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Official form guide
Form 13614-CV: 13614-C (vie)
IRS Form 13614-C is an interview and quality‑review worksheet for volunteer tax preparers and taxpayers. It gathers personal data, income sources and includes a $5,200 income threshold for certain dependents.
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IRS Form 13614-CV - 13614-C (vie)
IRS Form 13614-C is an interview and quality‑review worksheet for volunteer tax preparers and taxpayers. It gathers personal data, income sources and includes a $5,200 income threshold for certain dependents.
Risk Radar
Scan points- 1Providing inaccurate information breaches your responsibility on the form.
- 2Leaving the taxpayer’s SSN or ITIN blank on page 1.
- 3Failing to indicate citizenship or residency status for the taxpayer or spouse.
- 4Omitting any source of income on page 2, such as wages or unemployment benefits.
- 5Not marking whether the taxpayer claimed a loss on the prior year’s return.
Plain English
This form records the taxpayer’s personal information, citizenship, marital status and all income received in 2025. Volunteers use it to interview the taxpayer and verify the return before filing. It must be completed on pages 1‑5 and signed on page 6.
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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What this form is for
- Use this form when a volunteer IRS‑certified tax preparer conducts an interview and quality‑review worksheet for a taxpayer.
- Do not use it when the taxpayer is filing the actual tax return without a volunteer preparer.
- Check Form 13614‑C instead when the interview worksheet is not needed.
Form selector
Use this form or another form?
Taxpayer needs to report wages
Provides wage and tax‑withheld details needed for the interview worksheet
✓ Verify that the W‑2 reflects the correct employer and amounts
Taxpayer received miscellaneous income
Shows non‑employee compensation required for income questions
✓ Confirm the payer’s EIN and amount match records
Taxpayer has health‑coverage information
Documents marketplace or employer coverage needed for eligibility questions
✓ Ensure the coverage months and provider are correctly listed
Deadline or filing window
Not stated in the official source
Checklist
What you need before filling it out
Tên của bạn
Social Security card or ITIN letter · Taxpayer’s personal records
Địa chỉ gửi thư
Utility bill or lease · Taxpayer’s address proof
Thông tin về thuế như các mẫu W‑2, 1099, 1098, 1095
W‑2, 1099, 1098, 1095 forms · Tax documents received from employers/payers
Bạn có sống hoặc làm việc tại hai bang trở lên vào năm 2025
State residency records · State tax filings or utility bills
Bạn muốn tiền hoàn thuế như thế nào
Bank account info for direct deposit · Bank statements
Before you submit
- 1Verify that all required personal identification fields (name, DOB, SSN/ITIN) are completed.
- 2Confirm that the mailing address line and ZIP code are entered.
- 3Check that the appropriate boxes for citizenship and residency status are marked.
- 4Ensure that all income source questions on page 2 are answered.
- 5Attach copies of all W‑2, 1099, 1098, and 1095 forms referenced.
- 6Indicate the preferred refund method and provide correct bank details if applicable.
- 7Sign the form in the preparer signature area.
- 8Date the form with the current day.
- 9Review that OMB control number 1545‑1964 is visible.
- 10Keep a copy of the completed worksheet for your records.
How to file this form
- 1Gather required tax documents (W‑2, 1099, 1098, 1095) and identification.
- 2Complete pages 1‑5 of Form 13614‑C with accurate personal and income information.
- 3Have the volunteer tax preparer review and sign the worksheet.
- 4Submit the completed Form 13614‑C to the volunteer organization or IRS as instructed.
- 5Retain a copy of the signed worksheet as proof of filing.
Known limitations
- 1The official source does not specify the exact wording required in the page 6 signature block, so verify the volunteer and taxpayer signatures manually.
- 2No guidance is provided for filing the form electronically; you must confirm current IRS electronic submission policies before attempting digital filing.
- 3The source omits any deadline for completing Form 13614-C; you should check the latest IRS volunteer guidelines for any time constraints.
- 4There is no mention of required attachments beyond W‑2, 1099, 1098, and 1095; confirm whether additional documents are needed for specific income types.
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->The form shows Rev. 10‑2025 on the header; the source indicates this is the current edition.
What changed or needs a fresh check
- Edition date — confirm the revision reads 10‑2025 on the form header.
- Catalog Number — confirm Catalog Number 58979K appears on each page.
- OMB Number — confirm OMB Number 1545‑1964 is displayed.
- Required documents — confirm you have W‑2, 1099, 1098, 1095 as listed.
- Signature — Not stated in the official source
Quick Facts
Downloads
After you file
- 1After signing, retain a complete copy of Form 13614-C for your records before delivering it to the IRS or volunteer organization.
- 2Verify that the form header still reads revision 10‑2025; if the edition appears older, obtain the latest version before filing.
- 3Confirm the Catalog Number 58979K appears on every page; missing numbers may indicate an incomplete or altered form requiring replacement.
- 4Ensure the OMB Number 1545‑1964 is visible; absence could cause processing delays, so double‑check before submission.
Sources
- SRCForm 13614-C requires a valid photo ID for both you and your spouse — [Form p.1] Thẻ nhận dạng có hình (như bằng lái xe hợp lệ) cho bạn và người vợ/chồng.
- SRCForm asks to list all people who lived with you last year, excluding spouse — [Form p.1] Liệt kê bên dưới tên của tất cả những người đã sống cùng bạn năm trước (trừ vợ/chồng bạn).
- SRCOptional statistical questions are not required and are not sent to IRS with tax return — [Form p.4] Bạn không bắt buộc phải trả lời những câu hỏi này. ... không được chuyển đến IRS cùng với tờ khai thuế của bạn.
- SRCForm includes a section to check any income received in 2025 — [Form p.2] Nhận tiền từ bất kỳ khoản nào sau đây trong năm 2025.
- SRCForm includes a section to check deductible expenses for 2025 — [Form p.3] Đả trả bất kỳ chi phí nào sau đây để khấu trừ từng khoản cho năm 2025?.
- SRCForm displays OMB control number 1545-1964 — [Form p.1] OMB Number 1545-1964.
- SRCForm 15080 is referenced on page 6 as a separate disclosure agreement — [Form p.6] Form 15080 (Rev. 10-2025) ... Thỏa Thuận Tiết Lộ Thông Tin ...
- SRCForm requires taxpayers to have W-2, 1099, 1098, 1095 documents — [Form p.1] Bạn sẽ cần: • Thông tin về thuế như các mẫu W-2, 1099, 1098, 1095.
Common confusion points
Do I need to provide a photo ID for my spouse?
The form lists a required photo ID for both you and your spouse.
→ Verify that a valid photo ID is attached for both you and your spouse.
Should I list everyone who lived with me last year?
The form asks to list all household members except the spouse.
→ Include names of all persons who lived with you in the prior year, excluding your spouse.
Am I required to answer the optional statistical questions?
The form labels these questions as optional and not part of the tax return.
→ Leave the optional questions blank if you prefer not to answer.
What income must I report on the form?
The form asks to check any sources of money received in 2025.
→ Mark all boxes that apply to income you received during 2025.
Which expenses can I deduct for 2025?
The form lists categories of deductible expenses for the year.
→ Review each expense category and check those that apply to your situation.
Do I need to report mortgage interest on Form 1098?
The form includes a line item for 1098 # under deductible expenses.
→ Provide the amount from your Form 1098 if you paid mortgage interest.
Workflow map
Related forms and next steps
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Questions about IRS Form 13614-CV
What is IRS Form 13614-CV used for?
This form records the taxpayer’s personal information, citizenship, marital status and all income received in 2025. Volunteers use it to interview the taxpayer and verify the return before filing. It must be completed on pages 1‑5 and signed on page 6.
What information does IRS Form 13614-CV require?
Page 1 records name, date of birth, SSN/ITIN, photo ID and marital status; Pages 2‑4 ask about wages, retirement, unemployment, interest, dividends and other income; Page 6 requires the taxpayer’s and volunteer’s signatures.
How do I complete IRS Form 13614-CV?
First, gather the taxpayer’s SSN/ITIN, photo ID and personal details and fill out pages 1‑5. Next, answer all income questions on page 2 and any additional sections. Finally, both taxpayer and volunteer sign on page 6 to certify the information.
Do I need to provide a photo ID for my spouse?
The form lists a required photo ID for both you and your spouse. Verify that a valid photo ID is attached for both you and your spouse.
Should I list everyone who lived with me last year?
The form asks to list all household members except the spouse. Include names of all persons who lived with you in the prior year, excluding your spouse.
Am I required to answer the optional statistical questions?
The form labels these questions as optional and not part of the tax return. Leave the optional questions blank if you prefer not to answer.
What income must I report on the form?
The form asks to check any sources of money received in 2025. Mark all boxes that apply to income you received during 2025.
Which expenses can I deduct for 2025?
The form lists categories of deductible expenses for the year. Review each expense category and check those that apply to your situation.
Source transparency
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