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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-RU: 13614-C (ru)

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.

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Form Overview

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

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.

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.

Risk Radar

Scan points
  • 1Submitting false or incomplete information can lead to a TIGTA investigation.
  • 2Leaving pages 1‑5 incomplete or blank.
  • 3Omitting required documents such as W‑2, 1099, 1098, 1095, SSN/ITIN cards, or photo ID.
  • 4Failing to provide accurate personal data (name, birth date, address, SSN/ITIN).
  • 5Not answering citizenship, visa, or disability status questions.

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

  • 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

Hover a term to preview the meaning.

What this form is for

  • Use this form when you are working with an IRS volunteer tax preparer and need to provide your tax information, including W‑2, 1099, 1098, 1095, Social Security or ITIN cards, and a photo ID.
  • Check Form 15080 instead when you need to provide consent for the IRS to disclose your tax return information to VITA/TCE programs.

Form selector

Use this form or another form?

Volunteer tax preparation interview

Collects taxpayer personal and income details for volunteer assistance

✓ Verify volunteer certification before proceeding

Form 13614-C

Multiple‑state residency in 2025

Captures state residency questions and related documentation

✓ Confirm state residency answers are accurate

Form 13614-C

Request for non‑English written IRS communications

Records language preference for IRS correspondence

✓ Ensure language selection is entered correctly

Form 13614-C

Deadline or filing window

Not stated in the official source.

Checklist

What you need before filling it out

1

Personal identification

Photo driver’s license or other government ID with photo · Required for both taxpayer and spouse

⚠ Forgetting to attach ID✕ High
2

Social Security or ITIN

Social Security card or ITIN letter · Needed for each person on the return

⚠ Using an expired card✕ Medium
3

Income documents

Forms W‑2, 1099, 1098, 1095 · Listed on the cover instructions

⚠ Omitting a 1099✕ High
4

Citizenship status

Checkbox selections for US citizen, visa holder, student, etc. · Filled on page 1

⚠ Selecting the wrong box✕ Medium
5

Bank account for refund

Direct deposit account number if chosen · Entered in refund method section

⚠ Typing error in account number✕ High

Before you submit

  1. 1Attach all required tax documents (W‑2, 1099, 1098, 1095).
  2. 2Provide a current photo ID for the taxpayer and spouse.
  3. 3Enter Social Security numbers or ITINs for every listed individual.
  4. 4Complete the citizenship and residency questions accurately.
  5. 5Select the desired refund method and payment option for any balance due.
  6. 6Indicate language preference for IRS written communications if applicable.
  7. 7Sign the form where indicated before handing it to the volunteer.

How to file this form

  1. 1Gather required tax forms (W‑2, 1099, 1098, 1095), Social Security or ITIN cards, and photo IDs.
  2. 2Fill out pages 1‑5 of Form 13614‑C with personal, filing‑status, and income information.
  3. 3Review the completed form with a certified IRS volunteer and obtain their signature.
  4. 4Submit the signed form to the volunteer organization and keep a copy for your records.

Known limitations

  1. 1Voluntary statistical questions on page 4 are optional and do not become part of the tax return.
  2. 2Form 13614‑C (ru) is intended for the 2025 tax year; the form header shows 2025.
  3. 3Only pages 1‑5 of Form 13614‑C (ru) are to be completed; page 6 is a separate consent form (Form 15080).

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 the Rev. 10‑2025 edition (October 2025) as shown on the form cover.

What changed or needs a fresh check

  • Edition date — confirm the revision reads 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

Not stated in the official source.
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.
Not stated in the official source.
Not stated in the official source.
Providing inaccurate or false information may trigger an investigation by the Treasury Inspector General for Tax Administration (TIGTA).
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.

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After you file

  1. 1Keep the completed Form 13614‑C (ru) for your records.
  2. 2Retain the form and supporting documents for at least three years after filing.
  3. 3Expect a copy of your filed tax return or a confirmation from the volunteer preparer.
  4. 4If you discover an error, provide a corrected Form 13614‑C (ru) to the volunteer preparer for amendment.

Sources

  • SRCForm p.1 — Catalog Number 75125S
  • SRCForm p.1 — Revision date Rev. 10-2025
  • SRCForm p.1 — OMB Number 1545-1964
  • SRCForm p.1 — Required documents include Forms W‑2, 1099, 1098, 1095, Social Security or ITIN cards, and a photo ID
  • SRCForm p.1 — Described as Лист приема/опроса и проверки качества (intake and interview sheet)
  • SRCForm p.6 — Mentions Form 15080 as consent to disclose tax return information to VITA/TCE programs

Common confusion points

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

Related forms and next steps

4 signals

Before

Form 13614-C (ru) – gather required tax documents and identification.

Current

13614-RU

After

Form 13614-C (ru) – submit completed form to the volunteer tax preparer for inclusion in your tax return.

Often used with

Form 15080 – provides consent to disclose tax return information to VITA/TCE programs.

⚠ If something goes wrong

  • Form 15080 – amend the consent if you need to change disclosure preferences.

Questions about IRS Form 13614-RU

What is IRS Form 13614-RU used for?

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.

What information does IRS Form 13614-RU require?

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.

How do I complete IRS Form 13614-RU?

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.

What happens if IRS Form 13614-RU is filed incorrectly?

Providing inaccurate or false information may trigger an investigation by the Treasury Inspector General for Tax Administration (TIGTA).

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.

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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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