Form 13614-NR, Nonresident Alien Intake and Interview Sheet, is an Internal Revenue Service (IRS) questionnaire that collects the immigration, residency, income and expense details a volunteer needs to prepare a nonresident alien's return. The IRS asks for this information so you can take part in the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. 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-NR?
Form 13614-NR, Nonresident Alien Intake and Interview Sheet, is the IRS form that records a nonresident alien's personal, immigration, presence-in-the-U.S., treaty, income and expense information so IRS-certified volunteers in the VITA and TCE programs can help prepare a tax return.
It is an intake sheet, not a tax return. It does not compute tax or report amounts to the IRS on its own. It carries the OMB number 1545-1964 and the revision printed on it is October 2026 (Rev. 10-2026).
The sheet follows a fixed order:
- Identity and contact details, visa and passport numbers, addresses and countries of citizenship.
- Citizenship and marital questions, and whether you are a U.S. national or a resident of Canada, Mexico, South Korea or India.
- Dependent information, which applies only if you answered Yes in one of those categories.
- Entry and current immigration status, J-1 subtype, primary activity of the visit, and the years and days you were present in the United States.
- U.S. tax treaty claims, the academic institution you attended in 2026, refund and payment preferences, and yes/no questions on income, deductions and health insurance.
The Privacy Act and Paperwork Reduction Act Notice printed on the form says that providing the information is voluntary.
Who needs to file 13614-NR?
The main group is nonresident aliens who want IRS-certified volunteers in the VITA or TCE programs to help prepare their basic income tax return. The form's notice says the information is requested so you may participate in those programs, which assist qualified individuals.
Conditions printed on the form:
- Dependent Information is completed only if you checked Yes in one of the categories above it: U.S. national, or resident of Canada, Mexico, South Korea or India.
- The J-1 subtype question applies only if your immigration status is J-1.
- The academic institution section covers the school you attended in 2026.
- Treaty columns are completed only if you answer Yes to claiming the benefits of a U.S. income tax treaty.
Providing the information is voluntary. The form warns that if you do not provide what is requested, the IRS volunteers may not be able to assist you with preparing and filing your tax return. The form does not describe who may complete it on someone else's behalf.
When to file 13614-NR
Complete Form 13614-NR when you seek help from a VITA or TCE volunteer with your return, because the form is the intake and interview sheet for that help. No separate due date is printed on it. Its questions refer to calendar year 2026: days present in the United States in 2026, entry and departure dates during 2026, the academic institution you attended in 2026 and the income and expense items you had during 2026. The form also asks about presence in 2024 and 2025 and about visa types from 2020 through 2025, so gather those records first. Deadlines for the tax return itself are not stated on this form.
Documents you need
- Form 1095-A: provide it if you or any dependent had health insurance coverage through HealthCare.gov (the Marketplace) and an Advanced Premium Tax Credit was received.
How to fill out 13614-NR
Enter your personal details
Write your last or family name, first name and middle initial, visa and passport numbers, date of birth in mm/dd/yyyy format, telephone number and e-mail address.
Answer the citizenship questions
Check Yes or No for whether you were a U.S. citizen or resident alien the entire year, and whether you were ever a U.S. citizen.
Enter addresses and countries
Give your U.S. local street address and your foreign residence address, then your country of citizenship and the country that issued your passport.
Answer the marital status questions
Check whether you are married. If Yes, check whether your spouse is in the U.S. and whether the marriage is recognized by the state where you will be filing.
Mark national or resident status
Check Yes or No for U.S. national and for resident of Canada, Mexico, South Korea and India. List dependents only if you checked Yes in one of these categories.
List your dependents
For each dependent enter name, date of birth, relationship, status, months lived with you in the U.S. in 2026, and the joint-return, support and gross income answers the columns ask for.
Record your immigration status
Enter the date you first entered the U.S. on a non-visitor visa, check one entry status and one current status, and say whether you ever changed your visa type or status. List the visa type you held for each year from 2020 to 2025.
Give J-1 subtype and activity
If your status is J-1, check the subtype. Then check the one actual primary activity of the visit, from 01 Studying in a degree program to 12 Here with spouse.
Report your presence in the U.S.
Check the years you were present as a teacher, trainee, student or accompanying spouse or dependent, and answer the question about presence before 2020. Enter days present in 2024, 2025 and 2026 and the 2026 entry and departure dates.
Answer prior-return and green card questions
Say whether you filed a U.S. return before 2026, giving the latest year and form number if so. Answer both questions about applying for lawful permanent resident status.
Complete the tax treaty section
Answer question 1 on claiming treaty benefits; if Yes, fill in country, tax treaty article, number of months claimed in prior tax years and amount of exempt income in the current tax year. Answer question 2 on foreign tax.
Add school and program information
Enter the name, telephone number and address of the academic institution you attended in 2026, and of your academic or specialized program director.
Answer refund, income and expense questions
Choose Direct Deposit and bank payment preferences, then check Yes or No for each income and expense item and the HealthCare.gov coverage questions. Provide Form 1095-A if an Advanced Premium Tax Credit was received.
Review and download the completed PDF
Check every Yes/No answer, date and number against your records, then download or print the completed PDF from FillingPDF.
How to submit 13614-NR
Form 13614-NR prints no mailing address, portal or appointment rule. It is the intake sheet for the IRS VITA and TCE programs, whose volunteers use your answers to help prepare your return. The only address on the form, the Tax Products Coordinating Committee in Washington, DC, is for comments on time estimates and suggestions, not for sending the completed sheet.
If you answer Yes to receiving an Advance Premium Tax Credit, the form says to provide Form 1095-A. FillingPDF lets you fill out and download the PDF; submission follows the channels of the VITA or TCE site that assists you.
Common mistakes to avoid
- Completing the Dependent Information table without having checked Yes in one of the U.S. national or Canada, Mexico, South Korea or India categories above it.
- Checking more than one box under Entry Immigration Status or Current Immigration Status, when the form says to check one.
- Answering the J-1 subtype question when your status is not J-1, or skipping it when it is.
- Entering dates in the wrong format; the form asks for mm/dd/yyyy on dates of birth, entry and departure.
- Leaving out entry and departure dates for 2026 when you left and re-entered the United States during the year.
- Counting only workdays in the days-present question; it includes vacations, nonworkdays and partial days.
- Answering Yes to the Advanced Premium Tax Credit question without providing Form 1095-A.
- Skipping the treaty columns after answering Yes to claiming a U.S. income tax treaty benefit.
Frequently asked questions
What is Form 13614-NR used for?
Form 13614-NR is the IRS Nonresident Alien Intake and Interview Sheet. It collects your immigration, presence, treaty, income and expense information so IRS-certified volunteers in the VITA and TCE programs can help prepare your tax return. It is not a tax return itself.
Is Form 13614-NR a tax return?
No. It is an intake and interview sheet that records information for volunteer tax preparation. It does not compute tax or ask you to sign a return; the privacy notice says the IRS asks for the information so you may participate in VITA and TCE.
Can I fill out Form 13614-NR online?
Yes. You can complete the fillable PDF online on FillingPDF and download or print it. FillingPDF is an independent service: it does not submit the form or connect you to the IRS, and the sheet is used through the VITA or TCE site that helps you.
Is it mandatory to provide the information on Form 13614-NR?
The form says providing the information is voluntary. It also warns that if you do not provide the requested information, the IRS volunteers may not be able to assist you with preparing and filing your tax return.
Do I have to complete the dependent section?
Only if you checked Yes in one of the categories directly above it: U.S. national, or resident of Canada, Mexico, South Korea or India. The section asks for each dependent's relationship, months lived with you in the U.S. in 2026 and support and income details.
What years does Form 13614-NR ask about?
It asks about visa types for 2020 through 2025 and days present in the U.S. in 2024, 2025 and 2026. It also covers 2026 entry and departure dates, 2026 income and expenses, and any earlier presence before 2020 as a teacher, trainee or student.
Do I need Form 1095-A with Form 13614-NR?
Only if you or a dependent had coverage through HealthCare.gov (the Marketplace) and an Advanced Premium Tax Credit was received. The form says to provide Form 1095-A when you answer Yes to that question.
Where do I send Form 13614-NR?
The form prints no address or portal for sending it. It is the intake sheet for the VITA and TCE programs, so follow the instructions of the VITA or TCE site assisting you. The Washington, DC address on the form is for comments on time estimates only.
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