VITA - Section Quiz




Welcome to the TaxWise Tips Quiz. This quiz is not submitted for scoring, nor will it be recorded. This is just a chance for you to see how much you know about each section. Your answers will be evaluated upon your clicking the Submit button. If your answer is incorrect, we urge you to try again and then go back and study that particular sub-section which pertains to that question.

If you have taken some practice quizzes and feel comfortable with your results, please proceed to the final exam. This exam is graded and will determine if the Franchise Tax Board can grant you a certification as a Volunteer Income Tax Assistant. You may take the final exam at any time by clicking the link on the upper right of this page.

Good luck!

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



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



3 . When using the software, which box must be checked on the W2G to correctly treat California Lottery winnings on the California return? 



4 . Part of California quality review is to check the SDI deduction on federal Schedule A. 

5 . One correct option to enter SDI is to list the amount and type of SDI in boxes 19 and 20 of the W2. 

6 . The definition of a dependant for California purposes is the same as Federal. 

7 . California Lottery winnings are not excluded from California taxable income. 

8 . Calculating California exemption credits in TaxWise requires a manual data entry process. 

9 . There is a check box on Form 540, page 1, to use if you need to change address information in the TaxWise software. 

10 . You will find a reminder of the most common income types that California does not tax in the TaxWise Tips section of this manual.