VITA Intake/ Interview Review Test
Questions And Answers
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. -
correct answer ✅True
What should the certified volunteer preparer do before starting the
tax return? -
correct 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)
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 -
correct answer ✅TRUE
VITA/TCE sites are required to conduct quality reviews. -
correct answer ✅Of every return prepared at the site
Questions And Answers
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. -
correct answer ✅True
What should the certified volunteer preparer do before starting the
tax return? -
correct 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)
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 -
correct answer ✅TRUE
VITA/TCE sites are required to conduct quality reviews. -
correct answer ✅Of every return prepared at the site
