Federal VITA Intake/Interview & Quality Review Sheet

VITA Intake/Interview & Quality Review Sheet
Form 13614-C (Rev. 10-2023)
Form 13614-C

Department of the Treasury - Internal Revenue Service

OMB Number
1545-1964

Intake/Interview and Quality Review Sheet

(October 2023)

• Please complete pages 1-4 of this form.
You will need:
• Tax Information such as Forms W-2, 1099, 1098, 1095.
• You are responsible for the information on your return. Please provide
complete and accurate information.
• Social Security cards or ITIN letters for all persons on your tax return.
• If you have questions, please ask the IRS-certified volunteer preparer.
• Picture ID (such as valid driver's license) for you and your spouse.
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)
1. Your first name
M.I.
Last name
Best contact number
2. Your spouse’s first name

M.I.

Last name

Best contact number

3. Mailing address
4. Your Date of Birth
7. Your spouse’s Date of Birth

Apt #

City

6. Last year, were you:
b. Totally and permanently disabled
9. Last year, was your spouse:
b. Totally and permanently disabled

5. Your job title
8. Your spouse’s job title

Yes

No

Yes
No
10. Can anyone claim you or your spouse as a dependent?
Yes
No
11. Have you, your spouse, or dependents been a victim of tax related identity theft or been issued an Identity Protection PIN?
12. Provide an email address (optional) (this email address will not be used for contacts from the Internal Revenue Service)

Are you a U.S. citizen?
Yes
No
Is your spouse a U.S. citizen?
Yes
No
State
ZIP code

a. Full-time student
c. Legally blind
a. Full-time student
c. Legally blind
Unsure

Yes
Yes
Yes
Yes

No
No
No
No

Yes

No

Part II – Marital Status and Household Information
Never Married
Married

1. As of December 31, 2023, what
was your marital status?

Divorced
Legally Separated
Widowed

(This includes registered domestic partnerships, civil unions, or other formal relationships under state law)
Yes
No
a. If Yes, Did you get married in 2023?
Yes
No
b. Did you live with your spouse during any part of the last six months of 2023?
Date of final decree
Date of separate maintenance decree
Year of spouse’s death

2. List the names below of:
• everyone who lived with you last year (other than your spouse)
• anyone you supported but did not live with you last year
Name (first, last) Do not enter your
name or spouse’s name below

(a)

Catalog Number 52121E

Date of Birth
(mm/dd/yy)

(b)

Relationship
to you (for
example:
son,
daughter,
parent,
none, etc)
(c)

If additional space is needed check here

To be completed by a Certified Volunteer Preparer

Number of US
months
Citizen
lived in
(yes/no)
your home
last year

(d)

and list on page 3

(e)

Resident
of US,
Canada,
or Mexico
last year
(yes/no)

Single or
Married as
of 12/31/23
(S/M)

Full-time
Student
last year
(yes/no)

Totally and
Permanently
Disabled
(yes/no)

(f)

(g)

(h)

(i)

www.irs.gov

Is this
person a
qualifying
child/relative
of any other
person?
(yes/no)

Did this
person
provide
more than
50% of his/
her own
support?
(yes,no,n/a)

Did this
person
have less
than $4,700
of income?
(yes,no,n/a)

Did the
taxpayer(s)
provide more
than 50% of
support for
this person?
(yes/no/n/a)

Did the
taxpayer(s)
pay more than
half the cost of
maintaining a
home for this
person?
(yes/no)

Form 13614-C (Rev. 10-2023)

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? (Forms 1099-MISC, 1099-NEC, 1099-K, cash, digital assets, or other property or services)
8. (A) Cash/check/digital assets, 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, digital assets 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 1099-G)
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, digital assets, Sch K-1, royalties, foreign income, etc.)
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 or repayments to a retirement account?
IRA (A)
Roth IRA (B)
401K (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, student loan 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]
Catalog Number 52121E

www.irs.gov

Form 13614-C (Rev. 10-2023)

Page 3

Additional Information and Questions Related to the Preparation of Your Return
1. Would you like to receive written communications from the IRS in a language other than English?
Yes
No If yes, which language?
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
If yes, where?
5. Did you live in an area that was declared a Federal disaster area?
Yes
No
6. Did you, or your spouse if filing jointly, receive a letter from the IRS?
Yes
No
7. Would you like information on how to vote and/or how to register to vote?
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.
8. 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
9. Would you say you can read a newspaper or book in English?
Very well
Well
Not well
Not at all
Prefer not to answer
10. Do you or any member of your household have a disability?
Yes
No
Prefer not to answer
11. Are you or your spouse a Veteran from the U.S. Armed Forces?
Yes
No
Prefer not to answer
12. Your race?
American Indian or Alaska Native
Asian
Black or African American
Native Hawaiian or other Pacific Islander
White
Prefer not to answer
13. 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
14. Your ethnicity?
Hispanic or Latino
Not Hispanic or Latino
Prefer not to answer
15. 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. 10-2023)

Department of the Treasury - Internal Revenue Service

Form

15080

(October 2023)

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 30, 2025.
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. You have the right to receive
a signed copy of this form.
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 30, 2025). 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. Report a Crime or IRS Employee Misconduct - U.S. Treasury Inspector General for
Tax Administration (TIGTA) (https://www.tigta.gov/reportcrime-misconduct).
Catalog Number 39573K

www.irs.gov

Form 15080 (Rev. 10-2023)