Get the free Form 13615B

The C-VITA Volunteer Agreement outlines the standards of conduct for volunteers participating in the Volunteer Return Preparation Program, which provides free tax return preparation for eligible taxpayers.

How to fill out form 13615b

How to fill out Form 13615B

1. Begin by downloading Form 13615B from the official IRS website.
2. Fill in your personal information at the top of the form, including your name, address, and contact information.
3. Provide your social security number or taxpayer identification number as required.
4. Review the instructions carefully to understand the sections that apply to your specific tax situation.
5. Complete the relevant sections of the form by following the prompts and providing accurate information.
6. If applicable, attach any required documentation that supports your information on the form.
7. Review the completed form for accuracy and ensure all sections are filled out properly.
8. Sign and date the form at the designated area.
9. Submit the form according to the instructions provided, either electronically or via mail.

Who needs Form 13615B?

1. Taxpayers who require assistance with preparing their tax returns.
2. Individuals who are eligible to receive free tax assistance through the IRS Volunteer Income Tax Assistance (VITA) program.
3. Persons seeking to utilize tax preparation services provided by certified volunteers.

People Also Ask about

What must a certified volunteer preparer do with form 13614-C before starting a tax return?

Before starting a tax return, use the intake form 13614-C to determine if it is within your certification scope. If an issue arises during tax preparation that is not within your level of certification, stop preparation and notify your site coordinator. Only prepare tax returns within your scope of certification.

What is the process you would use to verify information on the 13614-C?

Process to Verify Information on the 13614-C Compare Information: Compare the information on the form with the taxpayer's identification documents, such as a driver's license or passport, and Social Security card. Check for Completeness: Ensure all required fields on the form are filled out.

What is the purpose of the 4506 C form?

Purpose of form. Use Form 4506-C to request tax return information through an authorized IVES participant. You will designate an IVES participant to receive the information on line 5a. Note: If you are unsure of which type of transcript you need, check with the party requesting your tax information.

What information must a volunteer review to prevent the possibility of identity theft?

In most cases a volunteer must review photo identification for every taxpayer(s) to deter the possibility of identity theft.

How to verify taxpayer information by auditing form 13614-C?

Form 13614-C & Quality Review Verify name, address and SSN match Form 1040 (Form 13614-C does not show SSN) Use photo ID to verify taxpayer's identity. Use social security cards or ITIN letter to verify name and SSN/ITIN on the return. Verify date of birth and phone numbers.

What is the purpose of form 13614-C?

Use Form 13614-C, Intake and Interview Sheet to engage your taxpayer in preparing an accurate return.

What must the certified volunteer preparer do with form 13614-C?

Form 13614-C guides the preparer through the interview with the taxpayer and allows them to gather all necessary information for accurate return preparation. The volunteer uses the completed tax return, the taxpayer's supporting documentation, and the completed Form 13614-C to verify the tax return is free from error.

Who fills out form 13614-C?

It's the taxpayer's responsibility to make sure Form 13614-C is complete and accurate. For a married couple filing a joint return, review the photo ID for both taxpayers. Taxpayers should provide original or copies of Social Security Cards for all individuals who will be on the return.

For pdfFiller’s FAQs

What is Form 13615B?

Form 13615B is a form used by tax preparers to certify their eligibility and qualifications to participate in the Volunteer Income Tax Assistance (VITA) program.

Who is required to file Form 13615B?

Individuals who wish to volunteer as tax preparers under the VITA program are required to file Form 13615B.

How to fill out Form 13615B?

To fill out Form 13615B, individuals must provide personal information, including their name, social security number, contact information, and sign the form to certify their eligibility.

What is the purpose of Form 13615B?

The purpose of Form 13615B is to ensure that volunteer tax preparers meet the necessary qualifications and to officially register them for participation in the VITA program.

What information must be reported on Form 13615B?

Form 13615B requires the reporting of the volunteer's name, social security number, contact information, and a signature confirming the accuracy of the information provided.