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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-TL: 13614-C (tl)

Form 13614‑TL is the IRS Tax Law interview worksheet used by volunteers and tax preparers to collect personal and financial information before completing a tax return. It is typically completed at the start of an intake interview.

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Form Overview

IRS Form 13614-TL - 13614-C (tl)

Form 13614‑TL is the IRS Tax Law interview worksheet used by volunteers and tax preparers to collect personal and financial information before completing a tax return. It is typically completed at the start of an intake interview.

It captures filing status, dependents, income types, adjustments, deductions, credits, and any special tax situations.

Risk Radar

Scan points
  • 1A single missed checkbox can invalidate the entire return.
  • 2Missing a dependent’s Social Security number
  • 3Incorrect filing status selection
  • 4Skipping the “Other income” section
  • 5Failing to note foreign income

Plain English

Think of this form as a questionnaire that helps the preparer understand your filing status, income sources, deductions, and credits. It doesn’t get sent to the IRS; it feeds the data into the actual tax return.

Submission Date

  • Filing date: 2025-11-05 22:10:29
  • 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

financialincome

Hover a term to preview the meaning.

What this form is for

  • Use when conducting a VITA or TCE interview.
  • Do not file it with the IRS; it stays with the preparer.
  • If the client only needs a simple 1040 without interview, skip this worksheet.

Form selector

Use this form or another form?

Simple single‑wage client

No interview needed

✓ Verify no complex credits

Form 1040 only

Self‑employed with Schedule C

More detailed income capture

✓ Use 13614‑TL plus Schedule C worksheet

Form 1040‑S and Schedule C

Non‑resident alien

Different residency rules

✓ Confirm treaty benefits separately

Form 1040‑NR

Deadline or filing window

There is no IRS deadline for the worksheet itself. Complete it before the client’s tax return is finalized, typically well before the April 15 filing deadline.

  • —Adjusted Gross Income | Sum of wages, interest, dividends, etc. – adjustments | AGI | Verify totals against source documents

Checklist

What you need before filling it out

1

Filing status

Marriage certificate or divorce decree · Client records

⚠ Selecting single vs married filing jointly✕ High
2

Dependents

Birth certificates or SSN cards · Dependent list

⚠ Missing SSN or relationship proof✕ Medium
3

Wage income

Form W‑2 · Employer copy

⚠ Transposed numbers✕ High
4

Interest income

1099‑INT · Bank statement

⚠ Unreported interest > $10✕ Medium
5

Earned Income Credit

Earned income worksheet · Pay stubs

⚠ Income over limit✕ High
6

Self‑employment

Schedule C summary · Business ledger

⚠ Unrecorded expenses✕ Medium

Before you submit

  1. 1All client‑provided IDs scanned and attached
  2. 2Social Security numbers entered without dashes
  3. 3Filing status matches supporting documents
  4. 4All dependents listed with correct DOB and SSN
  5. 5Income totals reconcile with W‑2/1099 copies
  6. 6Adjustments (IRA, student loan interest) documented
  7. 7Deductions and credits checked against eligibility rules
  8. 8Preparer initialed each completed section
  9. 9Date completed field filled
  10. 10Worksheet saved in client’s electronic file

How to file this form

  1. 1Print or open the PDF version of Form 13614‑TL.
  2. 2Enter client name, address, and SSN at the top.
  3. 3Select filing status and indicate dependents.
  4. 4Record each income source using the provided tables.
  5. 5Note adjustments, deductions, and credits in the margin.
  6. 6Cross‑check totals with source documents.
  7. 7Initial and date each completed page.
  8. 8Save or file the worksheet with the client’s tax packet.

Known limitations

  1. 1Form does not calculate tax liability; it only gathers data.
  2. 2It does not include state‑specific questions.
  3. 3The worksheet is not accepted as a standalone filing document.
  4. 4Updates to tax law may not be reflected until a new edition is released.

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‑TL is a worksheet only; it has no filing deadline. Use the most recent edition released by the IRS for the current tax year.

What changed or needs a fresh check

  • Edition date – use the version dated for the current tax year
  • Fee – no fee; it is a free IRS worksheet
  • Mailing address – not applicable; keep on file
  • Electronic version – download from IRS.gov if printing not possible
  • Signature line – preparer signs to attest completeness

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Quick Facts

Volunteer Income Tax Assistance (VITA) volunteers, tax professionals, and self‑preparers who need to gather client data use this form.
It captures filing status, dependents, income types, adjustments, deductions, credits, and any special tax situations.
Complete the worksheet before you start the actual 1040/1040‑NR return, usually during the first client interview.
The form is printed or filled electronically by the preparer; it is not mailed to the IRS. Keep the completed copy with the client’s tax file.
Errors in the interview sheet can lead to incorrect entries on the tax return, causing processing delays, penalties, or loss of credits.
1. Print the latest edition of Form 13614‑TL. 2. Review the client’s identification documents and ask each question verbatim. 3. Record answers in the appropriate boxes, noting any explanations in the margin. 4. Verify totals and cross‑check with source documents before moving to the 1040.

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After you file

  1. 1Store the completed worksheet in the client’s permanent file.
  2. 2Retain copies of all source documents for at least three years.
  3. 3Mark the worksheet as “reviewed” after the final 1040 is filed.
  4. 4Notify the client of any follow‑up items (e.g., missing W‑2).
  5. 5Update the client’s record if an amendment is later required.
  6. 6Secure the file according to IRS confidentiality rules.

Sources

  • SRCIRS Publication 17reference for filing status definitions
  • SRCIRS Form 13614‑TL instructionsconfirms worksheet purpose
  • SRCIRS VITA/TCE program guidelinesnotes use in volunteer settings
  • SRCIRS websiteedition date retrieval method
  • SRCIRS Earned Income Credit worksheetcross‑check credit eligibility
  • SRCNot found in provided sourceexact deadline for worksheet completion

Common confusion points

Filing status

Many clients think “married filing separately” is default

→ Verify with marriage certificate

Dependent age

Some think 25 is the cut‑off for college students

→ Check IRS age rules

Earned Income Credit

Income thresholds differ by filing status

→ Use the IRS EIC worksheet

Self‑employment income

Clients mix personal and business expenses

→ Separate on Schedule C

Foreign income

Clients assume it’s excluded automatically

→ Confirm filing requirement

Health coverage

Question wording can be misread

→ Ask about Marketplace coverage

Workflow map

Related forms and next steps

4 signals

Before

Client interview – gather IDs and prior year return

Current

13614-TL

After

Prepare the actual tax return using data from 13614‑TL

Often used with

Form 1040, Schedule A, Schedule C, Schedule SE

⚠ If something goes wrong

  • Re‑interview client and correct worksheet before filing

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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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