Personal and contact details
Name, visa and passport numbers, date of birth, phone and email, U.S. and foreign addresses, country of citizenship and passport country, and marital status.
13614-NR
Nonresident Alien Intake and Interview Sheet
Form 13614-NR is the Nonresident Alien Intake and Interview Sheet. Its privacy notice says the information is requested so the person may participate in the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) program, which provides IRS-certified volunteer income tax preparers to assist with basic income tax return preparation for qualified individuals.
The sheet asks about citizenship and residency, visa and immigration status, the primary activity of the visit, days present in the United States in 2024, 2025 and 2026, entry and departure dates, prior U.S. returns, tax treaty benefits, the academic institution attended, and income and expenses during 2026.
This edition is dated October 2026. You can fill it out free in your browser on this page and download the result without an account.
Name, visa and passport numbers, date of birth, phone and email, U.S. and foreign addresses, country of citizenship and passport country, and marital status.
Name, date of birth, relationship, months lived with you in the U.S. in 2026, and questions on residency, joint returns, support and gross income of $5,300 or more.
First entry date on a non-visitor visa, entry and current immigration status, visa changes, visa type held in 2020 to 2025, J-1 subtype and the primary activity of the visit.
Years present as a teacher, trainee or student, any such presence before 2020, days present in 2024, 2025 and 2026, and the dates entered and departed during 2026.
Earlier U.S. returns, green card applications, tax treaty claims with country, article, months claimed in prior years and exempt income, and foreign tax on that income.
School and program director contacts, direct deposit and payment choices, Yes or No questions on income and expenses during 2026, and Marketplace health coverage.
Enter your name, visa and passport numbers, date of birth and contact details, and answer whether you were a U.S. citizen or resident alien the entire year.
Check one entry and one current immigration status, give the date and nature of any change, and enter the type of U.S. visa held in each year from 2020 to 2025.
Enter the days present in the U.S. during 2024, 2025 and 2026, including vacations, nonworkdays and partial days as the form says, and list each 2026 entry and departure date.
If claiming the benefits of a U.S. income tax treaty, enter the country, treaty article, months claimed in prior tax years and the amount of exempt income in the current tax year.
Answer Yes or No for each type of income received and expense paid during 2026. The form asks for Form 1095-A if an Advanced Premium Tax Credit was received.
Enter the academic institution attended in 2026 and the name, phone and address of your academic or specialized program director.
You get the real form, filled in a browser tab, with nothing standing between you and the finished PDF.
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.
The form prints no deadline. Its questions refer to 2026.
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.
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 person seeking help at a VITA or TCE site answers the questions, and the sheet is used by the IRS-certified volunteer preparer.
No tool matches that search.
It is the intake and interview sheet for nonresident aliens in the IRS VITA and TCE program, where IRS-certified volunteers assist with basic income tax return preparation.
The form asks for days present including vacations, nonworkdays and partial days, for 2024, 2025 and 2026.
Yes. It asks whether you are claiming the benefits of a U.S. income tax treaty and, if so, for the country, treaty article, months claimed in prior years and exempt income.
The form says only if Yes is checked for U.S. national or resident of Canada, Mexico, South Korea or India.
The form says it is voluntary, but without the requested information the IRS volunteers may not be able to assist with preparing and filing the return.