Independent form guide. BrieflyGo is not affiliated with or endorsed by IRS, USCIS, SSA, DOL, or any U.S. government agency. Official forms are sourced from public government websites.
Official form guide
Form 13614-PA: 13614-C (pa)
IRS Form 13614-C is an intake and interview sheet used by taxpayers and volunteers to gather tax information. It requires personal details, income sources, and ID, and notes an income threshold of $5,200 for certain dependents.
Need help with Form 13614-PA?
Open it in the AI Editor for field guidance, checks, and PDF export.
Need help? AI Editor guides you through every field of Form 13614-PA.
Start filling →Form Overview
IRS Form 13614-PA - 13614-C (pa)
IRS Form 13614-C is an intake and interview sheet used by taxpayers and volunteers to gather tax information. It requires personal details, income sources, and ID, and notes an income threshold of $5,200 for certain dependents.
Risk Radar
Scan points- 1Not stated in the official source.
- 2Omitting required tax documents (W‑2, 1099, 1098, 1095).
- 3Failing to provide a valid photo ID for taxpayer or spouse.
- 4Leaving citizenship or residency questions unanswered.
- 5Not indicating the preferred method for receiving a refund.
Plain English
This form collects the basic data a tax preparer needs to start a return. It asks for names, addresses, IDs, income types, and how you want any refund. Volunteers use it to verify the information before filing.
Submission Date
- Filing date: 2025-11-05 22:10:30
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
AI co-pilot
Fill it faster. Catch mistakes before you file.
What this form is for
- Use this form when a taxpayer participates in the IRS VITA program and must provide personal details, income sources, and photo ID to a certified volunteer.
- Do not use it when the taxpayer files a return without the VITA intake interview.
- Check Form 13614-C (pa) instead when a later tax year requires the same intake information.
Form selector
Use this form or another form?
Taxpayer needs to supply personal and income data for VITA assistance
Required intake interview sheet for VITA volunteers
✓ Confirm all required fields are filled
Taxpayer must provide photo identification for verification
Section requesting a valid driver’s license or other photo ID
✓ Ensure ID meets the description
Taxpayer claims a dependent with income below $5,200
Dependent income threshold listed in the form
✓ Verify dependent’s income does not exceed $5,200
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Personal name and DOB fields
Taxpayer’s legal name and birth date · Form header section
Photo ID requirement
Valid driver’s license or equivalent ID · Personal identification documents
Income documentation
W-2, 1099, 1098, 1095 forms · Tax information section
ITIN or Social Security verification
ITIN card or SSN card for each person · Identification section
Dependent income threshold
Statement that dependent earned less than $5,200 · Dependent information section
Before you submit
- 1Confirm all personal name, last name, and birth date fields are filled.
- 2Verify a valid photo ID (e.g., driver’s license) is attached for you and your spouse.
- 3Attach all required tax documents (W‑2, 1099, 1098, 1095) for every filer.
- 4Provide an ITIN or Social Security card for each individual listed.
- 5Check the dependent income entries do not exceed $5,200 where applicable.
- 6Answer all yes/no questions about residency, marital status, and prior year filing accurately.
- 7Sign the form where indicated.
- 8Make a copy of the completed form for your records before submission.
How to file this form
- 1Complete the intake interview on Form 13614‑C (pa) and retain a copy.
- 2Sign the completed form in the designated signature area.
- 3Submit the signed form to the IRS‑certified VITA volunteer.
- 4Obtain acknowledgment of receipt from the volunteer as proof of filing.
Known limitations
- 1Form 13614-C must have all six pages (1‑6) completed; incomplete forms are not accepted.
- 2Optional demographic questions on page 4 are not required and are not sent to the IRS, so they do not affect the tax return.
- 3Form 13614-C is an intake and interview sheet, not the actual tax return; you must still file the appropriate tax return after completing it.
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.
Almost done reviewing the fields?
Fillable formOpen in Editor->Form 13614-C (pa) shows a revision date of 10-2025 on its header (Rev. 10-2025).
What changed or needs a fresh check
- Edition date — confirm the form header 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
Quick Facts
Downloads
After you file
- 1After signing page 6, keep the completed Form 13614‑C (pa) copy for your records, as the IRS does not retain a volunteer copy.
- 2Verify the form header still reads Rev. 10‑2025 before filing; later revisions often change question wording or add new income thresholds.
- 3After submission, monitor mail or electronic IRS notices for any follow‑up requests, especially if required documents like W‑2, 1099, 1098, or 1095 were omitted.
- 4Ensure the preferred refund method you indicated on pages 1‑6 matches your bank details; the IRS may delay payment if information is inconsistent.
- 5If you notice the $5,200 dependent income threshold changed in future editions, re‑check eligibility before using the form for another tax year.
Sources
- SRCForm p.1 — pages 1‑6 must be completed.
- SRCForm p.1 — required photo ID for you and spouse listed.
- SRCForm p.1 — required documents W‑2, 1099, 1098, 1095 listed.
- SRCForm p.4 — optional demographic answers are not required and not sent to IRS.
- SRCForm p.1 — language preference question for IRS communication.
- SRCForm p.1 — refund method question (direct deposit or mail).
- SRCForm p.1 — question about living/working in two or more states in 2025.
- SRCForm p.6 — mentions Form 15080 (VITA/TCE tax preparation sites).
- SRCForm p.1 — lists W‑2 as needed document.
- SRCForm p.1 — lists 1099 as needed document.
Common confusion points
Do I need to provide a photo ID for both myself and my spouse?
The form lists required photo ID (e.g., valid driver’s license) for you and your spouse.
→ Verify page 1 where it says ‘ਤੁਹਾਡੇ ਅਤੇ ਤੁਹਾਡੇ ਜੀਵਨ ਸਾਥੀ ਲਈ ਤਸਵੀਰ ID (ਜਿਵੇਂ ਵੈਧ ਡਰਾਈਵਰ ਲਾਇਸੈਂਸ)’.
Which tax documents must I have ready?
The form specifies W‑2, 1099, 1098, and 1095 as required.
→ Check page 1 for the list of required documents.
Are the optional demographic questions mandatory?
Page 4 states those answers are not required and are not part of the return.
→ Leave them blank if you prefer; they are optional.
Can I receive IRS communications in a language other than English?
The form asks whether you want IRS communication in another language.
→ Select your preferred language on page 1 if needed.
What should I do if I have a refund due?
Page 1 includes a question about choosing direct deposit or mail for a refund.
→ Choose your refund method as indicated on page 1.
Did I live or work in more than one state in 2025?
The form asks if you lived or worked in two or more states during 2025.
→ Answer yes or no on that question on page 1.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
Questions about IRS Form 13614-PA
What is IRS Form 13614-PA used for?
This form collects the basic data a tax preparer needs to start a return. It asks for names, addresses, IDs, income types, and how you want any refund. Volunteers use it to verify the information before filing.
What information does IRS Form 13614-PA require?
Pages 1‑6 collect the taxpayer’s and spouse’s personal identifiers, citizenship status, income sources, residency details, and refund preferences.
How do I complete IRS Form 13614-PA?
First, gather required documents such as W‑2, 1099, 1098, and 1095 forms. Then complete all fields on pages 1‑6, answering each question about personal and income information. Provide a valid photo ID for the taxpayer and spouse. Finally, sign and date the form on page 6 before submission.
Do I need to provide a photo ID for both myself and my spouse?
The form lists required photo ID (e.g., valid driver’s license) for you and your spouse. Verify page 1 where it says ‘ਤੁਹਾਡੇ ਅਤੇ ਤੁਹਾਡੇ ਜੀਵਨ ਸਾਥੀ ਲਈ ਤਸਵੀਰ ID (ਜਿਵੇਂ ਵੈਧ ਡਰਾਈਵਰ ਲਾਇਸੈਂਸ)’.
Which tax documents must I have ready?
The form specifies W‑2, 1099, 1098, and 1095 as required. Check page 1 for the list of required documents.
Are the optional demographic questions mandatory?
Page 4 states those answers are not required and are not part of the return. Leave them blank if you prefer; they are optional.
Can I receive IRS communications in a language other than English?
The form asks whether you want IRS communication in another language. Select your preferred language on page 1 if needed.
What should I do if I have a refund due?
Page 1 includes a question about choosing direct deposit or mail for a refund. Choose your refund method as indicated on page 1.
Source transparency
Copyright & Licensing - US Government Forms
BrieflyGo links to and explains official public form sources. We are not a government agency, and this page is for general form guidance, not legal advice.
Understand the agreement before you sign it.
Review risky clauses in plain English, fix the document, and keep it moving toward signature.