These two documents are required of all tax filers at a VITA site
What are social security cards (or ITINS) and valid photo IDs?
100
This is the number to call to find out local VITA programs in the area?
What is 311?
100
This is the number of days it will take to receive a refund when filing at a VITA site.
What is 7 to 10 days?
100
This is the deadline in 2012 to pay a balance without interest or penalties.
What is April 17, 2012?
100
This is a bank loan that filers get to receive their refund on the same day that they file.
What is a RAL or rapid anticipation loan? (Interest rate for the loan varies from 30% - 700%)
200
True/False birth certificates of dependents are required at a VITA site
What is false?
200
This is the number of copies of the tax return the survivor should take home after filing her tax return at a VITA site.
What is 2 copies of the federal and state tax return?
200
In order to receive a refund quickly, you will need to have this ready at the time of filing
What is a bank account? (Remember to bring a voided check or a statement with the account and routing number.)
200
These are 2 out of 4 options to pay the amount due by the deadline?
What is writing a check, sending a money order, paying with a credit card, or paying electronically with an account and routing number entered on the return?
200
If savings bonds are used for this, the interest earned will not be taxed.
What is education?
300
Tom and Joanna separated in September of 2011. Joanna had custody of their children since September. This is the filer eligible to claim the children.
Who is Joanna? (If Tom files first, Joanna will have to send her return in the mail and may have to provide additional documentation proving her custody of the children.)
300
This is the name of the IRS Interview and Intake form used before filing taxes at any VITA site?
What is Publication 13614?
300
The interest on this is tax free when used for educational purposes.
What is a US Savings Bond?
300
A filer can request this status if she has not income and owes a balance to the IRS?
What is non-collectible status?
300
This is the name of the largest antipoverty program in the country?
What is the earned income tax credit? (The maximum federal EITC is $5,700.)
400
If a filer has debt from these types of creditors, she will not receive her refund.
What are government creditors (examples: federal/state student loans, past year tax debt, child support)?
400
This is the filing status of a person who is not legally married, who paid most of the costs of keeping up a household for herself and her children.
What is "head of household?"
400
Federal refunds can be split between this many accounts (not including bonds or paper checks).
What are 3 accounts? In addition, filers can buy at least 3 savings bonds and receive a portion of their refund in a paper check.
400
This is a plan a filer can use to make payments after April 17, 2012 if she still owes money to the IRS or to NYS?
What is an installment plan?
400
This is the name of the IRS training program to certify volunteer income tax preparers?
What is link and learn?
500
This document is needed to file for someone who does not have a social security number or an ITIN.
What is a passport?
500
This is the document needed to apply for an ITIN.
What is a passport?
500
This is the interest rate of US Savings Bonds available on the 1040.
What is 3.06%? (No interest is earned on Bank of America or Chase Savings accounts)
500
This is a form that a filer can complete to settle a tax debt for less than the full amount.
What is an offer in compromise?
500
This is the age limit of a dependent who can be claimed for EITC purposes.
What is 18 and under or 23 and under if a full time student?