Form 13614-C: IRS Tax Intake & Interview Sheet
The Form 13614-C is an Intake/Interview & Quality Review Sheet provided by the IRS. It is used for collecting necessary tax information from individuals and couples. Completing this form helps ensure accurate tax filing and compliance with IRS regulations.
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How do I fill this out?
To fill out the Form 13614-C, start by gathering your personal information, including Social Security numbers and identification. Follow the prompts and ensure all sections are completed accurately, especially financial details. If you have questions while filling out the form, consult an IRS certified volunteer preparer for assistance.

How to fill out the Form 13614-C: IRS Tax Intake & Interview Sheet?
1
Gather your personal and tax information.
2
Carefully read each section of the form.
3
Complete all required fields with accurate information.
4
Review the form for any errors or omissions.
5
Submit the form as instructed.
Who needs the Form 13614-C: IRS Tax Intake & Interview Sheet?
1
Taxpayers preparing their own returns for IRS compliance.
2
Individuals seeking assistance from IRS certified volunteers.
3
Couples filing jointly who need to organize shared tax information.
4
Clients of tax preparation services requiring detailed personal information.
5
Students applying for tax credits or educational deductions.
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What are the instructions for submitting this form?
To submit Form 13614-C, you can either hand it to your IRS certified volunteer preparer or send it to the appropriate IRS office. Ensure you have included all required information and documentation. For questions regarding submission, you can contact the IRS support desk at 1-800-829-1040 for further instructions.
What are the important dates for this form in 2024 and 2025?
The IRS Form 13614-C is typically used annually during tax season. Important dates for submitting tax returns for the 2024 tax year are generally April 15, 2025. Be sure to check the IRS website for any changes to deadlines or additional requirements.

What is the purpose of this form?
The purpose of Form 13614-C is to collect essential information from individuals and couples preparing their tax returns. It serves as an intake and interview sheet for IRS certified volunteers to assist taxpayers effectively. Completing this form ensures that the correct and necessary data is considered for accurate tax filings.

Tell me about this form and its components and fields line-by-line.

- 1. Personal Information: Includes first names, Social Security numbers, and contact details.
- 2. Marital Status: Captures marital status and household information.
- 3. Income: Details various sources of income including wages and self-employment.
- 4. Expenses: Lists eligible expenses that may be deducted from income.
- 5. Health Care: Gathers information about health insurance coverage.
What happens if I fail to submit this form?
Failing to submit Form 13614-C can result in delays in tax processing and potential inaccuracies in your return. It is important to complete and submit the form to ensure compliance with IRS regulations.
- Delays in Processing: Incomplete forms can lead to significant delays in your tax return processing.
- Inaccurate Information: Incorrect or missing information can result in errors on your tax return.
- Penalties: Failure to provide accurate data may lead to penalties from the IRS.
How do I know when to use this form?

- 1. Self-preparation: When preparing taxes on your own, this form helps in organizing necessary information.
- 2. Volunteer Assistance: If seeking help from IRS certified volunteers, this form provides essential information upfront.
- 3. Married Filing Jointly: Couples filing jointly should complete this form together for accurate representation of finances.
Frequently Asked Questions
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Can I fill out the form as a couple?
Yes, the form is designed for both individuals and couples filing jointly.
Who should I contact for help while filling out the form?
If you have questions, consult an IRS certified volunteer preparer for assistance.
What types of information do I need to gather?
You need personal information, tax documents, and identification to complete the form.
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Is the Form 13614-C useful for students?
Yes, students applying for tax credits or educational deductions should complete this form.
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