VITA ADVANCED TEST Exam Preparation
Newest 2026-2027 With Complete Questions And
Correct Detailed Answers| Brand New Version
1. Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers
(greeters, client facilitators, tax preparers, quality reviewers, etc.) must:
- ANSWER-a. Annually pass the Volunteer Standards of Conduct (VSC)
certification test with a score of
80% or higher.
b. Sign and date the Form 13615, Volunteer Standards of Conduct
Agreement, agreeing to
comply with the VSC by upholding the highest ethical standards.
c. Pass the Advanced tax law certification.
d. All of the above.
e. Both a and b <<< CORRECT
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.
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, 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,
2|Page
Newest 2026-2027 With Complete Questions And
Correct Detailed Answers| Brand New Version
1. Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers
(greeters, client facilitators, tax preparers, quality reviewers, etc.) must:
- ANSWER-a. Annually pass the Volunteer Standards of Conduct (VSC)
certification test with a score of
80% or higher.
b. Sign and date the Form 13615, Volunteer Standards of Conduct
Agreement, agreeing to
comply with the VSC by upholding the highest ethical standards.
c. Pass the Advanced tax law certification.
d. All of the above.
e. Both a and b <<< CORRECT
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.
1|Page
, 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,
2|Page
