HR BLOCK Final Test Review (ITC 2026) Exam
(updated 2026) Questions & Answers | With
100% Correct Answers graded A+ Guaranteed
Success!!
Save
Terms in this set (112)
Which of the following is a Have a valid social security number.
requirement for all taxpayers who
want to claim the EIC?
Live in the U.S. for more than half a
year.
Have a valid social security number.
Have a qualifying child dependent.
Have AGI less than $21,430 ($27,380
MFJ).
A combined due diligence penalty EIC, AOTC, CTC/ODC/ACTC, and head of
of $2,180 would indicate a penalty household.
for which of the following?
EIC, CTC/ODC/ACTC, and head of
household.
EIC, AOTC, and CTC/ODC/ACTC.
EIC, AOTC, CTC/ODC/ACTC, and
head of household.
EIC, PTC, CTC/ODC/ACTC, and
head of household.
,When dependent care benefits are Box 10 of Form W-2.
withheld from a taxpayer's income,
where are they reported by the
employer?
Form 2441.
Form 1040.
Box 10 of Form W-2.
The employer is not required to
report them.
, All of the following are due Investigate and verify the accuracy of information
diligence requirements a tax the taxpayer provides to show eligibility for EIC,
preparer must meet for EIC, AOTC, AOTC, CTC/ODC/ACTC, and HOH.
CTC/ODC/ACTC, and HOH,
EXCEPT:
Investigate and verify the accuracy
of information the taxpayer
provides to show eligibility for EIC,
AOTC, CTC/ODC/ACTC, and HOH.
Complete all worksheets used to
compute the credits. If the
worksheet is completed by hand,
keep a copy in the taxpayer's client
file.
Maintain a copy of documents
provided by the taxpayer that the
tax preparer relied on when
determining credit eligibility. Then
record the date the information was
obtained and the name of who
provided the information.
When information provided by the
taxpayer appears to be incorrect,
inconsistent, or incomplete, the tax
preparer must make additional
inquiries to determine if the
taxpayer is eligible for the benefit.
Then document both the questions
asked and responses provided.
(updated 2026) Questions & Answers | With
100% Correct Answers graded A+ Guaranteed
Success!!
Save
Terms in this set (112)
Which of the following is a Have a valid social security number.
requirement for all taxpayers who
want to claim the EIC?
Live in the U.S. for more than half a
year.
Have a valid social security number.
Have a qualifying child dependent.
Have AGI less than $21,430 ($27,380
MFJ).
A combined due diligence penalty EIC, AOTC, CTC/ODC/ACTC, and head of
of $2,180 would indicate a penalty household.
for which of the following?
EIC, CTC/ODC/ACTC, and head of
household.
EIC, AOTC, and CTC/ODC/ACTC.
EIC, AOTC, CTC/ODC/ACTC, and
head of household.
EIC, PTC, CTC/ODC/ACTC, and
head of household.
,When dependent care benefits are Box 10 of Form W-2.
withheld from a taxpayer's income,
where are they reported by the
employer?
Form 2441.
Form 1040.
Box 10 of Form W-2.
The employer is not required to
report them.
, All of the following are due Investigate and verify the accuracy of information
diligence requirements a tax the taxpayer provides to show eligibility for EIC,
preparer must meet for EIC, AOTC, AOTC, CTC/ODC/ACTC, and HOH.
CTC/ODC/ACTC, and HOH,
EXCEPT:
Investigate and verify the accuracy
of information the taxpayer
provides to show eligibility for EIC,
AOTC, CTC/ODC/ACTC, and HOH.
Complete all worksheets used to
compute the credits. If the
worksheet is completed by hand,
keep a copy in the taxpayer's client
file.
Maintain a copy of documents
provided by the taxpayer that the
tax preparer relied on when
determining credit eligibility. Then
record the date the information was
obtained and the name of who
provided the information.
When information provided by the
taxpayer appears to be incorrect,
inconsistent, or incomplete, the tax
preparer must make additional
inquiries to determine if the
taxpayer is eligible for the benefit.
Then document both the questions
asked and responses provided.
