Form 13614-C (sp), Intake/Interview and Quality Review Sheet (Spanish Version), is the Spanish-language questionnaire the Internal Revenue Service (IRS) uses when IRS-certified volunteers help you prepare a basic tax return through the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. You answer questions about yourself, your household, your income and your expenses for tax year 2026, and the volunteer completes the sections reserved for them. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the original PDF is published by the IRS at irs.gov.
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What is 13614-C (sp)?
Form 13614-C (sp), Intake/Interview and Quality Review Sheet (Spanish Version), is the Internal Revenue Service (IRS) questionnaire in Spanish that collects the personal, household, income and expense details a certified volunteer needs to prepare a basic income tax return at a VITA or TCE site.
The Spanish title printed on the form is Hoja de Admisión/Entrevista y Verificación de Calidad, issued under OMB Number 1545-1964. The questions refer to tax year 2026, and the revision printed on the form is Rev. 10-2026.
The sheet runs in a fixed order:
- Page 1: your information and your spouse's, a series of yes/no questions, refund and payment preferences, marital status on December 31, 2026, and the list of people who lived with you or whom you supported.
- Page 2: income questions, such as wages, retirement income, Social Security, unemployment, interest and dividends, and self-employment.
- Page 3: expenses and tax-related events, such as mortgage interest, student loan interest, education, health coverage and estimated payments.
- Page 4: optional statistical questions.
- Page 5: space for additional notes and the Privacy Act and Paperwork Reduction Act notice.
Several columns and boxes are marked as completed by the certified volunteer. The form also points to the scope table in Publication 4012 for other income. The PDF includes Form 15080 (sp), a separate consent form for disclosing tax return information to VITA/TCE sites. It is not required to receive services.
Who needs to file 13614-C (sp)?
Anyone who wants help from IRS-certified volunteer tax preparers at a VITA or TCE site completes Form 13614-C (sp). The IRS notice printed on the form describes these programs as providing certified volunteers to help qualified people with basic income tax return preparation.
- Taxpayers and spouses: you answer for yourself and, if you are married, for your spouse. The form says to check only the boxes that apply to you, your spouse, or both.
- People who prefer Spanish: this is the Spanish-language version of the sheet, and it also asks whether you want written IRS communications in a language other than English.
- Certified volunteers: they complete the sections marked for them, such as the income-to-include and notes columns and the right-hand dependent columns.
You remain responsible for the information on your return, so the form asks you to give exact and complete information. Providing it is voluntary, but the IRS notice says volunteers may be unable to help you prepare and file your return if you do not provide what they request. Page 4 is optional, and you are not required to sign Form 15080 (sp) to receive services. The form does not describe who may complete it for you.
When to file 13614-C (sp)
Complete Form 13614-C (sp) when you go to a VITA or TCE site to have a volunteer prepare your tax return, before the volunteer starts the return. The form asks about 2026 income, expenses and events, and it prints no separate due date of its own. Pages 1 to 4 are the part you complete.
The consent in the attached Form 15080 (sp) has its own timing. The printed text says the consent is valid until October 30, 2028. It also says that if you do not specify a duration, the consent is valid for one year from the date you sign.
Documents you need
- Tax information such as Forms W-2, 1099, 1098 and 1095, as listed under "Usted necesitará" on the form.
- Social Security cards or Individual Taxpayer Identification Number (ITIN) letters for every person included on your tax return.
- Photo identification, such as a valid driver's license, for you and your spouse.
- Documents tied to specific page 2 and 3 questions when they apply to you, such as Form 1098-T, 1095-A, 1099-R, SSA-1099 or 1099-G; the form lists the related form beside each question.
- Last year's tax return, if you have it: page 3 has boxes for whether you brought it and whether it is available.
How to fill out 13614-C (sp)
Gather your documents
Collect tax forms such as W-2, 1099, 1098 and 1095, Social Security cards or ITIN letters for everyone on the return, and photo ID for you and your spouse. The form lists these under Usted necesitará.
Enter your personal information
On page 1, fill in Su nombre, middle initial, last name, date of birth and job title. If you are married, give your spouse's name, date of birth and job title too, then your mailing address, best contact numbers and, optionally, email.
Answer the yes/no questions
Answer whether someone else can claim you or your spouse, and whether you lived or worked in two or more states in 2026. Then mark Usted, Cónyuge or No for each item: legally blind, U.S. citizen, in the U.S. on a visa, full-time student, totally and permanently disabled, issued an IP PIN and owner of digital assets.
Choose refund and payment options
Indicate how you want a refund (Depósito directo, split between accounts, or Otro) and how you will pay a balance due (Cuenta bancaria or Otro). Also answer the questions on written IRS communications in another language and on the Presidential Election Campaign Fund.
State your marital status
Mark your status on December 31, 2026: Nunca se casó, Casado, Divorciado, Separado legalmente pero no divorciado or Cónyuge sobreviviente. Answer the follow-up questions and give the decree date or year of death where the form asks.
List household members and dependents
List everyone who lived with you last year, except your spouse, and anyone you supported who did not live with you. For each person enter name, date of birth (dd/mm/aa), relationship, months lived in your home and the other columns for you; the right-hand columns are for the certified volunteer.
Mark your income on page 2
Check only the income sources that apply to you or your spouse, such as wages, tips, retirement income, Social Security, unemployment, interest, dividends, stock sales, alimony, rental income, gambling winnings or self-employment, and answer the yes/no follow-ups. Leave the volunteer columns blank.
Mark expenses and events on page 3
Check the expenses you paid and the events that occurred in 2026, such as mortgage interest, student loan interest, childcare, education costs, a home sale, HSA activity, marketplace insurance, canceled debt or estimated tax payments. Mark whether you brought last year's return.
Answer the optional page 4 questions
Answer the statistical questions on English ability, disability in the household, veteran status and race or ethnic group, or choose Prefiero no responder (prefer not to answer). You are not obligated to answer them.
Add notes and consider the consent form
Use page 5 for additional notes. Form 15080 (sp) is a separate consent for disclosing return information to VITA/TCE sites; sign it only if you agree, as it is not required to receive services.
Review and download the completed PDF
Check that pages 1 to 4 are complete and that only the boxes that apply are marked. Download or print the completed PDF from FillingPDF and take it to your volunteer preparer.
How to submit 13614-C (sp)
Form 13614-C (sp) is completed for the IRS-certified volunteer tax preparer who is helping you at a VITA or TCE site. The form prints no mailing address, portal or fee, and it tells you to ask the volunteer if you have questions.
- Prepare: complete pages 1 to 4 and bring the documents listed under "Usted necesitará" (what you will need) on the form.
- Give it to the volunteer: the volunteer completes the sections marked for them and uses the sheet to prepare your return.
- Your answers on page 4: the form states these are for statistical purposes only, are not part of your tax return and are not transmitted to the IRS with it.
- Reporting problems: to report unethical behavior by a volunteer, the form gives the email [email protected]. If you believe your tax return information was disclosed or used improperly, Form 15080 (sp) gives the Treasury Inspector General for Tax Administration (TIGTA) number 1-800-366-4484.
FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Filling in only part of the form: the instructions on page 1 say to complete pages 1 through 4.
- Checking boxes that do not apply to you or your spouse; pages 2 and 3 say to check only the boxes that correspond to you and/or your spouse.
- Writing in the sections marked "Tiene que ser completado por el voluntario certificado" (to be completed by the certified volunteer).
- Arriving without Social Security cards or ITIN letters for everyone on the return, or without photo ID for you and your spouse.
- Entering dependents' dates of birth in another order than the dd/mm/aa format printed in the household table.
- Giving inexact or incomplete information; the form says you are responsible for what appears on your tax return.
- Treating page 4 as required; the form says its questions are optional and you are not obligated to answer them.
- Signing Form 15080 (sp) because you think it is required; the form says it is not needed to receive services and consent given as a condition of service is not valid.
Frequently asked questions
What is Form 13614-C (sp)?
Form 13614-C (sp) is the IRS Intake/Interview and Quality Review Sheet (Spanish Version). Volunteers at VITA and TCE sites use it to gather your personal, household, income and expense information before preparing a basic income tax return.
Do I have to complete every page of Form 13614-C (sp)?
You complete pages 1 through 4, as the form directs, and check only the boxes that apply to you or your spouse. Page 4 questions are optional, and the certified volunteer completes the sections marked for them.
What should I bring with Form 13614-C (sp)?
Bring tax forms such as W-2, 1099, 1098 and 1095, Social Security cards or ITIN letters for everyone on your return, and photo ID, such as a valid driver's license, for you and your spouse.
Can I fill out Form 13614-C (sp) online?
Yes. You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is an independent service and does not send the form to the IRS or to a volunteer site; you give it to your volunteer preparer.
Is Form 15080 (sp) required to get my taxes prepared?
No. Form 15080 (sp) says you do not have to complete it to receive tax preparation services, and consent obtained as a condition of service is not valid. It lets TaxSlayer LLC share your return data with other VITA/TCE sites.
Are my page 4 answers sent to the IRS?
No. The form says page 4 is for statistical purposes only, is not part of your tax return and is not transmitted to the IRS with it. You are not required to answer those questions.
How do I report an unethical volunteer?
The form tells you to email [email protected] to report unethical behavior. If you think your return information was disclosed or used improperly, Form 15080 (sp) gives the TIGTA phone number, 1-800-366-4484.
How long does the Form 15080 (sp) consent last?
Until October 30, 2028, according to the printed terms. If you do not specify a duration, the consent is valid for one year from the date you sign. You are entitled to a signed copy of the consent form.
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