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VITA Advanced Exam ( Update) Questions and Answers
VITA Advanced Exam ( Update)
Questions and Answers
Correct
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:
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