Assessment and Evaluation Flashcards
7 cards from real CAA practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Assessment and Evaluation flashcards as text
How many document types are on the IRS list of acceptable supporting documents for Form W-7?
Answer: 13
The IRS accepts 13 types of documents to prove identity and foreign status.
Which document is acceptable to prove identity only, not foreign status?
Answer: U.S. driver's license
A U.S. driver's license proves identity but does not establish foreign status.
Which W-7 reason box applies to a nonresident alien filing a U.S. federal tax return?
Answer: Box b
Box b covers nonresident aliens filing a U.S. federal tax return.
A CAA evaluates a dependent's passport that has no U.S. date of entry. What additional evidence is usually required?
Answer: Proof of U.S. residency, such as school or medical records
A dependent's passport without a U.S. date of entry generally needs supporting proof of U.S. residency, subject to exceptions such as Mexico/Canada or military overseas.
Which copy of a document may a CAA accept instead of the original?
Answer: A certified copy from the issuing agency
Only originals or copies certified by the issuing agency are acceptable; notarized copies are not.
What is the term of an IRS Acceptance Agent agreement before it must be renewed?
Answer: 4 years
Acceptance Agent agreements are generally valid for four years and must then be renewed.
ITINs are always nine digits and begin with which number?
Answer: 9
Every ITIN begins with the digit 9.