13614-C

Intake/Interview and Quality Review Sheet (Chinese-Traditional Version)

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 (zh-t) in Traditional Chinese: Intake/Interview and Quality Review Sheet

Form 13614-C (zh-t) is the Traditional Chinese version of Form 13614-C, Intake/Interview and Quality Review Sheet. The IRS wrote this PDF in Traditional Chinese for taxpayers who read Chinese and are preparing a return with a Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) volunteer. The English edition is Form 13614-C, and a Simplified Chinese edition, Form 13614-C (zh-s), also exists. This page explains the Traditional Chinese edition in English.

The edition is dated October 2026 and asks about 2026. Its first page asks the taxpayer to fill in pages 1 to 4 and to have tax information such as Forms W-2, 1099, 1098 and 1095, Social Security cards or ITIN letters for everyone on the return, and photo ID such as a valid driver's license for the taxpayer and spouse. Columns marked for the certified volunteer are completed by the IRS-certified volunteer preparer. The last page of the PDF is Form 15080 (zh-t), a consent to share return data with VITA/TCE sites.

The PDF can be filled out free in the browser on this page and downloaded without an account.

What's on Form 13614-C (zh-t)

Page 1: personal details

Names, dates of birth, job titles, mailing address, best contact phones and optional email; whether the taxpayer lived in two or more states in 2026; whether someone else can claim the taxpayer or spouse; and checks for citizenship, visa, student, blindness, disability, IP PIN and digital assets.

Page 1: refund, payment and marital status

Refund by direct deposit or split among accounts, payment from a bank account, written IRS communication in a language other than English, the $3 Presidential Election Campaign Fund, and marital status as of December 31, 2026.

Page 2: income

Money received in 2026 from wages and the number of jobs, tips, retirement, disability, Social Security, unemployment, tax refunds, interest and dividends, asset sales, alimony, rentals, gambling, contract or self-employment work and gig income. The volunteer column also notes qualified overtime pay.

Page 3: expenses and events

Itemized expenses, student loan interest, child and dependent care, retirement contributions, educator supplies and alimony, plus events such as education, a home sale, an HSA, Marketplace insurance, a new car with Form 1098-VLI, cancelled debt and estimated tax payments.

Page 4: optional questions

Questions on English ability, disability, veteran status and race or ethnicity that the form says are for statistics only and are not sent to the IRS with the return. A missing children notice from the National Center for Missing and Exploited Children gives 800-843-5678.

Page 5 and Form 15080 (zh-t)

Page 5 holds additional notes and the Privacy Act and Paperwork Reduction Act notice. Form 15080 (zh-t) is the consent to Global Carry Forward of return data through TaxSlayer LLC.

How to fill out Form 13614-C (zh-t)

  1. 1

    Bring the listed documents

    Tax information such as Forms W-2, 1099, 1098 and 1095, Social Security cards or ITIN letters for everyone on the return, and photo ID for the taxpayer and spouse.

  2. 2

    Fill in page 1

    Enter the personal details, answer the status questions, pick a refund or payment choice and mark the marital status as of December 31, 2026.

  3. 3

    Complete the household table

    Give each person's name, date of birth, relationship, months lived in the home in 2026 and single or married status as of December 31, 2026, then yes or no for citizenship, residency, student, disability and IP PIN.

  4. 4

    Check income and expenses

    On pages 2 and 3, the form says to answer the questions on the left side and check only the boxes that apply to the taxpayer and spouse. The volunteer completes the columns beside them.

  5. 5

    Optional page and review

    Page 4 is optional. The form says the taxpayer is responsible for the information on the return and to ask the IRS-certified volunteer preparer any questions.

Why fill Form 13614-C on indox

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Where it goes, consent and contacts

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.

Voluntary

The form says providing the information is voluntary, but if it is not provided the IRS volunteers may not be able to help prepare the return.

Global Carry Forward consent

Form 15080 (zh-t) says it is not needed to use the tax preparation services, that the consent is valid through October 30, 2028, and that the taxpayer has the right to a signed copy.

Report unethical behavior

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

Misuse of return information

Form 15080 (zh-t) gives 1-800-366-4484 and names the Treasury Inspector General for Tax Administration (TIGTA).

Who fills out Form 13614-C (zh-t)?

  • Taxpayers at a VITA or TCE site

    The privacy notice says the information is requested so the taxpayer can take part in the IRS VITA and TCE programs, which provide certified volunteers to help qualified individuals prepare basic income tax returns.

  • Spouses

    Spouse fields cover first name, middle initial, last name, date of birth, job title and best contact phone, and many status questions have a box for the spouse.

  • The certified volunteer

    Columns marked to be completed by the certified volunteer record the support and dependency answers for each household member, the income to include and the expenses to report.

  • People in the household

    The household table lists everyone who lived with the taxpayer last year, except the spouse, and anyone the taxpayer supported who did not live with them.

The taxpayer answers the questions in Traditional Chinese, and the IRS-certified volunteer preparer at the VITA or TCE site completes the columns marked for the volunteer.

Official sources and the blank

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Questions about Form 13614-C

What language is Form 13614-C (zh-t) in?

Traditional Chinese. It is the IRS Traditional Chinese edition of Form 13614-C, dated October 2026. The English edition is Form 13614-C.

How is it different from Form 13614-C (zh-s)?

Form 13614-C (zh-s) is the Simplified Chinese edition of the same intake sheet. This PDF is written in Traditional Chinese characters.

Who completes the volunteer columns?

The IRS-certified volunteer preparer at the VITA or TCE site. The taxpayer completes pages 1 to 4.

Do the page 4 questions have to be answered?

No. The form says they are for statistical purposes only, are not part of the tax return, are not sent to the IRS with it, and are not required.

What is Form 15080 (zh-t) in the PDF?

An optional consent that lets TaxSlayer LLC make the return data available to any VITA/TCE site using TaxSlayer next year. The form says it is valid through October 30, 2028.