VITA ADVANCED TEST EXAM: 100% EXPERT VERIFIED
STUDY GUIDE 2026|2027 QUESTIONS DETAILED
ANSWERS AND INSTRUCTOR NOTE FOR A+
GUARANTEED PASS
INTAKE / INTERVIEW AND QUALITY REVIEW TEST QUESTIONS
1. All IRS-certified volunteer preparers participating in the VITA/TCE programs must use Form
13614-C along with an effective interview for every return prepared at the site. - Answers -True
2. What should the certified volunteer preparer do before starting the tax return? - Answers --
Make sure all questions on Form 13614-C are answered
-Change "Unsure" Answers to "Yes" or "No" based on a conversation with the taxpayer.
-Complete all applicable Certified Volunteer Preparer shaded-area questions on Form 13614-C.
- All the Above <<< CORRECT
3. When reviewing Form 13614-C, you see the "Interest" question is marked "Yes" and the
taxpayer gives you a Form 1099-INT. You should ask the taxpayer if they had any other interest
income. - Answers -True
4. VITA/TCE sites are required to conduct Quality Reviews: - Answers -Of every return prepared
at the site
1|Page
, 5. You do not need to see proof of cash donations made by a taxpayer if you feel that the
information is not unusual or questionable. - Answers -True
6. In most cases a volunteer must review photo identification for every taxpayer(s) to deter the
possibility of identity theft. - Answers -True
7. When does the taxpayer sign the tax return? - Answers -After quality review and after being
advised of their responsibility for the accuracy of the information on the return.
8. The site is busy with many taxpayers waiting for assistance. All volunteers are busy preparing
tax returns. Can you quality review the return you just prepared instead of waiting for
someone else to quality review the return? - Answers -No, self review is never an acceptable
quality review method.
9. Which of the following is true? - Answers -a. Quality review can be conducted by a volunteer
preparer certified at Basic when the tax
return required an Advanced certification to prepare.
b. Quality review is conducted after the taxpayer signs the tax return.
c. Quality review is an effective tool for preparing an accurate tax return. <<< CORRECT
d. Taxpayers do not need to be involved in the quality review process.
10. As part of the intake process, each site must: - Answers --Have a process to ensure a return
is within the scope of the VIT/TEC
2|Page
STUDY GUIDE 2026|2027 QUESTIONS DETAILED
ANSWERS AND INSTRUCTOR NOTE FOR A+
GUARANTEED PASS
INTAKE / INTERVIEW AND QUALITY REVIEW TEST QUESTIONS
1. All IRS-certified volunteer preparers participating in the VITA/TCE programs must use Form
13614-C along with an effective interview for every return prepared at the site. - Answers -True
2. What should the certified volunteer preparer do before starting the tax return? - Answers --
Make sure all questions on Form 13614-C are answered
-Change "Unsure" Answers to "Yes" or "No" based on a conversation with the taxpayer.
-Complete all applicable Certified Volunteer Preparer shaded-area questions on Form 13614-C.
- All the Above <<< CORRECT
3. When reviewing Form 13614-C, you see the "Interest" question is marked "Yes" and the
taxpayer gives you a Form 1099-INT. You should ask the taxpayer if they had any other interest
income. - Answers -True
4. VITA/TCE sites are required to conduct Quality Reviews: - Answers -Of every return prepared
at the site
1|Page
, 5. You do not need to see proof of cash donations made by a taxpayer if you feel that the
information is not unusual or questionable. - Answers -True
6. In most cases a volunteer must review photo identification for every taxpayer(s) to deter the
possibility of identity theft. - Answers -True
7. When does the taxpayer sign the tax return? - Answers -After quality review and after being
advised of their responsibility for the accuracy of the information on the return.
8. The site is busy with many taxpayers waiting for assistance. All volunteers are busy preparing
tax returns. Can you quality review the return you just prepared instead of waiting for
someone else to quality review the return? - Answers -No, self review is never an acceptable
quality review method.
9. Which of the following is true? - Answers -a. Quality review can be conducted by a volunteer
preparer certified at Basic when the tax
return required an Advanced certification to prepare.
b. Quality review is conducted after the taxpayer signs the tax return.
c. Quality review is an effective tool for preparing an accurate tax return. <<< CORRECT
d. Taxpayers do not need to be involved in the quality review process.
10. As part of the intake process, each site must: - Answers --Have a process to ensure a return
is within the scope of the VIT/TEC
2|Page
