VITA ADVANCED STUDY GUIDE TEST.
True or False: Only volunteers who prepare and review tax returns are required to complete the
Volunteer Standards of Conduct Training and certification. - CORRECT ANSWER False
True or False: Volunteers are generally held liable for the tax returns they prepare at VITA/TCE sites -
CORRECT ANSWER False
True or False: Volunteers are not required to complete a return if they have concerns about the
accuracy of information provided by the taxpayer or other concerns. - CORRECT ANSWER True
True or False: Keith and Kathy are married with dependent children. They must be covered under the
same policy or plan to satisfy the individual shared responsibility provision. - CORRECT ANSWER False
True or False: Sandy is covered under health insurance offered by her spouse's employer; therefore, she
has minimum essential coverage. - CORRECT ANSWER True
Bob is 27 years old. No one can claim him as a dependent. His gross income was $17,000 during the tax
year. Based only on this information, Bob is required to file a tax return. - CORRECT ANSWER True
Individuals who are not required to file a tax return should file a return if they can claim the earned
income credit. - CORRECT ANSWER True
A driver's license can be used to verify a taxpayer's social security number and correct name spelling. -
CORRECT ANSWER False
Some taxpayers must use either Form 1040A or Form 1040EZ instead of Form 1040, depending on their
specific tax requirements. - CORRECT ANSWER False
Ryan and Julie were married on December 29. They should file as: - CORRECT ANSWER Married Filing
Jointly
True or False: Only volunteers who prepare and review tax returns are required to complete the
Volunteer Standards of Conduct Training and certification. - CORRECT ANSWER False
True or False: Volunteers are generally held liable for the tax returns they prepare at VITA/TCE sites -
CORRECT ANSWER False
True or False: Volunteers are not required to complete a return if they have concerns about the
accuracy of information provided by the taxpayer or other concerns. - CORRECT ANSWER True
True or False: Keith and Kathy are married with dependent children. They must be covered under the
same policy or plan to satisfy the individual shared responsibility provision. - CORRECT ANSWER False
True or False: Sandy is covered under health insurance offered by her spouse's employer; therefore, she
has minimum essential coverage. - CORRECT ANSWER True
Bob is 27 years old. No one can claim him as a dependent. His gross income was $17,000 during the tax
year. Based only on this information, Bob is required to file a tax return. - CORRECT ANSWER True
Individuals who are not required to file a tax return should file a return if they can claim the earned
income credit. - CORRECT ANSWER True
A driver's license can be used to verify a taxpayer's social security number and correct name spelling. -
CORRECT ANSWER False
Some taxpayers must use either Form 1040A or Form 1040EZ instead of Form 1040, depending on their
specific tax requirements. - CORRECT ANSWER False
Ryan and Julie were married on December 29. They should file as: - CORRECT ANSWER Married Filing
Jointly
