VITA 2025 ADVANCED TEST EXAM 2025 UPDATED
QUESTIONS AND VERIFIED ANSWERS GRADED A+ | ASSURED
SUCCESS
10. As part of the intake process, each site must: - -------correct answer----------Have a
process to ensure a return is within the scope of the VIT/TEC
-Identify the certification level needed to prepare a return.
-Have a process to ensure volunteers have the certification needed for the returns they
prepare.
-ALL OF THE ABOVE <<< CORRECT
10. Linda is not eligible to claim Nancy for the earned income credit because her filing status
is Married Filing Separate. - -------correct answer---------False
10. Mary, a VSC-certified greeter, reviews the taxpayer's completed Form 13614-C, page 2,
to identify what potential volunteer certification level is needed for this tax return. Mary
sees the taxpayer has checked the "yes" box indicating they have self-employment income
and the certification level next to the question is (A). All other questions answered "yes"
have a (B) certification. When Mary assigns the return to a tax preparer, what tax law
certification level does the tax preparer need? - -------correct answer---------Advanced
11. Ellen can claim the $400 she donated to her friend's personal GoFundMe campaign as a
deduction on her Schedule A. - -------correct answer---------False
12. What amount of gambling losses is Ellen eligible to claim as a deduction on her Schedule
A? - -------correct answer---------$2,000
$3,000 gambling losses --> limited to $2,000 gambling winnings
13. John is not eligible to claim the lifetime learning credit on his 2022 tax return. - -------
correct answer---------False
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, 14. Which of the following is not a requirement for John to claim the earned income credit
with no qualifying children in 2022? - -------correct answer---------John must be a full-time
student.
15. What is the taxable portion of Emily's pension from Maple Enterprises using the
simplified method? - -------correct answer---------$18,789
Combined ages = 121
310 life annuity payments (joint and survivor annuity table)
$14, = 46.77 * 12 = $561.29
$19,350 - $561 = $18,789
16. All of Emily's social security income is taxable. - -------correct answer---------False
17. What is the total amount of other income reported on the Lincoln's Form 1040,
Schedule 1? - -------correct answer---------$5,439
$4,414 gambling winnings + $175 lottery winnings + $850 debt cancellation
18. Robert is eligible to deduct qualified educator expenses in the amount of - -------correct
answer---------$300
($733 unreimbursed classroom exp. --> limited to $300)
19. What is the Lincoln's standard deduction on their 2022 tax return? - -------correct
answer---------$27,300
$25,900 (MFJ) + $1,400 (Emily 65+ age)
2. Based on the information provided, Chris qualifies for the earned income credit. - -------
correct answer---------True
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QUESTIONS AND VERIFIED ANSWERS GRADED A+ | ASSURED
SUCCESS
10. As part of the intake process, each site must: - -------correct answer----------Have a
process to ensure a return is within the scope of the VIT/TEC
-Identify the certification level needed to prepare a return.
-Have a process to ensure volunteers have the certification needed for the returns they
prepare.
-ALL OF THE ABOVE <<< CORRECT
10. Linda is not eligible to claim Nancy for the earned income credit because her filing status
is Married Filing Separate. - -------correct answer---------False
10. Mary, a VSC-certified greeter, reviews the taxpayer's completed Form 13614-C, page 2,
to identify what potential volunteer certification level is needed for this tax return. Mary
sees the taxpayer has checked the "yes" box indicating they have self-employment income
and the certification level next to the question is (A). All other questions answered "yes"
have a (B) certification. When Mary assigns the return to a tax preparer, what tax law
certification level does the tax preparer need? - -------correct answer---------Advanced
11. Ellen can claim the $400 she donated to her friend's personal GoFundMe campaign as a
deduction on her Schedule A. - -------correct answer---------False
12. What amount of gambling losses is Ellen eligible to claim as a deduction on her Schedule
A? - -------correct answer---------$2,000
$3,000 gambling losses --> limited to $2,000 gambling winnings
13. John is not eligible to claim the lifetime learning credit on his 2022 tax return. - -------
correct answer---------False
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, 14. Which of the following is not a requirement for John to claim the earned income credit
with no qualifying children in 2022? - -------correct answer---------John must be a full-time
student.
15. What is the taxable portion of Emily's pension from Maple Enterprises using the
simplified method? - -------correct answer---------$18,789
Combined ages = 121
310 life annuity payments (joint and survivor annuity table)
$14, = 46.77 * 12 = $561.29
$19,350 - $561 = $18,789
16. All of Emily's social security income is taxable. - -------correct answer---------False
17. What is the total amount of other income reported on the Lincoln's Form 1040,
Schedule 1? - -------correct answer---------$5,439
$4,414 gambling winnings + $175 lottery winnings + $850 debt cancellation
18. Robert is eligible to deduct qualified educator expenses in the amount of - -------correct
answer---------$300
($733 unreimbursed classroom exp. --> limited to $300)
19. What is the Lincoln's standard deduction on their 2022 tax return? - -------correct
answer---------$27,300
$25,900 (MFJ) + $1,400 (Emily 65+ age)
2. Based on the information provided, Chris qualifies for the earned income credit. - -------
correct answer---------True
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