When should an IRS certified volunteer preparer participating in the VITATCE

When should an irs certified volunteer preparer

This preview shows page 25 - 28 out of 208 pages.

1 .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 questionsb .Only if the taxpayer has never visited your sitec .Only when the site is not busyd .For every return prepared at the site2 .The certified volunteer preparer should verify the return is within their certification level as part of the Intake/Interview process .3 .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?4 .VITA and TCE sites are required to conduct quality reviews of every return prepared at the site .5 .A taxpayer tells you that they had health insurance coverage for the entire year, but they did not bring proof of the coverage . This information along with all other infor-mation gathered during your interview does not seem unusual or questionable . As a tax preparer, you should:a .Send the taxpayer home to get their insurance cardb .Prepare the return using the information without seeing any proof of insurance coveragec .Prepare their return without giving them credit for having health insurance coverage
Background image
Intake / Interview Retest246 .What information must a volunteer review to deter the possibility of identity theft?7 .The taxpayer signs the tax return after quality review and after being advised of their responsibility for the accuracy of the information on the return .8 .You can quality review a tax return you just prepared instead of waiting for some-one else to quality review the return .9 .Which of the following four critical processes for quality review is not correct:a .Engaging the taxpayer in the review processb .Using Google as a main reference for tax law determinationsc .Using Form 13614-C, Part VIII as a guide while conducting the quality reviewd .Comparing source documents provided by the taxpayer10 .Completing a thorough interview before entering taxpayer information into the soft-ware helps avoid which of the following potential problems?
Background image
Basic Scenarios25DirectionsThe first six scenarios do not require you to prepare a tax return. Read the interview notes for each scenario carefully and use your training and resource materials to answer the questions after the scenarios .
Background image
Image of page 28

  • Left Quote Icon

    Student Picture

  • Left Quote Icon

    Student Picture

  • Left Quote Icon

    Student Picture