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