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Official form guide
Form 13614-IT: 13614-C (it)
IRS Form 13614-C is the Acceptance/Interview and Quality Review Sheet used by the IRS. Taxpayers must supply W‑2, 1099, 1098, 1095 forms, SSN/ITIN cards and photo ID for themselves and spouse, and complete pages 1‑5. Rev. 10‑2025.
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IRS Form 13614-IT - 13614-C (it)
IRS Form 13614-C is the Acceptance/Interview and Quality Review Sheet used by the IRS. Taxpayers must supply W‑2, 1099, 1098, 1095 forms, SSN/ITIN cards and photo ID for themselves and spouse, and complete pages 1‑5. Rev. 10‑2025.
Risk Radar
Scan points- 1Omitting the required photo ID for the taxpayer or spouse leads to rejection.
- 2Failing to attach required tax documents (W‑2, 1099, 1098, 1095).
- 3Omitting a valid photo ID for the taxpayer or spouse.
- 4Leaving any of pages 1‑5 incomplete or blank.
- 5Not checking the appropriate income boxes on page 2.
Plain English
This form records basic personal data, required tax documents, and income details for the taxpayer and spouse. Volunteers use it to interview the filer and verify the information before the tax return is prepared. It must be fully completed and signed before filing.
Submission Date
- Filing date: 2025-11-04 22:12:06
- 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 an IRS‑certified VITA/TCE volunteer.
- Do not use it when you are filing your return without VITA/TCE volunteer assistance.
Form selector
Use this form or another form?
Taxpayer needs a basic interview for VITA/TCE assistance
Provides acceptance, interview, and quality review for volunteer‑prepared returns
✓ Confirm the volunteer is IRS‑certified
Volunteer requires demographic data for IRS records
Collects ethnicity and legal status information as required by IRS statutes
✓ Verify all required fields are completed
IRS needs to disclose information under Section 301 of 5 U.S.C.
Legal authority for data collection is cited on page 4
✓ Ensure consent boxes are checked
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Nome
Taxpayer’s full legal name · Tax return or ID documents
Numero di previdenza sociale o ITIN
SSN or ITIN card · Social security card or ITIN letter
Documento d’identità con foto
Government‑issued photo ID · Driver’s license or passport
W‑2, 1099, 1098, 1095 forms
Income and tax documents · Tax year’s statements
Sezione di etnia
Self‑identified ethnicity selection · Form page 4 checklist
Before you submit
- 1Verify that all required tax documents (W‑2, 1099, 1098, 1095) are attached.
- 2Check that the taxpayer’s SSN or ITIN appears on the form.
- 3Confirm the photo ID of the taxpayer and spouse is on file.
- 4Mark the appropriate citizenship and visa status boxes.
- 5Complete the ethnicity selection on page 4 if applicable.
- 6Select the desired refund method and payment option.
- 7Indicate language preference for written IRS communications.
- 8Ensure the volunteer certification box is checked.
How to file this form
- 1Gather all required tax documents, SSN/ITIN cards, and photo IDs.
- 2Complete pages 1‑5 of Form 13614-C with accurate information.
- 3Have the IRS‑certified volunteer review and sign the acceptance section.
- 4Attach the completed Form 13614-C to the tax return prepared by the volunteer.
- 5Submit the package to the IRS as instructed by the volunteer and retain a copy for records.
Known limitations
- 1The sheet is not used when a taxpayer prepares the return without IRS VITA/TCE volunteer assistance.
- 2Answering the optional demographic questions is not mandatory and those answers are not included in the tax return.
- 3Form 13614-C does not serve as the actual tax return; it is only an acceptance, interview, and quality‑review sheet.
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 (Rev. 10‑2025) is the current edition; the source lists the revision date as 10‑2025 and does not indicate a later version.
What changed or needs a fresh check
- Edition date — confirm the revision reads Rev. 10‑2025
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — Not stated in the official source
- Form number — confirm it is Form 13614-C (it)
Quick Facts
Downloads
After you file
- 1Retain the completed Form 13614-C and all supporting documents (W‑2, 1099, 1098, 1095, SSN/ITIN cards, photo ID) for at least three years after filing
- 2Keep a copy of the signed interview sheet together with your tax return records
- 3Expect a confirmation of receipt from the VITA/TCE volunteer or the IRS, usually via mailed acknowledgment or electronic notice
- 4If an error is discovered, correct it by filing an amended return using Form 1040X
- 5For disputes or questions, contact the IRS Volunteer Income Tax Assistance (VITA) program or the Tax Counseling for the Elderly (TCE) coordinator indicated on the interview sheet
Sources
- SRCForm p.1 — required documents include W‑2, 1099, 1098, 1095, SSN/ITIN cards and a photo ID for the taxpayer and spouse.
- SRCForm p.1 — instruction to complete pages 1‑5 of the form.
- SRCForm p.4 — optional demographic questions are voluntary and not transmitted to the IRS.
- SRCForm p.4 — OMB control number is 1545‑1964.
- SRCForm p.6 — Form 15080 consent form is not required to activate services.
- SRCForm p.1 — title identifies the sheet as an acceptance/interview and quality‑review sheet.
Common confusion points
Do I have to fill out page 6 of the packet?
The form includes a page 6 that contains a different consent form, which is not part of Form 13614‑C.
→ Verify that only pages 1‑5 of Form 13614‑C are required.
Must I answer the questions about English ability and race?
Those sections are labeled as optional statistical information and are not required for the tax return.
→ Confirm that you may skip them without affecting your filing.
Do I need a photo ID for both myself and my spouse?
The required documents list includes a photo ID for the taxpayer and the spouse.
→ Check that both IDs are attached before the interview.
Do I have to provide an SSN or ITIN card for every person on the return?
The document checklist states SSN/ITIN cards are needed for all persons listed on the tax return.
→ Ensure each individual’s card is included.
Is the consent form 15080 required to receive VITA/TCE assistance?
The consent form description says it is not necessary to activate the tax‑preparation services.
→ Proceed without completing Form 15080 unless you choose to give consent.
What does the OMB control number refer to?
The form notes OMB Number 1545‑1964 as the required control number for public information requests.
→ Verify the OMB number appears on the form’s footer.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 2848 – power of attorney to authorize a representative to address IRS issues
Questions about IRS Form 13614-IT
What is IRS Form 13614-IT used for?
This form records basic personal data, required tax documents, and income details for the taxpayer and spouse. Volunteers use it to interview the filer and verify the information before the tax return is prepared. It must be fully completed and signed before filing.
Who must file IRS Form 13614-IT?
The individual taxpayer (the dichiarante) and the spouse, if filing jointly, must complete the form.
What information does IRS Form 13614-IT require?
It collects required tax documents (W‑2, 1099, 1098, 1095), Social Security or ITIN cards, photo identification for the taxpayer and spouse, and answers to income questions on page 2.
How do I complete IRS Form 13614-IT?
First, gather all required tax forms, Social Security or ITIN cards, and a valid photo ID for the taxpayer and spouse. Next, fill out pages 1‑5 of the form, answering all personal‑information fields. Then, on page 2, check the boxes that apply to the taxpayer’s and spouse’s 2025 income sources. Finally, review the completed form for accuracy before signing and submitting it.
Do I have to fill out page 6 of the packet?
The form includes a page 6 that contains a different consent form, which is not part of Form 13614‑C. Verify that only pages 1‑5 of Form 13614‑C are required.
Must I answer the questions about English ability and race?
Those sections are labeled as optional statistical information and are not required for the tax return. Confirm that you may skip them without affecting your filing.
Do I need a photo ID for both myself and my spouse?
The required documents list includes a photo ID for the taxpayer and the spouse. Check that both IDs are attached before the interview.
Do I have to provide an SSN or ITIN card for every person on the return?
The document checklist states SSN/ITIN cards are needed for all persons listed on the tax return. Ensure each individual’s card is included.
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