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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-UR: 13614-C (ur)

IRS Form 13614-UR is the Individual Taxpayer Interview and Quality Review Sheet used by Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. It gathers personal, income, and deduction information to prepare a federal tax return.

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Form Overview

IRS Form 13614-UR - 13614-C (ur)

IRS Form 13614-UR is the Individual Taxpayer Interview and Quality Review Sheet used by Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. It gathers personal, income, and deduction information to prepare a federal tax return.

It captures name, address, filing status, dependents, income sources, deductions, credits, and any special situations like foreign income or disaster losses.

Risk Radar

Scan points
  • 1A single typo on this sheet can cause the entire return to be rejected.
  • 2Incorrect Social Security numbers
  • 3Missing or mismatched dependent information
  • 4Failure to report all income sources
  • 5Wrong filing status selection

Plain English

Think of this form as a questionnaire that a volunteer tax preparer fills out with you. It records everything the IRS needs to know to build your 1040, from wages to credits, so the volunteer can file accurately.

Submission Date

  • Filing date: 2025-11-05 22:10:23
  • 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 taxfederalforeignincome

Hover a term to preview the meaning.

What this form is for

  • Use when you are a VITA/TCE volunteer preparing a free return for an eligible taxpayer.
  • Do not use for paid preparers or for filing directly without VITA/TCE assistance.
  • Check Form 13614-C if you need the version for self‑prepared returns.

Form selector

Use this form or another form?

Taxpayer has complex business income

Requires detailed profit‑loss statements

✓ Verify before using 13614‑UR

Schedule C

Taxpayer is non‑resident alien

Different filing status rules

✓ Use 13614‑UR only for resident returns

Form 1040‑NR

Deadline or filing window

The interview sheet must be completed before the volunteer files the return, which is typically by the IRS filing deadline (April 15 for most years). If an extension is filed for the return, the sheet should be finished before the extended due date.

  • —Adjusted Gross Income | Sum of wages, interest, dividends, etc. – above‑the‑line deductions | AGI | Verify all income sources are included

Checklist

What you need before filling it out

1

Social Security Number

SSN card or IRS notice · Taxpayer ID box

⚠ Transposition errors✕ High
2

W‑2 wages

W‑2 form · Income section

⚠ Forgetting to copy Box 1✕ Medium
3

Dependents

Birth certificates or SSN cards · Dependent section

⚠ Missing dependent SSN✕ High
4

Earned Income Credit

Earned Income Worksheet · Credit section

⚠ Miscalculating earned income✕ High
5

Bank account for direct deposit

Voided check or bank statement · Refund section

⚠ Wrong routing number✕ Medium
6

Disaster loss

IRS disaster loss worksheet · Adjustments section

⚠ Omitting loss amount✕ Medium

Before you submit

  1. 1All required fields filled in
  2. 2SSNs match supporting documents
  3. 3Filing status matches taxpayer situation
  4. 4All income sources listed
  5. 5Dependents entered with correct ages and SSNs
  6. 6Credits calculated per IRS worksheets
  7. 7Signature lines signed and dated
  8. 8Volunteer preparer initialed the review section
  9. 9Form edition matches tax year
  10. 10No stray marks or erasures
  11. 11Software validation passed
  12. 12Copy retained for the taxpayer’s records

How to file this form

  1. 1Collect all taxpayer documents (W‑2s, 1099s, ID).
  2. 2Complete Form 13614‑UR line‑by‑line with the taxpayer.
  3. 3Review the sheet for completeness and accuracy.
  4. 4Enter the data into the approved VITA/TCE software.
  5. 5Run the software’s error check; correct any flags.
  6. 6Print the final 1040 and attach any required schedules.
  7. 7E‑file the return or mail the paper return; retain the interview sheet.

Known limitations

  1. 1Form does not capture all specialty schedules (e.g., Form 8949 for capital gains).
  2. 2It assumes the taxpayer is a U.S. resident for tax purposes.
  3. 3No built‑in calculations; errors rely on volunteer review.
  4. 4Not accepted as a standalone filing document by the IRS.
  5. 5Version updates may lag behind IRS rule changes.

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-UR is a static interview worksheet; it does not change year‑to‑year except for minor layout updates. Verify you have the current edition before starting.

What changed or needs a fresh check

  • Edition date – confirm the form is the current tax year (e.g., 2024 edition).
  • Fee – no fee; the form is free for VITA/TCE programs.
  • Mailing address – not applicable; the sheet stays with the volunteer’s file.
  • Signature line – ensure taxpayer and preparer signatures are present.
  • Software version – match the form edition to the tax‑software release.

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Quick Facts

Volunteers at VITA/TCE sites fill it out for low‑ to moderate‑income taxpayers who qualify for free tax help.
It captures name, address, filing status, dependents, income sources, deductions, credits, and any special situations like foreign income or disaster losses.
The form is completed during the tax‑preparation interview, typically before the volunteer creates the 1040. It must be finished by the filing deadline (usually April 15).
The completed sheet stays with the volunteer’s paper file; it is not mailed to the IRS. The data is entered into tax‑software that generates the final return for e‑file or paper filing.
Errors on the interview sheet flow directly into the 1040, causing processing delays, penalties, or loss of credits. Accurate data prevents the IRS from flagging the return.
1. Gather personal ID, Social Security numbers, and W‑2/1099 documents. 2. Volunteer asks each question on the sheet and records answers. 3. Review the completed sheet for completeness and consistency. 4. Enter the data into the approved VITA/TCE software, which validates many fields before the return is filed.

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After you file

  1. 1Give the taxpayer a copy of the completed interview sheet.
  2. 2Provide the filed return and any acknowledgment receipt.
  3. 3Record the filing date and method in the volunteer log.
  4. 4Store the interview sheet securely for at least three years.
  5. 5Monitor for IRS notices and forward any correspondence to the taxpayer.
  6. 6Update the volunteer’s training notes if errors were found.
  7. 7Confirm the taxpayer’s refund or balance‑due status via IRS tools.

Sources

  • SRCIRS VITA/TCE program guidedescribes Form 13614‑UR purpose
  • SRCIRS Form 13614‑UR PDFshows fields and layout
  • SRCIRS Publication 596Earned Income Credit worksheet referenced in 13614‑UR
  • SRCIRS Publication 501filing status definitions
  • SRCIRS Publication 972Child Tax Credit age rules
  • SRCIRS e‑file guidelinesconfirm that 13614‑UR is not filed with the IRS
  • SRCIRS Disaster Relief guidelinesused for loss sections on 13614‑UR
  • SRCNot clearly stated in the provided official source

Common confusion points

Filing status vs. marital status

Taxpayers think married automatically means "Married Filing Jointly"

→ Verify chosen status matches IRS definitions

Dependent age cutoff for Child Tax Credit

Age 17 vs. 18 confusion

→ Check birthdate against tax year

Earned Income Credit eligibility

Income thresholds differ by filing status

→ Use the IRS EIC worksheet

Direct deposit routing vs. account number order

Numbers can be swapped

→ Double‑check with a voided check

Self‑employment income on 13614‑UR

Volunteers may think it belongs on the sheet

→ Use Schedule C instead

Disaster loss reporting

Taxpayers think any loss qualifies

→ Confirm IRS disaster declaration and worksheet

State tax information

Form 13614‑UR is federal only

→ Use separate state interview sheet

Workflow map

Related forms and next steps

6 signals

Before

Collect W‑2/1099 forms

Current

13614-UR

After

IRS Form 8879 (IRS e‑file Signature Authorization) for electronic filing

Often used with

IRS Form 1040 (main return)Schedule A (itemized deductions) if applicableSchedule C for self‑employment (separate from 13614‑UR)

⚠ If something goes wrong

  • IRS Notice CP01A (return rejected) – review 13614‑UR for data entry errors

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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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