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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.  VITA assistance must be provided free of charge.
2.  Which fund will help Breast Cancer Research?

3.  If your client wants to apply an amount of their refund to the 2015 tax year, the amount on line 92 must be at least $1.00.
4.  You may download, view and print California income tax forms and publications at
5.  Your client may claim a credit for excess State Disability Insurance or Voluntary Plan for Disability Insurance withheld only if

6.  The standard deduction amount for Single and Married Filing Separate is

7.  TaxWise Desktop software requires an initial manual download to obtain the California software.
8.  A quality review process is required for all volunteer sites.
9.  If line 37, Column B, on FTB Schedule CA (540) is a negative number you must:

10.  Overpaid tax may be used as a charitable contribution on the state return.
11.  Where do you enter extension payments on the California return?

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

13.  FTB Form 540 must be filed if there are any of the following

14.  A married couple 65 and over filing Form 540, would enter what number in the box on Line 7?

15.  Private Mail Box numbers must be entered separately on the state return.
16.  What is Filing status 4?

17.  An additional blind credit cannot be taken if your client can be claimed as a dependent on someone else's return:
18.  Your client may not have to make estimated tax payments if

19.  FTB Form 540 must be filed if there are any of the following:

20.  When a copy of the W-2 cannot be obtained, use FTB Form 3526.
21.  On Form 540 you may claim

22.  If a taxpayer can be claimed on another return:

23.  Volunteer sites generally close April 15th each year.
24.  Use tax paid on the California return increases or decreases refund amount?
25.  Part of California quality review is to check the State Disability Insurance deduction on federal Schedule A.
26.  It is beyond the scope of the Volunteer Income Tax Assistance calculate the underpayment of estimated tax penalty on line 113.
27.  What is the jurisdiction code used to identify California when making a credit card payment?

28.  Delete any estimate penalties assessed in TaxWise.
29.  If another person can claim you as a dependent but chooses not to, can you claim a personal exemption credit on your return?

30.  California Lottery losses are an itemized deduction on the state income tax return.
31.  If there is a doubt about whether a taxpayer should file a return, the volunteer should:

32.  All information received from a client is confidential.
33.  Apartment or room numbers must be entered separately on the California return
34.  If an income statement does not state a State Tax Identification number, work around by

35.  To claim the nonrefundable renters credit, a single taxpayer's income must be this amount or less

36.  What TaxWise step do you take for Railroad Retirement 1099R income statements?

37.  California does not tax unemployment compensation.
38.  The California Child and Dependent Care Expense Credit is a percentage of:

39.  TaxWise automatically enters nonrefundable renters credit on the state tax form.
40.  The phone number you will give your client if they have questions about their account and you are not with them.

41.  You may report and pay the use tax on your state income tax return.
42.  A head of household filer, under 65 years old, with one dependent, and Adjusted Gross Income of $24,238 has a filing requirement.
43.  California gross income means all income your clients received in the form of money, goods, property, and services that are not exempt from tax.
44.  Listed dependents may be different on the federal and state returns.
45.  California always taxes state income tax refunds.
46.  If line 37, Column C, of the FTB Schedule CA (540) is a negative number you must:

47.  Which adjustments below must be included in the final state itemized deduction amount?

48.  California does tax foreign social security income.
49.  Income adjustments for Form 540 filers are made on which form?

50.  If your client owes taxes, have your client make the check payable to "Franchise Tax Board" and:


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