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Intake/ Interview and Quality Review 2024/2025 already graded A+
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Intake/ Interview and Quality Review 2024/2025 already graded A+
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Intake/ Interview and Quality ReviewAll 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.
a. True
b. False - ANSTrue
What should the certified volunteer preparer do before starting the tax return?
a. Make sure all questions on Form 13614-C are answered.
b. Change "Unsure" answers to "Yes" or "No" based on a conversation with the taxpayer.
c. Complete all applicable Certified Volunteer Preparer shaded-area questions on Form
13614-C.
d. All of the above. - ANSd. All of the above
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.
a. True
b. False - ANSTrue
VITA/TCE sites are required to conduct Quality Reviews:
a. Of all the returns prepared by volunteers who have less than two years of experience
preparing returns.
b. Of every return prepared at the site.
c. Only when there is a Quality Reviewer available.
d. Of all returns prepared by volunteers with certification levels below Advanced, Military, or
International. - ANSb. Of every return prepared at the site
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.
a. True
b. False - ANSa. True
In most cases a volunteer must review photo identification for every taxpayer(s) to deter the
possibility of identity theft.
a. True
b. False - ANSa. True
When does the taxpayer sign the tax return?
a. Before quality review and before being advised of their responsibility for the accuracy of the
information on the return.
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