13614-C

Intake/Interview and Quality Review Sheet

Agency
IRS
Revision
Rev. 10-2026
Fillable fields
297
Pages
6
Official source
IRS form page
Checked
October 21, 2026
Fill 13614-C online
Page 1 of form 13614-C

Form 13614-C: Intake/Interview and Quality Review Sheet

Form 13614-C is the Intake/Interview and Quality Review Sheet of the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) program. Its privacy notice says the program provides IRS-certified volunteer income tax preparers to assist with basic income tax return preparation for qualified individuals.

The taxpayer completes pages 1 to 4 and brings tax information such as Forms W-2, 1099, 1098 and 1095, Social Security cards or ITIN letters for everyone on the return, and picture ID. The columns marked "Must be completed by certified volunteer" are for the volunteer preparer. The form says providing the information is voluntary, but without it the volunteers may not be able to assist with preparing and filing the return.

This edition is dated October 2026 and its questions refer to 2026. The PDF also includes Form 15080, a consent to disclose tax return information to VITA/TCE sites. You can fill it out free in your browser on this page and download the result without an account.

What's on Form 13614-C

Page 1: you and your household

Names, dates of birth, job titles and contacts, status questions such as blind, disabled, on a visa, student, IP PIN and digital assets, refund and payment choices, marital status, and a table of household members.

Page 2: income

Checkboxes for wages, tips, retirement and disability payments, Social Security, unemployment, state refunds, interest and dividends, sales of stocks or real estate, alimony, rentals, gambling, self-employment and gig income.

Page 3: expenses and tax events

Itemized expenses such as mortgage interest, taxes, medical costs and charitable gifts, plus student loan interest, child care, retirement contributions, education, home sales, HSAs, Marketplace coverage, cancelled debt and IRS letters.

Page 4: optional information

Statistical questions on English ability, disability, veteran status and race or ethnicity. The form says these answers are not part of the tax return and are not transmitted to the IRS.

Page 5 and Form 15080

A page for additional notes, the privacy notice, and Form 15080, which asks for consent to Global Carry Forward of return data through TaxSlayer LLC.

How to fill out Form 13614-C

  1. 1

    Gather documents

    The form lists tax information such as Forms W-2, 1099, 1098 and 1095, Social Security cards or ITIN letters for all persons on the return, and picture ID for you and your spouse.

  2. 2

    Complete page 1

    Enter your and your spouse's details, answer the status questions, choose how to receive a refund or pay a balance, and give your marital status as of December 31, 2026.

  3. 3

    List household members

    Name everyone who lived with you last year, except your spouse, and anyone you supported who did not live with you, with date of birth, relationship and months lived in your home in 2026.

  4. 4

    Income and expenses

    On pages 2 and 3, check only the boxes that apply to you or your spouse. The columns on the right are marked for the certified volunteer.

  5. 5

    Optional page and consent

    Page 4 is optional. Form 15080 says you are not required to complete it to engage the tax return preparation services.

  6. 6

    Review with the volunteer

    The form says you are responsible for the information on your return, and to ask the IRS-certified volunteer preparer if you have questions.

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Where it goes, timing and consent

Where it goes

The sheet is used with the IRS-certified volunteer preparer at the VITA or TCE site. The form prints no IRS mailing address for it.

Deadline

The form prints no deadline. Its questions refer to 2026.

Voluntary

The form says providing the information is voluntary, but if it is not provided the IRS volunteers may not be able to assist with preparing and filing the return.

Report unethical behavior

The form says to report unethical behavior to the IRS by email at [email protected].

Global Carry Forward consent

If signed, Form 15080 lets TaxSlayer LLC make your return data available to any VITA/TCE site using TaxSlayer next filing season. The form says this consent is valid through October 30, 2028.

Related forms

Who fills out Form 13614-C?

  • Taxpayers getting VITA or TCE help

    The form says the information is requested so the taxpayer may participate in the VITA and TCE program. The taxpayer completes pages 1 to 4.

  • Spouses

    The sheet has spouse fields throughout, including name, date of birth, job title and contact number, and You or Spouse checkboxes on many questions.

  • IRS-certified volunteer preparers

    Columns marked "Must be completed by certified volunteer" record answers about each household member, the income documents to include and the expenses to report.

  • Who else may see it

    The privacy notice says the information may be disclosed to others who coordinate VITA/TCE staffing, outreach and related activities, and return information only as 26 U.S.C. section 6103 provides.

The taxpayer answers the questions, and an IRS-certified volunteer at a VITA or TCE site completes the volunteer columns.

Official sources and the blank

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Questions about Form 13614-C

Who fills out Form 13614-C?

The taxpayer completes pages 1 to 4. Columns marked "Must be completed by certified volunteer" are filled in by the IRS-certified volunteer preparer.

What should I bring with the form?

The form lists tax information such as Forms W-2, 1099, 1098 and 1095, Social Security cards or ITIN letters for everyone on the return, and picture ID for you and your spouse.

Do I have to answer page 4?

No. The form says the page 4 questions are for statistical purposes only, are not part of your tax return, are not transmitted to the IRS, and are not required.

Is my information kept private?

The privacy notice says the IRS may only disclose return information as provided by 26 U.S.C. section 6103, and that other records may go to people who coordinate VITA/TCE activities.

What is Form 15080 at the end of the PDF?

A consent to disclose return information for Global Carry Forward through TaxSlayer LLC. The form says it is optional and, if signed, valid through October 30, 2028.

How do I report unethical behavior by a volunteer?

The form gives the email address [email protected] for reporting unethical behavior to the IRS.