VITA Intake/ Interview Review Test Questions

In most cases, a volunteer must review photo identification for every taxpayer to deter the possibility of identify theft

TRUE

When reviewing Form 13614-C, you see the "Interest" question is marked "Yes" and the taxpayer gives you a Form 1099-INT. You should ask the taxpayer if they had any other interest income

TRUE

You do not need to see proof of insurance coverage for a taxpayer if you feel that this information is not unusual or questionable

TRUE

All IRS-certified volunteer preparers participating in the VITA/TEC Programs MUST use form 13614-C along with an effective interview for every return prepared at the site.

True

As part of the intake process, each site must:

-Have a process to ensure a return is within the scope of the VIT/TEC -Identify the certification level needed to prepare a return. -Have a process to ensure volunteers have the certification needed for the returns they prepare. -ALL OF THE ABOVE <<<<(correct answer)

What should the certified volunteer preparer do before starting the tax return?

-Make sure all questions on Form 13614-C are answered -Change "Unsure" answers to "Yes" or "No" based on a conversation with the taxpayer. -Complete all applicable Certified Volunteer Preparer shaded-area questions on Form 13614-C. - All the Above <<<< (correct answer)

When does the taxpayer sign the tax return?

After quality review and after being advised of their responsibility for the accuracy of the information on the return.

The site is busy with many taxpayers waiting for assistance . All volunteers are busy preparing tax returns . Can you quality review the return you just prepared instead of waiting for someone else to quality review the return?

No, self review is never an acceptable quality review method.

VITA/TCE sites are required to conduct quality reviews.

Of every return prepared at the site

Which of the following is true?

Quality review is an effective tool for preparing an accurate tax return.