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Irs publication 5299 Form: What You Should Know

The IRS Volunteer-referral Process Volunteers are required to refer their completed tax returns only on their own behalf and not for other people. Taxpayers must use  the same tax return reference number throughout the evaluation process. Volunteers must be volunteers in the program, and they must have experience in volunteer work. Taxpayers may refer as many as 10 people per term, although only one is eligible to be a VITA/THE volunteer. Volunteers must be registered to volunteer with VITA/THE. Volunteers may not be assigned to do any type of specific work, such as reviewing a return or handling taxpayer requests. Volunteers may not provide services or materials to taxpayers or third-party parties. Volunteers must be at least 18 years old. Volunteers also must have a letter of recommendation issued by a Taxpayer Advocate to certify that they have the qualifications and experience to perform the work in accordance with VITA/THE policy. (For more information, see VITA/THE Form 13614-C) If you provide any services to taxpayers or to other third parties, you must be licensed by the State of Missouri and a Federal Taxpayer Advocate must be onsite during the evaluation process. Taxpayer volunteers provide the IRS with detailed information about their work in the VITA/THE system. At the end of each review, VITA/THE volunteers are presented with the following three sets of questions: A Summary of your Review This is the information submitted with your review. It explains what the review covers, gives information about the reviewer, and highlights key points you addressed in your review. A Taxpayer Advisory Assessment This indicates any changes (if any) in your review and indicates whether you can provide updated tax results. Reviewing the Transcripts This summary of your review is attached to your review transcript. It summarizes your review and indicates any changes (if any) in your review. Review and Release Because of the need to review the taxpayer's current tax information, review transcript are provided by the tax preparation service provider (e.g., the employer) or by the IRS. Volunteers must complete all the steps described above to receive a transcript. See Transcript Release for more information.

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