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Form 13614-JA: 13614-C (ja)
Internal Revenue Service Form 13614-C (ja) is a tax information sheet used by volunteers to collect data for a 2025 tax return. It requires the taxpayer’s and spouse’s photo ID and all W‑2, 1099, 1098, 1095 forms.
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IRS Form 13614-JA - 13614-C (ja)
Internal Revenue Service Form 13614-C (ja) is a tax information sheet used by volunteers to collect data for a 2025 tax return. It requires the taxpayer’s and spouse’s photo ID and all W‑2, 1099, 1098, 1095 forms.
Risk Radar
Scan points- 1Failing to sign the form invalidates the submission.
- 2Leaving the taxpayer or spouse photo‑ID field blank, even though IDs are required.
- 3Not attaching all required tax documents (W‑2, 1099, 1098, 1095) listed in the requirements.
- 4Skipping income‑type checkboxes on page 2, resulting in incomplete income reporting.
- 5Omitting the marital‑status question and year‑end marriage answers on page 1.
Plain English
Volunteers use this form to gather the personal and financial details needed to prepare your 2025 tax return. You fill in your name, address, marital status, income sources, deductions, and how you want any refund paid. The form must be signed before it is submitted.
Submission Date
- Filing date: 2025-11-04 22:12:03
- 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 collecting taxpayer and spouse identification, photo ID, and all W‑2, 1099, 1098, 1095 documents for a 2025 tax return.
- Do not use it when the filing is not for the 2025 tax year or when a volunteer‑assisted return is not being prepared.
- Check Form 5695 instead when claiming the energy efficient home improvement credit.
Form selector
Use this form or another form?
Claiming energy efficient home improvement credit
Credit is reported on Form 5695, Part II
✓ Confirm you have receipts for qualifying improvements
Reporting wages from employment
Wages and tax withheld are reported on Form W-2
✓ Ensure all W-2s are attached
Reporting interest income
Interest is reported on Form 1099-INT
✓ Verify the interest amount matches your records
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Photo ID for taxpayer and spouse
Valid driver’s license or similar · Form page 1 identification section
Social Security Card or ITIN notice for all listed on tax return
SSN card or ITIN notice · Form page 1 requirements list
W‑2, 1099, 1098, 1095 documents
All tax information forms received · Form page 1 required documents list
Refund delivery method selection
Bank account info or mailing address · Form page 1 refund question
Marital status as of 12/31/2025
Answer selection (unmarried, married, etc.) · Form page 1 marital status question
Before you submit
- 1Verify the revision date reads 10-2025 on the form header.
- 2Attach all required tax documents (W‑2, 1099, 1098, 1095).
- 3Include a valid photo ID for both taxpayer and spouse.
- 4Provide each person’s Social Security Card or ITIN notice.
- 5Answer all yes/no questions on page 1 accurately.
- 6Select the correct refund delivery option and provide necessary account details.
- 7Sign the form where indicated.
How to file this form
- 1Gather all required documents (W‑2, 1099, 1098, 1095, SSN cards, photo IDs).
- 2Complete pages 1‑5 of Form 13614-C (ja) with accurate information.
- 3Review answers for completeness and correctness.
- 4Have the taxpayer and spouse sign the form.
- 5Submit the completed form to the IRS volunteer site or designated VITA/TCE program.
- 6Retain a copy of the signed form for your records.
Known limitations
- 1The form is not part of the tax return; responses are sent separately (Form p.4).
- 2Only pages 1–5 are to be completed; page 6 is a different form (Form p.1 and Form p.6).
- 3Completion requires a photo ID for the taxpayer and spouse (Form p.1).
- 4The form is intended for use by IRS‑certified volunteers; they answer questions (Form p.1).
- 5Optional demographic questions are for statistical use only and are not required (Form p.4).
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 (ja) shows revision 10-2025 on the header; the source does not indicate a separate latest‑information page.
What changed or needs a fresh check
- Edition date — confirm the revision reads 10-2025
- Catalog number — confirm it is 39238A
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — Not stated in the official source
Quick Facts
Downloads
After you file
- 1Retain the completed and signed Form 13614-C (ja) with all supporting documents for at least three years.
- 2Obtain a copy of the final tax return and a filing receipt from the volunteer tax preparer.
- 3If an error is found, contact the IRS volunteer program or the preparer within 30 days to request an amendment.
- 4Watch for an IRS acknowledgment, such as a receipt letter or online status update, confirming the filing.
Sources
- SRCForm p.1 — required photo ID for taxpayer and spouse.
- SRCForm p.1 — pages 1‑5 are to be completed; page 6 is a different form.
- SRCForm p.4 — responses are not part of the tax return and are for statistical use only.
- SRCForm p.1 — volunteers are IRS‑certified; questions may be asked to them.
- SRCForm p.4 — demographic questions are optional.
- SRCForm p.2 — income boxes list W‑2, 1099‑R, 1099‑INT, etc., indicating forms used with this sheet.
Common confusion points
Do I need to attach a photo ID for both me and my spouse?
The form lists photo ID as a required document.
→ Check that a valid driver’s license or similar ID is attached for each adult.
Which pages of the form must I fill out?
The instructions say to complete pages 1‑5 only.
→ Verify that pages 1 through 5 have entries and page 6 is left blank.
Is the information I provide on this sheet filed with the IRS as part of my return?
Page 4 states the answers are not part of the tax return.
→ Confirm that the sheet is kept for the volunteer but not mailed with Form 1040.
Are the demographic questions mandatory?
Page 4 describes them as optional and for statistical purposes.
→ Leave them blank if you prefer; no penalty.
Do I have to answer the $3 presidential campaign donation question?
The form includes a yes/no question about the donation.
→ Answer truthfully; the field can be left unanswered if you choose.
Do I need to report digital asset ownership on this form?
One of the eligibility questions asks about digital asset ownership.
→ Mark yes only if you own or hold digital assets.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 15080 – consent form for disclosing tax information referenced on page 6.
Questions about IRS Form 13614-JA
What is IRS Form 13614-JA used for?
Volunteers use this form to gather the personal and financial details needed to prepare your 2025 tax return. You fill in your name, address, marital status, income sources, deductions, and how you want any refund paid. The form must be signed before it is submitted.
Who must file IRS Form 13614-JA?
The taxpayer (and spouse, if filing jointly) is required to complete the form.
What information does IRS Form 13614-JA require?
Pages 1‑5 collect personal identification, marital status, income types (W‑2, 1099, etc.), deductions, and refund or payment preferences.
How do I complete IRS Form 13614-JA?
First, fill pages 1 through 5 with personal data, income, deductions, and refund choices, checking only the boxes that apply to you or your spouse. Attach required documents such as W‑2, 1099, 1098, 1095 and photo IDs. On page 6, both the primary and secondary taxpayer sign and date the form. Submit the completed form as instructed by your volunteer preparer.
Do I need to attach a photo ID for both me and my spouse?
The form lists photo ID as a required document. Check that a valid driver’s license or similar ID is attached for each adult.
Which pages of the form must I fill out?
The instructions say to complete pages 1‑5 only. Verify that pages 1 through 5 have entries and page 6 is left blank.
Is the information I provide on this sheet filed with the IRS as part of my return?
Page 4 states the answers are not part of the tax return. Confirm that the sheet is kept for the volunteer but not mailed with Form 1040.
Are the demographic questions mandatory?
Page 4 describes them as optional and for statistical purposes. Leave them blank if you prefer; no penalty.
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