IRS Form 13614-C Chinese-Simplified

IRS Form 13614-C Chinese-Simplified – If you’re preparing your taxes through free volunteer services and prefer documentation in Chinese Simplified, IRS Form 13614-C (zh-s) is an essential tool. This form, officially titled the Intake/Interview & Quality Review Sheet (Chinese Simplified Version), helps ensure accurate tax preparation for individuals using programs like Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE). Revised in October 2025, it’s designed to gather comprehensive taxpayer information in a structured way, making the process smoother for both you and the certified volunteers.

What is IRS Form 13614-C?

IRS Form 13614-C is a standardized intake and interview sheet used at VITA and TCE sites across the United States. It’s available in multiple languages, including Chinese Simplified (zh-s), to accommodate diverse taxpayers. The form serves as a questionnaire that taxpayers complete before their tax appointment, covering personal details, income, expenses, and life events that could impact their tax return. The Chinese Simplified version translates the entire content into Simplified Chinese characters, making it accessible for Mandarin speakers who use this script.

This form is not a tax return itself but a preparatory document that guides the volunteer preparer in creating an accurate filing. It’s mandatory for every return prepared at these free sites, ensuring consistency and quality.

Purpose of IRS Form 13614-C

The primary purpose of Form 13614-C is to facilitate an accurate and thorough tax preparation process. It engages the taxpayer in providing complete information, which the volunteer uses to input data into tax software. By answering the questions, you help identify potential deductions, credits, and filing requirements, reducing errors and the risk of audits.

Additionally, the form includes a quality review section where the preparer verifies the return against your responses. This dual function—intake/interview and quality review—ensures compliance with IRS standards and upholds the highest ethical practices. For the Chinese Simplified version, it bridges language barriers, allowing non-English proficient taxpayers to participate fully in free tax services.

Who Should Use the Chinese Simplified Version?

The Chinese Simplified version is ideal for:

  • Chinese-speaking individuals or families who read Simplified Chinese (commonly used in mainland China).
  • Low-to-moderate income taxpayers eligible for VITA (generally under $66,000 in adjusted gross income for 2025).
  • Seniors utilizing TCE programs.
  • Anyone seeking free tax help at community centers, libraries, or other IRS-partnered sites.

If English is not your primary language, using this version can prevent misunderstandings during the intake process. It’s particularly useful for immigrants, international students, or expatriates filing U.S. taxes.

Structure and Sections of the Form

The form spans five pages, with an additional consent form (Form 15080). While the Chinese Simplified version presents all text in Simplified Chinese, the structure mirrors the English edition. Here’s a breakdown based on the standard layout:

Page 1: Personal Information and Status

  • Collects basic details like names, dates of birth, addresses, phone numbers, and email.
  • Questions on residency (e.g., lived or worked in multiple states), dependency status, citizenship, visa type, student status, disabilities, Identity Protection PIN (IPPIN), and digital assets.
  • Refund and payment preferences, language for IRS communications, and Presidential Election Campaign Fund opt-in.
  • Marital status details and a table for household members (dependents), including relationships, support provided, and citizenship.

Page 2: Income

  • Yes/No questions on various income sources: wages, tips, retirement, Social Security, unemployment, refunds, interest/dividends, sales of assets, alimony, rental income, gambling, self-employment, and more.
  • Space for volunteer notes on specific forms like W-2, 1099 series, and capital losses.

Page 3: Expenses and Life Events

  • Inquiries about deductions: mortgage interest, taxes paid, medical expenses, charitable contributions.
  • Other expenses: student loans, child care, retirement contributions, educator supplies, alimony.
  • Life events: education, home sales, Health Savings Accounts (HSAs), Marketplace insurance, energy-efficient purchases, debt cancellation, disasters, IRS correspondences, estimated payments.

Page 4: Additional Information

  • Optional demographic questions (voluntary and not part of the return): English proficiency, disabilities, veteran status, race/ethnicity.
  • Privacy notices and program purpose.

Page 5: Notes and Comments

  • Blank space for additional details.
  • Optional consent for sharing your data with other VITA/TCE sites using TaxSlayer software for future carry-forward (valid through November 2027).

For a visual reference, here’s a sample page from the English version (the Chinese Simplified layout is identical but translated):

How to Fill Out IRS Form 13614-C (Chinese Simplified)?

  1. Gather Documents: Bring W-2s, 1099s, Social Security cards, photo ID, and prior year’s return.
  2. Complete Pages 1-4: Answer all questions honestly. Use “Yes,” “No,” or provide details as needed. The form reminds you that you’re responsible for the accuracy.
  3. Review with Volunteer: At the site, discuss any uncertainties with the IRS-certified preparer.
  4. Quality Review: After preparation, the return is checked against your form responses.
  5. Sign Consent (Optional): Decide on data sharing for convenience in future years.

Filling it out ahead saves time—print and complete before your appointment.

Downloading the Form

You can download the latest IRS Form 13614-C Chinese Simplified (Rev. 10-2025) directly from the official IRS website: https://www.irs.gov/pub/irs-pdf/f13614cn.pdf. Always use the most current revision to avoid issues.

Tips for Using the Form Effectively

  • Be thorough: Incomplete answers can lead to missed credits or deductions.
  • Bring supporting docs: This speeds up the process.
  • Ask questions: Volunteers are trained to help.
  • Check for updates: IRS forms can change; verify on IRS.gov for 2025 tax year specifics.
  • Consider alternatives: If you need Traditional Chinese, use Form 13614-C (zh-t).

By using IRS Form 13614-C in Chinese Simplified, you ensure a seamless tax experience tailored to your language needs. For more personalized advice, visit a VITA/TCE site or consult IRS resources.