VITA UPDATED ACTUAL Questions and CORRECT Answers
1. 1. Prior to working at a VITA/TCE site, ALL VITA/TCE E. A and B
volunteers (greeters, client facilitators, tax preparers,
quality reviewers, etc.) must:
2. 2Can a volunteer be removed and barred from the Yes
VITA/TCE Programs for violating the Volunteer Stan-
dards of Conduct?
3. 3.If a taxpayer offers you a $20 bill because they were C. Thank the taxpayer, and
so happy about the quality service they received, what explain that you cannot ac-
would be the appropriate action to take? cept any payment for your
services.
4. 4.Jake is an IRS tax law-certified volunteer preparer at B. Jake should explain that
a VITA/TCE site. When preparing a return for Jill, Jake a taxpayer's federal or
learns that Jill does not have a bank account to receive state refund cannot be de-
a direct deposit of her refund. Jill is distraught when posited into a VITA/TCE
Jake tells her the paper refund check will take three volunteer's bank account
or four weeks longer than the refund being direct de- and she will have to open
posited. Jill asks Jake if he can deposit her refund in an account in her own
his bank account and then turn the money over to her name to have the refund
when he gets it. What should Jake do? direct deposited.
5. 5.Max prepares a tax return for Ali at a VITA/TCE site. B. Max has violated the
He finds out during the interview that Ali has no health VSC because he is us-
insurance. After Ali leaves the site, Max writes her ing confidential informa-
name and contact information down to take home to tion to engage in a finan-
his wife who sells health insurance for profit. Which of cial transaction to further
the following statements is true? his own or another's per-
sonal interest.
6. 6.Bob, an IRS tax law-certified volunteer preparer, told
the taxpayer that cash income does not need to be
1. 1. Prior to working at a VITA/TCE site, ALL VITA/TCE E. A and B
volunteers (greeters, client facilitators, tax preparers,
quality reviewers, etc.) must:
2. 2Can a volunteer be removed and barred from the Yes
VITA/TCE Programs for violating the Volunteer Stan-
dards of Conduct?
3. 3.If a taxpayer offers you a $20 bill because they were C. Thank the taxpayer, and
so happy about the quality service they received, what explain that you cannot ac-
would be the appropriate action to take? cept any payment for your
services.
4. 4.Jake is an IRS tax law-certified volunteer preparer at B. Jake should explain that
a VITA/TCE site. When preparing a return for Jill, Jake a taxpayer's federal or
learns that Jill does not have a bank account to receive state refund cannot be de-
a direct deposit of her refund. Jill is distraught when posited into a VITA/TCE
Jake tells her the paper refund check will take three volunteer's bank account
or four weeks longer than the refund being direct de- and she will have to open
posited. Jill asks Jake if he can deposit her refund in an account in her own
his bank account and then turn the money over to her name to have the refund
when he gets it. What should Jake do? direct deposited.
5. 5.Max prepares a tax return for Ali at a VITA/TCE site. B. Max has violated the
He finds out during the interview that Ali has no health VSC because he is us-
insurance. After Ali leaves the site, Max writes her ing confidential informa-
name and contact information down to take home to tion to engage in a finan-
his wife who sells health insurance for profit. Which of cial transaction to further
the following statements is true? his own or another's per-
sonal interest.
6. 6.Bob, an IRS tax law-certified volunteer preparer, told
the taxpayer that cash income does not need to be
