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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-KM: 13614-C (km)

IRS Form 13614-KM is a state‑specific version of the IRS Individual Interview & Quality Review Sheet. It is used by VITA/TCE volunteers to collect personal and financial information before preparing a federal return.

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Form Overview

IRS Form 13614-KM - 13614-C (km)

IRS Form 13614-KM is a state‑specific version of the IRS Individual Interview & Quality Review Sheet. It is used by VITA/TCE volunteers to collect personal and financial information before preparing a federal return.

It captures filing status, dependents, income types, adjustments, deductions, credits, and bank details for direct‑deposit refunds.

Risk Radar

Scan points
  • 1A single typo in the SSN can prevent the entire return from being accepted.
  • 2Misspelled Social Security numbers
  • 3Incorrect filing status selection
  • 4Omitted dependents or inaccurate ages
  • 5Unreported interest or dividend income

Plain English

Think of this form as a detailed questionnaire that helps a volunteer tax preparer understand your filing status, income sources, deductions, and credits. It isn’t the tax return itself; it feeds the data into the actual 1040 filing.

Submission Date

  • Filing date: 2025-11-04 22:12:07
  • 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

individualfinancialfederalincome

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What this form is for

  • Use when you are a Kansas or Missouri taxpayer receiving free VITA/TCE assistance.
  • Do not use for paid tax‑preparer engagements or for non‑VITA filings.
  • Check Form 13614‑C for the federal version if you are outside KS/MO.

Form selector

Use this form or another form?

Self‑prepared return

Direct filing without interview

✓ Verify you have all source documents

Form 1040

Paid preparer engagement

Different data collection method

✓ Confirm preparer has a signed Power of Attorney

Form 1040‑ES (if estimated taxes)

Non‑resident alien

Different residency questions

✓ Use IRS Publication 519 for guidance

Form 1040‑NR

Deadline or filing window

The questionnaire must be finished before the volunteer submits the electronic 1040. Federal filing deadlines remain April 15 (or the next business day if it falls on a weekend/holiday). No separate deadline exists for Form 13614‑KM.

  • —Total wages | sum of W‑2 Box 1 amounts | Total Wage Income | Verify all W‑2s are included

Checklist

What you need before filling it out

1

Social Security Number

SSN card or driver’s license · Personal ID

⚠ Transposition error✕ High
2

Wage Income

W‑2 forms · Employer statements

⚠ Forgetting a W‑2✕ Medium
3

Interest Income

1099‑INT · Bank statements

⚠ Rounded amounts only✕ Low
4

Dependent info

Birth certificates, SSNs · Dependent list

⚠ Missing dependent✕ High
5

Bank Account

Void check or online banking printout · Direct‑deposit info

⚠ Wrong routing number✕ Medium

Before you submit

  1. 1All required boxes are filled
  2. 2SSN and DOB match supporting IDs
  3. 3Filing status matches marital status on the return
  4. 4All dependents listed with correct ages
  5. 5Income totals reconcile with source documents
  6. 6Adjustments and credits are noted with supporting forms
  7. 7Bank routing and account numbers are legible
  8. 8Taxpayer signature and date are present
  9. 9Volunteer double‑checks totals before data entry
  10. 10Copy of the completed form is placed in the client file

How to file this form

  1. 1Volunteer greets taxpayer and explains purpose of Form 13614‑KM
  2. 2Taxpayer provides identification and source documents
  3. 3Volunteer asks each question and records answers verbatim
  4. 4Volunteer reviews entries with taxpayer for accuracy
  5. 5Taxpayer signs and dates the form
  6. 6Volunteer scans or files the paper copy in the VITA/TCE client file
  7. 7Data from the form is entered into the electronic tax software
  8. 8Software generates the 1040 and submits it electronically

Known limitations

  1. 1Form does not calculate tax liability; it only gathers data
  2. 2Only applicable to Kansas and Missouri VITA/TCE programs
  3. 3No IRS validation of answers; errors rely on volunteer review
  4. 4Does not capture state‑specific credits beyond those listed

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‑KM is a questionnaire; it does not get filed with the IRS. Its status is “completed and retained by the VITA/TCE site.”

What changed or needs a fresh check

  • Edition date – verify the form shows 2024 revision
  • Fee – no fee for VITA/TCE participants
  • Mailing address – not applicable; kept on‑site
  • Signature line – taxpayer must sign and date
  • Electronic version – ensure the volunteer’s software matches the KS/MO edition

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Quick Facts

Taxpayers who use a VITA or TCE site in Kansas or Missouri fill out this form.
It captures filing status, dependents, income types, adjustments, deductions, credits, and bank details for direct‑deposit refunds.
The form is completed at the start of a VITA/TCE appointment, typically before the volunteer begins the electronic return preparation.
It is completed on‑site at the VITA/TCE location, either on paper or via the volunteer’s electronic interview system, and never mailed to the IRS.
Incorrect or missing answers can cause the downstream 1040 to be rejected, delay refunds, or trigger audits.
1. Review the form with the taxpayer and ask each question verbatim. 2. Record answers in the appropriate boxes, using exact figures from pay stubs, W‑2s, or 1099s. 3. Verify totals for wages, interest, and other income against source documents. 4. Have the taxpayer sign and date the form before the volunteer begins data entry.

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After you file

  1. 1Store the completed form in the client’s confidential file for at least three years
  2. 2Provide the taxpayer with a copy of the final 1040 and any refund confirmation
  3. 3Note the filing date and electronic submission ID in the file
  4. 4Monitor the IRS “Where’s My Refund?” tool for refund status
  5. 5If a notice arrives, reference the questionnaire to locate the disputed item
  6. 6Update the client’s contact information if it changes

Sources

  • SRCIRS Publication 519not directly cited but confirms residency questions
  • SRCIRS VITA/TCE Volunteer Handbookoutlines use of Form 13614‑KM
  • SRCForm 13614‑KM PDFprovides edition date and signature line
  • SRCIRS e‑file guidelinesconfirm no mailing required
  • SRCIRS Form 1040 instructionsdefine filing status criteria
  • SRCNot clearly stated in the provided official source

Common confusion points

Filing status

Taxpayer thinks they are “Head of Household” but don’t meet criteria

→ Verify qualifying dependent and support test

Dependent age

Taxpayer lists a child over 19 as a dependent

→ Check student status and full‑time enrollment

Bank info

Routing number vs. account number swapped

→ Read numbers aloud and confirm with a check

Self‑employment income

Taxpayer reports gross receipts only

→ Ask for expense breakdown to calculate net profit

Prior year refund

Taxpayer forgets to report a state refund

→ Review prior year return for any taxable refunds

Workflow map

Related forms and next steps

4 signals

Before

Taxpayer gathers W‑2, 1099, and ID documents

Current

13614-KM

After

Volunteer enters data into IRS e‑file software and generates Form 1040

Often used with

IRS Form 13614‑C (federal interview sheet)

⚠ If something goes wrong

  • Review the questionnaire for missing or mismatched entries before amending the return

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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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