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Official form guide
Form 13614-DE: 13614-C (de)
IRS Form 13614-C (de) is an intake and interview questionnaire used by IRS‑certified volunteers to gather tax‑return information for VITA and TCE participants. It requires W‑2, 1099, 1098, 1095 forms, Social Security or ITIN cards, and a photo ID, and the consent remains valid through 30 November 2027.
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IRS Form 13614-DE - 13614-C (de)
IRS Form 13614-C (de) is an intake and interview questionnaire used by IRS‑certified volunteers to gather tax‑return information for VITA and TCE participants. It requires W‑2, 1099, 1098, 1095 forms, Social Security or ITIN cards, and a photo ID, and the consent remains valid through 30 November 2027.
Risk Radar
Scan points- 1Omitting required personal or tax‑document information can prevent volunteer assistance.
- 2Failing to attach W‑2, 1099, 1098, or 1095 forms as required.
- 3Not providing a Social Security or ITIN card for every person listed.
- 4Leaving the multi‑state residency question unanswered.
- 5Skipping the question about being claimed by another taxpayer.
Plain English
This form collects the basic tax documents and personal details you need for volunteer tax assistance. You must provide identification for you and your spouse and answer a few demographic questions. The information helps VITA and TCE volunteers prepare your return.
Submission Date
- Filing date: 2025-11-04 22:12:11
- 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 VITA or TCE volunteer needs to collect interview and intake information for a taxpayer’s 2025 return.
- Do not use it when filing a tax return directly without volunteer assistance.
- Check Form W‑2 instead when only wage‑income reporting is required and no interview questionnaire is needed.
Form selector
Use this form or another form?
Only wage income to report
Wage details are reported on the W‑2 provided by employer
✓ Missing or incorrect employer ID number
Non‑employee compensation
Payment details appear on 1099 issued by payer
✓ Forgetting to include all 1099s
Mortgage interest deduction
Lender supplies interest statements on 1098
✓ Omitting 1098 when interest paid
Deadline or filing window
Not stated in the official source
Checklist
What you need before filling it out
Name and DOB
Social Security card or ITIN letter · Personal identification documents
Marital status at 31 Dec 2025
Answer selection on page 1 · Marital status question
State residency for 2025
List of states lived or worked · Residency question on page 1
Refund preference
Bank account details for direct deposit · Refund option section
Ethnicity selection
Self‑identification of race/ethnicity · Race/ethnicity checkboxes on page 4
Before you submit
- 1Confirm all required documents (W‑2, 1099, 1098, 1095) are gathered.
- 2Verify your Social Security or ITIN number matches the card or ITIN letter.
- 3Answer every question on pages 1–5, marking Yes/No as appropriate.
- 4Select the correct refund method and provide accurate bank details if Direct Deposit is chosen.
- 5Indicate any multi‑state residency for 2025 accurately.
- 6Review race/ethnicity checkboxes for yourself and spouse for completeness.
- 7Check that the email address for unethical‑behavior reporting ([email protected]) is noted if needed.
- 8Ensure the form is signed by the taxpayer (and spouse if joint) before submission.
How to file this form
- 1Complete pages 1–5 of Form 13614‑C (de) with accurate information.
- 2Review all entries for completeness and correctness.
- 3Sign the form where required.
- 4Hand the completed form to the IRS‑certified VITA/TCE volunteer.
- 5Obtain a receipt or acknowledgment confirming the volunteer received the form.
Known limitations
- 1The form is an intake and interview questionnaire, not a filing document (Form p.1).
- 2Statistical questions on page 4 are optional and not required to be answered (Form p.4).
- 3Answers to statistical questions are not part of the tax return and are not transmitted to the IRS (Form p.4).
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 (de) shows Rev. 10‑2025 on the cover; the source does not reference a separate “latest information” page and lists no change notes.
What changed or needs a fresh check
- Edition date — confirm Rev. 10‑2025 appears on the form.
- Fee — Not stated in the official source.
- Mailing address — Not stated in the official source.
- Signature — Not stated in the official source.
- Catalog number — confirm 39366T is printed on the form.
Quick Facts
Downloads
After you file
- 1Verify the form displays Rev. 10‑2025 edition date and catalog number 39366T before you hand it to the volunteer.
- 2Ensure your consent on the questionnaire remains valid through 30 November 2027; if expiration approaches, request an updated form.
- 3Keep the completed Form 13614‑C (de) and all supporting documents in a safe place for future reference or potential amendments.
- 4Before finalizing, double‑check that you provided identification for yourself and your spouse, as the official source does not specify signature requirements.
Sources
- SRCForm p.1 — the form is titled "Formular 13614-C (Oktober 2025)" and is an intake and interview questionnaire.
- SRCForm p.4 — statistical questions are optional and not required to be answered.
- SRCForm p.4 — statistical answers are not part of the tax return and are not transmitted to the IRS.
- SRCForm p.1 — required documents include W‑2, 1099, 1098, 1095, Social Security cards or ITIN letters, and a photo ID for you and your spouse.
- SRCForm p.2 — the form asks about various types of income such as wages, tips, retirement, unemployment, etc.
- SRCForm p.3 — the form asks about expenses like mortgage interest, taxes, medical costs, charitable donations.
- SRCForm p.6 — Form 15080 is a consent to share tax‑return data with VITA/TCE.
- SRCNot stated in the official source — verify on the agency site
Common confusion points
Do I need to answer the English language questions?
Users assume they are required, but the form states answering is not required.
→ Verify the response is left blank or marked "Möchte nicht antworten".
Is a photo ID required for my spouse?
Some think only the taxpayer needs ID, but the form lists a photo ID for you and your spouse.
→ Check that you have a valid driver’s license for both parties.
Do I have to bring ITIN letters for everyone listed on the return?
Filers may think Social Security cards suffice, yet the form specifies ITIN letters for all persons.
→ Confirm you have the IRS‑issued ITIN notice for each individual without an SSN.
Must I fill out pages 1 through 5 completely?
The form mentions “Füllen Sie die Seiten 1–5 dieses Formulars aus.”
→ Ensure all five pages are completed before the interview.
Are the statistical questions sent to the IRS with my return?
The form notes those answers are not part of the tax return.
→ Verify that no statistical data appears on the final 1040 filing.
Is signing the consent form (Form 15080) mandatory to receive VITA/TCE help?
The consent statement says you are not required to fill it to use the service.
→ Confirm you can proceed without completing Form 15080.
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Questions about IRS Form 13614-DE
What is IRS Form 13614-DE used for?
This form collects the basic tax documents and personal details you need for volunteer tax assistance. You must provide identification for you and your spouse and answer a few demographic questions. The information helps VITA and TCE volunteers prepare your return.
What information does IRS Form 13614-DE require?
It gathers personal identification, spouse details, tax documents (W‑2, 1099, 1098, 1095), Social Security or ITIN numbers, residency in multiple states, whether another taxpayer can claim you, English ability, disability, veteran status, and race/ethnicity.
How do I complete IRS Form 13614-DE?
First gather all required tax documents (W‑2, 1099, 1098, 1095), Social Security or ITIN cards, and a valid photo ID for you and your spouse. Then complete pages 1‑5 of the form, answering questions about multi‑state residence, claim‑by‑others, English proficiency, disability, veteran status, and race/ethnicity. Review the completed form for completeness before submitting it as directed.
What happens if IRS Form 13614-DE is filed incorrectly?
If required information is omitted, IRS‑certified volunteers may be unable to assist with preparing and filing your tax return.
Do I need to answer the English language questions?
Users assume they are required, but the form states answering is not required. Verify the response is left blank or marked "Möchte nicht antworten".
Is a photo ID required for my spouse?
Some think only the taxpayer needs ID, but the form lists a photo ID for you and your spouse. Check that you have a valid driver’s license for both parties.
Do I have to bring ITIN letters for everyone listed on the return?
Filers may think Social Security cards suffice, yet the form specifies ITIN letters for all persons. Confirm you have the IRS‑issued ITIN notice for each individual without an SSN.
Must I fill out pages 1 through 5 completely?
The form mentions “Füllen Sie die Seiten 1–5 dieses Formulars aus.” Ensure all five pages are completed before the interview.
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