Can a volunteer be removed and barred from the VITA/TCE program for violating the
Volunteer Standards of Conduct?
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Yes
What amount is required to be reported as wages on Sheila's tax return?
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39500
, Jan, a greeter, overheard an IRS tax law-certified volunteer, Jim, trying to sell
insurance to a taxpayer he was helping. Jim is an insurance agent in the community. Jan
feels like Jim was pushy, made the taxpayer uncomfortable, and violated Volunteer
Standard of Conduct #3. What should Jan do?
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b. Tell the coordinator what she heard, so he can immediately remove Jim
from the site and report the incident using the external referral process by
sending an email to .
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?
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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
Mary's most advantageous filing status is:
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b. married filing jointly
Volunteer Standards of Conduct?
Give this one a try later!
Yes
What amount is required to be reported as wages on Sheila's tax return?
Give this one a try later!
39500
, Jan, a greeter, overheard an IRS tax law-certified volunteer, Jim, trying to sell
insurance to a taxpayer he was helping. Jim is an insurance agent in the community. Jan
feels like Jim was pushy, made the taxpayer uncomfortable, and violated Volunteer
Standard of Conduct #3. What should Jan do?
Give this one a try later!
b. Tell the coordinator what she heard, so he can immediately remove Jim
from the site and report the incident using the external referral process by
sending an email to .
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?
Give this one a try later!
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
Mary's most advantageous filing status is:
Give this one a try later!
b. married filing jointly
