VITA Certification Exam | Questions and
Verified Answers| 100% Correct| Graded A
(2023/ 2024)
QUESTION
If a taxpayer offers you a $20 bill
... [Show More] because they were so happy about the quality service they
received, what would be the appropriate action to take?
a. Take the $20 and thank the taxpayer for the tip.
b. Tell the taxpayer it would be better to have the $20 deposited directly into your bank account
from his refund.
c. Thank the taxpayer, and explain that you cannot accept any payment for your services.
d. Refer the taxpayer to the tip jar located on the quality review and print station.
Answer:
c. Thank the taxpayer, and explain that you cannot accept any payment for your services.
QUESTION
Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters, client facilitators,
tax preparers, quality reviewers, etc.) must:
a. Annually pass the Volunteer Standards of Conduct (VSC) certification test with a score of
80% or higher.
b. Sign and date the Form 13615, Volunteer Standards of Conduct Agreement, agreeing to
comply with the VSC by upholding the highest ethical standards.
c. Pass the Advanced tax law certification.
d. All of the above.
e. A and B
Answer:
e. A and B
QUESTION
Can a volunteer be removed and barred from the VITA/TCE Programs for violating the
Volunteer Standards of Conduct?
a. Yes b. Nop
Answer:
a. Yes
QUESTION
All IRS-certified volunteer preparers participating in the VITA/TCE programs must use Form
13614-C along with an effective interview for every return prepared at the site.
a. True b. False
Answer:
a. True
QUESTION
What should the certified volunteer preparer do before starting the tax return?
a. Make sure all questions on Form 13614-C are answered.
b. Change "Unsure" answers to "Yes" or "No" based on a conversation with the taxpayer.
c. Complete all applicable Certified Volunteer Preparer shaded area questions on Form 13614-C.
d. All of the above.
Answer:
d. All of the above.
QUESTION
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.
A. True B. False
Answer:
a. True
QUESTION
VITA/TCE sites are required to conduct Quality Reviews:
a. Of all the returns prepared by volunteers who have less than two years of experience preparing
returns.
b. Of every return prepared at the site.
c. Only when there is a Quality Reviewer available.
d. Of all returns prepared by volunteers with certification levels below Advanced, Military, or
International.
Answer:
b. Of every return prepared at the site.
QUESTION
You do not need to see proof of cash donations made by taxpayer if you feel that the
information is not unusual or questionable.
a. True b. False
Answer:
a. True
QUESTION
In most cases a volunteer must review photo identification for every taxpayer(s) to deter the [Show Less]