VITA 2022 ADVANCED EXAM |
CORRECTLY ANSWERED AND GRADED
A+ | 2024 GUIDE
1. All 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.
- Correct Answer - True
2. 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
3. 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. -
Correct Answer - True
, 4. VITA/TCE sites are required to conduct Quality Reviews: -
Correct Answer - Of every return prepared at the site
5. 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. - Correct Answer - True
6. In most cases a volunteer must review photo identification for
every taxpayer(s) to deter the possibility of identity theft. - Correct
Answer - True
7. When does the taxpayer sign the tax return? - Correct Answer -
After quality review and after being advised of their responsibility
for the accuracy of the information on the return.
8. 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? - Correct Answer - No,
self review is never an acceptable quality review method.
9. Which of the following is true?
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 NurseMeg. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy these notes for $9.49. You're not tied to anything after your purchase.
