VITA Intake/ Interview Review Test UPDATED ACTUAL Questions
and CORRECT Answers
1. All IRS-certified volunteer prepar- True
ers participating in the VITA/TEC
Programs MUST use form 13614-C
along with an effective interview for
every return prepared at the site.
2. What should the certified volunteer -Make sure all questions on Form 13614-C are an-
preparer do before starting the tax swered
return? -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)
3. When reviewing Form 13614-C, TRUE
you see the "Interest" question
is marked "Yes" and the taxpay-
er gives you a Form 1099-INT. You
should ask the taxpayer if they had
any other interest income
4. VITA/TCE sites are required to con- Of every return prepared at the site
duct quality reviews.
5. You do not need to see proof of in- TRUE
surance coverage for a taxpayer if
you feel that this information is not
unusual or questionable
6. In most cases, a volunteer must re- TRUE
view photo identification for every
taxpayer to deter the possibility of
identify theft
and CORRECT Answers
1. All IRS-certified volunteer prepar- True
ers participating in the VITA/TEC
Programs MUST use form 13614-C
along with an effective interview for
every return prepared at the site.
2. What should the certified volunteer -Make sure all questions on Form 13614-C are an-
preparer do before starting the tax swered
return? -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)
3. When reviewing Form 13614-C, TRUE
you see the "Interest" question
is marked "Yes" and the taxpay-
er gives you a Form 1099-INT. You
should ask the taxpayer if they had
any other interest income
4. VITA/TCE sites are required to con- Of every return prepared at the site
duct quality reviews.
5. You do not need to see proof of in- TRUE
surance coverage for a taxpayer if
you feel that this information is not
unusual or questionable
6. In most cases, a volunteer must re- TRUE
view photo identification for every
taxpayer to deter the possibility of
identify theft
