Vita 2024 Advanced Exam With
100% Correct And Verified Answer
To ensure quality service and accurate return preparation, every site is
required to have a process for assigning taxpayers to IRS tax law-
certified preparers who are certified at or above the level required to
prepare their tax return.
a. True b. False - CORRECT ANSWER>>a. True
During the intake process, which of the following should the volunteer
verify that the taxpayer and spouse, if applicable, have with them to
ensure the taxpayers can be served that day?
a. Photo identification for both
b. Social Security or taxpayer identification number verification
documents for everyone listed on the return
c. All tax statement documents, including Forms W-2, 1099-R, etc.
d. All of the above - CORRECT ANSWER>>d. All of the above
Explaining the intake/interview and quality review process is important
so the taxpayer understands they are expected to:
a. Have a completed Form 13614-C, Intake/Interview & Quality Review
Sheet, prior to having the return prepared.
b. Answer the tax preparer's additional questions during the interview.
c. Participate in the quality review of their tax return.
d. All of the above. - CORRECT ANSWER>>d. All of the above.
Jan, a greeter, overheard an IRS tax law-certified volunteer, Jim, trying
to sell insurance to a taxpayer he was helping. Jim is an insurance
, agent in the community. Jan feels like Jim was pushy, made the
taxpayer uncomfortable, and violated Volunteer Standard of Conduct
#3. What should Jan do?
a. Make an announcement to the taxpayers in the waiting room to
ignore Jim if he tries to sell them insurance.
b. Tell the site coordinator what she heard, so he can immediately
remove Jim from the site and report the incident using the external
referral process by sending an email to .
c. Mind her own business and do nothing. - CORRECT ANSWER>>b.
Tell the site coordinator what she heard, so he can immediately
remove Jim from the site and report the incident using the external
referral process by sending an email to .
Ann, an IRS tax law-certified tax preparer, told the taxpayer that cash
income does not need to be reported because the IRS will never know
about it. Ann indicated NO cash income on Form 13614-C. Ann
prepared the return without the cash income. 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. Did
the designated quality reviewer violate the Volunteer Standards of
Conduct?
a. Yes b. No - CORRECT ANSWER>>b. No
Pat is a paid tax preparer in the community; he also gives back to the
community by serving as an IRS tax law-certified volunteer tax
preparer at a VITA/TCE site. While conducting the interview with the
taxpayer, Pat discovers the taxpayer's small business will generate a
loss, making the return out of scope for the VITA/ TCE Programs. Pat
explains to the taxpayer that the tax return cannot be prepared at the
100% Correct And Verified Answer
To ensure quality service and accurate return preparation, every site is
required to have a process for assigning taxpayers to IRS tax law-
certified preparers who are certified at or above the level required to
prepare their tax return.
a. True b. False - CORRECT ANSWER>>a. True
During the intake process, which of the following should the volunteer
verify that the taxpayer and spouse, if applicable, have with them to
ensure the taxpayers can be served that day?
a. Photo identification for both
b. Social Security or taxpayer identification number verification
documents for everyone listed on the return
c. All tax statement documents, including Forms W-2, 1099-R, etc.
d. All of the above - CORRECT ANSWER>>d. All of the above
Explaining the intake/interview and quality review process is important
so the taxpayer understands they are expected to:
a. Have a completed Form 13614-C, Intake/Interview & Quality Review
Sheet, prior to having the return prepared.
b. Answer the tax preparer's additional questions during the interview.
c. Participate in the quality review of their tax return.
d. All of the above. - CORRECT ANSWER>>d. All of the above.
Jan, a greeter, overheard an IRS tax law-certified volunteer, Jim, trying
to sell insurance to a taxpayer he was helping. Jim is an insurance
, agent in the community. Jan feels like Jim was pushy, made the
taxpayer uncomfortable, and violated Volunteer Standard of Conduct
#3. What should Jan do?
a. Make an announcement to the taxpayers in the waiting room to
ignore Jim if he tries to sell them insurance.
b. Tell the site coordinator what she heard, so he can immediately
remove Jim from the site and report the incident using the external
referral process by sending an email to .
c. Mind her own business and do nothing. - CORRECT ANSWER>>b.
Tell the site coordinator what she heard, so he can immediately
remove Jim from the site and report the incident using the external
referral process by sending an email to .
Ann, an IRS tax law-certified tax preparer, told the taxpayer that cash
income does not need to be reported because the IRS will never know
about it. Ann indicated NO cash income on Form 13614-C. Ann
prepared the return without the cash income. 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. Did
the designated quality reviewer violate the Volunteer Standards of
Conduct?
a. Yes b. No - CORRECT ANSWER>>b. No
Pat is a paid tax preparer in the community; he also gives back to the
community by serving as an IRS tax law-certified volunteer tax
preparer at a VITA/TCE site. While conducting the interview with the
taxpayer, Pat discovers the taxpayer's small business will generate a
loss, making the return out of scope for the VITA/ TCE Programs. Pat
explains to the taxpayer that the tax return cannot be prepared at the
