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Form 13614C: Intake/Interview and Quality Review Sheet
IRS Form 13614-C is the Intake/Interview and Quality Review Sheet used by taxpayers to provide necessary information to IRS volunteers for tax preparation. The form notes that consent for data disclosure is valid through November 30, 2027.
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IRS Form 13614C - Intake/Interview and Quality Review Sheet
IRS Form 13614-C is the Intake/Interview and Quality Review Sheet used by taxpayers to provide necessary information to IRS volunteers for tax preparation. The form notes that consent for data disclosure is valid through November 30, 2027.
Risk Radar
Scan points- 1Failing to provide complete and accurate information on Form 13614-C means volunteers may not assist with filing.
- 2Failing to provide complete and accurate information on Form 13614-C
- 3Not providing Social Security cards or ITIN letters for all persons on the return
- 4Omitting Picture ID (like a driver's license) for yourself or spouse
- 5Not specifying the duration of consent when signing the form
Plain English
This form allows you to give the Internal Revenue Service (IRS) volunteers all the details needed to prepare and file your taxes correctly. By completing it, you confirm your information and agree to how the IRS can use your tax data for future assistance. This helps ensure high-quality service when filing with an IRS-certified volunteer.
Submission Date
- Filing date: 2025-10-02 22:10:22
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when you are providing intake and interview information to IRS volunteers for tax preparation purposes.
- Do not use this form when you are filing a tax return without engaging an IRS volunteer, as it is primarily an informational sheet.
- Check Form 5695 instead when reporting the energy-efficient home improvement credit.
Form selector
Use this form or another form?
You received income from renting out property
To detail rental earnings, use this form.
✓ Check before you continue
Not stated in the official source
You are filing as married but lived apart for part of the year
This allows documentation of separation status on Form 13614C.
✓ Check before you continue
Not stated in the official source
You had a health savings account (HSA) and need to report its activity
Use this form to list HSA contributions and distributions for review.
✓ Check before you continue
Not stated in the official source
Deadline or filing window
The consent provided on Form 13614-C is valid for the duration specified by the taxpayer. If no duration is specified, the consent remains valid for one year from the date of signature. The Global Carry Forward consent is specifically valid through November 30, 2027.
Checklist
What you need before filling it out
Mailing address
Your mailing address/Apt #/City/State/ZIP code · Page 1
Marital Status (as of 12/31/2025)
Select from options like 'Never Married' or 'Married' · Page 1
Refund Preference
Choose between Direct deposit, Check by mail, Split refund between accounts, or Other · Page 1
Wages/Income (Page 2)
Enter specific amounts for wages, tips, retirement proceeds, etc. · Page 2
Education Credits (Page 3)
Input values for Child and dependent care credit or Educator expenses deduction. · Page 3
Consent Signature Date
The date you sign on Page 6 · Page 6
Before you submit
- 1Verify that your telephone number and spouse's telephone number are entered on Page 1.
- 2Confirm the box indicating if you or your spouse were in the U.S. is checked on Page 1.
- 3Check the boxes for all applicable statuses (e.g., 'U.S. citizen', 'full-time student') on Page 1.
- 4Ensure that for any income reported on Page 2, you have indicated if a loss was reported previously.
- 5Review Page 3 to confirm whether or not an adjustment to income occurred.
- 6Confirm the required fields are completed for all listed individuals who lived with or were supported by you (Page 1).
- 7Verify that both primary and secondary taxpayers provide their printed name and signature on Page 6.
How to file this form
- 1Complete all personal information, including mailing address, phone numbers, and status checks, on Page 1.
- 2Document all income sources (wages, investments, benefits) and related details across Pages 2 and 3.
- 3Indicate any specific adjustments to income or qualifying events (like taking educational classes) on Page 3.
- 4Sign the consent section on Page 6 after ensuring all information is accurate.
Known limitations
- 1The consent for data disclosure is valid through November 30, 2027, unless the taxpayer specifies a different duration.
- 2If a taxpayer wishes to limit the scope of the disclosure further than what is presented on Form 13614-C, they must deny consent.
- 3The Global Carry Forward feature only assists if the taxpayer visits a different VITA or TCE partner next year that uses TaxSlayer.
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->The current revision date for IRS Form 13614C is 10/25. The source does not point to a separate page listing the latest information, but it provides specific details from pages 1 through 6.
What changed or needs a fresh check
- Edition date — confirm it reads 10/25.
- Mailing address — confirm your mailing address is entered correctly on Page 1.
- Signature — ensure both the primary and secondary taxpayer sign (if applicable) on Page 6.
- Marital Status — confirm the marital status as of December 31, 2025, is listed on Page 1.
Quick Facts
Downloads
After you file
- 1Keep a copy of the completed Form 13614-C.
- 2If you have questions, ask the IRS-certified volunteer preparer.
- 3If reporting unethical behavior to the Internal Revenue Service, email [email protected].
- 4The information provided is voluntary; if not provided, IRS volunteers may not be able to assist with filing your tax return.
Sources
- SRCForm 13614-C (October 2025) is titled Intake/Interview and Quality Review Sheet on page 1.
- SRCRequired items include Tax Information, Social Security cards or ITIN letters, and Picture ID for you and spouse on page 1.
- SRCExpenses to report listed on page 3 include Student loan interest (B), Child and dependent care (B/A), IRA (Basic if a Roth IRA or 401K) (B), etc.
- SRCThe IRS authority to collect this information is cited as 5 U.S.C. section 301 and 26 U.S.C. section 7801 on page 4.
- SRCIf consent duration is not specified, it is valid for one year from the date of signature (page 6).
- SRCThe tax return information disclosed includes name, address, DOB, SSN, filing status, and income sources (page 6).
Common confusion points
What specific documents must I bring when filling out Form 13614-C?
The form requires Tax Information (like W-2s or 1099s), Social Security cards/ITIN letters for everyone, and Picture ID for yourself and your spouse.
→ Check the list of required items on page 1.
If I don't specify a duration for my consent, how long is it valid?
If no duration is specified, the consent is valid for one year from the date of signature.
→ Review the terms section on page 6.
What information does the Global Carry Forward allow to be disclosed?
It allows demographic, financial, and other personally identifiable information about you, your return, and your income sources (including name, address, DOB, SSN, filing status, occupation, employer info, etc.).
→ See the disclosure details on page 6.
Does this form cover child support or just alimony?
The section for Alimony payments specifically instructs not to include child support.
→ Check the 'Expenses to report' list on page 3.
What is the OMB Control Number for Form 13614-C?
The OMB Control Number is 1545-1964.
→ Verify this number on page 4 of the form.
If I have questions about my tax return, who should answer them?
Questions should be asked to the IRS-certified volunteer preparer.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- The taxpayer can request a signed copy of Form 13614-C.
Questions about IRS Form 13614C
What is IRS Form 13614C used for?
This form allows you to give the Internal Revenue Service (IRS) volunteers all the details needed to prepare and file your taxes correctly. By completing it, you confirm your information and agree to how the IRS can use your tax data for future assistance. This helps ensure high-quality service when filing with an IRS-certified volunteer.
Who must file IRS Form 13614C?
Taxpayers must complete Form 13614-C; specifically, the form requires personal identification from you and your spouse if applicable.
What information does IRS Form 13614C require?
The form collects personal data (like name, address, SSN) and financial details. Specific information to report includes items such as Taxable scholarship income (1098-T), HSA contributions/distributions (A), and Disaster relief impacts return (B).
Where do I file IRS Form 13614C?
The form should be provided to an IRS-certified volunteer preparer. If writing comments about the study, they go to the Internal Revenue Service, Tax Products Coordinating Committee, SE:TS:CAR:MP:T:T:SP, 1111 Constitution Ave. NW, Washington, DC 20224.
How do I complete IRS Form 13614C?
The filer must first complete personal details (Name, DOB, Job Title) and then list specific information to report. Finally, consent is given by signing the form, specifying a duration or accepting the default one-year validity.
What happens if IRS Form 13614C is filed incorrectly?
If a taxpayer does not provide the requested information on Form 13614-C, IRS volunteers may not be able to assist them with preparing and filing their tax return.
What specific documents must I bring when filling out Form 13614-C?
The form requires Tax Information (like W-2s or 1099s), Social Security cards/ITIN letters for everyone, and Picture ID for yourself and your spouse. Check the list of required items on page 1.
If I don't specify a duration for my consent, how long is it valid?
If no duration is specified, the consent is valid for one year from the date of signature. Review the terms section on page 6.
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