VITA
1. Prior to working at a VITA/TCE website, ALL VITA/TCE volunteers (greeters, customer
facilitators, tax preparers, first-class reviewers, and many others.) ought to: - ANS-E. A and
B
1.All IRS-licensed volunteer preparers collaborating within the VITA/TCE Programs need to
use Form 13614-C in conjunction with an powerful interview for each go back organized on
the website online. - ANS-True
10.As part of the consumption method, each web page should: - ANS-D. All of the above
10.Mary, a VSC-licensed greeter, reviews the taxpayer's finished Form 13614-C, page 2, to
identify what potential volunteer certification stage is needed for this tax return. Mary sees
the taxpayer has checked the "yes" container indicating he has self-employment income and
the certification level subsequent to the question is (A). All different questions answered
"sure" have a (B) certification. When Mary assigns the return to a tax preparer, what tax
regulation certification stage ought to the tax preparer have? - ANS-A. Advanced
2.What need to the certified volunteer preparer do before beginning the tax return? - ANS-D.
All of the above
2Can a volunteer be removed and barred from the VITA/TCE Programs for violating the
Volunteer Standards of Conduct? - ANS-Yes
3.If a taxpayer gives you a $20 invoice due to the fact they were so glad about the best
carrier they received, what could be the proper movement to take? - ANS-C. Thank the
taxpayer, and provide an explanation for which you can not receive any price in your
services.
Three.When reviewing Form 13614-C, you notice the "Interest" query is marked "Yes" and
the taxpayer offers you a Form 1099-INT. You should ask the taxpayer in the event that they
had any other interest earnings. - ANS-True
4.Jake is an IRS tax law-licensed volunteer preparer at a VITA/TCE site. When preparing a
go back for Jill, Jake learns that Jill does now not have a bank account to get hold of an
immediate deposit of her refund. Jill is distraught when Jake tells her the paper refund take a
look at will take 3 or four weeks longer than the refund being direct deposited. Jill asks Jake
if he can deposit her refund in his financial institution account after which turn the money
over to her while he gets it. What must Jake do? - ANS-B. Jake have to provide an
explanation for that a taxpayer's federal or kingdom refund can't be deposited into a
VITA/TCE volunteer's financial institution account and she or he will should open an account
in her personal call to have the refund direct deposited.
4.VITA and TCE websites are required to conduct nice evaluations: - ANS-B. Of each go
back organized on the site
five.Max prepares a tax go back for Ali at a VITA/TCE site. He unearths out all through the
interview that Ali has no medical insurance. After Ali leaves the web site, Max writes her
name and make contact with information all the way down to take domestic to his wife who
sells health insurance for earnings. Which of the following statements is actual? - ANS-B.
Max has violated the VSC due to the fact he's the use of personal statistics to interact in a
financial transaction to in addition his very own or any other's non-public interest.
1. Prior to working at a VITA/TCE website, ALL VITA/TCE volunteers (greeters, customer
facilitators, tax preparers, first-class reviewers, and many others.) ought to: - ANS-E. A and
B
1.All IRS-licensed volunteer preparers collaborating within the VITA/TCE Programs need to
use Form 13614-C in conjunction with an powerful interview for each go back organized on
the website online. - ANS-True
10.As part of the consumption method, each web page should: - ANS-D. All of the above
10.Mary, a VSC-licensed greeter, reviews the taxpayer's finished Form 13614-C, page 2, to
identify what potential volunteer certification stage is needed for this tax return. Mary sees
the taxpayer has checked the "yes" container indicating he has self-employment income and
the certification level subsequent to the question is (A). All different questions answered
"sure" have a (B) certification. When Mary assigns the return to a tax preparer, what tax
regulation certification stage ought to the tax preparer have? - ANS-A. Advanced
2.What need to the certified volunteer preparer do before beginning the tax return? - ANS-D.
All of the above
2Can a volunteer be removed and barred from the VITA/TCE Programs for violating the
Volunteer Standards of Conduct? - ANS-Yes
3.If a taxpayer gives you a $20 invoice due to the fact they were so glad about the best
carrier they received, what could be the proper movement to take? - ANS-C. Thank the
taxpayer, and provide an explanation for which you can not receive any price in your
services.
Three.When reviewing Form 13614-C, you notice the "Interest" query is marked "Yes" and
the taxpayer offers you a Form 1099-INT. You should ask the taxpayer in the event that they
had any other interest earnings. - ANS-True
4.Jake is an IRS tax law-licensed volunteer preparer at a VITA/TCE site. When preparing a
go back for Jill, Jake learns that Jill does now not have a bank account to get hold of an
immediate deposit of her refund. Jill is distraught when Jake tells her the paper refund take a
look at will take 3 or four weeks longer than the refund being direct deposited. Jill asks Jake
if he can deposit her refund in his financial institution account after which turn the money
over to her while he gets it. What must Jake do? - ANS-B. Jake have to provide an
explanation for that a taxpayer's federal or kingdom refund can't be deposited into a
VITA/TCE volunteer's financial institution account and she or he will should open an account
in her personal call to have the refund direct deposited.
4.VITA and TCE websites are required to conduct nice evaluations: - ANS-B. Of each go
back organized on the site
five.Max prepares a tax go back for Ali at a VITA/TCE site. He unearths out all through the
interview that Ali has no medical insurance. After Ali leaves the web site, Max writes her
name and make contact with information all the way down to take domestic to his wife who
sells health insurance for earnings. Which of the following statements is actual? - ANS-B.
Max has violated the VSC due to the fact he's the use of personal statistics to interact in a
financial transaction to in addition his very own or any other's non-public interest.
