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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-RU: 13614-C (ru)

IRS Form 13614-C (RU) is a checklist used by volunteers and taxpayers to gather personal and financial information before preparing a federal individual income tax return. It is typically completed at the start of a VITA/TCE appointment.

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Form Overview

IRS Form 13614-RU - 13614-C (ru)

IRS Form 13614-C (RU) is a checklist used by volunteers and taxpayers to gather personal and financial information before preparing a federal individual income tax return. It is typically completed at the start of a VITA/TCE appointment.

It captures filing status, personal identifiers, dependents, income sources, adjustments, credits, and bank details for direct deposit.

Risk Radar

Scan points
  • 1A single typo in a Social Security number can trigger a refund delay of weeks.
  • 2Missing or incorrect Social Security numbers
  • 3Wrong filing status selection
  • 4Omitted dependent information
  • 5Unreported income sources

Plain English

Think of this form as a questionnaire that helps the tax preparer learn about your filing status, dependents, income, and deductions. Filling it out accurately saves time and reduces errors when the actual tax return is built.

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.

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Glossary Terms

individualincome taxfinancialfederalincome

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What this form is for

  • Use when you are preparing a return through VITA/TCE.
  • Do not use for self‑prepared or paid‑preparer returns.
  • Check Form 1040 instructions if you need a full filing form.

Form selector

Use this form or another form?

Self‑prepared return

Full tax return required

✓ Verify you have the correct year

Form 1040

Paid preparer

Different data capture

✓ Confirm preparer’s intake form matches your info

Form 1040 with preparer’s questionnaire

Non‑resident alien

Different filing rules

✓ Use only if you meet non‑resident criteria

Form 1040-NR

Deadline or filing window

The checklist itself has no IRS deadline, but it must be completed before the volunteer files the taxpayer’s Form 1040, which is due April 15 (or the next business day if the 15th falls on a weekend or holiday).

Checklist

What you need before filling it out

1

Filing status

Taxpayer’s marital status on Dec 31 · Tax return or marriage certificate

⚠ Selecting single vs. married filing jointly✕ High
2

Dependents

Names and SSNs of qualifying children · Birth certificates, SSNs

⚠ Misspelling a name or wrong SSN✕ Medium
3

Income

W‑2, 1099‑INT, 1099‑DIV totals · Pay stubs, statements

⚠ Omitting a form✕ High
4

Bank info

Routing and account numbers · Check or online banking printout

⚠ Transposed digits✕ Medium

Before you submit

  1. 1All Social Security numbers entered correctly
  2. 2Filing status matches taxpayer’s situation
  3. 3All dependents listed with correct ages and SSNs
  4. 4All income sources reported and totals added
  5. 5Adjustments and credits reviewed for eligibility
  6. 6Bank account numbers typed without transposition
  7. 7Signature and date completed
  8. 8Checklist version date is 2024
  9. 9Volunteer has a copy for their records

How to file this form

  1. 1Obtain the latest 2024 Form 13614-C (RU) from the IRS website or VITA site
  2. 2Provide the form to the taxpayer before the interview
  3. 3Taxpayer fills out personal and income sections
  4. 4Volunteer reviews each answer and asks clarifying questions
  5. 5Taxpayer signs and dates the form
  6. 6Volunteer files the completed checklist in the VITA/TCE client file
  7. 7Volunteer uses the checklist data to populate Form 1040

Known limitations

  1. 1Form does not calculate tax liability; it only gathers data
  2. 2It does not replace the official Form 1040 filing requirements
  3. 3Only applicable to U.S. residents; non‑resident situations need Form 1040‑NR
  4. 4Electronic versions may not capture handwritten corrections

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 (RU) is currently in its 2024 edition, released by the IRS for the 2023 tax year. Volunteers should verify they have the latest copy before each tax season.

What changed or needs a fresh check

  • Edition date – ensure the 2024 edition is used for 2023 tax year
  • Fee – no fee; the form is free for VITA/TCE participants
  • Mailing address – not applicable; the form stays with the volunteer
  • Signature line – must be signed by the taxpayer
  • Electronic version – verify the PDF matches the printed version

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Quick Facts

Taxpayers using Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) programs and the volunteers who assist them.
It captures filing status, personal identifiers, dependents, income sources, adjustments, credits, and bank details for direct deposit.
Completed at the first meeting, before the preparer begins the actual Form 1040. No IRS filing deadline applies to the checklist itself.
Filled out on paper or electronically at the VITA/TCE site and given to the volunteer. It is not mailed to the IRS.
Errors on the checklist can lead to incorrect entries on the tax return, causing processing delays or penalties for the taxpayer.
1. Gather personal ID, Social Security numbers, and prior year tax return. 2. Answer each section of the checklist truthfully. 3. Review the completed form with the volunteer for missing items. 4. Sign and date where required before the preparer starts the 1040.

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After you file

  1. 1Give the taxpayer a copy of the completed checklist
  2. 2Store the checklist in the VITA/TCE client file for at least three years
  3. 3Confirm the refund amount matches the direct‑deposit info on the checklist
  4. 4Notify the taxpayer of any follow‑up documents the IRS may request
  5. 5Update the volunteer’s internal tracking system with the filing date

Sources

  • SRCForm 13614-C (RU) title and purposeIRS official website
  • SRCEdition date 2024IRS form revision history
  • SRCNo filing feeIRS publication on VITA/TCE materials
  • SRCSignature requirementchecklist instructions section
  • SRCDeadline contextIRS tax filing deadline calendar
  • SRCNot clearly stated in the provided official sourceelectronic submission method

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 or disability exception

Bank info

Routing number vs. account number swapped

→ Double‑check against a check

Self‑employment income

Taxpayer reports only gross receipts

→ Ensure net profit is calculated for Schedule C

Credit eligibility

Taxpayer claims Earned Income Credit without earned income

→ Review wage statements

Workflow map

Related forms and next steps

4 signals

Before

Collect prior year tax return

Current

13614-RU

After

Volunteer prepares Form 1040 using checklist data

Often used with

IRS Form 1040 (or 1040‑SR)

⚠ If something goes wrong

  • Request a corrected Form 13614-C from the taxpayer

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Source transparency

Copyright & Licensing - US Government Forms

Independent guide

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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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