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Form 13614-SO: 13614-C (so)
Internal Revenue Service Form 13614-C is a tax interview worksheet used by taxpayers and volunteer preparers to collect personal, income, and filing information for the 2025 tax year. The form is revised 10-2025.
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IRS Form 13614-SO - 13614-C (so)
Internal Revenue Service Form 13614-C is a tax interview worksheet used by taxpayers and volunteer preparers to collect personal, income, and filing information for the 2025 tax year. The form is revised 10-2025.
Risk Radar
Scan points- 1Providing inaccurate information is the biggest risk, as the taxpayer is fully responsible.
- 2Leaving required identification (driver's license) blank
- 3Omitting marital status or spouse information
- 4Failing to report any 2025 wage or salary amount
- 5Not indicating the preferred method for refund delivery
Plain English
This worksheet helps you and a volunteer preparer gather all the data needed to complete your 2025 tax return. It asks for IDs, marriage details, dependents, and every type of income you earned. You must fill pages 1 through 5 and provide the supporting documents.
Submission Date
- Filing date: 2025-11-05 22:10:21
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when you are a taxpayer working with a VITA/TCE volunteer preparer to gather personal, income, and filing details for the 2025 tax year.
- Check Form 15080 instead when you need to authorize disclosure of your tax return information to VITA/TCE.
Form selector
Use this form or another form?
Need volunteer preparer authorization to share return data
Provides legal consent for VITA/TCE volunteers to disclose information
✓ Confirm signed authorization on Form 15080
Gathering personal and income details for a 2025 individual return
Collects required tax info before preparing the return
✓ Verify all pages 1‑5 are completed
Submitting additional comments or explanations beyond the worksheet
Page 5 allows extra remarks that may affect preparation
✓ Ensure comments are legible and relevant
Deadline or filing window
Not stated in the official source
Checklist
What you need before filling it out
Income questions (page 2)
W‑2, 1099, 1098, 1095 forms · Tax documents received from employers/payors
Expense items (page 3)
Receipts for loan interest, state/local taxes, medical, charitable, 1098# · Personal records, statements
Demographic survey (page 4)
Self‑reported ethnicity, disability status · Personal knowledge
Additional comments (page 5)
Any explanatory notes · Hand‑written on the form
Authorization consent (page 6 – Form 15080)
Signed consent form · Form 15080 attached
Before you submit
- 1Gather all required tax documents (W‑2, 1099, 1098, 1095) before starting
- 2Check that all applicable income boxes on page 2 are marked
- 3Check that all applicable expense boxes on page 3 are marked
- 4Complete the optional demographic questions on page 4 if you choose
- 5Enter any extra information on page 5 as needed
- 6Sign the designated signature line on Form 13614‑C
- 7Attach Form 15080 if you consent to disclose information to VITA/TCE
- 8Review the entire worksheet for completeness and accuracy
- 9Make a copy of the completed Form 13614‑C and any attached forms for your records
How to file this form
- 1Gather tax documents and identification
- 2Complete pages 1‑5 of Form 13614‑C
- 3Obtain and sign Form 15080 when authorization is required
- 4Review the worksheet for completeness and sign
- 5Submit the completed packet to your VITA/TCE volunteer preparer
- 6Retain a copy of the signed forms as proof of filing
Known limitations
- 1Not part of the tax return that is filed with the IRS
- 2Only intended for use with VITA/TCE volunteer preparers
- 3Answering demographic questions is optional and not submitted to the IRS
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
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Fillable formOpen in Editor->Form 13614-C (Rev. 10-2025) is the current edition and the source links to the latest IRS version.
What changed or needs a fresh check
- Edition date — confirm the revision reads 10‑2025
- Required documents — gather W‑2, 1099, 1098, 1095 as listed
- Photo ID — provide a valid driver’s license
- Signature — confirm you sign the form before submission
- Fee — Not stated in the official source
Quick Facts
Downloads
After you file
- 1Store the completed Form 13614‑C and any attached Form 15080 in a safe place for at least three years
- 2Retain copies of all supporting documents used to answer the worksheet
- 3Expect the volunteer preparer to file the actual tax return on your behalf
- 4If you discover an error, contact the volunteer preparer to amend the worksheet before filing
- 5Keep any confirmation of submission received from the volunteer program
Sources
- SRCForm p.1 — revision date reads 10‑2025
- SRCForm p.1 — required documents include W‑2, 1099, 1098, 1095
- SRCForm p.1 — required ID includes driver’s license
- SRCForm p.1 — fill pages 1‑5 of the form
- SRCForm p.4 — demographic questions are for statistical purposes only and not part of the tax return
- SRCForm p.6 — Form 15080 is the authorization for disclosure to VITA/TCE
- SRCForm p.3 — expense categories listed include loan interest, state/local taxes, medical, charitable, 1098#, standard deduction, tangible deduction
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
- SRCNot stated in the official source — verify on the agency site
Common confusion points
Do I have to answer the demographic questions?
Section is optional and not part of the tax return
→ Confirm that answering is voluntary and can be left blank
Which documents do I need to bring?
Form lists several types but does not specify all possible
→ Gather W‑2, 1099, 1098, 1095, SSN/ITIN cards, and a valid driver’s license
Do I need to sign Form 13614‑C?
Signature line is present but purpose not described
→ Ensure you sign before giving to the volunteer
When is Form 15080 required?
Source mentions it for authorizing disclosure to VITA/TCE
→ Attach Form 15080 only if you consent to share your return info
Can I submit the worksheet directly to the IRS?
Page 4 states it is not submitted to the IRS
→ Submit only to your volunteer preparer, not the IRS
What if I miss a box on page 3?
Expenses section requires checking applicable boxes
→ Review the expense list and mark all that apply before signing
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 15080 – re‑sign if authorization was missing
Questions about IRS Form 13614-SO
What is IRS Form 13614-SO used for?
This worksheet helps you and a volunteer preparer gather all the data needed to complete your 2025 tax return. It asks for IDs, marriage details, dependents, and every type of income you earned. You must fill pages 1 through 5 and provide the supporting documents.
What information does IRS Form 13614-SO require?
The form collects personal identification, marital status, dependents, and detailed 2025 income information such as wages, retirement benefits, unemployment, rental income, and other earnings.
How do I complete IRS Form 13614-SO?
Complete pages 1‑5 of the worksheet, supplying required IDs, tax documents (W‑2, 1099, etc.) and answering all income questions. The taxpayer is responsible for the accuracy of the information provided.
Do I have to answer the demographic questions?
Section is optional and not part of the tax return Confirm that answering is voluntary and can be left blank
Which documents do I need to bring?
Form lists several types but does not specify all possible Gather W‑2, 1099, 1098, 1095, SSN/ITIN cards, and a valid driver’s license
Do I need to sign Form 13614‑C?
Signature line is present but purpose not described Ensure you sign before giving to the volunteer
When is Form 15080 required?
Source mentions it for authorizing disclosure to VITA/TCE Attach Form 15080 only if you consent to share your return info
Can I submit the worksheet directly to the IRS?
Page 4 states it is not submitted to the IRS Submit only to your volunteer preparer, not the IRS
Source transparency
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