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VITA - Final Exam

Welcome to the Final Exam. This exam is a cumulative review of all the sections available in the Volunteer Reference Manual. This exam is graded at the end of the exam and you must pass the exam with a score of 70% or greater to be approved as a VITA volunteer. We urge you to please review all of your answers before submitting the test for grading. If you do not pass this exam, you may take it again at any time. All questions are random so you will not receive the same exact test the next time, so please be sure to review all the section material before attempting the final exam again.

Upon successfully completing the VITA online certification, you will be presented with the option to print a certificate of completion for you to provide to the volunteer site coordinator.

1.  What forms must be completed before beginning the California return?


2.  You may download, view and print California income tax forms and publications at ftb.ca.gov
3.  Volunteer site coordinators may use local newspapers, television and radio shows to publicize the program.

4.  Property exempt from property tax is eligible for the nonrefundable renters credit.
5.  For more information on Registered Domestic Partners, get FTB Publication 737.
6.  How many rules must you check to qualify for the California Child and Dependent Care Credit?


7.  If your client received child care benefits they must complete Part IV of the FTB 3506.
8.  To claim the exemption credits when using the software, you must:


9.  California does not tax state income tax refunds.
10.  Under what circumstances is an additional personal exemption credit claimed?

11.  Part of California quality review is to check the SDI deduction on federal Schedule A.
12.  If a client itemizes for federal they must itemize for state.

13.  You should always double check names and social security numbers.
14.  Line 14 of the Form 540 is used to adjust


15.  TaxWise generates a FTB Form 540 unless manually changed by the user.
16.  A return claiming two personal exemptions and one dependent exemption will decrease the tax due by how much?


17.  Which form is required to claim a refund due a deceased taxpayer?


18.  When line six is checked, an extra exemption credit is allowed.
19.  What are the four state income tax return forms?


20.  Quality review should look over all Schedule A itemized deductions.
21.  Use tax information is found in which section of the Volunteer Manual?


22.  It is not necessary to double check income statements for accuracy.
23.  A client's filing status for California must be the same as filing status on the Federal return except:


24.  A quality review checklist is found in what section of the Volunteer Manual?


25.  The volunteer manual also includes instructions for


26.  The filing status for California must be the same as the filing status used on the federal return unless:

27.  California always taxes state income tax refunds.
28.  The legal responsibility of the tax return belongs to:


29.  Medical expense amounts paid with a Health Savings Account distribution may be an itemized deduction on the Form 540 return.
30.  To claim a credit for excess California State Disability Insurance (SDI) if:


31.  What type of insurance is not a valid deduction for California and must be adjusted?


32.  Child and Dependent Care Expense credit (FTB 3506) is a refundable credit for California.
33.  Form 540, line 14, is income that

34.  Renters Credit is a refundable credit on the California return.
35.  You do not need to attach a copy of the death certificate to claim a refund.
36.  When your clients are filing married filing jointly or married filing separately


37.  If in doubt whether there is a filing requirement, file a return.
38.  Contributions from FTB 540 are a charitable itemized tax deduction on the federal and state return.
39.  You must attach IRS 1040 to the state return when:

40.  The 2015 California Volunteer Manual covers instruction for:


41.  Your client can choose to use different exemption credits on their Federal and California return.
42.  Taxwise does not automatically enter the nonrefundable renters credit, you must enter the credit on the state return.
43.  If a taxpayer has no filing requirement but is eligible for the child and dependent care credit, should a return be filed?

44.  An income adjustment must be made for federally non-taxable foreign social security income.
45.  A married couple 65 and over filing Form 540, would enter what number in the box on Line 7?


46.  To make California estimated tax payments use


47.  Practitioner PIN method should never be used on a volunteer program prepared return.
48.  E-filed returns use which signature document?


49.  If your client does not receive a W-2 by January 31 they should contact:


50.  The 2015 standard deduction for married filing joint returns is $8,008.
 

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