corresponding details filled out.

How to file this form

  1. 1Fill in your personal information, including name, address, and contact numbers, on Page 1.
  2. 2Answer the initial questions on Page 1 concerning residency, citizenship status, and refund/payment preference. (Note: You must fill out Pages 1-5).
  3. 3Detail all income received in 2025 by checking the appropriate boxes and entering corresponding amounts on Page 2.
  4. 4Document your expenses and tax events for 2025 by selecting applicable checkboxes and providing supporting details on Page 3. (Optional: Fill out non-required statistics on Page 4).
  5. 5Sign and date the form (implied, as required for submission) before sending it to the IRS.

Known limitations

  1. 1The form covers information for the tax year 2025.
  2. 2If a filer and their spouse are married but were not married at the end of the year, they must indicate this on Form 13614-C (zh-t).
  3. 3When listing dependents, if an individual provides more than 50% of the support expenses, that person is listed as '此人提供了自己 50% 以上的撫養 費' (This person provided over 50% of the support costs) on Form 13614-C (zh-t).
  4. 4If a dependent's income is less than $5,200, they are listed as '此人的收入 低於 $5,200' (This person's income is less than $5,200) on Form 13614-C (zh-t).
  5. 5If a dependent receives more than 50% of the housing costs, they are listed as '納稅人為 此人支付了一 半以上的房屋 維護費' (Taxpayer paid over half the housing maintenance costs) on Form 13614-C (zh-t).

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

The current edition of IRS Form 13614-C (zh-t) is Revision 10-2025, and the source indicates this revision date applies to the form itself.

What changed or needs a fresh check

  • Edition date — confirm the revision reads 10-2025.
  • Catalog Number — confirm it reads 58974H (or 71519E if referencing Form 15080).
  • Mailing address — verify the Tax Products Coordinating Committee address: SE:TS:CAR:MP:T:T:SP, 1111 Constitution Ave. NW, Washington, DC 20224.
  • Signature — confirm space provided for your signature and printed name on Page 1.

Quick Facts

Filers must complete this form, as they are responsible for the information provided on their tax return. The filer is responsible for providing the complete and correct information listed on Form 13614-C (zh-t).
The form collects extensive personal details like name, address, and SSN. It also gathers income data from pages 2 and 3, such as W-2s and charitable donations, and lists dependents.
The filing period is for the year 2025. The agreement section on page 6 is valid until November 30, 2027.
While specific mailing addresses are not listed as a single routing rule, the form allows data transfer to any participating IRS VITA/TCE center via TaxSlayer LLC's Global Carry Forward service. You can also report misconduct by emailing [email protected].
If the filer fails to provide complete and correct information on Form 13614-C (zh-t), they are responsible for that inaccuracy. The form itself is a required document to accompany the tax filing.
The filer must fill out Sections 1 through 5 of Form 13614-C (zh-t). After completing all sections, both the primary and secondary taxpayers must sign and date the form. The agreement on page 6 confirms consent for data disclosure.

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After you file

  1. 1The filer must sign this form before sending it.
  2. 2The filer should keep a copy of IRS Form 13614-C (zh-t) for records.
  3. 3If the filer wishes to receive non-English correspondence from the Internal Revenue Service, they must indicate the desired language on Form 13614-C (zh-t).
  4. 4The form is governed by OMB Number 1545-1964 and should be filed using the current edition dated 10/25.
  5. 5If a filer has questions, they can ask a volunteer tax preparer certified by the IRS. To report unethical behavior to the IRS, send an email to [email protected].

Sources

  • SRCForm 13614-C (zh-t) Catalog Number is 58974H and it is Revision 10-2025.
  • SRCThe form's official title, Form 13614-C (zh-t), is listed on Page 1.
  • SRCRequired documents include your tax information such as W-2, 1099, 1098, and 1095 (Instructions p.1).
  • SRCOn Form 13614-C (zh-t), you must complete pages 1 through 5 (Instructions p.1).
  • SRCFor income reporting on Page 2, if you received wages, the number of jobs is recorded under '(B) W-2s #' (Form p.2).
  • SRCOn Form 13614-C (zh-t), for expenses on Page 3, mortgage interest paid in 2025 is listed under '(A) Mortgage Interest' (Form p.3).

Common confusion points

What if I have multiple jobs or income sources?

On Form 13614-C (zh-t), check all applicable boxes on Page 2 for the income received in 2025, such as wages, tips, retirement income, or interest/dividends.

Ensure you account for every source listed on Page 2.

How do I choose between Direct Deposit and Paper Check for my refund?

On Form 13614-C (zh-t), select your preferred method under the 'If you can receive a refund' section on Page 1.

If you owe tax, you must specify how you wish to pay it (Bank Account, IRS Direct Pay, Installment Agreement, or Mail).

When should I list someone as a dependent?

List anyone living with you last year (excluding spouse) or supported by you but not living with you. On Form 13614-C (zh-t), fill out the details for each person.

What is the difference between 'Standard Deduction' and 'Itemized Deduction'?

These are choices on Page 3; check the box corresponding to whether you took the Standard Deduction or Itemized Deductions for 2025.

If you itemize, list the supporting expenses (like mortgage interest, medical costs) on that page.

Do I need to fill out all of Form 13614-C (zh-t)?

No, but most sections are required; certain fields are explicitly marked as optional (e.g., Email Address on Page 1).

If you do not provide required information, IRS volunteers may be unable to help complete the tax return.

What if my spouse and I were married last year but separated this year?

On Form 13614-C (zh-t), check the box for 'Married' under 'As of December 31, 2025,' and specify whether you have been separated in the last six months.

Workflow map

Related forms and next steps

4 signals

Before

Form 1099-W (or other income documents) | This form provides your tax information.

Current

13614-CT

After

Tax Return Forms (e.g., Form 1040) | The answers on this form directly support the information reported on your main tax return.

Often used with

IRS Form 13614-C (zh-t) | This is the primary document being filed, used to provide interview/review data.

⚠ If something goes wrong

  • IRS Form 15080 (zh-t) | This is a related document listed in the source, which provides additional context or supporting data for filing.

Questions about IRS Form 13614-CT

What is IRS Form 13614-CT used for?

This form documents your interaction with the IRS regarding your taxes. By completing Form 13614-C (zh-t), you tell the agency how you want to receive any money back from your tax return. It also confirms details about your personal and financial situation for that year.

Who must file IRS Form 13614-CT?

Filers must complete this form, as they are responsible for the information provided on their tax return. The filer is responsible for providing the complete and correct information listed on Form 13614-C (zh-t).

What information does IRS Form 13614-CT require?

The form collects extensive personal details like name, address, and SSN. It also gathers income data from pages 2 and 3, such as W-2s and charitable donations, and lists dependents.

When is IRS Form 13614-CT due?

The filing period is for the year 2025. The agreement section on page 6 is valid until November 30, 2027.

Where do I file IRS Form 13614-CT?

While specific mailing addresses are not listed as a single routing rule, the form allows data transfer to any participating IRS VITA/TCE center via TaxSlayer LLC's Global Carry Forward service. You can also report misconduct by emailing [email protected].

How do I complete IRS Form 13614-CT?

The filer must fill out Sections 1 through 5 of Form 13614-C (zh-t). After completing all sections, both the primary and secondary taxpayers must sign and date the form. The agreement on page 6 confirms consent for data disclosure.

What happens if IRS Form 13614-CT is filed incorrectly?

If the filer fails to provide complete and correct information on Form 13614-C (zh-t), they are responsible for that inaccuracy. The form itself is a required document to accompany the tax filing.

What if I have multiple jobs or income sources?

On Form 13614-C (zh-t), check all applicable boxes on Page 2 for the income received in 2025, such as wages, tips, retirement income, or interest/dividends. Ensure you account for every source listed on Page 2.

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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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