Blank IRS 13614-C Template

The IRS 13614-C form is a crucial document designed to assist taxpayers in organizing their financial information for accurate tax filing. This form facilitates a streamlined approach to gathering the necessary details, making the tax preparation process more efficient. Ensuring you complete this form correctly can help maximize your deductions and credits.

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Article Guide

When it's time to file your taxes, understanding the paperwork can feel overwhelming. One of the key documents you might encounter is the IRS Form 13614-C, also known as the Intake/Interview Sheet. This form plays a crucial role in the tax preparation process, as it helps tax preparers gather necessary information from taxpayers. It encompasses a wide range of topics, including personal details, income sources, and potential deductions or credits. By filling out this form, taxpayers can ensure that all pertinent financial information is collected, streamlining the preparation of their tax returns. The intake process not only aids in accurate reporting but also helps identify specific tax situations that may benefit from personalized assistance or tax-saving opportunities. Understanding and completing Form 13614-C is not just a task; it’s an important step toward achieving a smooth and efficient tax filing experience.

Form Sample

Form 13614-C

(October 2020)

Department of the Treasury - Internal Revenue Service

Intake/Interview & Quality Review Sheet

OMB Number

1545-1964

You will need:

•Tax Information such as Forms W-2, 1099, 1098, 1095.

•Social security cards or ITIN letters for all persons on your tax return.

•Picture ID (such as valid driver's license) for you and your spouse.

•Please complete pages 1-4 of this form.

•You are responsible for the information on your return. Please provide complete and accurate information.

•If you have questions, please ask the IRS-certified volunteer preparer.

Volunteers are trained to provide high quality service and uphold the highest ethical standards.

To report unethical behavior to the IRS, email us at [email protected]

Part I – Your Personal Information (If you are filing a joint return, enter your names in the same order as last year’s return)

Your first name

M.I.

Last name

Daytime telephone number

Are you a U.S. citizen?

Yes

Your spouse’s first name

M.I.

Last name

Daytime telephone number

Is your spouse a U.S. citizen?

Yes

Mailing address

Apt #

City

State

ZIP code

Your Date of Birth

5. Your job title

6. Last year,

were you:

a. Full-time student

Yes

b. Totally and permanently disabled

Yes

c. Legally blind

Yes

Your spouse’s Date of Birth

8. Your spouse’s job title

9. Last year, was your spouse:

a. Full-time student

Yes

b. Totally and permanently disabled

Yes

c. Legally blind

Yes

10. Can anyone claim you or your spouse as a dependent?

Yes

Unsure

11. Have you, your spouse, or dependents been a victim of tax related identity theft or been issued an Identity Protection PIN?

Yes

Part II – Marital Status and Household Information

1.As of December 31, 2020, what was your marital status?

Never Married Married

Divorced

Legally Separated

Widowed

(This includes registered domestic partnerships, civil unions, or other formal relationships under state law)

a. If Yes, Did you get married in 2020?	Yes	No
b. Did you live with your spouse during any part of the last six months of 2020?	Yes	No
Date of final decree
Date of separate maintenance decree
Date of separate maintenance decree
Year of spouse’s death
Year of spouse’s death

2. List the names below of:

If additional space is needed check here

and list on page 3

• everyone who lived with you last year (other than your spouse)

• anyone you supported but did not live with you last year

To be completed by a Certified Volunteer Preparer

Name (first, last) Do not enter your

Date of Birth

Relationship

Number of

Resident

Single or

Full-time

Totally and

Is this

Did this

Did the

name or spouse’s name below

(mm/dd/yy)

to you (for

months

Citizen

of US,

Married as

Student

Permanently

person a

person

taxpayer(s)

example:

lived in

(yes/no)

Canada,

of 12/31/20

last year

Disabled

qualifying

provide

have less

provide more

pay more than

son,

your home

or Mexico

(S/M)

(yes/no)

child/relative

more than

than $4,300

than 50% of

half the cost of

daughter,

last year

of any other

50% of his/

of income?

support for

maintaining a

parent,

(yes/no)

person?

her own

(yes,no,n/a)

this person?

home for this

(a)

(b)

none, etc)

(d)

(e)

(f)

(h)

(i)

(yes/no)

support?

(yes/no/n/a)

person?

(c)

(g)

(yes,no,n/a)

(yes/no)

Catalog Number 52121E

www.irs.gov

Form 13614-C (Rev. 10-2020)

Page 2

Check appropriate box for each question in each section

Yes No Unsure Part III – Income – Last Year, Did You (or Your Spouse) Receive

1.(B) Wages or Salary? (Form W-2) If yes, how many jobs did you have last year?

2.(A) Tip Income?

3.(B) Scholarships? (Forms W-2, 1098-T)

4.(B) Interest/Dividends from: checking/savings accounts, bonds, CDs, brokerage? (Forms 1099-INT, 1099-DIV)

5.(B) Refund of state/local income taxes? (Form 1099-G)

6.(B) Alimony income or separate maintenance payments?

7.(A) Self-Employment income? (Form 1099-MISC, 1099-NEC, cash, virtual currency, or other property or services)

8.(A) Cash/check/virtual currency payments, or other property or services for any work performed not reported on Forms W-2 or 1099?

9.(A) Income (or loss) from the sale or exchange of Stocks, Bonds, Virtual Currency or Real Estate? (including your home) (Forms 1099-S,1099-B)

10. (B) Disability income? (such as payments from insurance, or workers compensation) (Forms 1099-R, W-2)

11. (A) Retirement income or payments from Pensions. Annuities, and or IRA? (Form 1099-R)

12. (B) Unemployment Compensation? (Form 1099G)

13. (B) Social Security or Railroad Retirement Benefits? (Forms SSA-1099, RRB-1099)

14. (M) Income (or loss) from Rental Property?

15.(B) Other income? (gambling, lottery, prizes, awards, jury duty, virtual currency, Sch K-1, royalties, foreign income, other property or services, etc.) Specify

Yes No Unsure Part IV – Expenses – Last Year, Did You (or Your Spouse) Pay


1.	(B) Alimony or separate maintenance payments?		If yes, do you have the recipient’s SSN?		Yes	No
2.	Contributions to a retirement account?		IRA (A)	401K (B)	Roth IRA (B)		Other
3.	(B) College or post secondary educational expenses for yourself, spouse or dependents? (Form 1098-T)
4.	Any of the following?	(A) Medical & Dental (including insurance premiums)			(A) Mortgage Interest (Form 1098)
		(A) Taxes (State, Real Estate, Personal Property, Sales)			(B) Charitable Contributions

5.(B) Child or dependent care expenses such as daycare?

6.(B) For supplies used as an eligible educator such as a teacher, teacher’s aide, counselor, etc.?

7.(A) Expenses related to self-employment income or any other income you received?

8.(B) Student loan interest? (Form 1098-E)

Yes No Unsure Part V – Life Events – Last Year, Did You (or Your Spouse)

1.(A) Have a Health Savings Account? (Forms 5498-SA, 1099-SA, W-2 with code W in box 12)

2.(A) Have credit card or mortgage debt cancelled/forgiven by a lender or have a home foreclosure? (Forms 1099-C, 1099-A)

3.(A) Adopt a child?

4.(B) Have Earned Income Credit, Child Tax Credit or American Opportunity Credit disallowed in a prior year? If yes, for which tax year?

5.(A) Purchase and install energy-efficient home items? (such as windows, furnace, insulation, etc.)

6.(A) Receive the First Time Homebuyers Credit in 2008?

7.(B) Make estimated tax payments or apply last year’s refund to this year’s tax? If so how much?

8.(A) File a federal return last year containing a “capital loss carryover” on Form 1040 Schedule D?

9.(A) Have health coverage through the Marketplace (Exchange)? [Provide Form 1095-A]

10. (B) Receive an Economic Impact Payment (stimulus) in 2020?

Catalog Number 52121E

www.irs.gov

Form 13614-C (Rev. 10-2020)

Page 3

Additional Information and Questions Related to the Preparation of Your Return

1.Provide an email address (optional) (this email address will not be used for contacts from the Internal Revenue Service)

2.Presidential Election Campaign Fund (If you check a box, your tax or refund will not change)

	Check here if you, or your spouse if filing jointly, want $3 to go to this fund			You		Spouse
3.	If you are due a refund, would you like:	a. Direct deposit		b. To purchase U.S. Savings Bonds			c. To split your refund between different accounts
		Yes	No	Yes		No	Yes	No
4.	If you have a balance due, would you like to make a payment directly from your bank account?					Yes	No
5.	Did you live in an area that was declared a Federal disaster area?		Yes	No	If yes, where?
6.	Did you, or your spouse if filing jointly, receive a letter from the IRS?			Yes		No

Many free tax preparation sites operate by receiving grant money or other federal financial assistance. The data from the following questions may be used by this site to apply for these grants or to support continued receipt of financial funding . Your answer will be used only for statistical purposes. These questions are optional.

7.	Would you say you can carry on a conversation in English, both understanding & speaking?		Very well	Well	Not well	Not at all	Prefer not to answer
8.	Would you say you can read a newspaper or book in English?	Very well	Well	Not well	Not at all		Prefer not to answer
9.	Do you or any member of your household have a disability?	Yes	No	Prefer not to answer

10.	Are you or your spouse a Veteran from the U.S. Armed Forces?				Yes	No	Prefer not to answer
11.	Your race?
	American Indian or Alaska Native	Asian	Black or African American		Native Hawaiian or other Pacific Islander			White	Prefer not to answer
12.	Your spouse’s race?
	American Indian or Alaska Native	Asian	Black or African American		Native Hawaiian or other Pacific Islander			White	Prefer not to answer
	No spouse
13.	Your ethnicity?	Hispanic or Latino		Not Hispanic or Latino		Prefer not to answer
14.	Your spouse’s ethnicity?	Hispanic or Latino		Not Hispanic or Latino		Prefer not to answer		No spouse

Additional comments

Privacy Act and Paperwork Reduction Act Notice

The Privacy Act of 1974 requires that when we ask for information we tell you our legal right to ask for the information, why we are asking for it, and how it will be used. We must also tell you what could happen if we do not receive it, and whether your response is voluntary, required to obtain a benefit, or mandatory. Our legal right to ask for information is 5 U.S.C. 301. We are asking for this information to assist us in contacting you relative to your interest and/or participation in the IRS volunteer income tax preparation and outreach programs. The information you provide may be furnished to others who coordinate activities and staffing at volunteer return preparation sites or outreach activities. The information may also be used to establish effective controls, send correspondence and recognize volunteers. Your response is voluntary. However, if you do not provide the requested information, the IRS may not be able to use your assistance in these programs. The Paperwork Reduction Act requires that the IRS display an OMB control number on all public information requests. The OMB Control Number for this study is 1545-1964. Also, if you have any comments regarding the time estimates associated with this study or suggestion on making this process simpler, please write to the Internal Revenue Service, Tax Products Coordinating Committee, SE:W:CAR:MP:T:T:SP, 1111 Constitution Ave. NW, Washington, DC 20224

Catalog Number 52121E

www.irs.gov

Form 13614-C (Rev. 10-2020)

Form 15080 (EN-SP)

(July 2020)

Department of the Treasury - Internal Revenue Service

Consent to Disclose Tax Return Information to

VITA/TCE Tax Preparation Sites

Federal Disclosure:

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

Terms:

Global Carry Forward of data allows TaxSlayer LLC, the provider of the VITA/TCE tax software, to make your tax return information available to ANY volunteer site participating in the IRS's VITA/TCE program that you select to prepare a tax return in the next filing season. This means you will be able to visit any volunteer site using TaxSlayer next year and have your tax return populate with your current year data, regardless of where you filed your tax return this year. This consent is valid through November 12, 2022.

The tax return information that will be disclosed includes, but is not limited to, demographic, financial and other personally identifiable information, about you, your tax return and your sources of income, which was input into the tax preparation software for the purpose of preparing your tax return. This information includes your name, address, date of birth, phone number, SSN, filing status, occupation, employer's name and address, and the amounts and sources of income, deductions and credits that were claimed on, or contained within, your tax return. The tax return information that will be disclosed also includes the name, SSN, date of birth, and relationship of any dependents that were claimed on your tax return.

You do not need to provide consent for the VITA/TCE partner preparing your tax return this year. Global Carry Forward will assist you only if you visit a different VITA or TCE partner next year that uses TaxSlayer.

Limitation on the Duration of Consent: I/we, the taxpayer, do not wish to limit the duration of the consent of the disclosure of tax return information to a date earlier than presented above (November 12, 2022). If I/we wish to limit the duration of the consent of the disclosure to an earlier date, I/we will deny consent.

Limitation on the Scope of Disclosure: I/we, the taxpayer, do not wish to limit the scope of the disclosure of tax return information further than presented above. If I/we wish to limit the scope of the disclosure of tax return information further than presented above, I/we will deny consent.

Consent:

I/we, the taxpayer, have read the above information.

I/we hereby consent to the disclosure of tax return information described in the Global Carry Forward terms above and allow the tax return preparer to enter a PIN in the tax preparation software on my behalf to verify that I/we consent to the terms of this disclosure.

Primary taxpayer printed name and signature

Date

Secondary taxpayer printed name and signature

Date

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at [email protected].

Catalog Number 71414A

www.irs.gov

Form 15080 (EN-SP) (Rev. 7-2020)

⇩ PDF

Document Specifications

Fact Name	Details
Purpose	The IRS 13614-C form is used to collect information from taxpayers seeking assistance with their tax returns, particularly for those using VITA (Volunteer Income Tax Assistance) services.
Eligibility	This form is typically completed by low-to-moderate income taxpayers who need help filing their federal income tax returns.
Information Collection	It gathers essential information including personal details, income sources, and potential deductions. This helps volunteers provide accurate advice.
Preparation	Taxpayers fill out the form before meeting with a VITA volunteer, which makes the process smoother and more efficient.
Confidentiality	All information provided on the IRS 13614-C form is confidential. Volunteers are trained to protect taxpayer privacy.
Submission	The completed form is not submitted to the IRS by the taxpayer. It is used only for the service provided by VITA volunteers.
Version	Versions of the form may be updated annually to reflect changes in tax laws and filing requirements.
Accessibility	The IRS 13614-C form is available both online and in print, ensuring easy access for those seeking assistance.
Governing Laws	The IRS 13614-C form is governed by the Internal Revenue Code. Specific regulations or requirements may vary by state.
Additional Resources	Taxpayers can find more information about the form and its use through the IRS website, including FAQs and resources for assistance.

Steps to Filling Out IRS 13614-C

The IRS 13614-C form is an important document used during the tax preparation process. Having it filled out accurately can ensure that all necessary information is collected to complete your tax return. Follow these steps to fill out the form completely and correctly.

Gather necessary documents: Collect all relevant tax documents such as W-2s, 1099s, and any other income statements. Make sure to also have information related to your dependents, if applicable.
Provide personal information: Fill in your name, address, and Social Security number. If you are filing jointly, include your spouse's information as well.
Complete the income section: Report all sources of income. This may include wages, self-employment income, and any investment income.
List adjustments to income: Include any applicable adjustments such as retirement plan contributions or student loan interest that may affect your taxable income.
Detail deductions: Indicate if you plan to take the standard deduction or itemize your deductions. Gather information about potential deductions such as mortgage interest or charitable contributions if itemizing.
Provide dependency information: If applicable, list any dependents you claim. Include their names, Social Security numbers, and the relationship to you.
Complete additional sections: Address any relevant items in sections concerning tax credits, health care coverage, and other specific inquiries that may apply to your situation.
Review the form: Double-check all completed sections for errors or missing information. Make sure that names, dates, and figures are accurate.
Sign and date: Finally, ensure the form is signed and dated appropriately. If filing jointly, both spouses need to sign.

More About IRS 13614-C

What is the IRS Form 13614-C?

IRS Form 13614-C, also known as the "Intake/Interview & Quality Review Sheet," is used by taxpayers to provide information to tax preparers during the tax filing process. This form helps ensure that your tax return is accurate and complete by gathering essential details about your financial situation, income, expenses, and eligibility for deductions or credits.

Who should use Form 13614-C?

This form is primarily for individuals seeking assistance in preparing their taxes, especially through Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) programs. However, anyone preparing their taxes or seeking assistance may find this form helpful to organize necessary information in one place.

How do I fill out Form 13614-C?

Form 13614-C is straightforward to complete. It consists of several sections where you provide details about your personal information, income sources, and any potential deductions or credits. Take your time to fill out each section accurately. If you have questions, it's always wise to ask a tax preparer for help.

Is Form 13614-C required to file my taxes?

No, completing Form 13614-C is not a requirement for filing your taxes. However, it serves as a valuable tool for both taxpayers and tax preparers to ensure all information is considered. Using it can help streamline the preparation process and reduce the chances of errors.

What information do I need to provide on Form 13614-C?

You'll need to provide basic personal information such as your name, address, and Social Security number. Additionally, you should include details about your income from various sources, any significant expenses, and any tax credits or deductions you might qualify for, such as education credits or childcare expenses.

Can I submit Form 13614-C electronically?

Form 13614-C is typically filled out in paper format during in-person tax preparation sessions, especially in VITA and TCE programs. However, some tax preparers may incorporate electronic tools that allow for the collection of similar information online, fulfilling the same purpose for the initiation of your tax preparation.

What happens to Form 13614-C after it is filled out?

Once completed, Form 13614-C is usually retained by the tax preparer. This helps them ensure that your information is correctly entered into their system and that all necessary details are addressed during the preparation of your tax return. It is important to keep your copy for your records, in case questions arise later.

Where can I find Form 13614-C?

You can access Form 13614-C on the IRS website. It's available in PDF format, which you can download and print. Additionally, local VITA and TCE sites will have copies available to assist you, particularly if you're seeking free tax preparation services.

Common mistakes

When filling out the IRS 13614-C form, many people inadvertently make mistakes that can delay their tax returns or lead to inaccuracies. Here are five common errors to watch out for:

Incomplete Information: One of the most common mistakes is not providing all the required information. This includes personal details like Social Security numbers and income documentation. Ensure that every section is fully filled out.
Incorrect Filing Status: Choosing the wrong filing status can have significant implications on your tax liability. Review the criteria for each status—single, married, head of household—before making your selection.
Missing Signatures: Neglecting to sign and date the form is an easy oversight but can result in rejection. Always review the document before submission to ensure all necessary signatures are included.
Failure to Report All Income: Some individuals may forget to include various sources of income, such as freelance earnings or interest. All income should be accurately reported to avoid issues with the IRS.
Not Keeping Copies: After submission, it’s crucial to retain a copy of the completed form. This can be beneficial for reference in future tax years or if issues arise.

By being aware of these common pitfalls, individuals can improve their chances of a smooth tax filing experience. Avoid the stress; double-check your work!

Documents used along the form

The IRS 13614-C form is essential for collecting taxpayer information, often used by tax preparers. To ensure a smooth filing process, several other documents can complement this form. Here are some commonly associated forms and documents that serve various purposes during tax preparation:

W-2 Forms: These forms display an employee's earnings and the taxes withheld for the year. Employers provide them to employees by the end of January each year.
1099 Forms: Different varieties of 1099 forms report various types of income earned by individuals who are not employees, such as freelancers or independent contractors.
Schedule C: Used by sole proprietors to report income and expenses from a business. This form helps calculate the net profit or loss from the business.
Schedule A: Taxpayers who itemize deductions use this form. It allows them to report various deductible expenses, such as medical bills and mortgage interest.
Form 8889: This form is for those who have a Health Savings Account (HSA). It helps report contributions to and distributions from the account.
Form 8862: Taxpayers who have had their Child Tax Credit denied in previous years may need to use this form to claim the credit again.
Form 1040: This is the primary individual income tax return form. After gathering all necessary documents, you will complete and submit this form to report your overall income and calculate taxes owed.

By ensuring you have these documents ready along with the IRS 13614-C form, you can facilitate efficient tax preparation and filing. Having organized records not only makes the process smoother but also reduces stress as tax deadlines approach.

Similar forms

The IRS Form 1040, commonly known as the Individual Income Tax Return, serves as a fundamental document for taxpayers in the United States. Much like the IRS 13614-C form, which aids in the identification of information necessary for tax preparation, the 1040 collects essential details. Taxpayers report their income, claim deductions, and ultimately calculate how much tax they owe or how much refund they can expect. While the 13614-C facilitates initial data gathering during the tax preparation process, the 1040 is where that information is officially recorded and submitted to the IRS.

Another document that shares similarities with the IRS 13614-C is Form W-2, the wage and tax statement. Employers issue this document to employees at the end of the year to summarize their income and tax withholdings. Just as the 13614-C gathers necessary financial data, the W-2 provides specific details about an employee's earnings, social security numbers, and amounts withheld for federal and state taxes. Both forms are critical during tax season, as they ensure that the IRS has a complete picture of an individual's earnings and taxes paid, thereby facilitating accurate tax return filing.

Form 1099 is another document that parallels the IRS 13614-C in its data collection character. While the 1040 and W-2 mostly relate to traditional employment income, the 1099 encompasses various forms of non-employment income, such as freelance work, interest earned, and dividends. It informs the IRS about earnings not subject to withholding taxes, similar to how the 13614-C helps tax preparers understand a taxpayer’s overall financial situation. Unlike the W-2, which is used primarily for wage earners, the 1099 showcases the diverse income streams individuals may have.

The IRS Schedule C, used for reporting income or loss from a business operated by a sole proprietor, complements the information collection purpose shared with the IRS 13614-C. When a taxpayer is self-employed, they must fill out the Schedule C to detail their income and expenses. This document assists in determining their net profit or loss, which ultimately enters the larger framework of the individual tax return. Much like the 13614-C, the Schedule C requires the taxpayer to collate various financial data, emphasizing the necessity for clarity and thoroughness in tax reporting.

Finally, the IRS Form 8862, which is used to apply for the Earned Income Tax Credit after it was disallowed in a previous year, also shares some functional similarity with the IRS 13614-C. Much like the 13614-C, this form requires taxpayers to provide specific information that establishes their eligibility for certain credits. Both documents require careful, detailed completion to ensure the accuracy of the information submitted. They act as gateways for taxpayers to claim benefits or credits that can significantly impact their overall tax liability or potential refund.

Dos and Don'ts

When filling out the IRS Form 13614-C, it's important to follow certain guidelines to ensure accuracy and compliance. Here’s a helpful list of dos and don'ts:

Do read the instructions carefully before starting.
Do provide clear and accurate information.
Do double-check your Social Security number and other personal information.
Do sign and date the form after completing it.
Do keep a copy of the filled-out form for your records.

Don't leave any sections blank if they apply to you.
Don't rush through the form; take your time to avoid mistakes.
Don't use illegible handwriting; print your responses clearly.
Don't forget to provide supporting documents if required.
Don't assume information from previous years is still correct.

Misconceptions

The IRS Form 13614-C, also known as the Intake/Interview & Quality Review Sheet, plays a crucial role in the tax preparation process, particularly for volunteers assisting low-income taxpayers. Despite its importance, several misconceptions about this form persist. Understanding these misconceptions can help individuals better navigate their tax filing experience.

Misconception 1: The form is only for low-income individuals.

This form is designed for a broad range of taxpayers. While it is often utilized by low-income individuals, anyone seeking assistance from volunteer tax preparers can use it.

Misconception 2: Completing the form guarantees maximum refunds.

The form helps tax preparers gather necessary information, but it does not influence the amount of a taxpayer's refund. Refunds depend on individual tax situations and applicable laws.

Misconception 3: Form 13614-C is only necessary if you are self-filing.

This form is crucial for both self-filing individuals and those working with tax preparers. It ensures that all relevant information is collected, regardless of the filing method.

Misconception 4: Personal information is not needed on the form.

Accurate personal information is essential to complete tax returns correctly. The form collects information such as names, addresses, and Social Security numbers to ensure accuracy.

Misconception 5: The information provided on the form is not confidential.

All information provided on the 13614-C is confidential and subject to privacy laws. Tax preparers are trained to handle this information responsibly.

Misconception 6: The form is optional for tax preparers.

Using Form 13614-C is a best practice for tax preparers. It’s an essential tool to ensure thoroughness and compliance with IRS requirements.

Misconception 7: You only need to fill it out once.

Taxpayers might need to complete the form annually. Each tax year can bring new changes in financial situations that must be documented.

Misconception 8: The form is only for the Earned Income Tax Credit (EITC).

While the form assists in determining eligibility for the EITC, it serves multiple purposes and helps assess various tax credits and deductions.

Misconception 9: You cannot get help if you don’t understand the form.

Assistance is available for individuals who find the form confusing. Many community tax programs offer guidance to help complete it accurately.

Understanding these misconceptions allows taxpayers to utilize Form 13614-C effectively and ensure a smoother tax filing experience.

Key takeaways

Here are some key takeaways about the IRS 13614-C form:

The IRS 13614-C form is designed to gather essential information from taxpayers.
Use this form to help ensure eligibility for various tax credits and deductions.
It is crucial to provide accurate and complete information to avoid delays in processing.
The form covers personal information, income sources, and filing status selection.
Do not forget to include any dependents when completing the form.
Review all questions carefully, as they may lead to potential tax benefits.
Filing the form is typically a precursor to preparing your tax return.
Keep a copy of the completed form for your records.
Submitting the form does not result in an automatic filing of your tax return.
If you have questions while filling out the form, seek assistance from a qualified tax professional.

Understanding these key points can help streamline your tax preparation process.