VITA Exam Questions & Answers
(Grade A+)
2Can a volunteer be removed and barred from the VITA/TCE
Programs for violating the Volunteer Standards of Conduct? -
correct answer ✅Yes
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? -
correct answer ✅C. Thank the taxpayer, and explain that you
cannot accept any payment for your services.
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? -
correct answer ✅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.
, VITA Exam Questions & Answers
(Grade A+)
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? -
correct answer ✅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.
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 designated quality reviewer, simply missed
this omission and the return was printed, signed, and e-filed. Who
has violated the Volunteer Standards of Conduct? -
correct answer ✅A. Bob, the tax law-certified volunteer who
prepared the return.
7.Sue, a VITA/TCE site 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, apparently out on bond. She
(Grade A+)
2Can a volunteer be removed and barred from the VITA/TCE
Programs for violating the Volunteer Standards of Conduct? -
correct answer ✅Yes
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? -
correct answer ✅C. Thank the taxpayer, and explain that you
cannot accept any payment for your services.
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? -
correct answer ✅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.
, VITA Exam Questions & Answers
(Grade A+)
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? -
correct answer ✅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.
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 designated quality reviewer, simply missed
this omission and the return was printed, signed, and e-filed. Who
has violated the Volunteer Standards of Conduct? -
correct answer ✅A. Bob, the tax law-certified volunteer who
prepared the return.
7.Sue, a VITA/TCE site 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, apparently out on bond. She
