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

2 . Entering SDI in Box 14 of the W2 is correct for the employer but incorrect for the software.  

3 . When using TaxWise, enter a state refund on which income statement  



4 . A transmitting computer automatically updates software with each transmission.  

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



6 . You must review each line of the CA 540 to make sure the information transferred correctly from the federal tax return.  

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

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

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