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Form 6729C: VITA/TCE Return Review Sheet
IRS Form 6729-C (VITA/TCE Return Review Sheet) is used to assess the accuracy of a tax return by comparing it against supporting documents. The form's revision date is October 2025.
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IRS Form 6729C - VITA/TCE Return Review Sheet
IRS Form 6729-C (VITA/TCE Return Review Sheet) is used to assess the accuracy of a tax return by comparing it against supporting documents. The form's revision date is October 2025.
Risk Radar
Scan points- 1Failure to enter a detailed comment for any underlined answer option on Form 6729-C.
- 2Not ensuring Form 13614-C is complete before beginning the review.
- 3Failing to enter a detailed comment for any underlined answer option on the form.
- 4Incorrectly selecting the required certification level in Question 2.
- 5Selecting 'Yes' for Q31 (Accurate) when errors are found outside tolerance.
Plain English
This form helps review staff check if a filed tax return is accurate. Reviewers compare the submitted paperwork, including the Intake/Interview sheet and all other documents, to ensure correctness before accepting the filing. This process uses specific questions to determine accuracy.
Submission Date
- Filing date: 2025-09-26 22:10:08
- 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 assessing the accuracy of a tax return by comparing Form 13614-C, the tax return itself, and all supporting documentation.
- Do not use this form when reviewing only one component of the return; it is used for comprehensive assessment across multiple areas.
- Check Form 13614-C instead when you need to assess intake/interview quality before starting the main review.
Form selector
Use this form or another form?
Taxpayer has itemized deductions
To verify if itemized deduction amounts are correct, check this schedule.
✓ Check Form 1040
Standard deduction is claimed
This line specifies the standard deduction amount being used on the return.
✓ Check Form 1040
Nonrefundable credits are involved
This schedule details various nonrefundable credit amounts claimed on the tax return.
✓ Check Form 1040
Other payments/credits are listed
Use this schedule to verify other payments or credits reported outside of standard lines.
✓ Check Form 1040
Deadline or filing window
The form does not list a specific filing deadline date. However, it governs the review conducted during a Field Site Visit (FSV). The measurement question used to determine if a return is accurate is Question 31.
Checklist
What you need before filling it out
Intake/Interview Completion
Form 13614-C (completed) · Form p.1, Question 1
Filing Status
Single, MFJ, MFS, HOH, QSS, Other · Form p.1, Question 7
Itemized Deductions
Schedule A (Form 1040) · Form p.2, Question 20
Tax Liability
Form 1040 (line 18) · Form p.2, Question 23
Nonrefundable Credits
Various credits listed · Form p.3, Question 26
Bank Info
Routing number, account number, account type · Form 1040 (lines 35b, 35c, 35d)
Before you submit
- 1Ensure Form 13614-C is complete before starting the review.
- 2Verify that all names on the return are correct (Question 4).
- 3Confirm the taxpayer’s address listed on the return is accurate (Question 5).
- 4Check that all SSN/ITINs reported on the return are correct (Question 6).
- 5Review Question 23 to confirm the tax calculated on Form 1040, line 18 is correct.
- 6Verify the bank routing number, account number, and account type listed on Form 1040 are accurate (Question 30).
- 7Ensure a detailed comment has been entered for every underlined answer option selected.
How to file this form
- 1Complete Form 13614-C before beginning the review process.
- 2Record the return review conducted during the Field Site Visit (FSV) in SPECforce as Return A.
- 3Assess each section (Income, Deductions, Credits, Payments) by comparing documents to Form 6729-C and enter detailed comments for all underlined answers.
- 4Determine if the return is accurate using Question 31 on Form 6729-C, then sign and date the form as proof of review.
Known limitations
- 1The form assesses accuracy by comparing Form 13614-C (Intake/Interview and Quality Review Sheet), the tax return, and all supporting documentation.
- 2If a field is not specifically covered in an answer option, the filer must enter a detailed comment for that underlined option.
- 3For questions regarding business income (Schedule 1, line 3), if 'Other N/A - Sch C not required and none prepared' is selected, it means Schedule C was not required but also not prepared.
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.
Almost done reviewing the fields?
Fillable formOpen in Editor->The current edition of IRS Form 6729-C is Revision 10-2025, dated October 2025. The source does not specify a separate page for the latest information but provides the revision date.
What changed or needs a fresh check
- Edition date — confirm the revision reads October 2025.
- Catalog Number — confirm the number is 43859X.
- Mailing address — Not stated in the official source.
- Signature — Confirm a review conducted by Tax Consultant A or B has been documented.
Quick Facts
Downloads
After you file
- 1Keep a copy of the completed IRS Form 6729-C (VITA/TCE Return Review Sheet).
- 2The review conducted during the Field Site Visit (FSV) is entered as Return A on this form.
- 3Guidance for completing the form can be found in Document 13341, Field, Remote and Return Review Resource Guide.
- 4The measurement question used to determine if a return is accurate is Question 31.
Sources
- SRCInstructions p.1 — Use this form to assess the accuracy of the return by comparing Form 13614-C, Intake/Interview and Quality Review Sheet, the tax return, and all supporting documentation.
- SRCInstructions p.1 — The measurement question for determining if a return is accurate is Question 31.
- SRCInstructions p.1 — For Question 11 (Income), selecting 'Yes' confirms Form W-2 and other income (Form 1040, lines 1a-i) are correct.
- SRCInstructions p.2 — For Question 12 (Income), selecting 'No - Dividend income is incorrect' specifically addresses dividend income on Form 1040 (lines 2b, 3a and 3b).
- SRCInstructions p.3 — For Question 24 (Tax and Credits), selecting 'Yes - CTC and/or Credit for Other Dependents correct' confirms the status of credits on Form 1040 (line 19).
- SRCInstructions p.3 — The form is identified as Form 6729-C (Rev. 10-2025) with Catalog Number 43859X.
- SRCInstructions p.3 — Question 30 verifies the bank routing number, account number and account type listed on Form 1040 (lines 35b, 35c and 35d).
Common confusion points
What does 'Return A' mean?
It refers to the return review conducted during the Field Site Visit (FSV) and must be entered in SPECforce.
→ Ensure you designate your FSV review as Return A.
When should I use the 'Other N/A' option for dependents?
Use it when the taxpayer is not eligible to claim dependents, and none were claimed.
→ Check if eligibility criteria have been met before selecting this option.
If Question 12 says 'No - Dividend income is incorrect', what does that mean?
It means specifically that the reported dividend income on Form 1040 (lines 2b, 3a and 3b) is wrong.
→ Verify the specific line item for dividend income before selecting this option.
What if I select 'No' for Question 19 regarding the standard deduction?
You must specify *why* it is incorrect using one of the following options (e.g., Error in filing status, Should have itemized and did not).
→ Do not just mark 'No'; always select a reason.
If Question 23 says 'Yes - Tax is correct', what does that imply?
It confirms that all calculations leading to the final tax amount on Form 1040 (line 18) are accurate.
→ This is the positive confirmation for the overall tax calculation.
What should I do if Question 31 results in 'Yes - Error(s) found but within tolerance level'?
The return was deemed accurate, but minor errors were present that fall within an acceptable range.
→ Note this specific selection as it indicates a near-perfect review.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Document 13341 (Field, Remote and Return Review Resource Guide) — This guide provides instructions and context for completing Form 6729-C.
Questions about IRS Form 6729C
What is IRS Form 6729C used for?
This form helps review staff check if a filed tax return is accurate. Reviewers compare the submitted paperwork, including the Intake/Interview sheet and all other documents, to ensure correctness before accepting the filing. This process uses specific questions to determine accuracy.
Who must file IRS Form 6729C?
Tax consultants conduct this review using Form 6729-C. The form itself is used when assessing a return prepared by a tax preparer.
What information does IRS Form 6729C require?
The form collects data on various aspects of the return, including filing status (e.g., Single, MFJ), whether names and addresses are correct, and the accuracy of income items like W-2 earnings or capital gains.
Where do I file IRS Form 6729C?
The review process itself is conducted using this form. The instructions note that the return review conducted during an FSV should be entered into SPECforce.
How do I complete IRS Form 6729C?
First, the reviewer ensures Form 13614-C is complete before starting the review. The reviewer then answers questions across various sections (e.g., Income Comments 12-18), providing detailed comments for each selected option. Finally, the accuracy determination is made using Question 31.
What happens if IRS Form 6729C is filed incorrectly?
If errors are found, they may or may not fall within tolerance level based on Question 31. A detailed comment must be entered for all underlined answer options to document findings.
What does 'Return A' mean?
It refers to the return review conducted during the Field Site Visit (FSV) and must be entered in SPECforce. Ensure you designate your FSV review as Return A.
When should I use the 'Other N/A' option for dependents?
Use it when the taxpayer is not eligible to claim dependents, and none were claimed. Check if eligibility criteria have been met before selecting this option.
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