Navigation
The link that will take a customer to the place where they can view or print a prior year's tax return
Tuition costs and scholarships received are indicated on which form?
1098-T
A member notes that they've received a state letter that their tax information is incorrect and they owe their state's revenue department.
Where do we transfer them?
Tax Tier 2 - we escalate ANY reference to an IRS or state notice/letter when the customer's needs are specific in regards to those notices.
A user is writing in via CHAT. They ask what their AGI for 2018 is.
The agent responds: "You can locate your AGI information under last year's tax returns in the 'your prior returns' section. As you can see on your 1040, line 7 your AGI is $35,231."
Is this a violation of PII?
What is: YES
We never provide customers with information from their tax forms/credit reports. We only direct them to where they can find this information themselves.
This rapper co-founded Roc-A-Fella records which released his 1996 debut Reasonable Doubt
JAY-Z
Where would a small business owner enter depreciation allowed or allowable since acquisition of a rental property (Section 179 expenses claimed)?
Where does a taxpayer file their General Business Credits
Form 3800
Where would we transfer a CK member who writes in and says:
"I believe I am the victim of identity fraud. I think that a whole bunch of us in Canada had our accounts hacked recently because of a major security issue with a laptop company. HELP!"
What is:
CAN ACCT Tier 1 - because the member says they are Canadian
otherwise AM-Tier 1
A member writes in via e-mail and there is a red warning sign flashing in the top left of their ticket in salesforce.
Can this member still be an authenticated/verified user?
WHAT IS: Yes!
Sometimes Salesforce isn't perfect. Always verify PII comparing Salesforce to REACH and don't assume that it's determinations are 100% accurate.
Beyonce has more than 60 million followers on this photo-sharing app whose logo looks like a Polaroid camera
Where would a CK member input disability income not found on a 1099-R?
Where would you report a prior year's expenses for an adopted child you're trying to carryover?
Form 8839
DOUBLE JEOPARDY
Where is the best place to re-direct a member who writes in with the following:
"I am trying to make sure that my account information is secure. Please verify that Credit Karma is following general data protection regulations in regards to my account."
What is : U.K. Member Support
The member will need to email contact@creditkarma.co.uk because they mentioned the GDPR (General Data Protection Regulation)
UDAAP Stands for:
Unfair, Deceiving, or Abusive Acts or Practices
What is: No.
UDAAP = Unfair, Deceptive, or Abusive Acts or Practices
She stripped down to just a pair of Doc Martens in the video for her single Wrecking Ball
MILEY CYRUS
DOUBLE JEOPARDY
What is the correct response to the following customer inquiry:
"Where do I enter my premiums information from my form 1120S in your product?
Remember: Use ALL your tools to find the best answer.
What is:
The Form 3800 or General Business Credit section
(under form 8941)
On which form is the credit for alternative fuel motor vehicle refueling property reported on?
What is:
Form 3800, Section 3, Line 1S (Worksheet 8911)
A member writes in and says
"I want to delete my account preferences and make sure that I am fully aware of my privacy rights as a CK user."
Where do we transfer them?
What is: Q- US CCPA
We give CA Residents, as well as all U.S. members, rights over their personal information following the California Consumer Privacy Act.
Violating UDAAP or not verifying PII will lead to this.
(HINT Quality Assurance will grade your ticket this)
Auto Fail
In 2012 this rapper turned to reggae & changed his name from canine to feline
SNOOP DOGG
Where would a member enter adjustments to investment income for their PFIC?
Hint: Generally, most members will enter 0 here.
Where do we direct them to input these deductions?
A customer has been writing back and forth with you and is very dissatisfied.
They want to delete their return and you've already given them instructions as to how to delete their return and start over but they are older and want you to do this for them.
Do we transfer them or simply reply and let them know that unfortunately they'll have to handle this themselves and re-send helpful links?
What is : We escalate to Tax Tier 2
We escalate issues where the member requests we delete their return and are unsatisfied with Tier 1 responses.
What is it called when you re-word a response to avoid UDAAP.
(Hint: Using words like "generally", "you may", "most people")
Hedging
In 1994 this pop singer appeared on David Letterman's show & was bleeped more than 10 times for profanity
MADONNA