IRS Form 13614-C Spanish – Intake/Interview and Quality Review Sheet (Spanish Version)

IRS Form 13614-C Spanish – In the world of tax preparation, especially for low-income and elderly taxpayers, the IRS provides essential tools to ensure accuracy and efficiency. One such tool is IRS Form 13614-C Spanish, also known as the “Hoja de Admisión/Entrevista y Verificación de Calidad” in Spanish. This form plays a crucial role in free tax assistance programs, helping volunteers gather necessary information from taxpayers. Whether you’re a Spanish-speaking individual seeking tax help or a volunteer in these programs, understanding this form can streamline the process and reduce errors. In this SEO-optimized article, we’ll explore its purpose, key sections, usage, and where to download it, drawing from official IRS resources updated as of 2026.

What Is IRS Form 13614-C Spanish?

IRS Form 13614-C Spanish is the Spanish-language version of the standard Intake/Interview and Quality Review Sheet. It is designed specifically for use in the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs, which offer free tax preparation services to qualifying individuals. These programs are administered by the IRS and rely on certified volunteers to prepare and review tax returns.

The form ensures that all relevant taxpayer information is collected upfront, allowing for a thorough interview and quality check before filing. It’s mandatory for participants in VITA/TCE sites to complete this sheet, as it helps identify potential issues, such as eligibility for credits or deductions, and verifies the accuracy of the return. The Spanish version, Form 13614-C (SP), makes these services more accessible to Hispanic and Latino communities, aligning with the IRS’s efforts to provide multilingual support.

Key facts about the form:

  • Revision Date: October 2025 (Rev. 10-2025), making it current for the 2025 tax year filings in early 2026.
  • OMB Number: 1545-1964.
  • Pages: Typically 5 pages, including sections for taxpayer completion and volunteer notes.

Purpose and Importance of Form 13614-C Spanish

The primary purpose of IRS Form 13614-C Spanish is to facilitate a structured intake process during tax preparation sessions. Taxpayers must provide personal details, income sources, expenses, and life events from the tax year (e.g., 2025). This information helps volunteers:

  • Determine eligibility for tax credits like the Earned Income Tax Credit (EITC), Child Tax Credit (CTC), or education credits.
  • Identify any complex tax situations, such as multi-state residency or digital asset ownership.
  • Ensure compliance with IRS rules, reducing the risk of audits or penalties.

For quality review, the form includes checklists that certified volunteers use to double-check the return’s accuracy. This step is vital in VITA/TCE programs, where returns are prepared for free, often for underserved populations. By using the Spanish version, the IRS promotes inclusivity, allowing non-English speakers to participate comfortably.

Importance highlights:

  • Accuracy: Prevents omissions or errors in tax filings.
  • Efficiency: Speeds up the interview process.
  • Confidentiality: Includes consents for data sharing within the program, with options to report unethical behavior to [email protected].

Key Sections of IRS Form 13614-C Spanish

The form is divided into sections that taxpayers complete before or during their appointment, with spaces for volunteer annotations. Here’s a breakdown based on the latest revision:

1. Información Personal y Estado Civil

This section collects basic details:

  • Names, dates of birth, occupations, and contact information for the taxpayer and spouse.
  • Questions about multi-state residency, dependency status, citizenship, disabilities, and digital asset ownership.
  • Preferences for refunds (e.g., direct deposit) or payments (e.g., installment plans).
  • Option to designate $3 to the Presidential Election Campaign Fund.
  • Marital status as of December 31, 2025, including details on separation or divorce.

2. Dependientes y Personas Mantenidas

List dependents with details like relationship, months lived in the home, citizenship, student status, and support provided. Volunteers verify eligibility for credits here.

3. Ingresos

Taxpayers indicate sources of income in 2025, such as:

  • Wages (W-2 forms).
  • Retirement distributions (1099-R).
  • Unemployment (1099-G).
  • Investments (1099-INT, 1099-DIV).
  • Self-employment (Schedule C). Volunteers note related forms and any losses carried over.

4. Gastos y Eventos Relacionados con Impuestos

Covers deductions like:

  • Mortgage interest (1098).
  • Medical expenses.
  • Charitable donations.
  • Student loan interest (1098-E). Life events include education, home sales, HSA accounts, Marketplace health insurance (1095-A), energy-efficient purchases, debt cancellation, or disasters.

5. Información Opcional

Voluntary questions on English proficiency, disabilities, veteran status, and demographic data (for statistical purposes only, not shared with the IRS).

6. Notas/Comentarios Adicionales y Consentimiento

Space for extra notes and a consent form (Form 15080) for data sharing via TaxSlayer software, valid until November 30, 2027.

How to Obtain and Use IRS Form 13614-C Spanish?

To get the form, download it directly from the official IRS website: https://www.irs.gov/pub/irs-pdf/f13614cs.pdf. It’s available in PDF format for printing or digital completion.

Usage steps:

  1. Gather Documents: Bring tax forms (W-2, 1099s), Social Security cards, photo ID, and prior-year returns.
  2. Complete the Form: Fill out pages 1-5 honestly before your VITA/TCE appointment.
  3. Interview: Discuss details with a certified volunteer.
  4. Quality Review: A second volunteer checks the return using the form’s checklist.
  5. File: E-file or mail the return, keeping a copy.

Find a VITA/TCE site via the IRS locator tool or by calling 800-906-9887. For Spanish speakers, many sites offer bilingual assistance.

Recent Updates to Form 13614-C Spanish as of 2026

The October 2025 revision includes updates for the 2025 tax year, such as references to digital assets, energy credits for vehicles (including VIN requirements), and Marketplace health insurance. No major structural changes from prior years (e.g., 2020 or 2012 versions), but it emphasizes reporting behaviors to the IRS for program integrity. Always check the IRS website for the latest version, as forms can be revised annually.

Conclusion

IRS Form 13614-C Spanish is an indispensable tool for ensuring accurate, free tax preparation through VITA and TCE programs. By providing a clear framework for intake and review, it helps Spanish-speaking taxpayers navigate the complexities of U.S. taxes confidently. If you’re eligible, take advantage of these services—download the form today and prepare for a smoother filing experience. For more details, visit IRS.gov or consult a tax professional. Remember, this guide is for informational purposes; always refer to official IRS guidance for your specific situation.