VITA CERTIFICATION EXAM | NEWEST
ACTUAL EXAM COMPREHENSIVE
QUESTIONS AND VERIFIED ANSWERS
GRADED A+ | 100% PASS | 2024 UPDATE!
The site is busy with many taxpayers waiting for assistance. All
volunteers are busy preparing tax returns. Can you quality review the
return you just prepared instead of waiting for someone else to quality
review the return?
a. Yes, if it is a returning taxpayer
b. Yes, with approval of the Site Coordinator
c. No, self review is never an acceptable quality review method
d. No, unless you are certified at the Advanced level - ✔✔✔ Correct
Answer > c. No, self review is never an acceptable quality review
method
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
- ✔✔✔ Correct Answer > d. For every prepared tax return
,Which of the following is true?
a. Quality review can be conducted by a volunteer preparer certified at
Basic when the tax return required an Advanced certification to
prepare b. Quality review is conducted after the taxpayer signs the tax
return
c. Quality review is an effective tool for preparing an accurate tax
return
d. Taxpayers do not need to be involved in the quality review process -
✔✔✔ Correct Answer > c. Quality review is an effective tool for
preparing an accurate tax return
As part of the intake process, each site must:
a. Have a process to ensure a return is within the scope of the VITA/TCE
Programs
b. Identify the certification level needed to prepare a return
c. Have a process to ensure volunteers have the certification needed for
the returns they prepare
d. All of the above - ✔✔✔ Correct Answer > d. All of the above
The certified volunteer preparer should verify the return is within their
certification level as part of the Intake/Interview process. - ✔✔✔
Correct Answer > True
, When reviewing Form 13614-C, you see the "Interest" question is
marked "Yes" and the taxpayer gives you a Form 1099-INT. What
should you do next? - ✔✔✔ Correct Answer > c. ask the taxpayer if
they had any other interest income
True or False: VITA and TCE sites are required to conduct quality
reviews of every return prepared at the site. - ✔✔✔ Correct Answer
> True
A taxpayer tells you that they had health insurance coverage for the
entire year, but they did not bring proof of the coverage. This
information along with all other information gathered during your
interview does not seem unusual or questionable. As a tax preparer,
you should: - ✔✔✔ Correct Answer > b. prepare the return using the
information without seeing any proof of insurance coverage
What information must a volunteer review to deter the possibility of
identity theft?
a. Form W-2 b. Photo identification c. Last year's tax return d. Medicaid
card - ✔✔✔ Correct Answer > b. photo identification
Basic Scenario 1:
Wendy Gordon.
AGE: 20, is a U.S. citizen with valid SS.
ACTUAL EXAM COMPREHENSIVE
QUESTIONS AND VERIFIED ANSWERS
GRADED A+ | 100% PASS | 2024 UPDATE!
The site is busy with many taxpayers waiting for assistance. All
volunteers are busy preparing tax returns. Can you quality review the
return you just prepared instead of waiting for someone else to quality
review the return?
a. Yes, if it is a returning taxpayer
b. Yes, with approval of the Site Coordinator
c. No, self review is never an acceptable quality review method
d. No, unless you are certified at the Advanced level - ✔✔✔ Correct
Answer > c. No, self review is never an acceptable quality review
method
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
- ✔✔✔ Correct Answer > d. For every prepared tax return
,Which of the following is true?
a. Quality review can be conducted by a volunteer preparer certified at
Basic when the tax return required an Advanced certification to
prepare b. Quality review is conducted after the taxpayer signs the tax
return
c. Quality review is an effective tool for preparing an accurate tax
return
d. Taxpayers do not need to be involved in the quality review process -
✔✔✔ Correct Answer > c. Quality review is an effective tool for
preparing an accurate tax return
As part of the intake process, each site must:
a. Have a process to ensure a return is within the scope of the VITA/TCE
Programs
b. Identify the certification level needed to prepare a return
c. Have a process to ensure volunteers have the certification needed for
the returns they prepare
d. All of the above - ✔✔✔ Correct Answer > d. All of the above
The certified volunteer preparer should verify the return is within their
certification level as part of the Intake/Interview process. - ✔✔✔
Correct Answer > True
, When reviewing Form 13614-C, you see the "Interest" question is
marked "Yes" and the taxpayer gives you a Form 1099-INT. What
should you do next? - ✔✔✔ Correct Answer > c. ask the taxpayer if
they had any other interest income
True or False: VITA and TCE sites are required to conduct quality
reviews of every return prepared at the site. - ✔✔✔ Correct Answer
> True
A taxpayer tells you that they had health insurance coverage for the
entire year, but they did not bring proof of the coverage. This
information along with all other information gathered during your
interview does not seem unusual or questionable. As a tax preparer,
you should: - ✔✔✔ Correct Answer > b. prepare the return using the
information without seeing any proof of insurance coverage
What information must a volunteer review to deter the possibility of
identity theft?
a. Form W-2 b. Photo identification c. Last year's tax return d. Medicaid
card - ✔✔✔ Correct Answer > b. photo identification
Basic Scenario 1:
Wendy Gordon.
AGE: 20, is a U.S. citizen with valid SS.
