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 a. 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. Jake can offer to use his account to receive the direct deposit, and turn the money
over to Jill once the refund is deposited.
c. Jake should explain that a taxpayer's federal or state refund cannot be deposited
into a VITA/TCE volunteer bank account and she will have to open an account in her
own name to have the refund direct deposited.
d. Jake can suggest she borrow a bank account number from a friend because the
taxpayer's name does not need to be on the bank account.
Give this one a try later!
, c. Jake should explain that a taxpayer's federal or state refund cannot be
deposited into a VITA/TCE volunteer bank account and she will have to
open an account in her own name to have the refund direct deposited.
During the intake process, the volunteer should verify the taxpayer and spouse, if
applicable, have photo identification. Additionally, taxpayers must provide verifica-
tion of taxpayer identification number (SSN or ITIN) for everyone who will be on the
tax return.
a. True b. False
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a. True
When should an IRS-certified volunteer preparer participating in the VITA/TCE
programs perform a complete interview of a taxpayer?
a. Only when the taxpayer has questions.
b. Only if the taxpayer has never visited your site.
c. Only when the site is not busy.
d. For every return prepared at the site.
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d. For every return prepared at the site.
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 he has self- employment
income and the certification level next to the question is (A). All other questions
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 a. 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. Jake can offer to use his account to receive the direct deposit, and turn the money
over to Jill once the refund is deposited.
c. Jake should explain that a taxpayer's federal or state refund cannot be deposited
into a VITA/TCE volunteer bank account and she will have to open an account in her
own name to have the refund direct deposited.
d. Jake can suggest she borrow a bank account number from a friend because the
taxpayer's name does not need to be on the bank account.
Give this one a try later!
, c. Jake should explain that a taxpayer's federal or state refund cannot be
deposited into a VITA/TCE volunteer bank account and she will have to
open an account in her own name to have the refund direct deposited.
During the intake process, the volunteer should verify the taxpayer and spouse, if
applicable, have photo identification. Additionally, taxpayers must provide verifica-
tion of taxpayer identification number (SSN or ITIN) for everyone who will be on the
tax return.
a. True b. False
Give this one a try later!
a. True
When should an IRS-certified volunteer preparer participating in the VITA/TCE
programs perform a complete interview of a taxpayer?
a. Only when the taxpayer has questions.
b. Only if the taxpayer has never visited your site.
c. Only when the site is not busy.
d. For every return prepared at the site.
Give this one a try later!
d. For every return prepared at the site.
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 he has self- employment
income and the certification level next to the question is (A). All other questions
