VITA ADVANCED FINAL PAPER 2026 TESTED
QUESTIONS WITH FULL SOLUTION GRADED
A+
◉ 2. Can a volunteer be removed and barred from the VITA/TCE
program 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 is the appropriate
action to take? Answer: 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 to 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: Max has violated the VSC because he is using the
information he gained about Ali to further his own or another's
personal benefit.
, ◉ 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: Max has violated the
VSC because he is using the information he gained about Ali to
further his own or another's personal benefit.
◉ 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 indicated NO cash income on Form
13614-C. Bob prepared a tax return excluding the cash income. Jim,
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. Who violated the Volunteer Standards of
Conduct? Answer: Bob, the tax law-certified volunteer who prepared
the return.
◉ 7. Sue, a VITA/TCE coordinator, was watching the local news when
she saw Aaron, a new tax law-certified volunteer, in a story about
several bank employees being arrested for suspicion of
embezzlement. She saw Aaron being led out of the bank in
handcuffs. Three days later, Sue is shocked when she sees Aaron
show up at the site ready to volunteer, apparently out on bond. She
pulls Aaron aside and explains that his arrest on suspicion of
embezzlement could have a negative effect on the site and therefore
she must ask him to leave the site. Sue removed his access to the
software, she then uses the external referral process to report the
QUESTIONS WITH FULL SOLUTION GRADED
A+
◉ 2. Can a volunteer be removed and barred from the VITA/TCE
program 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 is the appropriate
action to take? Answer: 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 to 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: Max has violated the VSC because he is using the
information he gained about Ali to further his own or another's
personal benefit.
, ◉ 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: Max has violated the
VSC because he is using the information he gained about Ali to
further his own or another's personal benefit.
◉ 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 indicated NO cash income on Form
13614-C. Bob prepared a tax return excluding the cash income. Jim,
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. Who violated the Volunteer Standards of
Conduct? Answer: Bob, the tax law-certified volunteer who prepared
the return.
◉ 7. Sue, a VITA/TCE coordinator, was watching the local news when
she saw Aaron, a new tax law-certified volunteer, in a story about
several bank employees being arrested for suspicion of
embezzlement. She saw Aaron being led out of the bank in
handcuffs. Three days later, Sue is shocked when she sees Aaron
show up at the site ready to volunteer, apparently out on bond. She
pulls Aaron aside and explains that his arrest on suspicion of
embezzlement could have a negative effect on the site and therefore
she must ask him to leave the site. Sue removed his access to the
software, she then uses the external referral process to report the
