VITA Final

True or False: Only volunteers who prepare and review tax returns are required to complete the Volunteer Standards of Conduct Training and certification. False True or False: Volunteers are generally held liable for the tax returns they prepare at VITA/TCE sites False True or False: Volunteers are not required to complete a return if they have concerns about the accuracy of information provided by the taxpayer or other concerns. True True or False: Keith and Kathy are married with dependent children. They must be covered under the same policy or plan to satisfy the individual shared responsibility provision. False True or False: Sandy is covered under health insurance offered by her spouse's employer; therefore, she has minimum essential coverage. True Bob is 27 years old. No one can claim him as a dependent. His gross income was $17,000 during the tax year. Based only on this information, Bob is required to file a tax return. True Individuals who are not required to file a tax return should file a return if they can claim the earned income credit. True A driver's license can be used to verify a taxpayer's social security number and correct name spelling. False Some taxpayers must use either Form 1040A or Form 1040EZ instead of Form 1040, depending on their specific tax requirements. False Ryan and Julie were married on December 29. They should file as: Married Filing Jointly Anne's husband died on February 28, 2013. Anne has not remarried, but she has an 18-year-old dependent son. Anne's filing status should be: Qualifying Widow(er) with Dependent Child Tom's wife died on October 20, 2012. Tom has no dependents and has not remarried. Tom should file as: Single Becky and Frank were divorced on December 29. They have no children or other dependents and have not remarried. Their filing status should be: Single Cindy's husband died on August 19 of the tax year. Cindy has no dependents and has not remarried. She should file as: Married Filing Jointly