VITA Intake/ Interview Review Test Questions And
Answers Updated 2023-2024
Quiz :All IRS-certified volunteer preparers participating in the VITA/TEC
Programs MUST use form 13614-C along with an effective interview for every
return prepared at the site. - Answer :True
Quiz :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 answer)
Quiz :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
Quiz :VITA/TCE sites are required to conduct quality reviews. - Answer :Of
every return prepared at the site
Quiz :You do not need to see proof of insurance coverage for a taxpayer if you
feel that this information is not unusual or questionable - Answer :TRUE
Quiz :In most cases, a volunteer must review photo identification for every
taxpayer to deter the possibility of identify theft - Answer :TRUE
Quiz :When does the taxpayer sign the tax return? - Answer :After quality
review and after being advised of their responsibility for the accuracy of the
information on the return.
Quiz :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? - Answer :No, self review is never an acceptable quality review
method.
Quiz :Which of the following is true? - Answer :Quality review is an effective
tool for preparing an accurate tax return.
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