services. d. Ref er the taxpayer to the tip jar located on the quality review and print station Jake is an IRS tax law-certified volunteer preparer at a VIT preparing a return for Jill, Jake learns that Jill does not have a bank account to receive a direct deposit of her refund. Jillis distraught when Jake tells her the paper refund check will take three or 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? a. Jake can offer to use his account to receive the direct deposit, and turn the 4. money over to Jill once the refund is deposited Jake should explain that a taxpayer's federal or state refund cannot be depos- ited into a VITA/TCE volunteer's bank account and she will have to open arn account in her own name to have the refund direct deposited Jake can suggest she borrow a bank account number from a friend because the taxpayer's name does not need to be on the bank account. b. c. 5. Max prepares a tax return for Ali at a VITA/TCE site. He finds out during the inter- view 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? a. There is no violation to the Volunteer Standards of Conduct (VSC) unless Max's wife makes a big commission on the sale of health insurance to Ali. Max has violated the VSC because he is using confidential information to engage in a financial transaction to further his own or another's personal inter- est. Max is doing Ali a favor by using her personal information to secure business for his wife. b. c. d. Information a taxpayer provides at a VITA/TCE site can be used for the volun- teer's personal gain