Purpose:
To inform volunteers about identified issues with the tests.
Message to Volunteers
Volunteers should make the changes below to their Form 6744 to ensure accurate completion of the tests.
NOTE: Link and Learn Taxes is scheduled to launch on December 1st. Volunteers wanting to certify earlier should use the electronic VITA/TCE training products.
Use caution when completing the following test and retest scenarios:
Basic, Scenario 3
Page 62, Ian’s age should be 17.
Basic, Scenario 7
Page 42, Box 5 of Form SSA-1099 should be $15,000.
Basic, Scenario 9
Page 52, Hailey Simpson’s Savings Account number 987654321
Advanced, Scenario 7
Page 79, Form 1099-R is missing the Payer’s TIN. Use any EIN for this scenario.
Advanced Scenario 7 and 8
Schedule C, car expenses, Practice Lab may ask for the mileage to be split into two parts of the year. TaxSlayer has been notified of this issue.
Test Question 3
Change the question to read as, “The Basic certification level is required to prepare a return with unreported tip income.”
Retest Question 3
Change the question to read as, “The taxpayer answered “Yes” to Form 13614-C Part III Question 2 “Tip Income”. What certification level is needed to prepare a return with unreported tips?”
Over the Phone Interpreter
Test Question #4
Change response A to 5590.