VITA REVIEW TEST QUESTIONS WITH
VERIFIED ACTUAL SOLUTIONS
E. A and B - answer ✔✔-1. Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters, client
facilitators, tax preparers, quality reviewers, etc.) must:
Yes - answer ✔✔-2Can a volunteer be removed and barred from the VITA/TCE Programs for violating
the Volunteer Standards of Conduct?
C. Thank the taxpayer, and explain that you cannot accept any payment for your services. - answer ✔✔-
3.If a taxpayer offers you a $20 bill because they were so happy about the quality service they received,
what would be the appropriate action to take?
B. Jake should explain that a taxpayer's federal or state refund cannot be deposited into a VITA/TCE
volunteer's bank account and she will have to open an account in her own name to have the refund
direct deposited. - answer ✔✔-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 or 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?
B. Max has violated the VSC because he is using confidential information to engage in a financial
transaction to further his own or another's personal interest. - answer ✔✔-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?
A. Bob, the tax law-certified volunteer who prepared the return. - answer ✔✔-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 prepared a tax return excluding the cash income. Jim, the
VERIFIED ACTUAL SOLUTIONS
E. A and B - answer ✔✔-1. Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters, client
facilitators, tax preparers, quality reviewers, etc.) must:
Yes - answer ✔✔-2Can a volunteer be removed and barred from the VITA/TCE Programs for violating
the Volunteer Standards of Conduct?
C. Thank the taxpayer, and explain that you cannot accept any payment for your services. - answer ✔✔-
3.If a taxpayer offers you a $20 bill because they were so happy about the quality service they received,
what would be the appropriate action to take?
B. Jake should explain that a taxpayer's federal or state refund cannot be deposited into a VITA/TCE
volunteer's bank account and she will have to open an account in her own name to have the refund
direct deposited. - answer ✔✔-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 or 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?
B. Max has violated the VSC because he is using confidential information to engage in a financial
transaction to further his own or another's personal interest. - answer ✔✔-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?
A. Bob, the tax law-certified volunteer who prepared the return. - answer ✔✔-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 prepared a tax return excluding the cash income. Jim, the
