Question
Please would you mind answer the following 10 questions: 1. When should an IRS-certified volunteer preparer participating in the VITA/TCE Programs perform a complete interview
Please would you mind answer the following 10 questions:
1.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
2.The certified volunteer preparer should verify the return is within their certification level as part of the Intake/Interview process.
a. True
b. False
3.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?
a. Input Form 1099-INT into tax software
b. Go to the next question on Form 13614-C
c. Ask the taxpayer if they had any other interest income
4.VITA and TCE sites are required to conduct quality reviews of every return prepared at the site.
a. True
b. False
5.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:
a. Send the taxpayer home to get their insurance card
b. Prepare the return using the information without seeing any proof of insurance coverage
c. Prepare their return without giving them credit for having health insurance coverage24
6.What information must a volunteer review to deter the possibility of identity theft?
a. Form W-2
b. Photo identification
c. Last years tax return
d. Medicaid card
7.The taxpayer signs the tax return after quality review and after being advised of their responsibility for the accuracy of the information on the return.
a. True
b. False
8.You can quality review a tax return you just prepared instead of waiting for someone else to quality review the return.
a. True
b. False
9.Which of the following four critical processes for quality review is not correct:
a. Engaging the taxpayer in the review process
b. Using Google as a main reference for tax law determinations
c. Using Form 13614-C, Part VIII as a guide while conducting the quality review
d. Comparing source documents provided by the taxpayer
10.Completing a thorough interview before entering taxpayer information into the software helps avoid which of the following potential problems?
a. The volunteer may not have the required certifications to prepare the return
b. The return may be out of scope
c. The taxpayer may not have all the information needed to prepare the return
d. All of the above
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