Intake/Interview & Quality Review Sheets

Forms and Documents

Forms and supporting documents for this ICR

Document	Type	Status	Availability
Form Form 13614-NR Nonresident Alien Intake and Interview Sheet	Form	Modified	Available
Form Form 13614-NR Nonresident Alien Intake and Interview Sheet	Form	Modified	Repair queued
Form 13614-C Intake/Interview & Quality Review Sheet	Form	Modified	Available
Form 13614-C Intake/Interview and Quality Review Sheet	Form	Modified	Repair queued
PRA Comments 1545_1964.pdf	Supplementary Document	Uploaded 2024-08-20	Repair queued
PRA Comments 1545_1964.pdf	Supplementary Document	Uploaded 2024-08-20	Missing upstream
1545-1964 Supporting Statement 11.8.2024.docx	Supporting Statement A	Uploaded 2024-11-08	Repair queued
1545-1964 Supporting Statement .docx	Supporting Statement A	Uploaded 2024-10-03	Missing upstream

IC Document Collections

Information collection document groups

IC ID	Collection	Type	Status	Form
242421	Nonresident Alien Intake and Interview Sheet	Form	Modified	Nonresident Alien Intake and Interview Sheet
242421	Nonresident Alien Intake and Interview Sheet	Form	Modified
19697	Intake/Interview and Quality Review Sheet	Form	Modified	Intake/Interview & Quality Review Sheet
19697	Intake/Interview and Quality Review Sheet	Form	Modified

ICR Details

OMB Control No: 1545-1964	ICR Reference No: 202408-1545-007
Status: Historical Active	Previous ICR Reference No: 202209-1545-008
Agency/Subagency: TREAS/IRS	Agency Tracking No:
Title: Intake/Interview & Quality Review Sheets
Type of Information Collection: Revision of a currently approved collection	Common Form ICR:  No
Type of Review Request: Regular
OIRA Conclusion Action: Approved with change	Conclusion Date: 11/08/2024
Retrieve Notice of Action (NOA)	Date Received in OIRA: 10/03/2024
Terms of Clearance: Supporting statement updated during OIRA review. Approved consistent with the understanding that in the next revision/extension of the package, the agency will consider updating the race/ethnicity question in this information collection to be in compliance with the updated SPD 15 (effective as of March 28, 2024).

table that charts list comparision

	Inventory as of this Action	Requested	Previously Approved
Expiration Date	11/30/2027	36 Months From Approved	11/30/2024
Responses	2,576,781	0	3,750,000
Time Burden (Hours)	429,464	0	625,000
Cost Burden (Dollars)	0	0	0

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Abstract: The Volunteer Income Tax Assistance (VITA) program developed the Forms 13614-C and 13614-NR that contain a standardized list of required intake questions to guide volunteers in asking taxpayers basic questions about themselves. The forms are effective tools to ensure VITA volunteers consistently collect personal information from each taxpayer to assure the tax returns are prepared accurately and avoid erroneous returns. These forms are critical to continued improvements in the accuracy of volunteer-prepared returns for taxpayers utilizing the VITA program. Form 13614-C is used to assist VITA volunteers in preparing individual tax returns for citizens or residents of the United States. The IRS also provides multiple translations of Form 13614-C. Form 13614-NR is used to assist VITA volunteers in preparing individual tax returns for nonresident aliens.

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Authorizing Statute(s): US Code: 26 USC 7526A Name of Law: Return Preparation Programs For Applicable Taxpayers
  

Citations for New Statutory Requirements: None

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Associated Rulemaking Information
RIN:	Stage of Rulemaking:	Federal Register Citation:	Date:
	Not associated with rulemaking

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Federal Register Notices & Comments
60-day Notice:	Federal Register Citation:	Citation Date:
	89 FR 46305	05/28/2024
30-day Notice:	Federal Register Citation:	Citation Date:
	89 FR 80630	10/03/2024
Did the Agency receive public comments on this ICR? Yes

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Number of Information Collection (IC) in this ICR: 2

table that charts list of burden

IC Title	Form No.	Form Name
Intake/Interview and Quality Review Sheet	13614-C	Intake/Interview & Quality Review Sheet
Nonresident Alien Intake and Interview Sheet	Form 13614-NR	Nonresident Alien Intake and Interview Sheet

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ICR Summary of Burden

table that charts list of burden

	Total Approved	Previously Approved	Change Due to New Statute	Change Due to Agency Discretion	Change Due to Adjustment in Estimate	Change Due to Potential Violation of the PRA
Annual Number of Responses	2,576,781	3,750,000	0	0	-1,173,219	0
Annual Time Burden (Hours)	429,464	625,000	0	0	-195,536	0
Annual Cost Burden (Dollars)	0	0	0	0	0	0

Burden increases because of Program Change due to Agency Discretion: No

Burden Increase Due to:

Burden decreases because of Program Change due to Agency Discretion: No

Burden Reduction Due to:

Short Statement: Form 13614-C and Form 13614-NR was redesigned and updated to meet OMB request on Race and Ethnicity. Changes to the burden estimates of form 13614-C and form 13614-NR are due to the decrease in filers based on the most recent filing data, from 3,750,000 to 2,576,781 responses and a decrease in burden hours from 625,000 to 429,464.

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Annual Cost to Federal Government: $373,975

Does this IC contain surveys, censuses, or employ statistical methods? No

Does this ICR request any personally identifiable information (see OMB Circular No. A-130 for an explanation of this term)? Please consult with your agency's privacy program when making this determination.     No

Does this ICR include a form that requires a Privacy Act Statement (see 5 U.S.C. §552a(e)(3))? Please consult with your agency's privacy program when making this determination.     No

Is this ICR related to the Affordable Care Act [Pub. L. 111-148 & 111-152]? No

Is this ICR related to the Dodd-Frank Wall Street Reform and Consumer Protection Act, [Pub. L. 111-203]? No

Is this ICR related to the American Recovery and Reinvestment Act of 2009 (ARRA)? No

Is this ICR related to the Pandemic Response? No

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Common Form ICR:  No

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On behalf of this Federal agency, I certify that the collection of information encompassed by this request complies with 5 CFR 1320.9 and the related provisions of 5 CFR 1320.8(b)(3).

The following is a summary of the topics, regarding the proposed collection of information, that the certification covers:

(a) It is necessary for the proper performance of agency functions;

(b) It avoids unnecessary duplication;

(c) It reduces burden on small entities;

(d) It uses plain, coherent, and unambiguous language that is understandable to respondents;

(e) Its implementation will be consistent and compatible with current reporting and recordkeeping practices;

(f) It indicates the retention periods for recordkeeping requirements;

(g) It informs respondents of the information called for under 5 CFR 1320.8 (b)(3) about:

(i) Why the information is being collected;

(ii) Use of information;

(iii) Burden estimate;

(iv) Nature of response (voluntary, required for a benefit, or mandatory);

(v) Nature and extent of confidentiality; and

(vi) Need to display currently valid OMB control number;

(h) It was developed by an office that has planned and allocated resources for the efficient and effective management and use of the information to be collected.

(i) It uses effective and efficient statistical survey methodology (if applicable); and

(j) It makes appropriate use of information technology.

If you are unable to certify compliance with any of these provisions, identify the item by leaving the box unchecked and explain the reason in the Supporting Statement.

Certification Date: 10/03/2024

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