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Official form guide
Form 13614-FR: 13614-C (fr)
IRS Form 13614-C is an intake and quality‑control questionnaire used by IRS VITA/TCE volunteers to gather taxpayer and spouse identification, address, marital status and optional demographic data. Consent lasts one year if no duration is specified.
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IRS Form 13614-FR - 13614-C (fr)
IRS Form 13614-C is an intake and quality‑control questionnaire used by IRS VITA/TCE volunteers to gather taxpayer and spouse identification, address, marital status and optional demographic data. Consent lasts one year if no duration is specified.
Risk Radar
Scan points- 1Conditioning services on consent makes the consent invalid.
- 2Leaving the taxpayer’s name, birth date, or SSN/ITIN blank on page 1.
- 3Failing to attach a valid photo ID for the taxpayer or spouse.
- 4Not specifying a consent duration, causing the consent to default to one year unintentionally.
- 5Providing incorrect marital status or living‑arrangement information.
Plain English
This form lets volunteer tax preparers collect the basic personal and demographic information they need to help you file your return. It does not file your taxes itself, but it records the data the preparer will use. You sign to give consent for any information sharing.
Submission Date
- Filing date: 2025-11-04 22:12:04
- 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 you are a taxpayer receiving assistance from IRS VITA/TCE volunteers and need to provide identification and demographic information.
- Do not use it when you are preparing your return independently or with a paid preparer without VITA/TCE assistance.
- Check Form 13614-C instead when you need the intake questionnaire for a tax year other than the one covered by this edition.
Form selector
Use this form or another form?
Taxpayer seeking free VITA/TCE assistance
Collects required demographic and tax information for volunteers
✓ Confirm you are using IRS VITA/TCE program
Taxpayer filing independently without volunteer help
Not required; using it may be unnecessary
✓ Verify you do not need volunteer intake
Taxpayer providing consent for data sharing with VITA/TCE partner
Consent defaults to one year if not specified
✓ Ensure consent duration is indicated if longer needed
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Tax information
W‑2, 1099, 1098, 1095 forms · Taxpayer's records
Social Security/ITIN proof
SSN card or ITIN letter · Personal documents
Photo identification
Valid driver’s license or similar ID · Personal ID wallet
Consent duration
Specified time period (or leave blank) · Form field
Demographic categories
Self‑identified race/ethnicity selection · Form checkboxes
Before you submit
- 1Verify pages 1 to 5 are fully completed
- 2Confirm all required tax documents (W‑2, 1099, 1098, 1095) are attached
- 3Check that a valid photo ID is provided for you and your spouse
- 4Ensure Social Security cards or ITIN letters are included for every person on the return
- 5Mark marital status accurately on the form
- 6Select any applicable demographic categories
- 7Sign and date the form
- 8If providing consent, specify the duration of consent
- 9Include the OMB control number 1545‑1964 where requested
- 10Retain a copy of the completed form for your records
How to file this form
- 1Gather required tax documents (W‑2, 1099, 1098, 1095)
- 2Complete pages 1‑5 of Form 13614‑C
- 3Provide photo ID and Social Security/ITIN cards for all listed individuals
- 4Indicate consent duration if desired and sign the form
- 5Submit the completed Form 13614‑C to the VITA/TCE volunteer site
- 6Obtain a receipt or acknowledgment from the volunteer as proof of filing
Known limitations
- 1Form 13614-C (fr) applies only to taxpayers receiving assistance from IRS VITA/TCE volunteers — Form p.1
- 2The demographic questions on page 4 are optional and are not part of the tax return — Form p.4
- 3The form must be completed for the 2025 tax year, as expense questions reference payments made in 2025 — Form p.3
- 4Only pages 1 to 5 are required; page 6 is a separate consent form (Form 15080) and not part of Form 13614-C — Form p.1
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 (fr) is revised 10-2025; the source does not indicate a later edition or specific changes.
What changed or needs a fresh check
- Edition date — confirm the revision reads 10-2025
- Fee — Not stated in the official source
- Mailing address — confirm IRS comment address: 1111 Constitution Ave. NW, Washington, DC 20224
- Signature — confirm you sign the form
- OMB number — confirm control number 1545-1964 is present
Quick Facts
Downloads
After you file
- 1Keep a signed copy of Form 13614-C for at least three years
- 2Retain all supporting documents (W-2, 1099, 1098, 1095, ID cards) for the same period
- 3Expect a confirmation letter from the IRS if the volunteer files electronically
- 4If an error is discovered, contact the VITA/TCE volunteer to file an amended return (Form 1040-X) within the allowed time
- 5Store the form in a safe place for future reference in case of audit
- 6Do not discard the form until the IRS has processed the return
Sources
- SRCForm p.1 — required documents include W-2, 1099, 1098, 1095, SSN/ITIN cards, and photo ID for you and spouse.
- SRCForm p.1 — instructs to fill pages 1 to 5 of the present form.
- SRCForm p.4 — states the demographic questions are for statistical purposes only and not part of the tax return.
- SRCForm p.4 — indicates respondents are not required to answer the statistical questions.
- SRCForm p.3 — expense questions refer to payments made in 2025.
- SRCForm p.6 — describes Form 15080 as a separate consent form.
- SRCForm p.1 — directs questions to a certified IRS volunteer preparer.
- SRCNot stated in the official source — verify on the agency site
Common confusion points
Do I have to answer the English language proficiency questions?
The questions are for statistical purposes and optional.
→ Confirm the instructions state they are not required.
Do I need to fill out page 6 of the packet?
Page 6 contains Form 15080, a separate consent form, not part of Form 13614-C.
→ Check that only pages 1‑5 are required for Form 13614-C.
What if I don’t have an ITIN for a household member?
The form lists ITIN letters as required identification.
→ Verify you have an ITIN letter or Social Security card for each person.
Can I claim the standard deduction on this form?
The form asks whether you will take the standard or itemized deduction.
→ Mark the appropriate box based on your tax situation.
Is the information I provide on the demographic section sent to the IRS?
The source says responses are not transmitted to the IRS.
→ Ensure you understand they are for statistics only.
Do I need a photo ID for my spouse as well?
The front page lists a photo ID for you and your spouse.
→ Provide a valid driver’s license for both.
Workflow map
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Questions about IRS Form 13614-FR
What is IRS Form 13614-FR used for?
This form lets volunteer tax preparers collect the basic personal and demographic information they need to help you file your return. It does not file your taxes itself, but it records the data the preparer will use. You sign to give consent for any information sharing.
What information does IRS Form 13614-FR require?
Page 1 gathers the taxpayer’s and spouse’s name, birth date, photo‑ID, SSN/ITIN, address, phone and email; Page 4 asks optional questions about English ability, disability, veteran status and race/ethnicity.
How do I complete IRS Form 13614-FR?
Volunteers ask the taxpayer to fill pages 1 through 5, providing required documents such as W‑2s, 1099s, SSN/ITIN cards and a photo ID. The taxpayer signs the form, optionally specifying a consent duration; if none is given, consent defaults to one year. The completed form is then used by the volunteer to prepare the tax return.
What happens if IRS Form 13614-FR is filed incorrectly?
If the signature is obtained while conditioning services on consent, the consent is invalid; inaccurate information can prevent volunteers from preparing the return and the taxpayer remains responsible for the return’s content.
Do I have to answer the English language proficiency questions?
The questions are for statistical purposes and optional. Confirm the instructions state they are not required.
Do I need to fill out page 6 of the packet?
Page 6 contains Form 15080, a separate consent form, not part of Form 13614-C. Check that only pages 1‑5 are required for Form 13614-C.
What if I don’t have an ITIN for a household member?
The form lists ITIN letters as required identification. Verify you have an ITIN letter or Social Security card for each person.
Can I claim the standard deduction on this form?
The form asks whether you will take the standard or itemized deduction. Mark the appropriate box based on your tax situation.
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