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VITA Basic Exam Questions and Complete Solutions Graded A+
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VITA Basic Exam Questions and Complete Solutions Graded A+
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VITA Basic ExamQuestions and Complete
Solutions Graded A+
Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters, client facilitators, tax preparers,
quality reviewers, etc.) must: - Answer: Both a and b
Can a volunteer be removed and barred from the VITA/TCE program for violating the Volunteer
Standards of Conduct? - Answer: Yes
If a taxpayer offers you a $20 bill because they were so happy about the quality service they received,
what is the appropriate action to take? - Answer: Thank the taxpayer, and explain that you cannot
accept any payment for your services.
Jake is an IRS tax law-certified volunteer preparer at a VITA/TCE site. When preparing a return for Jill,
Jake learns that Jill does not have a bank account to receive a direct deposit of her refund. Jill is
distraught when Jake tells her the paper refund check will take three to four weeks longer than the
refund being direct deposited. Jill asks Jake if he can deposit her refund in his bank account and then
turn the money over to her when he gets it. What should Jake do? - Answer: Jake should explain that a
taxpayer's federal or state refund cannot be deposited into a VITA/TCE volunteer's bank account and
she will have to open an account in her own name to have the refund direct deposited.
Max prepares a tax return for Ali at a VITA/TCE site. He finds out during the interview that Ali has no
health insurance. After Ali leaves the site, Max writes her name and contact information down to take
home to his wife who sells health insurance for profit. Which of the following statements is true? -
Answer: Max has violated the VSC because he is using the information he gained about Ali to further his
own or another's personal benefit.
Bob, an IRS tax law-certified volunteer preparer, told the taxpayer that cash income does not need to be
reported because the IRS does not know about it. Bob indicated NO cash income on Form 13614-C. Bob
prepared a tax return excluding the cash income. Jim, the designated quality reviewer, was unaware of
the conversation and therefore unaware of the cash income and the return was printed, signed, and e-
, filed. Who violated the Volunteer Standards of Conduct? - Answer: Bob, the tax law-certified volunteer
who prepared the return.
Sue, a VITA/TCE coordinator, was watching the local news when she saw Aaron, a new tax law-certified
volunteer, in a story about several bank employees being arrested for suspicion of embezzlement. She
saw Aaron being led out of the bank in handcuffs. Three days later, Sue is shocked when she sees Aaron
show up at the site ready to volunteer, apparently out on bond. She pulls Aaron aside and explains that
his arrest on suspicion of embezzlement could have a negative effect on the site and therefore she must
ask him to leave the site. Sue removed his access to the software, she then uses the external referral
process to report the details to SPEC headquarters by sending an email to wi.voltax@irs.gov. Did Sue
take appropriate actions as the coordinator? - Answer: Yes
Sam is assigned to prepare a taxpayer's return. The taxpayer has been waiting for a long time due to the
volume of taxpayers needing service. The taxpayer is agitated when they sit with Sam. How should Sam
interact with the taxpayer? - Answer: All of the above.
VITA/TCE sites and volunteers must not solicit business from taxpayers or use taxpayer information for
personal or business benefit. - Answer: True
Ben is preparing a tax return and the taxpayer has a dependent listed. The dependent is the child of the
taxpayer's cousin. The child lived with the taxpayer a few months. Ben prepared the return and noted
on Form 13614-C the child lived with the taxpayer all year. Did Ben violate the VSC? - Answer: Yes, Ben
knowingly prepared the return with false information.
All IRS-certified volunteer preparers participating in the VITA/TCE programs must use Form 13614-C or
Form 13614-NR along with a thorough interview for every return prepared at the site. - Answer: True
What must the certified volunteer preparer do with Form 13614-C before starting the tax return? -
Answer: All the above.
The Basic certification level is required to prepare a return with unreported tip income - Answer: False
A date must be entered on Form 13614-C Part II: Marital Status and Household Information to
determine the appropriate filing status for taxpayers who are: - Answer: All of the above
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