Exam (elaborations)
VITA CERTIFICATION EXAM QUESTIONS WITH 100% CORRECT ANSWERS
- Course
- Institution
VITA CERTIFICATION EXAM QUESTIONS WITH 100% CORRECT ANSWERS
[Show more]
Seller
Follow
Content preview
VITA CERTIFICATION EXAM QUESTIONS WITH 100%CORRECT ANSWERS
Which of the following is a violation of the Volunteer Standards of Conduct?
a . Knowingly preparing a false tax return
b . Having a donation/tip jar in the taxpayer waiting area at the site
c . Using taxpayer's personal information to ask for a date
d. All of the above - CORRECT ANSWER-d. All of the above
Which volunteers must take Volunteer Standards of Conduct training and test?
a . Site Coordinators/Local Coordinators
b. Quality Reviewers and tax return preparers
c . Greeters
d. All VITA/TCE volunteers - CORRECT ANSWER-d. All of the above
If a volunteer violates the Volunteer Standards of Conduct, what are the possible
consequences?
a . Removal from the VITA/TCE programs
b . Criminal investigation c . Elimination of VITA/TCE grant funds
d . Deactivation of EFIN
e. All of the above - CORRECT ANSWER-e. all of the above
Bob, an IRS tax law certified volunteer preparer, told the taxpayer that cash income does not
need to be reported because the IRS will never find out. The return was completed without 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?
a. Bob, the IRS tax law certified volunteer preparer
b . Jim, the designated Quality Reviewer
VITA Certification exam questions with 100% correct answers
,c . Betty, the Site Coordinator
d. No one has violated the Volunteer Standards of Conduct - CORRECT ANSWER-a. Bob, the IRS
tax law certified volunteer preparer
Heidi, a 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?
a . Form 13614-C 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 ANSWER-d. All of the above
Volunteers must verify the taxpayer has the following items as soon as possible:
a. Photo identification
b. Social security number documents
c. All income statements, including Forms W-2, 1099-R, etc .
d. All of the above - CORRECT ANSWER-d. All of the above
True or False: The taxpayer should be informed of their responsibility for the information on the
tax return during the quality review process . - CORRECT ANSWER-True
True or False: Volunteers who refuse to use the intake/interview process are violating the
Standards of Conduct. - CORRECT ANSWER-True
True or False: Mary, the Greeter, identifies the taxpayer's tax return requires Advanced IRS tax
law certification. Therefore, the certified tax preparer must be certified to the Advanced level
but the Quality Reviewer can be certified to any level, including Basic . - CORRECT ANSWER-
False
VITA Certification exam questions with 100% correct answers
, Yes or No: Is having a donation/tip jar in the waiting area at the VITA/TCE site a violation of the
Volunteer Standards of Conduct? - CORRECT ANSWER-Yes
True or False: I am currently a volunteer Greeter. I will not be preparing tax returns. I do not
need to take the Volunteer Standards of Conduct test. - CORRECT ANSWER-False
Yes or No: Can a volunteer be removed and barred from the VITA/TCE programs for violating
the Volunteer Standards of Conduct? - CORRECT ANSWER-Yes
Yes and No: An IRS tax law certified volunteer preparer told the taxpayer that cash income does
not need to be reported. The return was completed without the cash income. The designated
Quality Reviewer simply missed this omission and the return was printed, signed, and e-filed.
Did the designated Quality Reviewer violate the Volunteer Standards of Conduct? - CORRECT
ANSWER-No
Maggie asks Josh, the tax law certified preparer, to deposit her refund into Josh's checking
account and turn the funds over to her when received. If Josh says yes, he is in violation of the
standards. - CORRECT ANSWER-Yes.
Every site is required to have a process for assigning taxpayers to tax law certified prepared
who are certified at or above the level required to prepare their return. - CORRECT ANSWER-
True
Which of the following statements is NOT correct?
a. Volunteers should confirm the taxpayer's identity through photo ID.
b. Volunteers should verify the Social Security number and/or ITIN.
c. Volunteers should review all documents needed to prepare an accurate return.
d. Volunteers do not need to refer to the intake sheet when preparing the tax return . -
CORRECT ANSWER-d. Volunteers do not need to refer to the intake sheet when preparing the
tax return .
VITA Certification exam questions with 100% correct answers
The benefits of buying summaries with Stuvia:
Guaranteed quality through customer reviews
Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.
Quick and easy check-out
You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.
Focus on what matters
Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!
Frequently asked questions
What do I get when I buy this document?
You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.
Satisfaction guarantee: how does it work?
Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.
Who am I buying these notes from?
Stuvia is a marketplace, so you are not buying this document from us, but from seller Lectphilip. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy these notes for $15.49. You're not tied to anything after your purchase.
Can Stuvia be trusted?
4.6 stars on Google & Trustpilot (+1000 reviews)
56326 documents were sold in the last 30 days
Founded in 2010, the go-to place to buy study notes for 14 years now