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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-FA: 13614-C (fa)

IRS Form 13614-C (FA) is a questionnaire used by VITA/TCE volunteers to gather personal and financial information from a taxpayer. It is completed before preparing the tax return and is not filed with the IRS.

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Form Overview

IRS Form 13614-FA - 13614-C (fa)

IRS Form 13614-C (FA) is a questionnaire used by VITA/TCE volunteers to gather personal and financial information from a taxpayer. It is completed before preparing the tax return and is not filed with the IRS.

It captures personal data, filing status, dependents, income sources, deductions, credits, and health‑insurance coverage.

Risk Radar

Scan points
  • 1A single typo can cause the whole return to be rejected.
  • 2Leaving a required field blank
  • 3Misreporting filing status
  • 4Omitting a dependent or credit eligibility
  • 5Incorrect health‑insurance coverage entry

Plain English

Think of this form as a detailed interview that helps a volunteer tax preparer understand your life situation, income, and deductions. You answer questions about jobs, dependents, health coverage, and more, so the preparer can fill out the correct tax forms for you.

Submission Date

  • Filing date: 2025-11-05 22:10:25
  • 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

financialincomehealth

Hover a term to preview the meaning.

What this form is for

  • Use when you are working with a VITA/TCE volunteer.
  • Do not use for self‑prepared returns or paid preparer services.
  • If you have a complex return (business income, rental, etc.) check Form 1040‑X or other specialized worksheets.

Form selector

Use this form or another form?

Complex business income

Captures profit/loss details

✓ Verify before using 13614-C

Schedule C

Non‑resident alien taxpayer

Different residency rules

✓ 13614-C not applicable

Form 1040‑NR

Deadline or filing window

There is no IRS filing deadline for Form 13614-C because it is not submitted to the IRS. The internal deadline is the date of your VITA/TCE appointment, which should be scheduled before the regular tax filing deadline (typically April 15).

  • —Total wages (Box 1 of all W‑2s) | sum(Box1) | Total Wage Income | Verify all W‑2s are included

Checklist

What you need before filling it out

1

Filing status

Taxpayer’s marital status on Dec 31 · Tax return

⚠ Selecting wrong status✕ High
2

Dependents

Birth certificates or SSNs · Dependent section

⚠ Missing SSN✕ Medium
3

Health coverage

Form 1095‑A/B/C · Health insurance section

⚠ No coverage entered✕ High
4

Earned Income Credit

Earned income amount · EIC worksheet

⚠ Income over limit✕ Medium
5

Bank account for direct deposit

Void check or bank statement · Refund section

⚠ Wrong routing number✕ High

Before you submit

  1. 1All required fields answered or marked N/A
  2. 2Taxpayer’s signature and date present
  3. 3Volunteer preparer’s initials on each completed page
  4. 4W‑2, 1099, and 1095 copies attached
  5. 5Dependent SSNs entered correctly
  6. 6Filing status matches marital status on Dec 31
  7. 7Health‑insurance coverage indicated accurately
  8. 8Total income numbers add up to the sum of attached statements
  9. 9Any special situations (e.g., disaster loss) noted
  10. 10Form version date is current
  11. 11All pages are legible and not torn

How to file this form

  1. 1Collect all income documents (W‑2, 1099, etc.)
  2. 2Print or open the latest PDF of Form 13614-C
  3. 3Complete each section in order, using N/A where not applicable
  4. 4Review answers with the volunteer for completeness
  5. 5Sign and date the form
  6. 6Volunteer enters data into tax software
  7. 7Volunteer files the final tax return (Form 1040) with the IRS

Known limitations

  1. 1Form does not calculate tax; it only gathers data
  2. 2It does not cover all possible credits (e.g., foreign tax credit)
  3. 3Version updates may change question wording
  4. 4Not a substitute for professional tax advice

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-C is a preparer‑only worksheet; it has no filing deadline and does not generate a public record.

What changed or needs a fresh check

  • Edition date – verify the form is the 2024 version
  • Fee – none, the form is free for volunteers
  • Mailing address – not applicable; keep with preparer
  • Signature line – must be signed by taxpayer
  • Electronic version – ensure PDF is the latest IRS release

Form Preview

Form 13614-FA page 1

Page 1

Form 13614-FA page 2

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Quick Facts

Taxpayers who use VITA or TCE volunteer services fill out this form.
It captures personal data, filing status, dependents, income sources, deductions, credits, and health‑insurance coverage.
The form is completed at the start of a VITA/TCE appointment, before any tax return is prepared.
The completed questionnaire stays with the volunteer tax preparer; it is never mailed to the IRS.
Incorrect or missing answers lead to wrong tax calculations, delayed refunds, or audit triggers.
1. Gather recent pay stubs, W‑2s, 1099s, and benefit statements. 2. Answer each section of the questionnaire truthfully, using “N/A” where a question does not apply. 3. Review the entire form with the volunteer for any gaps. 4. Sign and date the form before the preparer begins the tax return.

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After you file

  1. 1Keep the completed Form 13614-C with your tax records for at least three years
  2. 2Store copies of all attached W‑2s, 1099s, and 1095s
  3. 3Verify that the filed Form 1040 reflects the answers you gave
  4. 4Monitor the IRS portal for refund status or notices
  5. 5If you receive an amendment request, locate the relevant section on the questionnaire
  6. 6Securely shred any personal data you no longer need

Sources

  • SRCIRS Publication 971VITA/TCE Volunteer Resource Guide
  • SRCIRS Form 13614-C PDFofficial IRS website
  • SRCIRS Instructions for Form 13614-Cnot found in provided source
  • SRCIRS VITA/TCE training materialsnot found in provided source
  • SRCIRS Form 1040 filing deadlineApril 15 (general knowledge)
  • SRCIRS guidance on health‑coverage reportingnot found in provided source

Common confusion points

Filing status

Many think “married filing jointly” is automatic

→ Confirm marital status on Dec 31

Dependent eligibility

Age and student status rules vary

→ Check each child’s birthdate and school enrollment

Health coverage

Different 1095 forms exist

→ Match the form number to the coverage source

Earned Income Credit

Income thresholds differ by filing status

→ Use the EIC worksheet to verify

Direct deposit info

Routing vs. account number order

→ Double‑check the nine‑digit routing code

Workflow map

Related forms and next steps

5 signals

Before

Collect W‑2s, 1099s, 1095s

Current

13614-FA

After

Form 1040‑X for amendments

Often used with

IRS Form 1040 (main return)Schedule A (itemized deductions) if applicable

⚠ If something goes wrong

  • Check the questionnaire for missing or incorrect entries before re‑filing

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Source transparency

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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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