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State of California Franchise Tax Board

VITA - 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 . TaxWise Desktop software requires an initial manual download to obtain the California software.  

2 . California taxes foreign earned income.  

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



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

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



6 . When using Taxwise, there is no procedure for backing out savings bond interest income on the California return.  

7 . Your client can choose to use different exemption credits on their Federal and California return.  

8 . If an income statement does not state a State Tax ID number, work around by  



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

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