VITA Advanced Exam (Latest Update) Questions and Verified Answers| 100% Correct| Grade A

VITA Advanced Exam (Latest Update)

Questions and Verified Answers| 100%

Correct| Grade A

Q: During the intake process, the volunteer should verify the taxpayer (and/or spouse, if

applicable) has photo identification. Additionally, taxpayers must provide verification of

taxpayer identification numbers (SSN or ITIN) for everyone listed on the tax return.

Answer:

True

Q: Mary, a VSC-certified greeter, reviews the taxpayer's completed Form 13614-C, page 2, to

identify what potential volunteer certification level is needed for this tax return. Mary sees the

taxpayer has checked the "yes" box indicating they have self-employment income and the

certification level next to the question is (A). All other questions answered "yes" have a (B)

certification. When Mary assigns the return to a tax preparer, what tax law certification level

does the tax preparer need?

Answer:

Advanced

Q: All IRS-certified volunteer preparers participating in the VITA/TCE programs must use

Form 13614-C along with an effective interview for every return prepared at the site.

Answer:

True

Q: What should the certified volunteer preparer do before starting the tax return?

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>

Q: 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.

Answer:

True

Q: VITA/TCE sites are required to conduct Quality Reviews:

Answer:

Of every return prepared at the site

Q: You do not need to see proof of cash donations made by a taxpayer if you feel that the

information is not unusual or questionable.

Answer:

True

Q: In most cases a volunteer must review photo identification for every taxpayer(s) to deter the

possibility of identity theft.

Answer:

True

Q: When does the taxpayer sign the tax return?

Answer: