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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-JA: 13614-C (ja)

IRS Form 13614‑JA is the VITA/TCE Intake and Interview Sheet. It is used by volunteer tax preparers to collect client information before preparing a tax return.

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Form Overview

IRS Form 13614-JA - 13614-C (ja)

IRS Form 13614‑JA is the VITA/TCE Intake and Interview Sheet. It is used by volunteer tax preparers to collect client information before preparing a tax return.

It captures personal details, filing status, dependents, income types, deductions, credits, and any foreign or unusual tax items.

Risk Radar

Scan points
  • 1A single typo in a Social Security number can invalidate the entire return.
  • 2Incorrect SSN or DOB entry
  • 3Missing dependent information
  • 4Unreported foreign income
  • 5Failure to note prior-year tax refunds

Plain English

Think of this form as a questionnaire that a VITA or TCE volunteer fills out with you. It gathers personal data, income sources, deductions, and any special situations so the volunteer can correctly complete your tax return.

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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Glossary Terms

foreignincome

Hover a term to preview the meaning.

What this form is for

  • Use when a taxpayer is receiving free VITA/TCE assistance.
  • Do not use for paid preparer services or for filing directly without a volunteer.
  • Check Form 13614‑C (the regular intake) if the client is not in a VITA/TCE site.

Form selector

Use this form or another form?

Client wants paid preparation

Paid preparer may need more detail

✓ Verify client’s consent

Form 1040‑EZ intake worksheet

Non‑resident alien taxpayer

Different residency rules apply

✓ Confirm treaty claims

Form 1040‑NR intake sheet

Business owner with Schedule C

Requires profit‑loss details

✓ Ensure accurate expense tracking

Form 1040‑C (Self‑Employment) worksheet

Deadline or filing window

There is no IRS filing deadline for the intake sheet itself. It must be completed before the volunteer prepares the client’s tax return, which is subject to the regular April 15 deadline (or extensions).

Checklist

What you need before filling it out

1

Social Security Number

Client’s SSN card or driver’s license · Personal ID documents

⚠ Transposed digits✕ High
2

Dependents’ names and SSNs

Birth certificates or SSN cards · Dependent info section

⚠ Missing or duplicate SSNs✕ Medium
3

Income amounts

W‑2, 1099, bank statements · Income section

⚠ Unreported side‑gig earnings✕ High
4

Health coverage

Form 1095‑A/B/C · Health coverage section

⚠ No coverage noted when required✕ Medium
5

Foreign assets

FBAR statements · Foreign income section

⚠ Omitted foreign bank accounts✕ High

Before you submit

  1. 1All required fields filled (no blanks marked N/A unless truly not applicable)
  2. 2SSNs and DOBs match client IDs
  3. 3Dependent information complete and accurate
  4. 4All income sources listed, including self‑employment and foreign
  5. 5Health‑care coverage indicated
  6. 6Client and volunteer signatures present
  7. 7Date of interview entered
  8. 8Any special circumstances (e.g., bankruptcy) noted
  9. 9Form edition matches current tax year
  10. 10Copy retained for client records

How to file this form

  1. 1Receive completed Form 13614‑JA from the volunteer.
  2. 2Cross‑check SSN, DOB, and dependent info against IDs.
  3. 3Enter data into the VITA/TCE software to generate the 1040 return.
  4. 4Review software‑generated return for consistency with intake answers.
  5. 5Volunteer signs the return and the client signs the e‑file authorization.
  6. 6Submit the electronic return through IRS e‑file system.
  7. 7File the paper intake sheet in the volunteer’s client file for audit trail.

Known limitations

  1. 1Form does not capture all possible credits; volunteers must probe for additional items.
  2. 2No built‑in validation for numeric totals; errors must be caught manually.
  3. 3Only applicable to VITA/TCE programs; not a substitute for a full tax return.
  4. 4IRS may update the form after the tax year begins; users must verify edition date.

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‑JA is a static intake sheet; it does not have a filing deadline. It remains current as long as the VITA/TCE program uses the latest IRS edition.

What changed or needs a fresh check

  • Edition date – verify the form shows the current tax year (e.g., 2024)
  • Fee – no fee for VITA/TCE intake sheets
  • Mailing address – not applicable; keep with volunteer file
  • Signature line – ensure both client and volunteer sign
  • Revision notes – check IRS website for any errata

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Quick Facts

Volunteer tax preparers working for VITA or TCE programs fill out the form with the taxpayer.
It captures personal details, filing status, dependents, income types, deductions, credits, and any foreign or unusual tax items.
The form is completed at the start of a VITA/TCE appointment, typically before the volunteer prepares the actual 1040 series return.
The completed form stays with the volunteer’s paper file; it is not mailed to the IRS. A copy may be kept by the taxpayer for records.
Errors or omissions can cause the tax return to be inaccurate, leading to processing delays, penalties, or loss of credits.
1. Volunteer reviews the form with the client and records answers in each section. 2. Verify Social Security numbers and dates of birth against IDs. 3. Note any unusual income (e.g., foreign, self‑employment) for later review. 4. Sign and date the form before moving to the actual tax return preparation.

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After you file

  1. 1Give the client a copy of the completed Form 13614‑JA.
  2. 2Store the paper sheet securely for at least three years.
  3. 3Confirm the client received the e‑file confirmation number.
  4. 4Note any follow‑up items (e.g., pending refunds, amended return needs).
  5. 5Update the volunteer program’s tracking log with filing date and status.
  6. 6If a notice arrives, reference the intake sheet to verify data.

Sources

  • SRCIRS Publication VITA/TCE Programintake sheet description
  • SRCIRS Form 13614‑JA PDFsections and signature lines
  • SRCIRS VITA/TCE training manualworkflow timing
  • SRCIRS websiteedition date verification method
  • SRCIRS e‑file guidelinesno mailing requirement for intake sheet
  • SRCNot clearly stated in the provided official sourcefee information (generally none)
  • SRCNot clearly stated in the provided official sourceexact storage period recommendation

Common confusion points

Filing status vs. marital status

Tax rules differ for married filing jointly vs. separately

→ Verify spouse’s consent and signatures

Dependent eligibility

Age, student status, and support tests can be unclear

→ Review IRS Publication 501

Foreign income reporting

Many taxpayers think foreign wages are exempt

→ Check Form 2555 requirements

Health coverage exemption

Exemptions are limited to certain hardships

→ Confirm exemption reason is documented

Self‑employment income

Volunteers may miss expense categories

→ Ask client for a simple profit‑loss statement

Workflow map

Related forms and next steps

4 signals

Before

Client gathers W‑2s, 1099s, ID documents

Current

13614-JA

After

IRS Form 8879‑E (e‑file signature) for client authorization

Often used with

IRS Form 1040 (or 1040‑SR) prepared by volunteer

⚠ If something goes wrong

  • IRS Notice CP01 (return rejected) – review intake for errors

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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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