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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-CV: 13614-C (vie)

IRS Form 13614-CV is the VITA/TCE client intake and interview worksheet. It is used by volunteer tax preparers to collect personal, income, and deduction information before preparing a return.

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Form Overview

IRS Form 13614-CV - 13614-C (vie)

IRS Form 13614-CV is the VITA/TCE client intake and interview worksheet. It is used by volunteer tax preparers to collect personal, income, and deduction information before preparing a return.

It captures personal data, filing status, dependents, income sources, deductions, credits, and any special circumstances like foreign income or disaster loss.

Risk Radar

Scan points
  • 1A single typo in a taxpayer’s SSN can trigger a return rejection.
  • 2Incorrect Social Security numbers
  • 3Missing or misstated income sources
  • 4Wrong filing status or dependents
  • 5Failure to note foreign assets or disaster losses

Plain English

Think of this form as a questionnaire that a volunteer tax helper fills out with you. It gathers the basics—who you are, what you earned, and what credits you might qualify for—so they can finish your tax return correctly.

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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Glossary Terms

foreignincome

Hover a term to preview the meaning.

What this form is for

  • Use when a VITA/TCE volunteer is preparing a return for a qualifying low‑income taxpayer.
  • Do not use for self‑prepared returns or for high‑income taxpayers not eligible for VITA/TCE.
  • Check Form 1040‑EZ or 1040‑SR if the client’s situation is extremely simple.

Form selector

Use this form or another form?

Taxpayer has complex business income

Requires detailed profit‑loss statement

✓ Verify before using worksheet

Schedule C

Taxpayer is non‑resident alien

Different residency rules

✓ Confirm eligibility for VITA/TCE

Form 1040‑NR

Deadline or filing window

The worksheet must be completed before the volunteer prepares the tax return. The final return must be filed by the regular tax deadline (typically April 15) or by the extended deadline if an extension is filed. There is no separate deadline for the worksheet itself.

  • —Adjusted Gross Income | sum of all income lines – adjustments | AGI | Verify that all sources are included

Checklist

What you need before filling it out

1

Social Security Number

Taxpayer’s SSN card or driver’s license · Personal ID documents

⚠ Numbers transposed or missing✕ High
2

Income – wages

Form W‑2 · Employer‑provided W‑2

⚠ Forgetting a W‑2 or entering wrong amount✕ Medium
3

Interest income

1099‑INT · Bank statements

⚠ Ignoring small interest amounts✕ Low
4

Earned Income Credit eligibility

Earned income, filing status, qualifying children · Taxpayer interview

⚠ Mis‑counting qualifying children✕ High
5

Disaster loss

IRS disaster loss worksheet · FEMA notice or insurance statements

⚠ Not noting loss✕ Medium

Before you submit

  1. 1Verify SSNs and dates of birth match identification documents.
  2. 2Confirm filing status matches taxpayer’s marital situation on Dec 31 of tax year.
  3. 3Check that every income source (W‑2, 1099, unemployment, etc.) is recorded.
  4. 4Ensure all dependents have correct names, SSNs, and relationship to taxpayer.
  5. 5Review eligibility questions for credits (EITC, child tax credit, senior credit).
  6. 6Confirm any foreign income or assets are noted.
  7. 7Ask taxpayer to sign the worksheet if site policy requires.
  8. 8Cross‑check totals (AGI, taxable income) with the calculator field.
  9. 9File the worksheet securely in the site’s records folder.

How to file this form

  1. 1Start a new client intake session in the VITA/TCE software.
  2. 2Enter personal information exactly as written on the worksheet.
  3. 3Input each income line, using the totals from W‑2s, 1099s, etc.
  4. 4Select appropriate filing status and claim dependents.
  5. 5Answer credit eligibility questions based on worksheet responses.
  6. 6Run the software’s error check; resolve any mismatches.
  7. 7Print or e‑file the final tax return; keep the worksheet on file.

Known limitations

  1. 1The worksheet does not calculate tax liability; it only gathers data.
  2. 2It does not capture all possible schedules (e.g., Schedule D for capital gains).
  3. 3Form 13614-CV is not accepted by the IRS as a filing document.
  4. 4Only suitable for taxpayers meeting VITA/TCE income thresholds.

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-CV is a worksheet only; it does not get filed with the IRS. Its status is internal to the VITA/TCE site.

What changed or needs a fresh check

  • Edition date – confirm the form is the 2024 version (or current tax year).
  • Fee – no fee; the worksheet is free for VITA/TCE sites.
  • Mailing address – not applicable; the form stays at the site.
  • Signature line – ensure the taxpayer signs the worksheet if required by site policy.
  • Electronic version – use the PDF provided on IRS.gov for the correct layout.

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Quick Facts

Volunteer tax preparers (VITA/TCE sites) and the taxpayers they serve fill out this form.
It captures personal data, filing status, dependents, income sources, deductions, credits, and any special circumstances like foreign income or disaster loss.
The form is completed at the start of a VITA/TCE appointment, typically before the tax return is prepared and filed, which must be done by the regular tax deadline (usually April 15).
The completed worksheet stays at the VITA/TCE site; it is not mailed to the IRS. The data is transferred to the tax return software and then filed electronically or on paper as the final return.
Errors in the intake sheet flow directly into the tax return, causing processing delays, penalties, or loss of credits.
1. Volunteer greets the taxpayer and explains the purpose of the worksheet. 2. Collect identification, Social Security numbers, and filing status. 3. Record all income, adjustments, and deductions as reported by the taxpayer. 4. Review the completed sections with the taxpayer for accuracy before moving to the tax software.

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After you file

  1. 1Store the completed worksheet in a secure, confidential file for at least three years.
  2. 2Provide the taxpayer with a copy of the final return and a summary of credits claimed.
  3. 3Note any follow‑up items (e.g., pending refunds, amended return needs).
  4. 4Update the site’s client tracking system with filing date and status.
  5. 5Retain a log of who prepared the worksheet and any signatures obtained.

Sources

  • SRCIRS.gov Form 13614-CV pagedescription of purpose
  • SRCIRS VITA/TCE Volunteer Handbookworkflow steps
  • SRCIRS Publication 596Earned Income Credit eligibility
  • SRCIRS Publication 501Dependents, Standard Deduction, and Filing Information
  • SRCIRS Publication 525Taxable and Nontaxable Income
  • SRCIRS Disaster Relief guidelinesloss reporting
  • SRCIRS Form 1040 instructionsfiling deadline reference
  • SRCNot clearly stated in the provided official sourcefee information (form is free)
  • SRCNot clearly stated in the provided official sourceelectronic submission method for worksheet

Common confusion points

Filing status vs. marital status

Taxpayers often think they must file Married Filing Jointly even if separated

→ Verify marital status on Dec 31

Earned Income Credit vs. Child Tax Credit

Both involve children but have different income limits

→ Use worksheet questions to separate eligibility

Dependents vs. qualifying relatives

Some relatives qualify for a credit but not as dependents

→ Review relationship and support tests

Foreign income reporting

Taxpayers think foreign income is exempt

→ Confirm whether FBAR or Form 8938 is required

Disaster loss timing

Losses may be from prior year but claimed this year

→ Check IRS disaster loss guidance

Workflow map

Related forms and next steps

5 signals

Before

Collect W‑2s, 1099s, and ID documents

Current

13614-CV

After

Schedule EIC if Earned Income Credit is claimedSchedule 8812 for Additional Child Tax Credit

Often used with

IRS Form 1040 (or 1040‑SR) to prepare the final return

⚠ If something goes wrong

  • File Form 1040‑X to amend errors

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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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