VITA Intake/ Interview Review Test
Questions All Possible Questions and
Answers 2025
You do not need to see proof of insurance coverage for a taxpayer if you feel that this
information is not unusual or questionable - ANSWER-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. -
ANSWER-True
In most cases, a volunteer must review photo identification for every taxpayer to deter
the possibility of identify theft - ANSWER-TRUE
When does the taxpayer sign the tax return? - ANSWER-After quality review and after
being advised of their responsibility for the accuracy of the information on the return
What should the certified volunteer preparer do before starting the tax return? -
ANSWER--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 - ANSWER-TRUE
VITA/TCE sites are required to conduct quality reviews. - ANSWER-Of every return
prepared at the site
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? - ANSWER-No, self review is
never an acceptable quality review method.
Which of the following is true? - ANSWER-Quality review is an effective tool for
preparing an accurate tax return.
Questions All Possible Questions and
Answers 2025
You do not need to see proof of insurance coverage for a taxpayer if you feel that this
information is not unusual or questionable - ANSWER-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. -
ANSWER-True
In most cases, a volunteer must review photo identification for every taxpayer to deter
the possibility of identify theft - ANSWER-TRUE
When does the taxpayer sign the tax return? - ANSWER-After quality review and after
being advised of their responsibility for the accuracy of the information on the return
What should the certified volunteer preparer do before starting the tax return? -
ANSWER--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 - ANSWER-TRUE
VITA/TCE sites are required to conduct quality reviews. - ANSWER-Of every return
prepared at the site
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? - ANSWER-No, self review is
never an acceptable quality review method.
Which of the following is true? - ANSWER-Quality review is an effective tool for
preparing an accurate tax return.
