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Proficiency Part 2 (IRS Test)

To take the Filing Year 2017/2018 IRS Test, go to VITA/TCE Central

Useful Pubs:

Product Number Title Rev Post
Publ 4961 VITA/TCE - Volunteer Standards of Conduct - Ethics Training 1018 10-04-2018 Upd
Publ 5101 Intake/Interview and Quality Review Training 1018 11-13-2018 Upd
Publ 5299 VITA/TCE Quality Review Refresher 1018 10-19-2018 Upd
Form 6744 VITA/TCE Volunteer Assistor's Test/Retest

Note: Make the following changes to the Interview Notes in the Advanced test, Scenario 8 – Roberta Wilson (on page 87) in order to respond accurately to the test questions for this scenario. Corrections are already reflected in the online Link & Learn certification test.

Edit #1:
  • Change from: Roberta claimed EIC for Jacob 2 years ago, but he only lived with her for two months and the credit was disallowed.
  • Change to: Roberta claimed EIC for Jacob on her 2015 tax return, but he only lived with her for two months and the credit was disallowed.
Edit #2:
  • Change from: Roberta had wage income of $45,000 in 2018.
  • Change to: Roberta had wage income of $35,000 in 2018.
1018 10-03-2018 Upd

Job Aid - Taking the Test Online 2017 Upd