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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-IT: 13614-C (it)

IRS Form 13614-C is the Individual Taxpayer Interview and Personal Data Sheet. Volunteers and tax preparers use it to gather personal, income, and deduction information before completing a tax return.

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Form Overview

IRS Form 13614-IT - 13614-C (it)

IRS Form 13614-C is the Individual Taxpayer Interview and Personal Data Sheet. Volunteers and tax preparers use it to gather personal, income, and deduction information before completing a tax return.

It captures name, address, filing status, dependents, income sources, deductions, credits, and any special circumstances like foreign income or disaster losses.

Risk Radar

Scan points
  • 1A single typo can trigger an IRS notice that delays your refund.
  • 2Missing Social Security numbers for dependents
  • 3Incorrect filing status selection
  • 4Omitting foreign income or disaster loss details
  • 5Transposing numbers in wage or interest fields

Plain English

Think of this form as a questionnaire that lets a volunteer or paid preparer learn about your life, earnings, and possible tax breaks. It helps them fill out your 1040 accurately without you having to hand over every document right away.

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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Glossary Terms

individualforeignincome

Hover a term to preview the meaning.

What this form is for

  • Use when you are receiving free tax help through VITA/TCE.
  • Do not use for self‑prepared returns without a volunteer.
  • If you need a detailed income worksheet for a paid preparer, ask for Form 1040‑ES or a custom interview sheet.

Form selector

Use this form or another form?

Self‑prepared return

No interview sheet needed

✓ Verify all numbers yourself

Form 1040 with Schedule 1‑3

Complex business income

Detailed profit‑loss needed

✓ Use separate bookkeeping records

Schedule C

Foreign assets

Reporting thresholds differ

✓ Check FATCA rules before filing

Form 8938

Deadline or filing window

The interview sheet must be completed before the volunteer prepares your 1040, which is typically due by the regular tax filing deadline (April 15, or the next business day if it falls on a weekend/holiday). There is no separate IRS deadline for the sheet itself.

  • —Total wages (Box 1) | Sum of all W‑2 Box 1 amounts | Total wages | Verify no duplicate W‑2s

Checklist

What you need before filling it out

1

Filing status

Completed Form 13614-C · Section “Filing Status”

⚠ Selecting single vs. head of household✕ High
2

Dependent SSN

Dependent’s Social Security card · Dependent section

⚠ Typo in number✕ Medium
3

Interest income

1099‑INT statements · Interest section

⚠ Forgetting a bank✕ Medium
4

Disaster loss

IRS disaster loss worksheet · Other deductions

⚠ Mis‑calculating net loss✕ High
5

Foreign income

FBAR or 1042‑S · Foreign income section

⚠ Omitting foreign wages✕ High

Before you submit

  1. 1All required fields filled or marked N/A
  2. 2Social Security numbers entered with dashes removed
  3. 3Filing status matches taxpayer’s situation
  4. 4Dependents listed with correct relationship and SSNs
  5. 5Income totals match attached W‑2/1099 copies
  6. 6Deductions and credits cross‑checked with supporting docs
  7. 7Signature and date present for taxpayer and preparer
  8. 8Copy retained for personal records

How to file this form

  1. 1Print the latest edition of Form 13614-C from IRS.gov.
  2. 2Provide the volunteer with all identification and prior return documents.
  3. 3Complete the questionnaire together, writing legibly.
  4. 4Review each section for completeness and accuracy.
  5. 5Sign and date the form.
  6. 6Give the completed sheet to the volunteer for data entry into the tax software.
  7. 7Store the sheet in a safe place for at least three years.

Known limitations

  1. 1Form does not calculate tax liability; it only gathers data.
  2. 2It is not an official IRS filing document.
  3. 3The form does not capture all possible credits (e.g., advanced energy credits).
  4. 4Volunteer may need additional worksheets for complex situations.

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 does not have a filing status with the IRS. Keep the latest completed copy for your records.

What changed or needs a fresh check

  • Edition date: Verify the form shows the current tax year (e.g., 2024).
  • Fee: No fee – the form is free for VITA/TCE participants.
  • Mailing address: Not applicable; keep on site.
  • Signature line: Ensure both taxpayer and preparer sign.
  • Version number: Confirm the bottom right corner matches the latest IRS release.

Form Preview

Form 13614-IT page 1

Page 1

Form 13614-IT page 2

Page 2

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Quick Facts

Taxpayers working with a Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) program fill it out, usually with a volunteer.
It captures name, address, filing status, dependents, income sources, deductions, credits, and any special circumstances like foreign income or disaster losses.
The form is completed at the start of the VITA/TCE interview, before the preparer generates the final 1040. It is not filed with the IRS.
The completed sheet stays with the VITA/TCE site or tax professional. It is never mailed to the IRS unless the site requests a copy for record‑keeping.
Errors in the interview sheet can cause incorrect entries on the 1040, leading to processing delays, penalties, or loss of credits.
1. Gather personal ID, Social Security numbers, and prior year return. 2. Answer each question on the form, noting any blanks as “N/A.” 3. Review totals for wages, interest, and deductions. 4. Sign and date the form before handing it to the volunteer.

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After you file

  1. 1Keep the completed Form 13614-C with your tax return copy.
  2. 2Verify that the final 1040 reflects the numbers you entered.
  3. 3Check the IRS “Where’s My Refund?” tool after filing.
  4. 4Retain all supporting documents (W‑2s, 1099s) for at least three years.
  5. 5If you receive a notice, compare it to the interview sheet for discrepancies.
  6. 6Update personal information if anything changes before the next filing year.

Sources

  • SRCIRS.gov Form 13614-C PDF header shows title and tax year.
  • SRCIRS VITA/TCE program guidelines reference Form 13614-C as interview sheet.
  • SRCForm instructions list required fields and signature lines.
  • SRCNo filing address listed in the form itself.
  • SRCEdition date appears on the bottom of each page.
  • SRCNo fee indicated in the form or IRS guidance.
  • SRCVolunteer program FAQs confirm the form is not submitted to IRS.

Common confusion points

Filing status vs. marital status

Tax law defines status separately from marital status

→ Confirm with IRS Publication 501

Dependent vs. qualifying child

Age, residency, and support tests differ

→ Review each dependent’s criteria

Box 1 wages vs. Box 3 Social Security wages

Different amounts can appear

→ Match to correct box on W‑2

N/A vs. blank

Blank may be interpreted as missing

→ Write N/A where a question does not apply

Volunteer signature vs. taxpayer signature

Both required for validation

→ Ensure both signatures are present

Workflow map

Related forms and next steps

4 signals

Before

Collect W‑2, 1099, and other income statements

Current

13614-IT

After

Volunteer enters data into tax software and prints the 1040

Often used with

IRS Form 1040 (the final return)

⚠ If something goes wrong

  • Review Form 13614-C for data entry errors before resubmitting

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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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