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Official form guide
Form 13614-FR: 13614-C (fr)
IRS Form 13614-FR is the Individual Income Tax Return Preparation Interview and Review. Volunteers and tax preparers use it to collect personal, income, and deduction information before completing a tax return.
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IRS Form 13614-FR - 13614-C (fr)
IRS Form 13614-FR is the Individual Income Tax Return Preparation Interview and Review. Volunteers and tax preparers use it to collect personal, income, and deduction information before completing a tax return.
Risk Radar
Scan points- 1A single typo in the interview can cascade into a wrong tax return and trigger an audit.
- 2Missing a dependent or mis‑reporting SSN
- 3Incorrect filing status selection
- 4Omitting a source of income
- 5Failing to note adjustments (student loan interest, IRA contributions)
Plain English
Think of this form as a questionnaire that gathers everything the IRS needs to know about your finances before you file a return. It helps volunteers at free tax sites ask the right questions and double‑check your answers.
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 when preparing a free‑file or VITA return for an individual.
- Do not use for corporate or partnership returns.
- If the taxpayer has a complex estate or trust, check Form 1041 instead.
Form selector
Use this form or another form?
Taxpayer has self‑employment income > $400
Captures business profit/loss details
✓ Verify before attaching
Taxpayer claims foreign income
Determines foreign earned income exclusion
✓ Confirm eligibility first
Taxpayer owes tax and wants a payment plan
Requests installment agreement
✓ Ensure balance due is correct
Deadline or filing window
The interview must be finished before the tax preparer files the actual return, which for most taxpayers is April 15 of the filing year. Extensions push the filing deadline to October 15, but the interview still needs completion before the extended filing date.
- —Adjusted Gross Income | Sum of wages, interest, dividends, etc. | AGI | Verify all income sources are entered
Checklist
What you need before filling it out
Filing status
Marriage certificate or divorce decree · Personal records
Dependents
Birth certificates, SSNs · Taxpayer documents
W‑2 wages
W‑2 forms from employers · Physical or electronic copies
1099‑INT interest
1099‑INT statements · Bank statements
Student loan interest
Form 1098‑E · Loan servicer statement
Before you submit
- 1All personal identification numbers entered correctly.
- 2All income boxes checked and amounts summed.
- 3Adjustments and credits reviewed for eligibility.
- 4Dependents listed with correct SSNs and relationship.
- 5Taxpayer signature present on the interview.
- 6Preparer initialed each completed section.
- 7Date fields filled with today's date.
- 8Copy of the completed interview attached to the tax return file.
- 9Edition date matches the filing year.
- 10Electronic PDF version is the latest from IRS.gov.
How to file this form
- 1Obtain the latest 13614-FR PDF from IRS.gov.
- 2Print or open electronically for the client meeting.
- 3Collect all source documents (W‑2, 1099, receipts).
- 4Complete each interview section with the client.
- 5Review totals with the client and correct any errors.
- 6Have the client sign and date the form.
- 7Save a digital copy and attach it to the prepared Form 1040 package.
Known limitations
- 1The form does not calculate tax liability; it only gathers data.
- 2It does not replace the need for a signed Form 1040.
- 3Only applicable to individual returns, not estates or businesses.
- 4IRS may release a new edition after the current tax year begins.
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.
Almost done reviewing the fields?
Fillable formOpen in Editor->Form 13614-FR is currently in the 2024 tax year edition. The IRS updates it annually; verify the edition date before use.
What changed or needs a fresh check
- Edition date – confirm it matches the tax year you are filing (2024 edition for 2023 returns).
- Fee – no fee; the interview is free for VITA participants.
- Mailing address – not mailed; keep with preparer’s file.
- Signature line – taxpayer must sign to certify accuracy.
- Electronic version – ensure you are using the latest PDF from IRS.gov.
Quick Facts
Downloads
After you file
- 1Store the signed interview in the client’s file for at least three years.
- 2Keep a digital backup in a secure, encrypted folder.
- 3Note any follow‑up items (e.g., missing documents) for future amendments.
- 4Confirm the tax return was accepted by the IRS (e‑file receipt).
- 5Inform the client of any refund or balance‑due dates.
- 6Update the client’s record if they request a copy of the interview later.
Sources
- SRCIRS.gov PDF title "Form 13614-FR" confirms purpose as interview and review.
- SRCIRS Publication 519 notes the form is used by VITA volunteers.
- SRCIRS instructions state the form is not filed with the IRS.
- SRCEdition date found on the first page of the PDF.
- SRCSignature line appears on page 5 of the form.
- SRCNo fee information listed in the IRS instructions.
- SRCDeadline guidance derived from standard tax filing deadlines (April 15, extensions to October 15).
- SRCNot clearly stated in the provided official source: exact electronic submission method.
Common confusion points
Filing status
Taxpayers think “single” when they qualify for “head of household”
→ Verify dependents and household costs
Dependent age
Some think a child over 19 is not a dependent
→ Check student status and support test
Self‑employment income threshold
$400 vs $0 confusion
→ Confirm Schedule C requirement
Earned income credit vs child tax credit
Overlap can cause double counting
→ Review eligibility tables
Signature requirement
Forgetting to sign the interview
→ Ensure client signs before filing
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 1040‑X (Amended Return) to correct errors
Source transparency
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