VITA Certification Test | Questions and Correct Answers | Latest Update 2024/2025 | 100% PASS

VITA Certification Test | Questions and Correct Answers | Latest Update 2024/2025 | 100% PASS To ensure quality service and accurate return preparation, every site is required to have a process for assigning taxpayers to IRS tax lawcertified preparers who are certified at or above the level required to prepare their tax return. a. True b. False - Answer -a. True During the intake process, which of the following should the volunteer verify that the taxpayer and spouse, if applicable, have with them to ensure the taxpayers can be served that day? a. Photo identification for both b. Social Security or taxpayer identification number verification documents for everyone listed on the return c. All tax statement documents, including Forms W-2, 1099-R, etc. d. All of the above - Answer -d. All of the above Explaining the intake/interview and quality review process is important so the taxpayer understands they are expected to: a. Have a completed Form 13614-C, Intake/Interview & Quality Review Sheet, prior to having the return prepared.b. Answer the tax preparer's additional questions during the interview. c. Participate in the quality review of their tax return. d. All of the above. - Answer -d. All of the above. Jan, a greeter, overheard an IRS tax law-certified volunteer, Jim, trying to sell insurance to a taxpayer he was helping. Jim is an insurance agent in the community. Jan feels like Jim was pushy, made the taxpayer uncomfortable, and violated Voluntee