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VITA 2022 ADVANCED TEST WITH 100- COMPLETE SOLUTIONS

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VITA 2022 ADVANCED TEST WITH 100- COMPLETE SOLUTIONS

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  • November 23, 2024
  • 9
  • 2024/2025
  • Exam (elaborations)
  • Questions & answers
  • Vita
  • Vita
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Lectphilip
VITA 2022 ADVANCED TEST WITH 100%
COMPLETE SOLUTIONS
VOLUNTEER STANDARDS OF CONDUCT TEST QUESTIONS


1. Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters, client facilitators, tax
preparers, quality reviewers, etc.) must: - CORRECT ANSWER-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. Both a and b <<< CORRECT


2. Can a volunteer be removed and barred from the VITA/TCE program 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 is the appropriate action to take? - CORRECT ANSWER-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 to 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-Max has violated the VSC because he is using the information he
gained about Ali to further his own or another's personal benefit.




VITA 2022 ADVANCED TEST WITH 100% COMPLETE SOLUTIONS

, 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-Max has violated the VSC because he is using the
information he gained about Ali to
further his own or another's personal benefit.


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 indicated NO cash income on
Form 13614-C. Bob prepared a tax return excluding the cash income. Jim, the designated
quality reviewer, was unaware of the conversation and therefore unaware of the cash income
and the return was printed, signed, and e-filed. Who violated the Volunteer Standards of
Conduct? - CORRECT ANSWER-Bob, the tax law-certified volunteer who prepared the return.


7. Sue, a VITA/TCE 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 pulls Aaron aside and explains that his arrest on suspicion of embezzlement could have a
negative effect on the site and therefore she must ask him to leave the site. Sue removed his
access to the software, she then uses the external referral process to report the details to SPEC
headquarters by sending an email to WI.Voltax@irs.gov. Did Sue take appropriate actions as
the coordinator? - CORRECT ANSWER-Yes


8. Heidi, a VSC-certified volunteer, is working at the intake station. As part of her duties, she is
required to explain to the taxpayer what they are expected to do today as part of the return
preparation process. What should Heidi tell them? - CORRECT ANSWER-a. Form 13614-C,
Intake/Interview & Quality Review Sheet, must be completed prior to having
the return prepared.
b. You will be interviewed by the return preparer and asked additional questions as needed.
c. You need to participate in a quality review of your tax return by someone other than the
return preparer.
d. All of the above. <<< CORRECT



VITA 2022 ADVANCED TEST WITH 100% COMPLETE SOLUTIONS

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