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  Student Name: Zlatina Georgieva
     
  Address: 2947 Cloudcrest Rd
  City, State, Zip: La Crescenta, CA 91214
  Email: zlakoge@yahoo.com
  Phone No.: 818-249-4768
  CTEC No. : A135359
  PTIN:  P01886230
  Oregon No. : NA
zlatina EA No.: NA
danyci    
 danaci Course Type: Continuing Education
     

2020 Continuing Tax Education Courses

Tax Professional Registration (Upon completion, please go to ctec.org, Oregon Board of Tax Practitioners, Maryland or New York Tax Preparer Registration to complete your registration and pay your fees)

 

       

 

2019-2020 Results:

 

 

Tracker -> 2020 Ethics Review Questions -> Transcript (Zlatina Georgieva)

Summary Report

Candidate: Zlatina Georgieva
User Identifier 2: zlakoge@yahoo.com
User Identifier 3: A135359
User Identifier 4: P-01886230
Quiz Title: 2020 Ethics Review Questions
Overall Result: PASS
Overall Score: 100/100
Percentage Score: 100
Passing Percentage: 70
Time Results Received: Oct 20, 16:31:23, 2019
Time Spent: 00:02:27


 

Question Breakdown

Question Reference Answer Score Time
Question 1 To reduce your risk of identity theft for 2019, you need D. All of the above. 10 7.33s
Question 2 You should probably modify your interview packets to incl A.  Will not show due diligence but the fact that you are 10 15.97s
Question 3 In 2019, anytime an ERO enters the taxpayer s PIN on the A. Must be signed by the taxpayer. 10 18.65s
Question 4 For 2019, the following is a true statement regarding pra A. The practitioner must use reasonable efforts to identify 10 15.34s
Question 5 To qualify for continuing tax education credit for an enr D. All of the above. 10 14.58s
Question 6 With respect to any matter administered by the Internal R D. None of the above. 10 11.61s
Question 7 Tax advisors should provide clients with the highest qual C. Establishing the facts, determining which facts are 10 13.36s
Question 8 Being convicted of any criminal offense under the revenue D. Considered disreputable conduct. 10 18.13s
Question 9 Subject to certain limitations, an individual who is not D. Any of the above. 10 12.91s
Question 10 A durable power of attorney is a power of attorney which B. Specifies that the appointment of the attorney-in-fact 10 13.10s


 

Technical Record

System Language: en-US
Operating System: MacIntel
Screen Resolution: 1680x1050
Client IP: 99.167.209.186
Client Time: Sun Oct 20 2019 17:25:28 GMT-0700 (PDT)
Version: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_14_6) AppleWebKit/605.1.15 (KHTML, like Gecko) V
Source URL: https://herasincometaxschool.com/20ethics-review/

 

 

 

 

 

Tracker -> 2019 Tax Ethics Final -> Transcript (Zlatina Georgieva)

Summary Report

Candidate: Zlatina Georgieva
User Identifier 2: zlakoge@yahoo.com
User Identifier 3: A135359
User Identifier 4: P-01886230
Quiz Title: 2019 Tax Ethics Final
Overall Result: PASS
Overall Score: 190/200
Percentage Score: 95
Passing Percentage: 70
Time Results Received: Oct 20, 16:49:05, 2019
Time Spent: 00:15:21


 

Question Breakdown

Question Reference Answer Score Time
Question The IRS has identified ___________ as a key indicator of pot A. Questionable Forms W-2 10 29.37s
Question If you prepared a tax return two years ago when you were par A. At every stage of the tax returns you prepare to be able 10 31.92s
Question Starting in 2018, you can represent taxpayers if you are D. Any of the above. 10 37.04s
Question Your client may need to file Form 8862 in 2018 and may be ba A. Next 10 years. 10 81.58s
Question You need to answer the questions covering EITC eligibility o C. Form 8867 10 16.60s
Question Tax preparation is your profession and you should always fol D. Any of the above. 10 91.06s
Question A preparer that is also a financial institution, but has not D. Any of the above. 10 66.08s
Question You must go into your PTIN account and sign the ____________ B. Circular 230 Consent statement. 10 32.31s
Question An examining officer, or other Service officer or employee w B. The District Director of the taxpayer. 10 31.30s
Question Filing electronically allows you to receive your refund much B. 2 weeks. 0 130.07s
Question The new thing this time around is that an individual applyin B. Form W-7 10 61.70s
Question You as a tax professional are defined under the FTC as a fin D. All of the above. 10 42.78s
Question A few things to consider, even the most basic of things abou D. All of the above. 10 39.72s
Question The IRS can only allow so much abuse and may start sending L A. $520 for each missing form. 10 25.08s
Question Under IRC section 6692(g), the new tax law Tax Cuts and Jobs B. $520 for each failure. 10 26.38s
Question For 2018, you must complete and submit _________ for all pap A. Form 8867. 10 33.91s
Question The taxpayer who is issued an ITIN is usually not eligible t A. These people are usually not eligible for an SSN. 10 41.09s
Question Providers must never put their address in fields reserved fo C. Form 8453. 10 36.19s
Question The ERO may use ___________ as authority to input the taxpa B. Pre-signed authorizations 10 15.81s
Question The director of the Office of Professional Responsibility mu A. 30 days 10 32.89s


 

Technical Record

System Language: en-US
Operating System: MacIntel
Screen Resolution: 1680x1050
Client IP: 99.167.209.186
Client Time: Sun Oct 20 2019 17:32:49 GMT-0700 (PDT)
Version: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_14_6) AppleWebKit/605.1.15 (KHTML, like Gecko) V
Source URL: https://herasincometaxschool.com/reethicsfinal/

 

 

 

 

 

 

Tracker -> 2020 Tax Law Review Questions -> Transcript (Zlatina Georgieva)

Summary Report

Candidate: Zlatina Georgieva
User Identifier 2: zlakoge@yahoo.com
User Identifier 3: A135359
User Identifier 4: P-01886230
Quiz Title: 2020 Tax Law Review Questions
Overall Result: PASS
Overall Score: 290/300
Percentage Score: 97
Passing Percentage: 70
Time Results Received: Oct 26, 15:59:37, 2019
Time Spent: 00:06:41


 

Question Breakdown

Question Reference Answer Score Time
Question 1 The results compared to previous results give us informat A. Rising prices. 10 6.33s
Question 2 Practically everything you received for your work or serv D. All of the above. 10 12.89s
Question 3  In 2019, there are penalties for not filing a required F C. Both A or B above. 10 10.14s
Question 4 For 2019, Schedule B Part III is where you report a finan D. Any of the above. 10 5.80s
Question 5 You can try to figure out what to do about making sure th C. Both A and B above. 10 13.12s
Question 6 What are the types of calculation methods for claiming of C. Either A or B above. 10 8.61s
Question 7 Individuals always challenge the constitutionality of tax C. Both A and B above. 10 13.55s
Question 8 In 2019 or any tax year, you should supply the taxing age B. The most correct information requested on the tax forms 10 12.97s
Question 9 The Internal Revenue Service will use the 2019 tax return D. All of the above. 10 13.93s
Question 10 To determine if you must file a tax return for 2019, you C. Both A and B above. 10 6.64s
Question 11 Even if you are not required to file a tax return for 20 A. If you had income tax withheld from your pay. 0 8.42s
Question 12 You may be able to include your child s interest and div D. Any of the above. 10 17.29s
Question 13 You may have to file a tax return for 2019 even if your D. Only A and B above. 10 5.59s
Question 14 The head of household filing status has more requirement A. To have supported a home for your dependent for more than 10 10.38s
Question 15 If you do not itemize deductions, you are entitled to a B. January 2, 1955 10 66.32s
Question 16 Once you are married in 2019, you can file as B. Married Filing Separately. 10 24.62s
Question 17 You will most likely be obligated to file a 2019 tax ret D. Any of the above. 10 10.13s
Question 18 For 2019, the new tax law will now use the _______ which A. Chained CPI 10 9.57s
Question 19 For 2019, the new tax law treatment of alimony payments C. Either A or B above. 10 7.37s
Question 20 In 2019, the due diligence requirement that has always b D. All of the above. 10 4.35s
Question 21 If you don t show proper due diligence on how you qualif A. The IRS will impose a $520 penalty for each failure. 10 20.34s
Question 22 For 2018, it is important that you be aware that you can B. There is a new $500 nonrefundable credit for dependents 10 19.57s
Question 23 For 2019, foreigners who are individuals should apply fo B. No longer needs to attach a copy of your tax return when 10 9.63s
Question 24 If you were married on or before December 31, 2019, you C. You can be considered unmarried for 2019. 10 11.19s
Question 25 If you were married at the end of 2019, even if you did A. It is always your legal right to file your tax return 10 8.62s
Question 26 If you obtain a court decree of annulment in 2019, which D. All of the above. 10 9.04s
Question 27 For 2019, the following is a stipulation that determines B. You are known in the community as holding a relationship 10 6.25s
Question 28 Unreimbursed employee business expenses, such as job tra A. Affects the deduction of hobby expenses. 10 7.16s
Question 29 The kiddie tax will most likely apply until the year the D. All of the above. 10 5.73s
Question 30 Business expenses are those charges that you incur in ca D. 100% deductible. 10 17.81s


 

Technical Record

System Language: en-US
Operating System: MacIntel
Screen Resolution: 1680x1050
Client IP: 99.167.209.186
Client Time: Sat Oct 26 2019 16:52:21 GMT-0700 (PDT)
Version: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_14_6) AppleWebKit/605.1.15 (KHTML, like Gecko) V
Source URL: https://herasincometaxschool.com/20taxlaw-review/

 

 

 

 

 

Tracker -> 2019 Federal Tax Updates -> Transcript (Zlatina Georgieva)

Summary Report

Candidate: Zlatina Georgieva
User Identifier 2: zlakoge@yahoo.com
User Identifier 3: A135359
User Identifier 4: P-01886230
Quiz Title: 2019 Federal Tax Updates
Overall Result: PASS
Overall Score: 280/300
Percentage Score: 93
Passing Percentage: 70
Time Results Received: Oct 23, 14:52:57, 2019
Time Spent: 00:28:15


 

Question Breakdown

Question Reference Answer Score Time
Question Starting in 2018, under the new tax bill, children with ITIN C. Refundable. 10 55.51s
Question The new Tax Cuts and Job Act has also revised the depreciati B. Up to $18,000 in first year depreciation. 10 29.10s
Question There are two items you must consider in your ability to ded B. $750,000 of your home mortgage debt. 10 27.45s
Question The new Tax Cuts and Jobs Act, has made adjustment to the Se A. The qualifying property for Section 179 expensing now 10 106.26s
Question The new tax legislation, which the President signed into law D. All of the above. 10 55.74s
Question Everything else very much remains the same as to the qualifi A. Allows for a $500 credit for other dependents who are 10 141.88s
Question The new Tax Cuts and Job Act law has made the deduction for C. It is up to 10 percent to 60 percent. 10 51.01s
Question It has always been that only new property placed in service A. Allows used property too. 10 33.01s
Question In 2018, any 529 withdrawals continue to be tax-free so long D. Any of the above. 10 26.01s
Question If your Adjusted Gross Income is $35,000, you can contribute A. 60% of your Adjusted Gross Income. 10 53.20s
Question The general rule is that a repeal of statutory language that C. Is routinely off-limits in the 2018 budget reconciliation 10 25.99s
Question Starting in 2018, the unreimbursed employee business expense D. All of the above. 10 38.42s
Question Other than being at a tax bracket of 39 6% and being taxed a D. All of the above. 10 45.08s
Question The alternative minimum tax will continue with the new Tax C B. Only be 28 percent. 10 26.94s
Question Colleges and universities counted on the previous tax code t B. The Tax Cuts and Job Act has repealed the rule that 10 94.58s
Question The new Tax Cuts and Jobs Act of 2017 will increase the stan A. $12,000; $24,000 10 35.43s
Question The PATH Act law states that starting January 1, 2018, bonus B. On December 22, 2017, the new tax bill went into effect 10 25.98s
Question What are these adjustments to income that help you arrive at A. Repayment of supplemental unemployment benefits required 10 44.03s
Question The taxpayer must substantiate on a contemporaneous acknowle B. A statement that goods or services consisted entirely of 0 81.32s
Question For 2018, the TCJA retains the historic rehabilitation tax c D. All of the above. 10 50.11s
Question For 2018, if the taxpayer is owed a refund, the child tax cr B. $1,400. 10 21.65s
Question With the new tax legislation, alimony is treated differently A. Because now neither can the payer deduct it, nor is the 10 84.84s
Question The new Tax Cuts and Jobs Act (TCJA) has limitations on the C. You definitely will not be able to carryback any of it. 10 73.77s
Question New changes will be implemented for the ABLE in the course o B. Achieving a Better Life Experience. 10 35.67s
Question The premium tax credit continues and thus taxpayers who cont B. Is no intention in the code for discontinuing the premium 10 26.34s
Question For 2018, the deduction for casualty and theft losses has be C. Both A and B above. 10 96.77s
Question What is the marriage penalty? The TCJA of 2017 has lowered t D. All of the above. 0 105.10s
Question You can discharge your federal and private student loan debt B. Will no longer be treated as taxable income by the 10 51.10s
Question The TCJA of 2017 has brought changes to the way pass through A. 20% of the business income and will be claimed as a 10 37.66s
Question In 2018, there are two classes of businesses taken into cons D. All of the above. 10 74.02s


 

Technical Record

System Language: en-US
Operating System: MacIntel
Screen Resolution: 1680x1050
Client IP: 99.167.209.186
Client Time: Wed Oct 23 2019 15:23:51 GMT-0700 (PDT)
Version: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_14_6) AppleWebKit/605.1.15 (KHTML, like Gecko) V
Source URL: https://herasincometaxschool.com/reupdatesfinal/

 

 

 

 

 

Tracker -> 2020 Updates Review Questions -> Transcript (Zlatina Georgieva)

Summary Report

Candidate: Zlatina Georgieva
User Identifier 2: zlakoge@yahoo.com
User Identifier 3: A135359
User Identifier 4: P-01886230
Quiz Title: 2020 Updates Review Questions
Overall Result: PASS
Overall Score: 80/90
Percentage Score: 89
Passing Percentage: 70
Time Results Received: Oct 23, 14:17:36, 2019
Time Spent: 00:04:20


 

Question Breakdown

Question Reference Answer Score Time
Question 1 There are many changes that came about with the new admin B. $2,000 10 18.46s
Question 2 The purpose of the AMT is to effectively take back some o C. Both A and B above. 10 17.72s
Question 3 The new deduction for pass-through businesses was created D. All of the above. 0 33.10s
Question 4 The kiddie tax will most likely apply until the year the B. The child's net unearned income for the year 10 56.74s
Question 5 The new Tax Cuts and Jobs Act also brought change to Sect D. All of the above. 10 26.76s
Question 6 There has been a major change to the NOL carryforward and D. The new Tax Cuts and Jobs Act (TCJA) reform amendments 10 24.32s
Question 7 The Affordable Care Act continues for another _______ and A. Year. 10 41.21s
Question 8 There are restrictions placed on Congress as to what it c A. The repeal of the tax penalty is not a repeal of the 10 21.59s
Question 9 The rules for employer-operated eating facilities remain D. All of the above. 10 15.03s


 

Technical Record

System Language: en-US
Operating System: MacIntel
Screen Resolution: 1680x1050
Client IP: 99.167.209.186
Client Time: Wed Oct 23 2019 15:12:35 GMT-0700 (PDT)
Version: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_14_6) AppleWebKit/605.1.15 (KHTML, like Gecko) V
Source URL: https://herasincometaxschool.com/20updates-review/

 

 

 

Tracker -> 2018 Federal Tax Law Final Exam -> Transcript (Zlatina Georgieva)

Summary Report

Candidate: Zlatina Georgieva
User Identifier 2: zlakoge@yahoo.com
User Identifier 3: A135359
User Identifier 4: P-01886230
Quiz Title: 2018 Federal Tax Law Final Exam
Overall Result: PASS
Overall Score: 470/500
Percentage Score: 94
Passing Percentage: 70
Time Results Received: Oct 26, 16:46:06, 2019
Time Spent: 00:44:45


 

Question Breakdown

Question Reference Answer Score Time
Question The new Tax Cuts and Jobs Act expenses that are still deduct C. Both A and B above. 10 58.71s
Question In 2018, if you are entitled to a lump-sum distribution from Asking your employer to make a direct rollover of your 10 38.73s
Question Under the new tax law, Starting in 2018 the qualifying prope D. Any of the above. 10 30.64s
Question Starting in 2018, as it relates to listed property, each yea C. The lesser of A or B above. 10 20.06s
Question For 2018, the maximum allowed depreciation expenses for pass B. $25,000 limitation. 10 41.16s
Question For 2018, the CDCTC or child care dependent tax credit allow A. If therefore if there is no tax to cancel, there is no 10 126.02s
Question You can try to figure out what to do about making sure the I C. Both A and B above. 10 63.46s
Question The rules for employer-operated eating facilities remain at D. All of the above. 10 34.04s
Question If you are single and receive $25,000 is Social Security ben A. $25,000. 0 415.05s
Question In 2018, you generally must report sales and other dispositi C. Form 8949. 10 20.70s
Question For 2018, to be able to deduct 50% of your meals as a busine B. Ordinary and necessary in carrying on your trade or 10 34.32s
Question For 2018, unemployment benefits are fully taxable and the be C. Form 1099-G. 10 30.32s
Question In 2018 this end of January date was January 29, 2018 In 20 B. Emancipation Day. 10 55.63s
Question For 2018, a mandatory ______ withholding rate applies to eli B.  20 percent 10 34.17s
Question You must also consider the time when you make certain expens B. You may have to amortize the expenses over a period of 0 51.97s
Question For 2018, a report on Foreign Bank and Financial Accounts, g A. Exceeds $10,000. 10 31.57s
Question Business income is any income received from the sale of your C. Security deposits and loans. 10 44.15s
Question There are things you must consider in your ability to deduct C. Both A and B above. 10 56.40s
Question There is a penalty for receiving an excessive claim for refu C. 20 percent. 10 72.07s
Question If you are married, you can only take an additional standard C. $3,200 10 41.38s
Question For 2018, the 529 plans have been expanded under the new Tax A. This has been known under the name 529 college savings 10 46.59s
Question To further illustrate, you bought 5,000 shares of XYZ Corp B. You have no qualified dividends from XYZ Corporation 10 43.27s
Question The suspension of unreimbursed employee business deductions A. The hobby losses will be completely eliminated. 10 47.67s
Question Starting in 2018, a taxpayer would not be allowed to claim a B. Will not incur a penalty if it does not provide a written 10 46.35s
Question For 2018, if you are required to file an FBAR and fail to do B. $10,000. 10 23.83s
Question If you expect your 2018 tax liability to be ________ or more A. $1,000. 10 53.66s
Question For 2018, you are required to report information about asset A. $50,000 10 31.89s
Question You must keep records in 2018 to substantiate your tax retur D. Any of the above. 10 83.03s
Question The Tax Cuts and Jobs Act did not make any changes to the IR D. Any of the above. 10 37.05s
Question You may claim on Form 8863 a Lifetime Learning credit of up B. $2,000 10 72.01s
Question The highest 2018 tax rate is C. 37 percent. 10 22.75s
Question You may contribute to a dependent care FSA if you expect to C. The lesser of your or your spouse's earning or 10 33.76s
Question The new deduction for pass-through businesses was created by D. All of the above. 10 24.55s
Question You are allowed to contribute and deduct up to 60% of your A A. $21,000 10 39.84s
Question The Earned Income Tax Credit remains unchanged under the new B. Take into account adjustments for information. 10 49.90s
Question For 2018, the personal exemption which is normally adjusted B. $0 10 29.10s
Question For 2018, you would deduct a percentage of these expenses - A. Standard method. 10 37.62s
Question For 2018, if we have $10,000 hobby income and $10,000 hobby B. $10,000 10 53.92s
Question When a taxpayer dies, his standard deduction is what it woul C. $13,300 10 87.70s
Question Under the new Tax Cuts and Jobs Act, a qualified 2016 disas A. 10 percent. 10 24.96s
Question For 2018, the simplified method at arriving at your deductib A. $1,500. 10 69.03s
Question For 2018, under the new Tax Cuts and Jobs Act, the three cap B. Applied to maximum taxable income levels. 10 35.94s
Question For 2018, expenses that would normally have nothing to do wi B. 100 percent. 10 30.08s
Question The older or blind individuals will continue to receive an a A. $1,300 for 2018. 10 19.62s
Question Practically everything you received for your work or service D. All of the above. 10 47.63s
Question For 2018, you must prove or be ready to prove that you have D. All of the above. 10 49.65s
Question For 2018, there are many things you can do to keep good reco D. Any of the above. 10 62.83s
Question You can request an automatic extension of time to file a 201 C. Form 4868. 10 23.53s
Question Estimated tax is the method used to pay Social Security and B. Form 1040-ES 10 44.29s
Question For some eligible property with longer production periods, t B. Certain qualified film, television and live theatrical 0 50.13s


 

Technical Record

System Language: en-US
Operating System: MacIntel
Screen Resolution: 1680x1050
Client IP: 99.167.209.186
Client Time: Sat Oct 26 2019 17:00:33 GMT-0700 (PDT)
Version: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_14_6) AppleWebKit/605.1.15 (KHTML, like Gecko) V
Source URL: https://herasincometaxschool.com/relawfinal/

 

 

 

Tracker -> 2018 California Final Exam -> Transcript (Zlatina Georgieva)

Summary Report

Candidate: Zlatina Georgieva
User Identifier 2: zlakoge@yahoo.com
User Identifier 3: A135359
User Identifier 4: P-01886230
Quiz Title: 2018 California Final Exam
Overall Result: PASS
Overall Score: 250/250
Percentage Score: 100
Passing Percentage: 70
Time Results Received: Oct 23, 16:01:24, 2019
Time Spent: 00:34:29


 

Question Breakdown

Question Reference Answer Score Time
Question California does not conform to the federal standard deductio A. The standard deduction amounts for California are 10 61.83s
Question Qualified bicycle commuting reimbursement exclusion has bee A. Does not conform to the suspension. 10 107.47s
Question The new TCJA tax reform suspends all miscellaneous itemized C. Both A and B above. 10 131.45s
Question New federal tax law limits the NOL deduction to 80 percent o D. Will continue to allow NOLs to be carried back two years 10 168.54s
Question The threshold percentage of unreimbursed medical expenses is A. Differ - 10 percent for federal taxes and 7.5 percent for 10 49.46s
Question On December 22, 2017, the new tax bill went into effect incr D. All of the above. 10 91.71s
Question The new Tax Cut and Job Act has changed our 2018 SALT The n D. None, California does not allow a deduction for state and 10 53.30s
Question This deduction can allow you to take a deduction for up to 2 A. California does not conform to the new federal deduction 10 141.55s
Question Due to the fact that the Paid Family Leave (PFL) program is B. Tax Free for California tax purposes. 10 67.43s
Question The following is a true statement about ridesharing fringe b C. California law provides income exclusions for 10 97.70s
Question The provision in the new Tax Cuts and Jobs Act allows studen C. Both A and B above. 10 70.86s
Question California conforms to the federal EITC as to the federal la B. Only if these amounts are subject to California 10 43.61s
Question The annual contribution is adjusted for inflation as are mos B. $14,000 because California does not conform to the 10 70.75s
Question You should consider tax planning as part of your tax filing B. Tax planning strategies. 10 56.72s
Question California offers tax breaks for businesses located in econ D. All of the above. 10 42.73s
Question The new Tax Cuts and Job Act law has made the deduction for B. Continues to be 50%. 10 75.73s
Question California agrees and has been conforming to the deduction o B. Does not conform to the new federal limitation on the 10 31.31s
Question There are many credits, deductions and employee fringe benef D. None of the above. 10 162.15s
Question The federal law changes to simplify the kiddie tax by effect C. California does not conform to the federal 10 42.89s
Question Talking about students and the tax benefits of being a stude A. Reverse it for California tax purposes by entering the 10 90.80s
Question Upon filing a California domestic partnership with the state A. With this ruling, individuals of the same sex can now 10 89.89s
Question The following type of eligible medical expenses will change D. None of the above will differ. 10 72.90s
Question Very important to remember that if both the state of Califor B. There is no need to file Schedule CA of Form 540. 10 52.25s
Question We are mostly concerned with items that differ in preparing A. You must account for the difference and make the 10 59.65s
Question An exclusion from gross income of certain military pay recei B. California also does not conform to allowing a joint 10 102.76s


 

Technical Record

System Language: en-US
Operating System: MacIntel
Screen Resolution: 1680x1050
Client IP: 99.167.209.186
Client Time: Wed Oct 23 2019 16:25:31 GMT-0700 (PDT)
Version: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_14_6) AppleWebKit/605.1.15 (KHTML, like Gecko) V
Source URL: https://herasincometaxschool.com/recaliforniafinal/

 

 

Tracker -> 2020 California Review Questions -> Transcript (Zlatina Georgieva)

Summary Report

Candidate: Zlatina Georgieva
User Identifier 2: zlakoge@yahoo.com
User Identifier 3: A135359
User Identifier 4: P-01886230
Quiz Title: 2020 California Review Questions
Overall Result: PASS
Overall Score: 130/150
Percentage Score: 87
Passing Percentage: 70
Time Results Received: Oct 23, 14:22:23, 2019
Time Spent: 00:02:23


 

Question Breakdown

Question Reference Answer Score Time
Question 1 The TCJA tax reform amended section 11(3) to provide a pe D. We don't use a price index in California. 0 7.24s
Question 2 One of the tax planning strategies is about knowing how n C. Does not conform with federal to the changes to the NOL 10 8.86s
Question 3 As with married couples, things happen in the relationshi D. All of the above. 10 6.62s
Question 4 Moving expenses have been suspended by the TCJA for tax y C. California will continue to allow moving expenses at the 10 7.96s
Question 5 California taxes the interest received from bonds that ar A. Look forward to paying the tax on the interest earned 10 7.76s
Question 6 The new Tax Cuts and Job Act has also revised the depreci C. Both A and B above. 10 5.30s
Question 7 All depreciation methods used must be acceptable to Calif B. Adjust your depreciation and the useful life of the 10 11.71s
Question 8 California mainly conforms to the federal tax law, except D. Any of the above. 10 14.45s
Question 9 The new Tax Cuts and Jobs Act of 2017 also brought change C. California wants to keep to the original plan to help 10 6.14s
Question 10 In order to motivate companies to make treatment drugs t C. No comparable credit but the expenses can be repurposed. 10 11.47s
Question 11 There are benefits offered by investing in a Roth IRA wh C. California conforms to federal tax law on contributions, 10 9.97s
Question 12 You must be able to identity what constitutes unemployme A. As far as California is concerned, unemployment is not 10 15.59s
Question 13 Now the federal IRC has due diligence requirements for q D. None, California conforms to the due diligence 10 10.28s
Question 14 The nonrefundable renter s credit, as with the other cre B. A California Renter's Credit Qualification 10 5.46s
Question 15 If you didn t itemize deductions on your federal tax ret A. It is impossible to itemize deductions on your 2019 0 7.07s


 

Technical Record

System Language: en-US
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2018/2019 Continuing Tax Education Course 

Tax Professional Registration (Upon completion, please go to ctec.org, Oregon Board of Tax Practitioners, Maryland or New York Tax Preparer Registration to complete your registration and pay your fees)

 

hand with finger pointing downwards to topics to be completed How Many Hours?   Assign. Score Exam Score Completed Date  Submission File  Comments 
Tax Updates 2019 3   A+ A 10/07/18 Please scroll down for Results Excellent!
               
Tax Law 2018 10   A+ A 10/24/18   Excellent!
               
Tax Ethics 2018 2   A+ A+ 10/07/18   Excellent!
               
California Specific 2018 5   B+ A 10/20/18   Excellent!
               
Total Hours: 20            
               
            Print Certificate 18057
          IRS Notified 10/24/18  
Current GPA:         CTEC Notified 10/24/18  
Cumulative GPA:         Oregon    
Honor Roll List?        

EA

   

 

 
 
 
Results 2018/2019:
 

Tracker -> 2018 Tax Law Review Questions -> Transcript (Zlatina Georgieva)

Summary Report

Candidate:

Zlatina Georgieva

User Identifier 2:

zlakoge@yahoo.com

User Identifier 3:

A135359

User Identifier 4:

P-01886230

Quiz Title:

2018 Tax Law Review Questions

Overall Result:

PASS

Overall Score:

290/300

Percentage Score:

97

Passing Percentage:

70

Time Results Received:

Oct 23, 17:59:33, 2018

Time Spent:

00:07:09



 

Question Breakdown

Question Reference

Answer

Score

Time

Question 1 The results compared to previous results give us informat

A. Rising prices.

10

6.08s

Question 2 Practically everything you received for your work or serv

D. All of the above.

10

4.66s

Question 3  In 2018, there are penalties for not filing a required F

C. Both A or B above.

10

8.96s

Question 4 For 2018, Schedule B Part III is where you report a finan

D. Any of the above.

10

11.93s

Question 5 You can try to figure out what to do about making sure th

C. Both A and B above.

10

40.50s

Question 6 What are the types of calculation methods for claiming of

C. Either A or B above.

10

12.25s

Question 7 Individuals always challenge the constitutionality of tax

C. Both A and B above.

10

6.29s

Question 8 In 2018 or any tax year, you should supply the taxing age

B. The most correct information requested on the tax forms

10

9.05s

Question 9 The Internal Revenue Service will use the 2018 tax return

D. All of the above.

10

7.77s

Question 10 To determine if you must file a tax return for 2018, you

C. Both A and B above.

10

16.58s

Question 11 Even if you are not required to file a tax return for 20

A. If you had income tax withheld from your pay.

0

22.20s

Question 12 You may be able to include your child s interest and div

D. Any of the above.

10

7.37s

Question 13 You may have to file a tax return for 2018 even if your

D. Only A and B above.

10

11.40s

Question 14 The head of household filing status has more requirement

A. To have supported a home for your dependent for more than

10

42.72s

Question 15 If you do not itemize deductions, you are entitled to a

B. January 2, 1954

10

3.13s

Question 16 Once you are married in 2018, you can file as

B. Married Filing Separately.

10

9.74s

Question 17 You will most likely be obligated to file a 2018 tax ret

D. Any of the above.

10

14.59s

Question 18 For 2018, the new tax law will now use the _______ which

A. Chained CPI

10

4.99s

Question 19 For 2018, the new tax law treatment of alimony payments

C. Either A or B above.

10

23.56s

Question 20 In 2018, the due diligence requirement that has always b

D. All of the above.

10

15.26s

Question 21 If you don t show proper due diligence on how you qualif

A. The IRS will impose a $520 penalty for each failure.

10

6.95s

Question 22 For 2018, it is important that you be aware that you can

B. There is a new $500 nonrefundable credit for dependents

10

12.47s

Question 23 For 2018, foreigners who are individuals should apply fo

B. No longer needs to attach a copy of your tax return when

10

15.37s

Question 24 If you were married on or before December 31, 2018, you

C. You can be considered unmarried for 2018.

10

8.70s

Question 25 If you were married at the end of 2018, even if you did

A. It is always your legal right to file your tax return

10

10.70s

Question 26 If you obtain a court decree of annulment in 2018, which

D. All of the above.

10

23.18s

Question 27 For 2018, the following is a stipulation that determines

B. You are known in the community as holding a relationship

10

9.10s

Question 28 Unreimbursed employee business expenses, such as job tra

A. Affects the deduction of hobby expenses.

10

19.26s

Question 29 The kiddie tax will most likely apply until the year the

D. All of the above.

10

17.89s

Question 30 Business expenses are those charges that you incur in ca

D. 100% deductible.

10

9.96s



 

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en-US

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Client Time:

Tue Oct 23 2018 18:51:31 GMT-0700 (PDT)

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Source URL:

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Tracker -> 2018 Federal Tax Law Final Exam -> Transcript (Zlatina Georgieva)

Summary Report

Candidate:

Zlatina Georgieva

User Identifier 2:

zlakoge@yahoo.com

User Identifier 3:

A135359

User Identifier 4:

P-01886230

Quiz Title:

2018 Federal Tax Law Final Exam

Overall Result:

PASS

Overall Score:

470/500

Percentage Score:

94

Passing Percentage:

70

Time Results Received:

Oct 23, 18:40:40, 2018

Time Spent:

00:38:53



 

Question Breakdown

Question Reference

Answer

Score

Time

Question You are allowed to contribute and deduct up to 60% of your A

A. $21,000

10

30.85s

Question If you are single and receive $25,000 is Social Security ben

C. Zero

10

114.33s

Question For 2018, you must prove or be ready to prove that you have

D. All of the above.

10

60.01s

Question The highest 2018 tax rate is

C. 37 percent.

10

8.59s

Question For 2018, the 529 plans have been expanded under the new Tax

A. This has been known under the name 529 college savings

10

60.20s

Question For 2018, the maximum allowed depreciation expenses for pass

B. $25,000 limitation.

10

36.78s

Question For 2018, to be able to deduct 50% of your meals as a busine

B. Ordinary and necessary in carrying on your trade or

10

27.17s

Question For 2018, a report on Foreign Bank and Financial Accounts, g

A. Exceeds $10,000.

10

57.16s

Question You may contribute to a dependent care FSA if you expect to

A. $5,000.

0

27.89s

Question Business income is any income received from the sale of your

C. Security deposits and loans.

10

47.10s

Question For 2018, expenses that would normally have nothing to do wi

B. 100 percent.

10

22.96s

Question In 2018, if you are entitled to a lump-sum distribution from

Asking your employer to make a direct rollover of your

10

68.81s

Question Estimated tax is the method used to pay Social Security and

B. Form 1040-ES

10

53.25s

Question For 2018, the CDCTC or child care dependent tax credit allow

A. If therefore if there is no tax to cancel, there is no

10

75.46s

Question Under the new Tax Cuts and Jobs Act, a qualified 2016 disas

A. 10 percent.

10

42.34s

Question The Tax Cuts and Jobs Act did not make any changes to the IR

D. Any of the above.

10

34.93s

Question The older or blind individuals will continue to receive an a

A. $1,300 for 2018.

10

20.73s

Question For 2018, there are many things you can do to keep good reco

D. Any of the above.

10

36.55s

Question Practically everything you received for your work or service

D. All of the above.

10

40.42s

Question For 2018, if you are required to file an FBAR and fail to do

B. $10,000.

10

22.08s

Question The suspension of unreimbursed employee business deductions

A. The hobby losses will be completely eliminated.

10

29.09s

Question For 2018, unemployment benefits are fully taxable and the be

C. Form 1099-G.

10

29.07s

Question For 2018, if we have $10,000 hobby income and $10,000 hobby

B. $10,000

10

25.06s

Question The Earned Income Tax Credit remains unchanged under the new

B. Take into account adjustments for information.

10

57.76s

Question If you expect your 2018 tax liability to be ________ or more

A. $1,000.

10

35.43s

Question Starting in 2018, a taxpayer would not be allowed to claim a

B. Will not incur a penalty if it does not provide a written

10

102.04s

Question For 2018, the personal exemption which is normally adjusted

B. $0

10

26.04s

Question You can request an automatic extension of time to file a 201

C. Form 4868.

10

31.23s

Question To further illustrate, you bought 5,000 shares of XYZ Corp

B. You have no qualified dividends from XYZ Corporation

10

85.21s

Question The new Tax Cuts and Jobs Act expenses that are still deduct

C. Both A and B above.

10

40.99s

Question In 2018, you generally must report sales and other dispositi

C. Form 8949.

10

17.82s

Question For 2018, under the new Tax Cuts and Jobs Act, the three cap

B. Applied to maximum taxable income levels.

10

54.14s

Question For 2018, you would deduct a percentage of these expenses -

A. Standard method.

10

61.63s

Question If you are married, you can only take an additional standard

C. $3,200

10

47.47s

Question There are things you must consider in your ability to deduct

C. Both A and B above.

10

57.83s

Question The rules for employer-operated eating facilities remain at

D. All of the above.

10

42.92s

Question The new deduction for pass-through businesses was created by

D. All of the above.

10

35.71s

Question You may claim on Form 8863 a Lifetime Learning credit of up

B. $2,000

10

38.88s

Question You must also consider the time when you make certain expens

B. You may have to amortize the expenses over a period of

0

50.57s

Question There is a penalty for receiving an excessive claim for refu

C. 20 percent.

10

46.75s

Question For 2018, a mandatory ______ withholding rate applies to eli

B.  20 percent

10

44.92s

Question For some eligible property with longer production periods, t

B. Certain qualified film, television and live theatrical

0

83.05s

Question Starting in 2018, as it relates to listed property, each yea

C. The lesser of A or B above.

10

21.15s

Question For 2018, the simplified method at arriving at your deductib

A. $1,500.

10

48.26s

Question You can try to figure out what to do about making sure the I

C. Both A and B above.

10

40.35s

Question You must keep records in 2018 to substantiate your tax retur

D. Any of the above.

10

48.47s

Question For 2018, you are required to report information about asset

A. $50,000

10

54.82s

Question In 2018 this end of January date was January 29, 2018 In 20

B. Emancipation Day.

10

24.77s

Question Under the new tax law, Starting in 2018 the qualifying prope

D. Any of the above.

10

50.83s

Question When a taxpayer dies, his standard deduction is what it woul

C. $13,300

10

51.41s



 

Technical Record

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Source URL:

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Tracker -> 2019 Updates Review Questions -> Transcript (Zlatina Georgieva)

Summary Report

Candidate:

Zlatina Georgieva

User Identifier 2:

zlakoge@yahoo.com

User Identifier 3:

A135359

User Identifier 4:

P-01886230

Quiz Title:

2019 Updates Review Questions

Overall Result:

PASS

Overall Score:

90/90

Percentage Score:

100

Passing Percentage:

70

Time Results Received:

Oct 21, 16:41:15, 2018

Time Spent:

00:05:25



 

Question Breakdown

Question Reference

Answer

Score

Time

Question 1 There are many changes that came about with the new admin

B. $2,000

10

16.95s

Question 2 The purpose of the AMT is to effectively take back some o

C. Both A and B above.

10

23.73s

Question 3 The new deduction for pass-through businesses was created

D. All of the above.

10

27.53s

Question 4 The kiddie tax will most likely apply until the year the

B. The child's net unearned income for the year

10

30.26s

Question 5 The new Tax Cuts and Jobs Act also brought change to Sect

D. All of the above.

10

43.90s

Question 6 There has been a major change to the NOL carryforward and

D. The new Tax Cuts and Jobs Act (TCJA) reform amendments

10

82.29s

Question 7 The Affordable Care Act continues for another _______ and

B. Two years.

10

17.25s

Question 8 There are restrictions placed on Congress as to what it c

A. The repeal of the tax penalty is not a repeal of the

10

47.23s

Question 9 The rules for employer-operated eating facilities remain

D. All of the above.

10

27.59s



 

Technical Record

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en-US

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Screen Resolution:

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Client Time:

Sun Oct 21 2018 17:34:59 GMT-0700 (PDT)

Version:

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Source URL:

https://herasincometaxschool.com/18updatesreview/

 

 

Tracker -> 2019 Federal Tax Updates -> Transcript (Zlatina Georgieva)

Summary Report

Candidate:

Zlatina Georgieva

User Identifier 2:

zlakoge@yahoo.com

User Identifier 3:

A135359

User Identifier 4:

P-01886230

Quiz Title:

2019 Federal Tax Updates

Overall Result:

PASS

Overall Score:

280/300

Percentage Score:

93

Passing Percentage:

70

Time Results Received:

Oct 21, 17:13:57, 2018

Time Spent:

00:28:45



 

Question Breakdown

Question Reference

Answer

Score

Time

Question You can discharge your federal and private student loan debt

B. Will no longer be treated as taxable income by the

10

28.71s

Question The TCJA of 2017 has brought changes to the way pass through

A. 20% of the business income and will be claimed as a

10

24.12s

Question The new Tax Cuts and Jobs Act, has made adjustment to the Se

A. The qualifying property for Section 179 expensing now

10

78.15s

Question The new Tax Cut and Job Act has changed our SALT for 2018 T

C. Limited to $10,000 in total starting in 2018.

10

26.72s

Question The new Tax Cuts and Job Act has also revised the depreciati

B. Up to $18,000 in first year depreciation.

10

18.72s

Question If your Adjusted Gross Income is $35,000, you can contribute

A. 60% of your Adjusted Gross Income.

10

61.43s

Question If the employer chooses to provide the fringe benefit affect

A. The employer will be able to claim a tax deduction for

10

20.76s

Question For 2018, the deduction for casualty and theft losses has be

C. Both A and B above.

10

118.01s

Question Everything else very much remains the same as to the qualifi

A. Allows for a $500 credit for other dependents who are

10

177.08s

Question If any part of your payment toward a charitable contribution

C. Both A and B.

10

72.98s

Question The kiddie tax will most likely apply until the year the chi

D. All of the above.

0

56.73s

Question In 2018, any 529 withdrawals continue to be tax-free so long

D. Any of the above.

10

24.25s

Question The new Tax Cuts and Jobs Act (TCJA) has limitations on the

C. You definitely will not be able to carryback any of it.

10

97.21s

Question In 2018, the part of the entertainment expense that is for m

A. 50% of your business-related meal expenses which is

10

61.05s

Question The taxpayer must substantiate on a contemporaneous acknowle

B. A statement that goods or services consisted entirely of

0

60.64s

Question For 2018, the TCJA retains the historic rehabilitation tax c

D. All of the above.

10

36.76s

Question In 2018 and each year a passenger auto is depreciated, the d

C. Limited to the lesser of A or B above.

10

23.83s

Question The Pease Limitation is the overall limitation on itemized d

A. The overall limitation on itemized deductions is

10

77.11s

Question The new Tax Cuts and Jobs Act of 2017 will increase the stan

A. $12,000; $24,000

10

84.38s

Question Colleges and universities counted on the previous tax code t

B. The Tax Cuts and Job Act has repealed the rule that

10

160.33s

Question For 2018, if the taxpayer is owed a refund, the child tax cr

B. $1,400.

10

23.98s

Question In 2018, there are two classes of businesses taken into cons

D. All of the above.

10

56.07s

Question Other than being at a tax bracket of 39 6% and being taxed a

D. All of the above.

10

41.65s

Question The new tax legislation, which the President signed into law

D. All of the above.

10

46.60s

Question Starting in 2018, under the new tax bill, children with ITIN

C. Refundable.

10

26.38s

Question The premium tax credit continues and thus taxpayers who cont

B. Is no intention in the code for discontinuing the premium

10

30.72s

Question The general rule is that a repeal of statutory language that

C. Is routinely off-limits in the 2018 budget reconciliation

10

23.55s

Question In 2018, the deduction for a pass through qualified trade or

A. 20% of QBI.

10

38.62s

Question One of the main provisions of the Obamacare is the guarantee

D. All of the above.

10

51.37s

Question If you are both the owner and the beneficiary on both accoun

A. The funds rolled over from the 529 college savings

10

34.66s



 

Technical Record

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Client Time:

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Source URL:

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Tracker -> 2018 California Final Exam -> Transcript (Zlatina Georgieva)

Summary Report

Candidate:

Zlatina Georgieva

User Identifier 2:

zlakoge@yahoo.com

User Identifier 3:

A135359

User Identifier 4:

P-01886230

Quiz Title:

2018 California Final Exam

Overall Result:

PASS

Overall Score:

230/250

Percentage Score:

92

Passing Percentage:

70

Time Results Received:

Oct 20, 22:39:34, 2018

Time Spent:

00:43:21



 

Question Breakdown

Question Reference

Answer

Score

Time

Question There are many credits, deductions and employee fringe benef

D. None of the above.

10

203.90s

Question Qualified bicycle commuting reimbursement exclusion has bee

A. Does not conform to the suspension.

10

108.18s

Question The new TCJA tax reform suspends all miscellaneous itemized

C. Both A and B above.

10

72.88s

Question The annual contribution is adjusted for inflation as are mos

B. $14,000 because California does not conform to the

10

125.48s

Question The following type of eligible medical expenses will change

D. None of the above will differ.

10

112.03s

Question California offers tax breaks for businesses located in econ

D. All of the above.

10

42.96s

Question Very important to remember that if both the state of Califor

B. There is no need to file Schedule CA of Form 540.

10

127.77s

Question On December 22, 2017, the new tax bill went into effect incr

D. All of the above.

10

74.55s

Question The threshold percentage of unreimbursed medical expenses is

D. Continue to remain the same for both.

0

353.88s

Question We are mostly concerned with items that differ in preparing

A. You must account for the difference and make the

10

29.45s

Question California does not conform to the federal standard deductio

A. The standard deduction amounts for California are

10

73.62s

Question The new Tax Cut and Job Act has changed our 2018 SALT The n

D. None, California does not allow a deduction for state and

10

78.67s

Question California conforms to the federal EITC as to the federal la

B. Only if these amounts are subject to California

10

38.22s

Question You should consider tax planning as part of your tax filing

B. Tax planning strategies.

10

37.75s

Question Upon filing a California domestic partnership with the state

A. With this ruling, individuals of the same sex can now

10

84.62s

Question Due to the fact that the Paid Family Leave (PFL) program is

B. Tax Free for California tax purposes.

10

18.81s

Question New federal tax law limits the NOL deduction to 80 percent o

D. Will continue to allow NOLs to be carried back two years

10

61.97s

Question California agrees and has been conforming to the deduction o

B. Does not conform to the new federal limitation on the

10

113.66s

Question The provision in the new Tax Cuts and Jobs Act allows studen

C. Both A and B above.

10

75.78s

Question The new Tax Cuts and Job Act law has made the deduction for

D. Is Zero because California does not conform.

0

350.47s

Question The federal law changes to simplify the kiddie tax by effect

C. California does not conform to the federal

10

42.74s

Question The following is a true statement about ridesharing fringe b

C. California law provides income exclusions for

10

99.35s

Question An exclusion from gross income of certain military pay recei

B. California also does not conform to allowing a joint

10

105.64s

Question This deduction can allow you to take a deduction for up to 2

A. California does not conform to the new federal deduction

10

75.78s

Question Talking about students and the tax benefits of being a stude

A. Reverse it for California tax purposes by entering the

10

56.00s



 

Technical Record

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Client Time:

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Source URL:

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Tracker -> 2019 California Review Questions -> Transcript (Zlatina Georgieva)

Summary Report

Candidate:

Zlatina Georgieva

User Identifier 2:

zlakoge@yahoo.com

User Identifier 3:

A135359

User Identifier 4:

P-01886230

Quiz Title:

2019 California Review Questions

Overall Result:

PASS

Overall Score:

130/150

Percentage Score:

87

Passing Percentage:

70

Time Results Received:

Oct 20, 21:49:40, 2018

Time Spent:

00:03:15



 

Question Breakdown

Question Reference

Answer

Score

Time

Question 1 The TCJA tax reform amended section 11(3) to provide a pe

D. We don't use a price index in California.

0

8.56s

Question 2 One of the tax planning strategies is about knowing how n

C. Does not conform with federal to the changes to the NOL

10

7.93s

Question 3 As with married couples, things happen in the relationshi

D. All of the above.

10

6.29s

Question 4 Moving expenses have been suspended by the TCJA for tax y

C. California will continue to allow moving expenses at the

10

-5.98s

Question 5 California taxes the interest received from bonds that ar

A. Look forward to paying the tax on the interest earned

10

23.51s

Question 6 The new Tax Cuts and Job Act has also revised the depreci

C. Both A and B above.

10

7.10s

Question 7 All depreciation methods used must be acceptable to Calif

B. Adjust your depreciation and the useful life of the

10

12.43s

Question 8 California mainly conforms to the federal tax law, except

D. Any of the above.

10

48.29s

Question 9 The new Tax Cuts and Jobs Act of 2017 also brought change

C. California wants to keep to the original plan to help

10

9.29s

Question 10 In order to motivate companies to make treatment drugs t

C. No comparable credit but the expenses can be repurposed.

10

7.80s

Question 11 There are benefits offered by investing in a Roth IRA wh

C. California conforms to federal tax law on contributions,

10

18.58s

Question 12 You must be able to identity what constitutes unemployme

A. As far as California is concerned, unemployment is not

10

15.40s

Question 13 Now the federal IRC has due diligence requirements for q

D. None, California conforms to the due diligence

10

7.91s

Question 14 The nonrefundable renter s credit, as with the other cre

B. A California Renter's Credit Qualification

10

9.68s

Question 15 If you didn t itemize deductions on your federal tax ret

A. It is impossible to itemize deductions on your 2018

0

8.16s



 

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Source URL:

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Tracker -> 2019 Ethics Review Questions -> Transcript (Zlatina Georgieva)

Summary Report

Candidate:

Zlatina Georgieva

User Identifier 2:

zlakoge@yahoo.com

User Identifier 3:

A135359

User Identifier 4:

P-01886230

Quiz Title:

2019 Ethics Review Questions

Overall Result:

PASS

Overall Score:

100/100

Percentage Score:

100

Passing Percentage:

70

Time Results Received:

Oct 7, 19:09:57, 2018

Time Spent:

00:02:07



 

Question Breakdown

Question Reference

Answer

Score

Time

Question 1 To reduce your risk of identity theft for 2018, you need

D. All of the above.

10

5.57s

Question 2 You should probably modify your interview packets to incl

A.  Will not show due diligence but the fact that you are

10

8.91s

Question 3 In 2018, anytime an ERO enters the taxpayer s PIN on the

A. Must be signed by the taxpayer.

10

16.54s

Question 4 For 2018, the following is a true statement regarding pra

A. The practitioner must use reasonable efforts to identify

10

9.51s

Question 5 To qualify for continuing tax education credit for an enr

D. All of the above.

10

7.29s

Question 6 With respect to any matter administered by the Internal R

D. None of the above.

10

8.56s

Question 7 Tax advisors should provide clients with the highest qual

C. Establishing the facts, determining which facts are

10

11.12s

Question 8 Being convicted of any criminal offense under the revenue

D. Considered disreputable conduct.

10

11.36s

Question 9 Subject to certain limitations, an individual who is not

D. Any of the above.

10

13.92s

Question 10 A durable power of attorney is a power of attorney which

B. Specifies that the appointment of the attorney-in-fact

10

25.40s



 

Technical Record

System Language:

en-US

Operating System:

MacIntel

Screen Resolution:

1280x800

Client IP:

66.215.106.30

Client Time:

Sun Oct 07 2018 20:06:46 GMT-0700 (PDT)

Version:

Mozilla/5.0 (Macintosh; Intel Mac OS X 10_13_6) AppleWebKit/605.1.15 (KHTML, like Gecko) V

Source URL:

https://herasincometaxschool.com/18ethicsreview/

 

 

Tracker -> 2019 Tax Ethics Final -> Transcript (Zlatina Georgieva)

Summary Report

Candidate:

Zlatina Georgieva

User Identifier 2:

zlakoge@yahoo.com

User Identifier 3:

A135359

User Identifier 4:

P-01886230

Quiz Title:

2019 Tax Ethics Final

Overall Result:

PASS

Overall Score:

200/200

Percentage Score:

100

Passing Percentage:

70

Time Results Received:

Oct 7, 19:37:06, 2018

Time Spent:

00:25:37



 

Question Breakdown

Question Reference

Answer

Score

Time

Question A few things to consider, even the most basic of things abou

D. All of the above.

10

57.23s

Question The ERO may use ___________ as authority to input the taxpa

B. Pre-signed authorizations

10

29.65s

Question The director of the Office of Professional Responsibility mu

A. 30 days

10

106.89s

Question You as a tax professional are defined under the FTC as a fin

D. All of the above.

10

31.24s

Question The IRS has identified ___________ as a key indicator of pot

A. Questionable Forms W-2

10

82.37s

Question The new thing this time around is that an individual applyin

B. Form W-7

10

43.44s

Question If you prepared a tax return two years ago when you were par

A. At every stage of the tax returns you prepare to be able

10

100.76s

Question For 2018, you must complete and submit _________ for all pap

A. Form 8867.

10

63.42s

Question The taxpayer who is issued an ITIN is usually not eligible t

A. These people are usually not eligible for an SSN.

10

15.63s

Question You need to answer the questions covering EITC eligibility o

C. Form 8867

10

34.50s

Question A preparer that is also a financial institution, but has not

D. Any of the above.

10

112.60s

Question The IRS can only allow so much abuse and may start sending L

A. $520 for each missing form.

10

38.23s

Question Your client may need to file Form 8862 in 2018 and may be ba

A. Next 10 years.

10

141.03s

Question An examining officer, or other Service officer or employee w

B. The District Director of the taxpayer.

10

86.02s

Question Providers must never put their address in fields reserved fo

C. Form 8453.

10

64.84s

Question Tax preparation is your profession and you should always fol

D. Any of the above.

10

174.43s

Question Filing electronically allows you to receive your refund much

A. 3 weeks.

10

143.98s

Question Under IRC section 6692(g), the new tax law Tax Cuts and Jobs

B. $520 for each failure.

10

80.96s

Question Starting in 2018, you can represent taxpayers if you are

D. Any of the above.

10

60.90s

Question A ________ may be imposed, per I R C §6695(f), on a return

B. $520 penalty.

10

33.62s



 

Technical Record

System Language:

en-US

Operating System:

MacIntel

Screen Resolution:

1280x800

Client IP:

66.215.106.30

Client Time:

Sun Oct 07 2018 20:10:31 GMT-0700 (PDT)

Version:

Mozilla/5.0 (Macintosh; Intel Mac OS X 10_13_6) AppleWebKit/605.1.15 (KHTML, like Gecko) V

Source URL:

https://herasincometaxschool.com/reethicsfinal/

 

 

 

2017/2018 Continuing Tax Education Course

Tax Professional Registration (Upon completion, please go to ctec.org, Oregon Board of Tax Practitioners, Maryland or New York Tax Preparer Registration to complete your registration and pay your fees)
 
2017/2018
 
 
Registration Status: 
Registration Type: CE
 
Education
 
hand with finger pointing downwards to topics to be completed State Hours Ethics Hours Updates Hours Tax Law Hours   Score       Completed Date  Submission File  Comments 
Tax Updates 2018     3    

A

      10/22/2017   Excellent!
Tax Law 2018       10  

A

      10/29/2017   Excellent!
Tax Ethics 2018   2      

A+

      10/02/2017   Excellent!
California Specific 2018 5        

A+

      10/23/2017 Results Perfect!
                         
                         
  5 2 3 10             Print Certificate 17147
      Total Hours: 20           IRS Notified 10/29/2017  
Current GPA:                   CTEC Notified 10/29/2017  
Cumulative GPA:                   Oregon NA  
Honor Roll List?                  

EA

NA  

20 Hour Tax Course 2015: 

Click on the following to complete this course:

Tax Topic Name   Tax Updates Hours Tax Law Tax Ethics Hours State Hrs Total Hrs   Score Completed Date  File Link Comments
Tax Updates 2015  

3

 

      A+ 100% 10-18-2015 Results Perfect!
Federal Tax Law    

10

      B+ 88% 10-22-2015 Results Excellent!
Federal Tax Ethics      

2

    A+ 100% 10-18-2015 Results Perfect!
California Specific Tax Course    

 

 

5

 

A 95% 10-18-2015 Results Excellent!
Overall Final Exam             A 95% 10-18-2015 Results Excellent!
           

 

         
Total Hours:  

3

10

2

5

20

   

Certificate Link

Certificate

15514
                  IRS Notified NA  
Current GPA:                 CTEC Notified 10-28-2015  
Cumulative GPA:                 Oregon NA  
Honor Roll List?                 EA NA  

2014 Tax Education:   

Click on the following to complete this course:

Tax Topic Name Tax Law Tax Updates Hours Tax Ethics Hours State Hrs Total Hrs Assign. Score   Completed Date  File Link Comments Quiz Score   Completed Date  File Link Comments
Task 1 - Filing A Federal Tax Return

10

        A+ 97% 10-04-2014 Results Super! A+ 98% 10-04-2014 Results Super!
Task 2 - Tax Changes 2014

 

3

      A+ 100% 10-11-2014 Results Perfect!! A 96% 10-11-2014 Results Super!
Task 3 - Ethics Of Practice    

2

    A+ 100% 9-29-2014 Results Perfect! A- 93% 9-29-2014 Results Super!
Task CA 1 - Filing A California Tax Return

 

 

 

5

 

A+ 97% 10-05-2014 Results Super! A+ 100% 10-11-2014 Results Perfect!!
Final                     A 96% 10-12-2014 Results Super!
         

 

                   
Total Hours:

10

3

2

5

20

     

 

     

Certificate Link

Certificate

13373
                          IRS Notified NA  
Current GPA: A+                       CTEC Notified

10-12-2014

 
Cumulative GPA: A+                       Oregon NA  
Honor Roll List? Yes!                       EA NA  

2013 Tax Education: 

Tax Topic Name Federal tax Law  Tax Updates Hours Tax Ethics Hours State Hrs Total Hrs Assign. Score Completed Date  Quiz Score Completed Date  Submission File Submission File Comments
Subject 1 - Tax law

10

                     
Subject 2 - Updates

 

3

                   
Subject 3 - Ethics    

2

                 
Subject - CA

 

 

 

5

 

             
Final                        
         

 

             
Total Hours:

10

3

2

5

20

   

 

 

Certificate Link

 

 
                    IRS Notified NA none provided
Current GPA:                   CTEC Notified

 

 
Cumulative GPA:                   Oregon NA  
Honor Roll List?                   EA NA  

2012 Tax Education: 

Tax Topic Name Federal tax Law  Tax Updates Hours Tax Ethics Hours State Hrs Total Hrs Assign. Score Completed Date  Quiz Score Completed Date  Submission File Submission File Comments
Segment 1 - Tax law

10

       

90%

10-25-2012

100%

10-28-2012

 Results Results  
Segment 2 - Updates

 

3

     

100%

10-23-2012

100%

10-23-2012

 Results Results  
Segment 3 - Ethics    

2

   

100%

10-22-2012

100%

10-22-2012

 Results Results  
Segment 4 - CA

 

 

 

5

 

95%

10-27-2012

95%

10-28-2012

 Results Results  
         

 

             
Total Hours:

10

3

2

5

20

   

 

 

Certificate Link

Certificate

 
                    IRS Notified NA  
Current GPA: 98%                 CTEC Notified

10-24-2012

 
Cumulative GPA: 95%                 Oregon NA  
Honor Roll List? Yes!                 EA NA  

2011 Tax Education:  

Tax Topic Name Federal tax Law  Tax Updates Hours Tax Ethics Hours State Hrs Total Hrs Quiz Score Completed Date  Submission File Submission File Comments

Segment 1

4

       

95%

10-19-2011

Results

  Super!

Segment 2

2

       

90%

10-24-2011

Results

  Super!

Segment 3

4

 

 

   

92%

10-24-2011

Results

  Super!

Segment 4

 

3

 

 

 

96%

10-24-2011

Results

  Super!

Segment 5

 

 

2

   

85%

10-30-2011

Results

  Super!

Segment 6

 

 

 

5

 

90%

10-30-2011

Results

  Super!
                     
Total:

10

3

2

5

20

 

10-30-2011

Certificate Link

Certificate

Super! All done!
                IRS Notified NA  
Current GPA:

91%

            CTEC Notified

10-30-2011

 
Cumulative GPA:

91%

            Oregon NA  
Honor Roll List? Yes             EA NA  

 

 

 

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