Header
Date of review, site name, SIDN, box A for who conducted the review and box B for Return A, B or C.
6729-C
VITA/TCE Return Review Sheet
Form 6729-C is the VITA/TCE Return Review Sheet. The form says it is used to assess the accuracy of the return by comparing Form 13614-C, Intake/Interview and Quality Review Sheet, the tax return, and all supporting documentation.
It is a reviewer's sheet, not a tax return. The reviewer records the date of review, the site name and SIDN, who conducted the review and which return (A, B or C) is reviewed, then answers 31 questions grouped under Quality, Entity, Filing Status, Dependents, Income, Adjustments, Tax and Credits, Payments and Accuracy, each with a Comments area. The form points to Document 13341, Field, Remote and Return Review Resource Guide, for guidance.
The form says Question 31 is the measurement question for determining if a return is accurate. You can fill out Form 6729-C free in your browser on this page and download the result without an account.
Date of review, site name, SIDN, box A for who conducted the review and box B for Return A, B or C.
Whether Form 13614-C was completed, the certification level needed (Basic, Advanced, Military or Specialty) and whether preparer and quality reviewer were certified at that level.
Names, address and SSN/ITINs on the return, the filing status and whether it is correct, and whether the taxpayer and dependents are identified correctly.
Wages and other income, interest and dividends, IRA, pension and annuity income, Social Security, capital gains, business income, additional income and adjustments, each tied to a Form 1040 or Schedule 1 line.
Standard and itemized deductions, the QBI deduction, tax, credits, other taxes, withholding, refundable credits, other payments and the direct deposit or bank draft details.
Question 31 asks whether an accurate return was prepared: Yes, Yes with errors within tolerance level, or No. A Remarks area follows.
The form says to ensure Form 13614-C is complete before beginning the review, then compare it with the tax return and all supporting documentation.
Enter the date of review, the site name and SIDN, check Tax Consultant or Other in box A, and mark Return A, B or C in box B.
The form says to consider all answer options prior to making a selection. Questions 4 to 6 use Yes, No and N/A columns; the others list specific answers.
The form says a detailed comment must be entered for all underlined answer options. Each section has a Comments column for this.
Question 31 is the measurement question for whether the return is accurate. Mark Yes, Yes with errors within tolerance level, or No, and use Remarks as needed.
You get the real form, filled in a browser tab, with nothing standing between you and the finished PDF.
The form says the return review conducted during the Field Site Visit is entered in SPECforce (formerly SPECTRM) as Return A. It prints no mailing address.
The form prints no filing deadline. The date of the review goes in the box at the top of page 1.
The form names Document 13341, Field, Remote and Return Review Resource Guide, for guidance in completing it.
The questions cite specific Form 1040 lines and Schedules 1, 1-A, 2, 3, A and C of the return under review.
13614-C
297 fields, 6 pages
1040
199 fields, 2 pages
1040
73 fields, 2 pages
1040
63 fields, 2 pages
1040
37 fields, 1 page
1040
33 fields, 1 page
The form is completed by the person reviewing a return prepared at a VITA/TCE site. It records findings about that return; the taxpayer does not fill it out.
No tool matches that search.
The reviewer of a VITA/TCE return. Box A records whether the review was conducted by a Tax Consultant or Other.
No. It is a return review sheet, not a tax return. It compares the return with Form 13614-C and the supporting documentation.
The form says the measurement question for determining if a return is accurate is Question 31.
The form says a detailed comment must be entered for all underlined answer options.
The form says the return review conducted during the Field Site Visit (FSV) is entered in SPECforce (formerly SPECTRM) as Return A.
The form points to Document 13341, Field, Remote and Return Review Resource Guide.