VITA ADVANCED TEST Exam Preparation Newest
2026/2027 With Complete Questions And Correct
Detailed Answers| Brand New Version
Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters,
client facilitators, tax preparers, quality reviewers, etc.) must: -
ANSWER----Annually pass the Volunteer Standards of Conduct (VSC)
certification test with a score of 80% or higher
-Sign and date the form 13615, Volunteer Standards of Conduct
Agreement, agreeing to comply with VSC by upholding the highest
ethical standards
Can a volunteer be removed and barred from the VITA/TCE program for
violating the Volunteer Standards of Conduct? - ANSWER---Yes
If a taxpayer offers you a $20 bill because they were so happy about the
quality service they received, what is the appropriate action to take? -
ANSWER---Thank the taxpayer, and explain that you cannot accept any
payment for your services
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 to 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? - ANSWER---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
, VITA ADVANCED TEST Exam Preparation Newest
2026/2027 With Complete Questions And Correct
Detailed Answers| Brand New Version
to open an account in her own name to have the refund direct
deposited.
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? - ANSWER---Max has violated the VSC because he is
using the information he gained about Ali to further his own or
another's personal benefit.
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 indicated NO cash income on Form 13614-C. Bob
prepared a tax return excluding the cash income. Jim, the designated
quality reviewer, was unaware of the conversation and therefore
unaware of the cash income and the return was printed, signed, and e-
filed. Who violated the Volunteer Standards of Conduct? - ANSWER---
Bob, the tax law-certified volunteer who prepared the return.
Sue, a VITA/TCE coordinator, was watching the local news when she
saw Aaron, a new tax law-certified volunteer, in a story about several
bank employees being arrested for suspicion of embezzlement. She saw
Aaron being led out of the bank in handcuffs. Three days later, Sue is
shocked when she sees Aaron show up at the site ready to volunteer,
2026/2027 With Complete Questions And Correct
Detailed Answers| Brand New Version
Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters,
client facilitators, tax preparers, quality reviewers, etc.) must: -
ANSWER----Annually pass the Volunteer Standards of Conduct (VSC)
certification test with a score of 80% or higher
-Sign and date the form 13615, Volunteer Standards of Conduct
Agreement, agreeing to comply with VSC by upholding the highest
ethical standards
Can a volunteer be removed and barred from the VITA/TCE program for
violating the Volunteer Standards of Conduct? - ANSWER---Yes
If a taxpayer offers you a $20 bill because they were so happy about the
quality service they received, what is the appropriate action to take? -
ANSWER---Thank the taxpayer, and explain that you cannot accept any
payment for your services
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 to 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? - ANSWER---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
, VITA ADVANCED TEST Exam Preparation Newest
2026/2027 With Complete Questions And Correct
Detailed Answers| Brand New Version
to open an account in her own name to have the refund direct
deposited.
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? - ANSWER---Max has violated the VSC because he is
using the information he gained about Ali to further his own or
another's personal benefit.
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 indicated NO cash income on Form 13614-C. Bob
prepared a tax return excluding the cash income. Jim, the designated
quality reviewer, was unaware of the conversation and therefore
unaware of the cash income and the return was printed, signed, and e-
filed. Who violated the Volunteer Standards of Conduct? - ANSWER---
Bob, the tax law-certified volunteer who prepared the return.
Sue, a VITA/TCE coordinator, was watching the local news when she
saw Aaron, a new tax law-certified volunteer, in a story about several
bank employees being arrested for suspicion of embezzlement. She saw
Aaron being led out of the bank in handcuffs. Three days later, Sue is
shocked when she sees Aaron show up at the site ready to volunteer,
