VITA CERTIFICATION TEST EXAM 2024
LATEST UPDATES QUESTIONS AND
VERIFIED ANSWERS RATED A+/LATEST
VERSION /100% PASS GUARANTEED!
When does the taxpayer sign the tax return?
a. Before quality review and before being advised of their
responsibility for the accuracy of the information on the return
b. Before quality review and after being advised of their responsibility
for the accuracy of the information on the return
c. After quality review and before being advised of their responsibility
for the accuracy of the information on the return
d. After quality review and after being advised of their responsibility
for the accuracy of the information on the return -Ans > d. After quality
review and after being advised 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 else to
quality review the return?
a . Yes, if it is a returning taxpayer b . Yes, with approval of the Site
Coordinator
c. No, self review is never an acceptable quality review method d. No,
unless you are certified at the Advanced level -Ans > c. No, self review is
never an acceptable quality review method
,Which of the following is true?
a. Quality review can be conducted by a volunteer preparer certified
at Basic when the tax return required an Advanced certification to
prepare b. Quality review is conducted after the taxpayer signs the
tax return
c. Quality review is an effective tool for preparing an accurate tax
return
d. Taxpayers do not need to be involved in the quality review process
-Ans > c. Quality review is an effective tool for preparing an accurate tax
return
As part of the intake process, each site must:
a. Have a process to ensure a return is within the scope of the
VITA/TCE Programs
b. Identify the certification level needed to prepare a return
c. Have a process to ensure volunteers have the certification needed
for the returns they prepare
d. All of the above -Ans > d. All of the above
When should an IRS-certified volunteer preparer participating in the
VITA/TCE Programs perform a complete interview of a taxpayer?
a. Only when the taxpayer has questions
b. Only if the taxpayer has never visited your site
c. Only when the site is not busy d. For every return prepared at the
site -Ans > d. For every prepared tax return
, The certified volunteer preparer should verify the return is within
their certification level as part of the Intake/Interview process. -Ans >
True
When reviewing Form 13614-C, you see the "Interest" question is
marked "Yes" and the taxpayer gives you a Form 1099-INT. What
should you do next? -Ans > c. ask the taxpayer if they had any other
interest income
True or False: VITA and TCE sites are required to conduct quality
reviews of every return prepared at the site. -Ans > True
A taxpayer tells you that they had health insurance coverage for the
entire year, but they did not bring proof of the coverage. This
information along with all other information gathered during your
interview does not seem unusual or questionable. As a tax preparer,
you should: -Ans > b. prepare the return using the information without
seeing any proof of insurance coverage
What information must a volunteer review to deter the possibility of
identity theft?
a. Form W-2 b. Photo identification c. Last year's tax return d.
Medicaid card -Ans > b. photo identification
Basic Scenario 1:
Wendy Gordon.
AGE: 20, is a U.S. citizen with valid SS.
LATEST UPDATES QUESTIONS AND
VERIFIED ANSWERS RATED A+/LATEST
VERSION /100% PASS GUARANTEED!
When does the taxpayer sign the tax return?
a. Before quality review and before being advised of their
responsibility for the accuracy of the information on the return
b. Before quality review and after being advised of their responsibility
for the accuracy of the information on the return
c. After quality review and before being advised of their responsibility
for the accuracy of the information on the return
d. After quality review and after being advised of their responsibility
for the accuracy of the information on the return -Ans > d. After quality
review and after being advised 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 else to
quality review the return?
a . Yes, if it is a returning taxpayer b . Yes, with approval of the Site
Coordinator
c. No, self review is never an acceptable quality review method d. No,
unless you are certified at the Advanced level -Ans > c. No, self review is
never an acceptable quality review method
,Which of the following is true?
a. Quality review can be conducted by a volunteer preparer certified
at Basic when the tax return required an Advanced certification to
prepare b. Quality review is conducted after the taxpayer signs the
tax return
c. Quality review is an effective tool for preparing an accurate tax
return
d. Taxpayers do not need to be involved in the quality review process
-Ans > c. Quality review is an effective tool for preparing an accurate tax
return
As part of the intake process, each site must:
a. Have a process to ensure a return is within the scope of the
VITA/TCE Programs
b. Identify the certification level needed to prepare a return
c. Have a process to ensure volunteers have the certification needed
for the returns they prepare
d. All of the above -Ans > d. All of the above
When should an IRS-certified volunteer preparer participating in the
VITA/TCE Programs perform a complete interview of a taxpayer?
a. Only when the taxpayer has questions
b. Only if the taxpayer has never visited your site
c. Only when the site is not busy d. For every return prepared at the
site -Ans > d. For every prepared tax return
, The certified volunteer preparer should verify the return is within
their certification level as part of the Intake/Interview process. -Ans >
True
When reviewing Form 13614-C, you see the "Interest" question is
marked "Yes" and the taxpayer gives you a Form 1099-INT. What
should you do next? -Ans > c. ask the taxpayer if they had any other
interest income
True or False: VITA and TCE sites are required to conduct quality
reviews of every return prepared at the site. -Ans > True
A taxpayer tells you that they had health insurance coverage for the
entire year, but they did not bring proof of the coverage. This
information along with all other information gathered during your
interview does not seem unusual or questionable. As a tax preparer,
you should: -Ans > b. prepare the return using the information without
seeing any proof of insurance coverage
What information must a volunteer review to deter the possibility of
identity theft?
a. Form W-2 b. Photo identification c. Last year's tax return d.
Medicaid card -Ans > b. photo identification
Basic Scenario 1:
Wendy Gordon.
AGE: 20, is a U.S. citizen with valid SS.
