VITA Final
True or False: Only volunteers who prepare and review tax returns are required to complete the
Volunteer Standards of Conduct Training and certification. - ANSFalse
True or False: Volunteers are generally held liable for the tax returns they prepare at VITA/TCE
sites - ANSFalse
True or False: Volunteers are not required to complete a return if they have concerns about the
accuracy of information provided by the taxpayer or other concerns. - ANSTrue
True or False: Keith and Kathy are married with dependent children. They must be covered
under the same policy or plan to satisfy the individual shared responsibility provision. -
ANSFalse
True or False: Sandy is covered under health insurance offered by her spouse's employer;
therefore, she has minimum essential coverage. - ANSTrue
Bob is 27 years old. No one can claim him as a dependent. His gross income was $17,000
during the tax year. Based only on this information, Bob is required to file a tax return. -
ANSTrue
Individuals who are not required to file a tax return should file a return if they can claim the
earned income credit. - ANSTrue
A driver's license can be used to verify a taxpayer's social security number and correct name
spelling. - ANSFalse
Some taxpayers must use either Form 1040A or Form 1040EZ instead of Form 1040,
depending on their specific tax requirements. - ANSFalse
Ryan and Julie were married on December 29. They should file as: - ANSMarried Filing Jointly
Anne's husband died on February 28, 2013. Anne has not remarried, but she has an
18-year-old dependent son. Anne's filing status should be: - ANSQualifying Widow(er) with
Dependent Child
Tom's wife died on October 20, 2012. Tom has no dependents and has not remarried. Tom
should file as: - ANSSingle
Becky and Frank were divorced on December 29. They have no children or other dependents
and have not remarried. Their filing status should be: - ANSSingle
True or False: Only volunteers who prepare and review tax returns are required to complete the
Volunteer Standards of Conduct Training and certification. - ANSFalse
True or False: Volunteers are generally held liable for the tax returns they prepare at VITA/TCE
sites - ANSFalse
True or False: Volunteers are not required to complete a return if they have concerns about the
accuracy of information provided by the taxpayer or other concerns. - ANSTrue
True or False: Keith and Kathy are married with dependent children. They must be covered
under the same policy or plan to satisfy the individual shared responsibility provision. -
ANSFalse
True or False: Sandy is covered under health insurance offered by her spouse's employer;
therefore, she has minimum essential coverage. - ANSTrue
Bob is 27 years old. No one can claim him as a dependent. His gross income was $17,000
during the tax year. Based only on this information, Bob is required to file a tax return. -
ANSTrue
Individuals who are not required to file a tax return should file a return if they can claim the
earned income credit. - ANSTrue
A driver's license can be used to verify a taxpayer's social security number and correct name
spelling. - ANSFalse
Some taxpayers must use either Form 1040A or Form 1040EZ instead of Form 1040,
depending on their specific tax requirements. - ANSFalse
Ryan and Julie were married on December 29. They should file as: - ANSMarried Filing Jointly
Anne's husband died on February 28, 2013. Anne has not remarried, but she has an
18-year-old dependent son. Anne's filing status should be: - ANSQualifying Widow(er) with
Dependent Child
Tom's wife died on October 20, 2012. Tom has no dependents and has not remarried. Tom
should file as: - ANSSingle
Becky and Frank were divorced on December 29. They have no children or other dependents
and have not remarried. Their filing status should be: - ANSSingle
