VITA ADVANCED EXAM 2 2026 CERTIFICATION ASSESSMENT QUESTIONS AND ANSWERS UPDATED

VITA ADVANCED EXAM 2 2026 CERTIFICATION
ASSESSMENT QUESTIONS AND ANSWERS
UPDATED

◉ Warren has an Identity Protection PIN. How does this affect his
return preparation?
a. The return must be filed as a paper return.
b. This return cannot be prepared at a volunteer site.
c. The Identity Protection PIN must be entered during return
preparation.
d. All of the above. Answer: d. All of the above


◉ What is the correct amount of taxable interest shown on the
Graves' Form 1040,
line 8a?
a. $0
b. $9
c. $80
d. $89. Answer: b. 9


◉ What is the taxable amount of Warren's Social Security? $_______..
Answer:

, ◉ Warren is over 65. How does that affect their tax return?
a. There is no effect.
b. It increases their standard deduction.
c. It increases their personal exemptions.
d. They must itemize their deductions. Answer: b. It increases their
standard deduction


◉ Warren and Shirley want to avoid having a balance due next year.
Warren can
submit a Form W4-P to have tax withheld on his pension.
a. True
b. False. Answer: True


◉ The Graves are not required to make a shared responsibility
payment on Form
1040, page 2.
a. True
b. False. Answer: False


◉ Milton is covered by Medicare Parts A and B for the whole year. He
is not have required to make a shared responsibility payment,.