VITA Certification Exam | 80
Questions and Answers Graded A+ |
Latest 2024/2025
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
b. Before quality review and after being advised of their
responsibility for the accuracy of the information on the return
c. After quality review and before being advised of their
responsibility for the accuracy of the information on the return
d. After quality review and after being advised of their
responsibility for the accuracy of the information on the return -
Correct Answer - d. After quality review and after being advised
their responsibility for the accuracy of the information on the
return.
The site is busy with many taxpayers waiting for assistance . All
volunteers are busy preparing tax returns . Can you quality review
the return you just prepared instead of waiting for someone else
to quality review the return?
,a . Yes, if it is a returning taxpayer
b . Yes, with approval of the Site Coordinator
c. No, self review is never an acceptable quality review method d.
No, unless you are certified at the Advanced level
- Correct Answer - c. No, self review is never an acceptable
quality review method
Which of the following is true?
a. Quality review can be conducted by a volunteer preparer
certified at Basic when the tax return required an Advanced
certification to prepare b. Quality review is conducted after the
taxpayer signs the tax return
c. Quality review is an effective tool for preparing an accurate tax
return
d. Taxpayers do not need to be involved in the quality review
process
- Correct Answer - c. Quality review is an effective tool for
preparing an accurate tax return
As part of the intake process, each site must:
a. Have a process to ensure a return is within the scope of the
VITA/TCE Programs
b. Identify the certification level needed to prepare a return
, c. Have a process to ensure volunteers have the certification
needed for the returns they prepare
d. All of the above
- Correct Answer - d. All of the above
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
- Correct Answer - d. For every prepared tax return
The certified volunteer preparer should verify the return is within
their certification level as part of the Intake/Interview process. -
Correct Answer - True
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? - Correct Answer - c. ask the taxpayer if they
had any other interest income
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