VITA INTERVIEW REVIEW TEST
QUESTIONS & A+ GRADED A+
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
Which of the following is true? - correct answer ✔✔Quality review is an effective tool for
preparing an accurate tax return.
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
QUESTIONS & A+ GRADED A+
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
Which of the following is true? - correct answer ✔✔Quality review is an effective tool for
preparing an accurate tax return.
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
