2024 Intake/Interview and Quality Review
Exam A+ Solutions
All IRS-certified volunteer preparers participating in the VITA/TCE programs must use
Form 13614-C or Form 13614-NR, along with a thorough interview for every return
prepared at the site. - ANS-True
What must the certified volunteer preparer do with Form 13614-C before starting the tax
return? - ANS-All the above.
The Basic certification level is required to prepare a return with unreported tip income -
ANS-False
A date must be entered on Form 13614-C Part II: Marital Status and Household
Information to determine the appropriate filing status for taxpayers who are: - ANS-All
the above
VITA/TCE volunteers use Publication 4299, Privacy, Confidentiality, and Civil Rights - A
Public Trust, to determine if a return is within scope. - ANS-False
VITA/TCE sites are required to conduct quality reviews: - ANS-For every return
prepared at the site.
In most cases a volunteer must review photo identification for every taxpayer(s) to
prevent the possibility of identity theft - ANS-True
When does the taxpayer sign the tax return? - ANS-After quality review and after being
advised of 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? - ANS-No, self-review is never an
acceptable quality review method.
Which of the following is true? - ANS-Quality review is an effective tool for preparing an
accurate tax return.
Exam A+ Solutions
All IRS-certified volunteer preparers participating in the VITA/TCE programs must use
Form 13614-C or Form 13614-NR, along with a thorough interview for every return
prepared at the site. - ANS-True
What must the certified volunteer preparer do with Form 13614-C before starting the tax
return? - ANS-All the above.
The Basic certification level is required to prepare a return with unreported tip income -
ANS-False
A date must be entered on Form 13614-C Part II: Marital Status and Household
Information to determine the appropriate filing status for taxpayers who are: - ANS-All
the above
VITA/TCE volunteers use Publication 4299, Privacy, Confidentiality, and Civil Rights - A
Public Trust, to determine if a return is within scope. - ANS-False
VITA/TCE sites are required to conduct quality reviews: - ANS-For every return
prepared at the site.
In most cases a volunteer must review photo identification for every taxpayer(s) to
prevent the possibility of identity theft - ANS-True
When does the taxpayer sign the tax return? - ANS-After quality review and after being
advised of 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? - ANS-No, self-review is never an
acceptable quality review method.
Which of the following is true? - ANS-Quality review is an effective tool for preparing an
accurate tax return.
