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Official form guide
Form 13614-TL: 13614-C (tl)
Internal Revenue Service Form 13614-C is a tax interview worksheet used by volunteers to gather personal and financial information for preparing a U.S. individual income tax return. It requires taxpayers to provide W‑2, 1099, 1098, 1095 forms and valid picture ID. Rev. 10‑2025.
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IRS Form 13614-TL - 13614-C (tl)
Internal Revenue Service Form 13614-C is a tax interview worksheet used by volunteers to gather personal and financial information for preparing a U.S. individual income tax return. It requires taxpayers to provide W‑2, 1099, 1098, 1095 forms and valid picture ID. Rev. 10‑2025.
Risk Radar
Scan points- 1Leaving either taxpayer signature blank on page 6 invalidates the interview.
- 2Omitting required tax documents (W‑2, 1099, 1098, 1095) before starting the interview.
- 3Not providing a Social Security card or ITIN letter for every person listed on the return.
- 4Skipping the mandatory completion of pages 1‑5 of the form.
- 5Leaving the signature lines for the primary or secondary taxpayer blank on page 6.
Plain English
This form is a questionnaire that volunteers use to collect the data needed to prepare your federal income tax return. You must bring all tax statements, your Social Security or ITIN cards, and a photo ID. The answers determine filing status, income, and refund options.
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
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What this form is for
- Use this form when preparing a basic individual income tax return with IRS Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) volunteers.
- Do not use it when filing complex returns that require additional schedules or business, estate, or trust forms.
Form selector
Use this form or another form?
Preparing a basic individual return with VITA/TCE assistance
Collects personal and tax document info for volunteer preparers
✓ Verify all required documents are attached
Providing information for IRS authority disclosure
Required for consent under 5 USC 301 and 26 USC 7801
✓ Ensure accurate demographic data
Completing the interview worksheet for IRS volunteer program
Enables volunteers to enter data into tax software
✓ Confirm all checkboxes are marked correctly
Deadline or filing window
Not stated in the official source
Checklist
What you need before filling it out
Taxpayer name and birthdate
Personal identification documents · Tax questionnaire page 1
Social Security or ITIN letter
Social Security card or ITIN letter · Personal records
Picture ID
Valid driver's license · Personal ID file
Income documents
Forms W‑2, 1099, 1098, 1095 · Tax documents received
Demographic ethnicity selection
Self‑identified race/ethnicity choices · Form page 4
Before you submit
- 1Verify all required fields on page 1 are completed
- 2Check that all required documents (W‑2, 1099, 1098, 1095, ID) are attached
- 3Confirm picture ID is valid and current
- 4Ensure Social Security or ITIN information is entered correctly
- 5Mark all applicable income sources on page 2
- 6Select appropriate ethnicity categories on page 4
- 7Sign the certification section
How to file this form
- 1Gather all required tax documents (W‑2, 1099, 1098, 1095) and a valid picture ID, and retain a copy of the list
- 2Complete pages 1‑5 of Form 13614-C (tl) with accurate information, and keep a copy of the filled form
- 3Review answers with an IRS‑certified volunteer, and note any corrections
- 4Obtain the taxpayer’s signature on the certification section, and keep the signed page
- 5Submit the completed worksheet to the VITA/TCE volunteer or designated IRS site, and obtain a receipt
- 6Retain a complete copy of the submitted Form 13614-C (tl) for your records
Known limitations
- 1The form’s fee is not stated in the official source, so you must verify whether any charge applies before submitting.
- 2Mailing address information is not provided in the official source; confirm the correct IRS address or electronic submission portal prior to filing.
- 3Signature requirements are not detailed in the official source, so ensure both taxpayer lines on page 6 are signed as instructed.
- 4Edition date shows revision 10‑2025; verify the form is the latest version because future revisions may change fields or instructions.
- 5The official source does not specify language‑preference handling; confirm volunteer guidance on selecting language options matches current IRS volunteer program policies.
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.
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Fillable formOpen in Editor->Form 13614-C (tl) is revised 10‑2025; the source lists this as the current edition.
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
Downloads
After you file
- 1Sign the Form 13614-C before submitting it to the VITA/TCE volunteer
- 2Keep a complete copy of the signed Form 13614-C for your personal records
- 3Retain the copy for at least three years in case the IRS requests it
- 4If you discover an error after filing, contact the volunteer to correct the return
Sources
- SRCForm p.1 — required tax documents include Forms W‑2, 1099, 1098, 1095.
- SRCForm p.1 — required Social Security card or ITIN letter for every person on the return.
- SRCForm p.1 — picture ID (valid driver’s license) required for you and your spouse.
- SRCForm p.1 — must complete pages 1‑5 of Form 13614-C.
- SRCForm p.4 — optional demographic questions are not part of the tax return and may be skipped.
- SRCForm p.6 — if consent duration not stated, it is valid for one year from signing date.
- SRCForm p.6 — Form 15080 is referenced as the authorization to disclose tax return information to VITA/TCE sites.
Common confusion points
Do I need to bring my Social Security card or ITIN letter for everyone on my return?
The worksheet lists Social Security cards or ITIN letters as required documents.
→ Verify you have a card or letter for each person before the interview.
Do I have to answer the optional demographic questions on page 4?
The form states those questions are optional and not part of the tax return.
→ You may skip them if you prefer.
Which pages of Form 13614-C must I complete?
The instructions require completing pages 1 through 5.
→ Check that pages 1‑5 are fully filled before signing.
Do I need a picture ID for both myself and my spouse?
The required documents include a valid driver’s license or similar picture ID for you and your spouse.
→ Have both IDs ready for the volunteer.
What tax documents should I bring to the interview?
The form lists W‑2, 1099, 1098, and 1095 forms as needed.
→ Gather all those forms before the appointment.
How long does my consent to disclose information remain valid?
If you do not state a duration, the consent is valid for one year from the signing date.
→ Note the date you sign and the stated period, if any.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 15080 – an authorization obtained as a condition for services is invalid
Questions about IRS Form 13614-TL
What is IRS Form 13614-TL used for?
This form is a questionnaire that volunteers use to collect the data needed to prepare your federal income tax return. You must bring all tax statements, your Social Security or ITIN cards, and a photo ID. The answers determine filing status, income, and refund options.
Who must file IRS Form 13614-TL?
The individual taxpayer—and the spouse if filing jointly—who is preparing a U.S. individual income tax return must complete the form.
What information does IRS Form 13614-TL require?
The form gathers personal identification, marital and residency status, income documents (W‑2, 1099, 1098, 1095), refund preferences, language preference, and signatures on page 6.
How do I complete IRS Form 13614-TL?
First, gather all required documents: W‑2, 1099, 1098, 1095, Social Security or ITIN cards, and a valid driver’s license for each spouse. Next, complete pages 1‑5, answering each yes/no question and indicating refund and language preferences. Then, sign both taxpayer lines on page 6. Finally, have the certified volunteer review the completed interview before it is used to prepare the return.
What happens if IRS Form 13614-TL is filed incorrectly?
If the information on the form is disclosed or used improperly, the taxpayer may need to report the issue to the Treasury Inspector General for Tax Administration (TIGTA).
Do I need to bring my Social Security card or ITIN letter for everyone on my return?
The worksheet lists Social Security cards or ITIN letters as required documents. Verify you have a card or letter for each person before the interview.
Do I have to answer the optional demographic questions on page 4?
The form states those questions are optional and not part of the tax return. You may skip them if you prefer.
Which pages of Form 13614-C must I complete?
The instructions require completing pages 1 through 5. Check that pages 1‑5 are fully filled before signing.
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