1026 Form 13614-C (PDF)

Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/f13614c.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).

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(October 2026)

Department of the Treasury - Internal Revenue Service

OMB Number

1545-1964

You will need:

• Tax Information such as Forms W-2, 1099, 1098, 1095.

• Social Security cards or ITIN letters for all persons on your tax return

• Picture ID (such as valid driver's license) for you and your spouse

• Complete pages 1-4 of this form.

• You are responsible for the information on your return. Provide complete and accurate information.

• If you have questions, ask the IRS-certified volunteer preparer.

Volunteers are trained to provide high quality service and uphold the highest ethical standards. To report unethical behavior to the IRS, email us at ts.voltax@irs.gov Your first name M.I. Last name Your date of birth Your job title

Spouse's first name M.I. Last name Spouse’s date of birth Spouse’s job title

Mailing address Apt # City State ZIP code

Best contact number Spouse's best contact number Email address (optional)

Can anyone else claim you or your spouse on their tax return Yes No Did you live in two or more states in 2026 Yes No Were you or your spouse in 2026: Legally blind You Spouse No A U.S. citizen You Spouse No Totally and permanently disabled You Spouse No In the U.S. on a visa You Spouse No Issued an identity protection PIN (IPPIN) You Spouse No A full-time student You Spouse No Owners or holders of any digital assets You Spouse No

What language

Would you, or your spouse if married filing jointly, like $3 to go to the Presidential Election Campaign Fund You Spouse No As of December 31, 2026, what was your marital status

Never Married Married If married, were you married on the last day of the year Yes No Did you and your spouse live apart all of the last 6 months of the year Yes No Divorced Legally Separated but not Divorced Widowed Date of final decree Date of separate maintenance decree

Legally Separated but not Divorced Date of separate maintenance decree

Widowed Year of spouse’s death

Page 2

Income: Answer the following questions on the left side of this page. Check only the boxes that apply to you and/or your spouse.

Catalog Number 52121E www.irs.gov Form 13614-C (Rev. 10-2026)

Page 3

Expenses and Tax Related Events: Answer the questions on the left side of this page. Check only the boxes that apply to you and/or your spouse.

Catalog Number 52121E www.irs.gov Form 13614-C (Rev. 10-2026)

Page 4

Optional Information

The following information is for statistical purposes only. Your responses to these questions are not a part of your tax return and are not transmitted to the IRS with your tax return. You are not required to answer these questions.

1. Would you say you can carry on a conversation in English Very well Well Not well Not at all Prefer not to answer

2. Would you say you can read a newspaper in English Very well Well Not well Not at all Prefer not to answer

3. Do you or any member of your household have a disability Yes No Prefer not to answer

4. Are you or your spouse a Veteran of the U.S. Armed Forces Yes No Prefer not to answer

The Internal Revenue Service proudly partners with the National Center for Missing & Exploited Children (NCMEC).

Scan this QR code with your smart device to find missing children near you.

Visit the National Center for Missing and Exploited Children website or call 800-843-5678 to help.

Catalog Number 52121E www.irs.gov Form 13614-C (Rev. 10-2026)

Page 5

Additional Notes/Comments

Privacy Act and Paperwork Reduction Act Notice

We are asking for this information so you may participate in the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) program which provides IRS-certified volunteer income tax preparers to assist with basic income tax return preparation for qualified individuals. The IRS authority to collect this information is 5 U.S.C. section 301 and 26 U.S.C. section 7801. The information you provide may be disclosed to others who coordinate VITA/TCE staffing, outreach, and other VITA/TCE related activities. The IRS may only disclose your return and return information as provided by 26 U.S.C. section 6103. All other records may be disclosed only for purposes the IRS deems are compatible with the purpose for which IRS collected the records, and consistent with any routine use disclosures described in the System of Record Notice (SORN) Treasury/IRS 24.030, Customer Account Data Engine (CADE) Individual Master File (IMF). You may view Treasury/IRS SORNs on the Treasury SORN website at Treasury.gov/System of Records Notices (SORNs). Providing this information is voluntary however, 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.

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, write to the Internal Revenue Service, Tax Products Coordinating Committee, SE:TS:CAR:MP:T:T:SP, 1111 Constitution Ave. NW, Washington, DC 20224.

Catalog Number 52121E www.irs.gov Form 13614-C (Rev. 10-2026)

(October 2026)

Department of the Treasury - Internal Revenue Service

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.

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 October 30, 2028.

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 (October 30, 2028). 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.

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. 10-2026)