VITA INTAKE- INTERVIEW REVIEW TEST QUESTIONS WITH CORRECT ANSWERS

VITA INTAKE- INTERVIEW REVIEW TEST QUESTIONS WITH
CORRECT ANSWERS

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. - CORRECT
ANSWER-True


What should the certified volunteer preparer do before starting the tax return? - CORRECT
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 - CORRECT ANSWER-TRUE


VITA/TCE sites are required to conduct quality reviews. - CORRECT ANSWER-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 - CORRECT ANSWER-TRUE


In most cases, a volunteer must review photo identification for every taxpayer to deter the
possibility of identify theft - CORRECT ANSWER-TRUE


When does the taxpayer sign the tax return? - CORRECT ANSWER-After quality review and after
being advised of their responsibility for the accuracy of the information on the return.




VITA Intake- Interview Review Test Questions With Correct answers