Exam (elaborations)
Intake/ Interview and Quality Review 2024/2025 already graded A+
- Course
- Institution
Intake/ Interview and Quality Review 2024/2025 already graded A+
[Show more]
Content preview
Intake/ Interview and Quality ReviewAll IRS-certified volunteer preparers participating in the VITA/TCE programs must use Form
13614-C along with an effective interview for every return prepared at the site.
a. True
b. False - ANSTrue
What should the certified volunteer preparer do before starting the tax return?
a. Make sure all questions on Form 13614-C are answered.
b. Change "Unsure" answers to "Yes" or "No" based on a conversation with the taxpayer.
c. Complete all applicable Certified Volunteer Preparer shaded-area questions on Form
13614-C.
d. All of the above. - ANSd. All of the above
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.
a. True
b. False - ANSTrue
VITA/TCE sites are required to conduct Quality Reviews:
a. Of all the returns prepared by volunteers who have less than two years of experience
preparing returns.
b. Of every return prepared at the site.
c. Only when there is a Quality Reviewer available.
d. Of all returns prepared by volunteers with certification levels below Advanced, Military, or
International. - ANSb. Of every return prepared at the site
You do not need to see proof of cash donations made by a taxpayer if you feel that the
information is not unusual or questionable.
a. True
b. False - ANSa. True
In most cases a volunteer must review photo identification for every taxpayer(s) to deter the
possibility of identity theft.
a. True
b. False - ANSa. True
When does the taxpayer sign the tax return?
a. Before quality review and before being advised of their responsibility for the accuracy of the
information on the return.
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