VITA Final UPDATED ACTUAL Questions and CORRECT Answers
1. True or False: Only volunteers who pre- False
pare and review tax returns are required
to complete the Volunteer Standards of
Conduct Training and certification.
2. True or False: Volunteers are generally False
held liable for the tax returns they prepare
at VITA/TCE sites
3. True or False: Volunteers are not required True
to complete a return if they have concerns
about the accuracy of information provid-
ed by the taxpayer or other concerns.
4. True or False: Keith and Kathy are married False
with dependent children. They must be
covered under the same policy or plan to
satisfy the individual shared responsibility
provision.
5. True or False: Sandy is covered under True
health insurance offered by her spouse's
employer; therefore, she has minimum
essential coverage.
6. Bob is 27 years old. No one can claim True
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.
7. True
, Individuals who are not required to file a
tax return should file a return if they can
claim the earned income credit.
8. A driver's license can be used to verify False
a taxpayer's social security number and
correct name spelling.
9. Some taxpayers must use either Form False
1040A or Form 1040EZ instead of Form
1040, depending on their specific tax re-
quirements.
10. Ryan and Julie were married on December Married Filing Jointly
29. They should file as:
11. Anne's husband died on February 28, Qualifying Widow(er) with Dependent Child
2013. Anne has not remarried, but she
has an 18-year-old dependent son. Anne's
filing status should be:
12. Tom's wife died on October 20, 2012. Tom Single
has no dependents and has not remar-
ried. Tom should file as:
13. Becky and Frank were divorced on Decem- Single
ber 29. They have no children or other de-
pendents and have not remarried. Their
filing status should be:
14. Cindy's husband died on August 19 of the Married Filing Jointly
tax year. Cindy has no dependents and has
not remarried. She should file as:
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1. True or False: Only volunteers who pre- False
pare and review tax returns are required
to complete the Volunteer Standards of
Conduct Training and certification.
2. True or False: Volunteers are generally False
held liable for the tax returns they prepare
at VITA/TCE sites
3. True or False: Volunteers are not required True
to complete a return if they have concerns
about the accuracy of information provid-
ed by the taxpayer or other concerns.
4. True or False: Keith and Kathy are married False
with dependent children. They must be
covered under the same policy or plan to
satisfy the individual shared responsibility
provision.
5. True or False: Sandy is covered under True
health insurance offered by her spouse's
employer; therefore, she has minimum
essential coverage.
6. Bob is 27 years old. No one can claim True
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.
7. True
, Individuals who are not required to file a
tax return should file a return if they can
claim the earned income credit.
8. A driver's license can be used to verify False
a taxpayer's social security number and
correct name spelling.
9. Some taxpayers must use either Form False
1040A or Form 1040EZ instead of Form
1040, depending on their specific tax re-
quirements.
10. Ryan and Julie were married on December Married Filing Jointly
29. They should file as:
11. Anne's husband died on February 28, Qualifying Widow(er) with Dependent Child
2013. Anne has not remarried, but she
has an 18-year-old dependent son. Anne's
filing status should be:
12. Tom's wife died on October 20, 2012. Tom Single
has no dependents and has not remar-
ried. Tom should file as:
13. Becky and Frank were divorced on Decem- Single
ber 29. They have no children or other de-
pendents and have not remarried. Their
filing status should be:
14. Cindy's husband died on August 19 of the Married Filing Jointly
tax year. Cindy has no dependents and has
not remarried. She should file as:
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