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
IRS Form 13614-C (ru) is an intake and interview sheet used by IRS volunteer tax preparers to gather taxpayer information. It requires taxpayers to provide W‑2, 1099, 1098, 1095 forms, Social Security or ITIN cards, and a photo ID.
Need help with Form 13614-RU?
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-RU.
Start filling →Form Overview
IRS Form 13614-C (ru) is an intake and interview sheet used by IRS volunteer tax preparers to gather taxpayer information. It requires taxpayers to provide W‑2, 1099, 1098, 1095 forms, Social Security or ITIN cards, and a photo ID.
Plain English
This form collects the basic personal and financial details a volunteer preparer needs to start your 2025 tax return. You list your name, birth date, address, citizenship, and how you want any refund or payment handled. The volunteer uses the data to complete the actual tax return on your behalf.
Submission Date
AI co-pilot
Form selector
Volunteer tax preparation interview
Collects taxpayer personal and income details for volunteer assistance
✓ Verify volunteer certification before proceeding
Multiple‑state residency in 2025
Captures state residency questions and related documentation
✓ Confirm state residency answers are accurate
Request for non‑English written IRS communications
Records language preference for IRS correspondence
✓ Ensure language selection is entered correctly
Not stated in the official source.
Checklist
Personal identification
Photo driver’s license or other government ID with photo · Required for both taxpayer and spouse
Social Security or ITIN
Social Security card or ITIN letter · Needed for each person on the return
Income documents
Forms W‑2, 1099, 1098, 1095 · Listed on the cover instructions
Citizenship status
Checkbox selections for US citizen, visa holder, student, etc. · Filled on page 1
Bank account for refund
Direct deposit account number if chosen · Entered in refund method section
Field map
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 (ru) is the Rev. 10‑2025 edition (October 2025) as shown on the form cover.
Quick Facts
Downloads
How do I choose the refund method?
The form lists several options (direct deposit, mailed check, split, other) without explanation.
→ Confirm the selected option matches your preferred method on your tax return.
Do I need to answer the English language questions?
Page 4 states the questions are voluntary and not part of the tax return.
→ Leave the question blank or select ‘Prefer not to answer’ if you wish.
What does ‘owner of digital assets’ mean?
The checkbox appears without definition, causing uncertainty.
→ Check the IRS guidance for digital asset ownership or leave unchecked if not applicable.
Do I have to provide an IP PIN?
The form includes a checkbox for ‘IP PIN’ but does not explain eligibility.
→ Provide the IP PIN only if you have been issued one by the IRS.
Should I fill out the ‘Standard deduction or itemized deductions’ section?
Both standard and itemized options are listed, which may confuse taxpayers about which to select.
→ Use the deduction method that results in the lower tax liability per IRS rules.
Is the information on page 4 sent to the IRS?
The form notes that voluntary answers are not transmitted with the tax return.
→ Treat those answers as non‑filing data; they remain confidential.
Workflow map
Before
Current
After
Often used with
⚠ If something goes wrong
This form collects the basic personal and financial details a volunteer preparer needs to start your 2025 tax return. You list your name, birth date, address, citizenship, and how you want any refund or payment handled. The volunteer uses the data to complete the actual tax return on your behalf.
The form gathers personal identifying data (name, birth date, SSN/ITIN, address, phone), marital and citizenship status, disability and digital‑asset ownership, and preferred refund or payment methods.
First, gather all required documents listed on page 1, such as W‑2, 1099, 1098, 1095 forms, SSN/ITIN cards, and a photo ID. Then complete pages 1‑5 with personal, marital, citizenship, and payment‑preference details. Finally, sign and date the form on page 6 for both the primary and secondary taxpayer. Submit the completed form to the volunteer organization handling your return.
Providing inaccurate or false information may trigger an investigation by the Treasury Inspector General for Tax Administration (TIGTA).
The form lists several options (direct deposit, mailed check, split, other) without explanation. Confirm the selected option matches your preferred method on your tax return.
Page 4 states the questions are voluntary and not part of the tax return. Leave the question blank or select ‘Prefer not to answer’ if you wish.
The checkbox appears without definition, causing uncertainty. Check the IRS guidance for digital asset ownership or leave unchecked if not applicable.
The form includes a checkbox for ‘IP PIN’ but does not explain eligibility. Provide the IP PIN only if you have been issued one by the IRS.
Source transparency
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.
Review risky clauses in plain English, fix the document, and keep it moving toward signature.