1
VITA
1. Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters, client
facilitators, tax preparers, quality reviewers, etc.) must: - ANS E. A and B
R
1.All IRS-certified volunteer preparers participating in the VITA/TCE Programs must use
E
Form 13614-C along with an effective interview for every return prepared at the site. -
ANS True
H
10.As part of the intake process, each site must: - ANS D. All of the above
G
10.Mary, a VSC-certified greeter, reviews the taxpayer's completed Form 13614-C,
I
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
H
questions answered "yes" have a (B) certification. When Mary assigns the return to a
tax preparer, what tax law certification level should the tax preparer have? - ANS
G
A. Advanced
2.What should the certified volunteer preparer do before starting the tax return? -
N
ANS D. All of the above
I
2Can a volunteer be removed and barred from the VITA/TCE Programs for violating the
Volunteer Standards of Conduct? - ANS Yes
LY
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? - ANS C.
F
Thank the taxpayer, and explain that you cannot accept any payment for your services.
3.When reviewing Form 13614-C, you see the "Interest" question is marked "Yes" and
the taxpayer gives you a Form 1099-INT. You should ask the taxpayer if they had any
other interest income. - ANS True
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
VITA
1. Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters, client
facilitators, tax preparers, quality reviewers, etc.) must: - ANS E. A and B
R
1.All IRS-certified volunteer preparers participating in the VITA/TCE Programs must use
E
Form 13614-C along with an effective interview for every return prepared at the site. -
ANS True
H
10.As part of the intake process, each site must: - ANS D. All of the above
G
10.Mary, a VSC-certified greeter, reviews the taxpayer's completed Form 13614-C,
I
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
H
questions answered "yes" have a (B) certification. When Mary assigns the return to a
tax preparer, what tax law certification level should the tax preparer have? - ANS
G
A. Advanced
2.What should the certified volunteer preparer do before starting the tax return? -
N
ANS D. All of the above
I
2Can a volunteer be removed and barred from the VITA/TCE Programs for violating the
Volunteer Standards of Conduct? - ANS Yes
LY
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? - ANS C.
F
Thank the taxpayer, and explain that you cannot accept any payment for your services.
3.When reviewing Form 13614-C, you see the "Interest" question is marked "Yes" and
the taxpayer gives you a Form 1099-INT. You should ask the taxpayer if they had any
other interest income. - ANS True
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
