VITA QUESTIONS WITH CORRECT
ANSWERS
1. Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters, client
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facilitators, tax preparers, quality reviewers, etc.) must: - answer-E. A and B
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2Can a volunteer be removed and barred from the VITA/TCE Programs for violating the
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Volunteer Standards of Conduct? - answer-Yes
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3.If a taxpayer offers you a $20 bill because they were so happy about the quality
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service they received, what would be the appropriate action to take? - answer-C. Thank
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the taxpayer, and explain that you cannot accept any payment for your services.
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4.Jake is an IRS tax law-certified volunteer preparer at a VITA/TCE site. When preparing
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a return for Jill, Jake learns that Jill does not have a bank account to receive a direct
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deposit of her refund. Jill is distraught when Jake tells her the paper refund check will
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take three or four weeks longer than the refund being direct deposited. Jill asks Jake if
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he can deposit her refund in his bank account and then turn the money over to her when
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he gets it. What should Jake do? - answer-B. Jake should explain that a taxpayer's
v v v v v v v v v v v v v v v
federal or state refund cannot be deposited into a VITA/TCE volunteer's bank account
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and she will have to open an account in her own name to have the refund direct
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deposited.
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5.Max prepares a tax return for Ali at a VITA/TCE site. He finds out during the interview
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that Ali has no health insurance. After Ali leaves the site, Max writes her name and
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contact information down to take home to his wife who sells health insurance for profit.
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Which of the following statements is true? - answer-B. Max has violated the VSC
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because he is using confidential information to engage in a financial transaction to
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further his own or another's personal interest.
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6.Bob, an IRS tax law-certified volunteer preparer, told the taxpayer that cash income
v v v v v v v v v v v v
does not need to be reported because the IRS does not know about it. Bob prepared a
v v v v v v v v v v v v v v v v v
tax return excluding the cash income. Jim, the designated quality reviewer, simply
v v v v v v v v v v v v
missed this omission and the return was printed, signed, and e-filed. Who has violated
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the Volunteer Standards of Conduct? - answer-A. Bob, the tax law-certified volunteer
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who prepared the return.
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7.Sue, a VITA/TCE site coordinator, was watching the local news when she saw Aaron,
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a new tax law-certified volunteer, in a story about several bank employees being
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arrested for suspicion of embezzlement. She saw Aaron being led out of the bank in
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ANSWERS
1. Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters, client
v v v v v v v v v v v v
facilitators, tax preparers, quality reviewers, etc.) must: - answer-E. A and B
v v v v v v v v v v v v
2Can a volunteer be removed and barred from the VITA/TCE Programs for violating the
v v v v v v v v v v v v v
Volunteer Standards of Conduct? - answer-Yes
v v v v v v
3.If a taxpayer offers you a $20 bill because they were so happy about the quality
v v v v v v v v v v v v v v v
service they received, what would be the appropriate action to take? - answer-C. Thank
v v v v v v v v v v v v v v
the taxpayer, and explain that you cannot accept any payment for your services.
v v v v v v v v v v v v v
4.Jake is an IRS tax law-certified volunteer preparer at a VITA/TCE site. When preparing
v v v v v v v v v v v v v
a return for Jill, Jake learns that Jill does not have a bank account to receive a direct
v v v v v v v v v v v v v v v v v v
deposit of her refund. Jill is distraught when Jake tells her the paper refund check will
v v v v v v v v v v v v v v v v
take three or four weeks longer than the refund being direct deposited. Jill asks Jake if
v v v v v v v v v v v v v v v v
he can deposit her refund in his bank account and then turn the money over to her when
v v v v v v v v v v v v v v v v v v
he gets it. What should Jake do? - answer-B. Jake should explain that a taxpayer's
v v v v v v v v v v v v v v v
federal or state refund cannot be deposited into a VITA/TCE volunteer's bank account
v v v v v v v v v v v v v
and she will have to open an account in her own name to have the refund direct
v v v v v v v v v v v v v v v v v
deposited.
v
5.Max prepares a tax return for Ali at a VITA/TCE site. He finds out during the interview
v v v v v v v v v v v v v v v v
that Ali has no health insurance. After Ali leaves the site, Max writes her name and
v v v v v v v v v v v v v v v v
contact information down to take home to his wife who sells health insurance for profit.
v v v v v v v v v v v v v v v
Which of the following statements is true? - answer-B. Max has violated the VSC
v v v v v v v v v v v v v v
because he is using confidential information to engage in a financial transaction to
v v v v v v v v v v v v v
further his own or another's personal interest.
v v v v v v v
6.Bob, an IRS tax law-certified volunteer preparer, told the taxpayer that cash income
v v v v v v v v v v v v
does not need to be reported because the IRS does not know about it. Bob prepared a
v v v v v v v v v v v v v v v v v
tax return excluding the cash income. Jim, the designated quality reviewer, simply
v v v v v v v v v v v v
missed this omission and the return was printed, signed, and e-filed. Who has violated
v v v v v v v v v v v v v v
the Volunteer Standards of Conduct? - answer-A. Bob, the tax law-certified volunteer
v v v v v v v v v v v v
who prepared the return.
v v v v
7.Sue, a VITA/TCE site coordinator, was watching the local news when she saw Aaron,
v v v v v v v v v v v v v
a new tax law-certified volunteer, in a story about several bank employees being
v v v v v v v v v v v v v
arrested for suspicion of embezzlement. She saw Aaron being led out of the bank in
v v v v v v v v v v v v v v v