Exam (elaborations)
VITA Intake/ Interview Review Test Questions 2024/2025 already graded A+
- Course
- Institution
VITA Intake/ Interview Review Test Questions 2024/2025 already graded A+
[Show more]
Content preview
VITA Intake/ Interview Review TestQuestions
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. - ANSTrue
What should the certified volunteer preparer do before starting the tax return? - ANS-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 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 - ANSTRUE
VITA/TCE sites are required to conduct quality reviews. - ANSOf every return prepared at the
site
You do not need to see proof of insurance coverage for a taxpayer if you feel that this
information is not unusual or questionable - ANSTRUE
In most cases, a volunteer must review photo identification for every taxpayer to deter the
possibility of identify theft - ANSTRUE
When does the taxpayer sign the tax return? - ANSAfter 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? - ANSNo, self review is never an acceptable quality review
method.
Which of the following is true? - ANSQuality review is an effective tool for preparing an accurate
tax return.
As part of the intake process, each site must: - ANS-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)
The benefits of buying summaries with Stuvia:
Guaranteed quality through customer reviews
Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.
Quick and easy check-out
You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.
Focus on what matters
Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!
Frequently asked questions
What do I get when I buy this document?
You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.
Satisfaction guarantee: how does it work?
Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.
Who am I buying these notes from?
Stuvia is a marketplace, so you are not buying this document from us, but from seller Ashley96. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy these notes for $12.99. You're not tied to anything after your purchase.
Can Stuvia be trusted?
4.6 stars on Google & Trustpilot (+1000 reviews)
81531 documents were sold in the last 30 days
Founded in 2010, the go-to place to buy study notes for 14 years now