VITA Intake/ Interview Review Test Questions | Questions with 100% Correct Answers | Verified | Updated 2024
VITA Intake/ Interview Review Test Questions | Questions with 100% Correct Answers | Verified | Updated 2024 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. - Answer️️ - True What should the certified volunteer preparer do before starting the tax return? - Answer️️ -- 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 - Answer️️ -TRUE VITA/TCE sites are required to conduct quality reviews. - Answer️️ -Of every return prepared at the site You do not need to see proof of insurance coverage for a taxpayer if you feel that this information is not unusual or questionable - Answer️️ -TRUE In most cases, a volunteer must review photo identification for every taxpayer to deter the possibility of identify theft - Answer️️ -TRUE When does the taxpayer sign the tax return? - Answer️️ -After quality review and after being advised of their responsibility for the accuracy of the information on the return. 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
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