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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.  The 2015 standard deduction for a single filer is:

2.  California must be set as a default on which screen?

3.  When your clients are filing married filing jointly or married filing separately

4.  California is the same as Federal for California Earned Income Tax Credit.
5.  If another person can claim you as a dependent but chooses not to, can you claim a personal exemption credit on your return?

6.  What is Filing status 2 or 5?

7.  Refunds can be direct deposited and balance due paid by credit card.

8.  It is not necessary to enter an SIDN on every volunteer program prepared return.
9.  California Tax Credits include

10.  Clients who can be claimed as a dependent on someone else's return must use the:

11.  An additional blind credit cannot be taken if your client can be claimed as a dependent on someone else's return:
12.  If your taxable income is $12,000, your filing status is 1, what is your California tax?

13.  Tax from Schedule G-1 is beyond the scope of the volunteer program.
14.  For married filing joint returns, write this on the deceased taxpayer's signature line.

15.  Use tax information is found in which section of the Volunteer Manual?

16.  If there are differences between your clients' federal taxable income and state taxable income, your client must complete:

17.  TaxWise software calculates tax automatically.
18.  If the circle on line 6 is completed then the taxpayer may not

19.  Qualifications and directions for completing FTB Form 3506 are in which section of the Volunteer Reference Manual?

20.  Unemployment, social security, railroad retirement, US Savings Bonds, state tax refunds and CA Lottery winnings are

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

22.  Does a volunteer have any legal responsibility for the accuracy of the completed return?

23.  Your client must sign and date their return:

24.  An additional exemption credit is allowed:

25.  California Lottery winnings are not excluded from California taxable income.
26.  The standard deduction amount for tax year 2015 for a single filer is:

27.  Individuals may get help with income splitting by calling the Franchise Tax Board public telephone number.
28.  Overpaid tax may be applied to next year's estimate payment.
29.  Form 540 requests the name and relationship of:

30.  Any change in service hours or location should be reported immediately to:

31.  This fund will aid basic science, diagnosis, treatment, prevention, behavioral problems and caregiving. What is the code?

32.  Practitioner PIN method should never be used on a volunteer program prepared return.
33.  To claim a credit for excess California State Disability Insurance (SDI) if:

34.  The legal responsibility of the tax return belongs to:

35.  If a client itemizes for federal they must itemize for state.

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

37.  Gross Income does not include adjustments or deductions.
38.  Exemption credits must be subtracted from the amounts listed in the tax table unless:

39.  Contributions do not reduce the amount of a taxpayer's refund.
40.  If your client has applied for, but not yet received, an ITIN you should:

41.  As a preparer, you determine whether you will itemize a clients deductions or to take the standard deduction.
42.  What is Contribution Code 400?

43.  An income adjustment must be made for federally non-taxable foreign social security income.
44.  Interest from state or municipal bonds issued outside of California create

45.  For the Child and Dependent Care Expense Credit, FTB may accept cash payments to the care providers if your client can provide verifiable documentation.
46.  Only three dependents are allowed on FTB Form 540 2EZ.
47.  When line six is checked, an extra exemption credit is allowed.
48.  SIDN/site numbers can be set as defaults in the TaxWise system.
49.  TaxWise Desktop software requires an initial manual download to obtain the California software.
50.  Part of California quality review is to check the SDI deduction on federal Schedule A.

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