Federal Shopping Review Sheet
Extracted from PDF file 2016-federal-form-6729-b.pdf, last modified February 2016
Shopping Review SheetForm 6729-B October 2012 Date of Review Shopping Review Sheet Site Name: OMB Number 1545-2222 SIDN: Reviewer SEID: Type of return: 1040 1040A 1040EZ Scenario: A B C Purpose of this form: SPEC shoppers will use this form to document the findings from the preparation of a tax return by IRS certified volunteers. No taxpayer or volunteer information will be captured during the process. Do not enter any information that identifies a specific person or taxpayer in the comments box. The comments box includes explanation for items not met. The question in bold will cause the review to pass/fail. Underlined responses will require a comment in the SPECTRM Quality Database. Quality Procedures Comments 1 What type of Intake/Interview Sheet was used to prepare this return? Form 13614-C, Sections A&B TaxWise Interview Form 13614-C, Sections A&B Unapproved Tool None Complete Complete Complete Incomplete Incomplete Incomplete 2 Did the certified volunteer review the information on Form 13614-C, Intake/Interview & Quality Review Sheet, with you (conduct an interview) during the preparation of your tax return? Yes - Volunteer reviewed all information on Form 13614-C No - Volunteer did not review all information on Form 13614-C No - Volunteer used unapproved partner developed form No - Volunteer did not conduct an interview 3 Did the volunteer preparer review the completed tax return with you? Yes No 4 Was a complete quality review conducted on this return? Yes - A complete quality review was conducted No - A complete quality review was not conducted 5 What is the certification level of this shopping return scenario? Basic Intermediate Advanced 6 What is the highest certification level of the volunteer preparer that prepared the shopping return? Comment required when certification level is lower than the level in Question 5. Basic Intermediate Advanced Military International None 7 What is the highest certification level of the volunteer quality reviewer of this return? Comment required if not at least Intermediate or if lower than certification level indicated in Question 5. Basic Intermediate Advanced Military International None 8 What training method did the volunteer preparer use for tax law certification? Link & Learn Taxes IRS Training publications None Partner created materials Other Label 9 Were you asked to show photo identification? Comments Yes No 10 Were you asked for documents to verify the name(s) and taxpayer identification number(s) (ITIN/SSN) for you and everyone else described in your scenario? Yes - Volunteer asked for documents for everyone No - Volunteer did not ask for proper documents to validate everyone No - No validation done Form 6729-B (Rev. 10-2012) Catalog 39259D Department of the Treasury Internal Revenue Service publish.no.irs.gov Page 2 of 3 Comments Filing Status 11 What is the correct filing status of your return scenario? MFJ Single MFS HOH QW 12 Is the filing status on the prepared tax return correct? Yes - Filing Status is correct No - Should be Single No - Should be MFJ No - Should be MFS No - Should be HOH No - Should be QW Exemptions Comments 13 Is the number of personal exemption(s) correct? Yes No 14 Is the number of dependency exemption(s) correct? Yes - # of dependency exemption(s) correct No - Eligible person(s) not claimed No - Ineligible person(s) claimed N/A - Not entitled & none claimed Income/Adjustments Comments 15 Is the amount of income correct? No - Pension Income incorrect No - Unemployment Income incorrect No - Omitted cash income No - Other income incorrect Yes - Income amount correct No - Wages incorrect No - Investment Income incorrect No - Business Income incorrect 16 Is the amount of adjustments to income correct? Yes - Adjustment to income amount correct No - Health savings account deduction incorrect No - Self-employment tax incorrect No - IRA deduction incorrect No - Student loan interest deduction No - Other income incorrect N/A - No Adjustments to income & none claimed Tax and Credits Comments 17 Is the standard deduction correct? Yes - Standard deduction correct No - Age/blindness deduction omitted No - Filing Status incorrect No - Should have itemized & did not N/A - Itemized deduction claimed 18 Is the amount of itemized deductions correct? Yes - Itemized deductions correct No - Incorrect amount itemized deductions claimed N/A - Standard deduction claimed 19 Is the Child and Dependent Care Credit amount correct? Yes - CDCC is correct No - Incorrect amount claimed No - Entitled to CDCC but none claimed N/A - Not entitled to CDCC & none claimed 20 Is the amount of Retirement savings contributions credit correct? Yes - Retirement savings credit is correct No - Incorrect amount claimed No - Entitled to retirement savings credit but none claimed N/A - Not entitled to retirement savings credit & none claimed 21 Is the Child Tax Credit correct? Yes - Entitled to CTC & correct No - Incorrect amount No - Entitled to CTC but none claimed N/A - Not entitled to CTC & none claimed Form 6729-B (Rev. 10-2012) Catalog 39259D Department of the Treasury Internal Revenue Service publish.no.irs.gov Tax and Credits (continued) Page 3 of 3 Comments 22 Are all other credit amounts correct? Yes - Other credit amounts are correct No - Entitled to other credits N/A - Not entitled to other credits & none claimed Other Taxes Comments 23 Are all Other Taxes correct? Yes - Other Taxes correct No - Other Taxes incorrect N/A - No Other Taxes & none claimed Payments Comments 24 Is the Federal withholding correct? Yes - Federal withholding correct No - Federal withholding incorrect N/A - No Federal withholding & none claimed 25 Is the Earned Income Credit amount correct? Yes - Entitled to EIC & correct No - Incorrect amount No - Entitled to EIC but none claimed N/A - Not entitled to EIC & none claimed 26 Is the Additional Child Tax Credit amount correct? Yes - Entitled to ACTC & correct No - Incorrect amount No - Entitled to ACTC but none claimed N/A - Not entitled to ACTC & none claimed Completion of the Return Comments 27 Was the return prepared using TaxWise ® or other tax preparation software? Yes - TaxWise® software Yes - Other tax preparation software No - Tax preparation software 28 Did the certified volunteer inform you that you are ultimately responsible for the information on your return? By signing, you are confirming that you have examined the return and to the best of your knowledge, the information is true, correct, and complete. Yes No 29 Did the volunteer preparer exercise Due Diligence? Yes No Accuracy of Return 30 Does the volunteer prepared tax return match the SPEC shopping tax return? Yes No Volunteer Standards of Conduct Comments This question is the only measure for the accuracy of the Shopping return Comments 31 Was the Volunteer Standards of Conduct (VSC) violated? Yes - VSC #1 Yes - VSC #4 Yes - VSC #2 Yes - VSC #5 Yes - VSC #3 Yes - VSC #6 No - The Volunteer Standards of Conduct was not violated Remarks: Form 6729-B (Rev. 10-2012) Catalog 39259D Department of the Treasury Internal Revenue Service publish.no.irs.gov
Form 6729-B (Rev. 10-2012)
More about the Federal Form 6729-B Other TY 2016
We last updated the Shopping Review Sheet in May 2017, so this is the latest version of Form 6729-B, fully updated for tax year 2016. You can download or print current or past-year PDFs of Form 6729-B directly from TaxFormFinder. You can print other Federal tax forms here.
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|Form 8962||Premium Tax Credit|
|Form 12277||Application for Withdrawal of Filed Form 668(Y), Notice of Federal Tax Lien (Internal Revenue Code Section 6323(j))|
|Form 8840||Closer Connection Exception Statement for Aliens|
|Form 14039||Identity Theft Affidavit|
|Form 13844||Application For Reduced User Fee For Installment Agreements|
The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 6729-B from the Internal Revenue Service in May 2017.
Historical Past-Year Versions of Federal Form 6729-B
We have a total of four past-year versions of Form 6729-B in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
Form 6729-B (Rev. 10-2012)
Form 6729-B (Rev. 10-2012)
Form 6729B (Rev. 2-2009)
Form 6729B (Rev. 2-2009)
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