IRS Publication 5466 – In the world of free tax preparation services, the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs play a crucial role in helping low-to-moderate-income individuals, seniors, and others file their taxes accurately and safely. However, ensuring the health and safety of volunteers, taxpayers, and site staff remains a top priority, especially in light of ongoing health concerns like COVID-19. That’s where IRS Publication 5466 comes in—a concise guide titled “Ten Reminders To Keep You And Others Safe at VITA/TCE Sites.” Released by the Internal Revenue Service (IRS) and last revised in December 2021, this publication provides straightforward tips to minimize risks at these community-based tax sites.
Whether you’re a volunteer preparing returns or a taxpayer seeking assistance, understanding these reminders can help create a secure environment. In this article, we’ll break down each of the 10 reminders, explain their importance, and offer practical tips for implementation. By following these guidelines, VITA/TCE sites can continue to operate effectively while prioritizing public health.
What Are VITA and TCE Programs?
Before diving into the safety reminders, let’s quickly recap what VITA and TCE entail. VITA offers free tax help to people who generally make $60,000 or less annually, persons with disabilities, and limited English-speaking taxpayers. TCE focuses on assisting those aged 60 and older with pension and retirement-related issues. Both programs are sponsored by the IRS and rely on certified volunteers at community locations like libraries, schools, and shopping malls. Safety protocols, as outlined in IRS Publication 5466, ensure these sites remain welcoming and risk-free.
The 10 Safety Reminders from IRS Publication 5466
Here’s a detailed look at each reminder, drawn directly from the IRS guidelines. These are designed to address common health risks, particularly those associated with respiratory illnesses like COVID-19.
1. Face Coverings Are Recommended
The IRS advises following the specific guidance provided by your VITA/TCE site regarding face masks. While mandates may vary by location and current health advisories, wearing a well-fitted mask can significantly reduce the spread of airborne particles. Tip: Opt for masks with multiple layers or N95 equivalents for better protection in indoor settings.
2. Keep Your Social Distancing: 6 Feet Apart from Others
Maintaining a physical distance of at least 6 feet from others helps prevent close-contact transmission. At tax sites, this means spacing out waiting areas, workstations, and consultation spots. Pro tip: Use floor markers or signage to guide participants and make compliance effortless.
3. Wash Hands with Soap for 20 Seconds
Frequent handwashing is a cornerstone of hygiene. The reminder specifies using soap and water for at least 20 seconds—about the time it takes to hum “Happy Birthday” twice. This simple act removes germs effectively. Always wash after handling documents, using the restroom, or before eating.
4. Don’t Allow Mouth or Drinking Container to Make Contact with Water Fountain
To avoid contamination, never let your mouth or any personal container touch public water fountains. Instead, use them to fill bottles without direct contact. This prevents the spread of bacteria and viruses through shared surfaces.
5. If Sick, Stay Home
One of the most straightforward yet vital reminders: If you’re feeling unwell, do not visit or volunteer at a VITA/TCE site. Symptoms like fever, cough, or fatigue could indicate an illness that might spread to others. Encourage self-screening before arriving to keep everyone safe.
6. Avoid High-Touched Surfaces
Minimize contact with frequently touched items like doorknobs, counters, and shared equipment. Where unavoidable, use barriers like tissues or elbow bumps. This reduces the risk of picking up germs from surfaces that many people handle.
7. Clean and Disinfect Frequently Touched Objects and Surfaces
Regular cleaning is key. The IRS recommends disinfecting high-touch areas such as tables, chairs, keyboards, and phones multiple times a day. Use EPA-approved disinfectants and follow product instructions for effective results.
8. Avoid Touching Your Eyes, Nose, and Mouth
Our hands can carry germs, so refraining from touching your face prevents them from entering your body. This habit is especially important in public spaces like tax sites where surfaces may not be perfectly sanitized.
9. Cover Your Cough or Sneeze with a Tissue, Then Throw the Tissue in the Trash
Always use a tissue to cover coughs or sneezes, and dispose of it immediately in a lined trash bin. If no tissue is available, use your elbow. This etiquette stops droplets from spreading in the air or on surfaces.
10. For More Information on Coronavirus (COVID-19), Go to www.cdc.gov
The publication directs readers to the Centers for Disease Control and Prevention (CDC) website for the latest updates on COVID-19. As health guidelines evolve, checking official sources ensures you’re following current best practices.
These reminders, while rooted in COVID-19 prevention, apply broadly to maintaining hygiene and safety at any public gathering.
Why These Reminders Matter in 2026?
Even years after the height of the pandemic, health threats persist, and VITA/TCE sites serve vulnerable populations who may be at higher risk. Adhering to IRS Publication 5466 not only complies with federal guidelines but also builds trust in these essential services. Volunteers and site coordinators should integrate these tips into training sessions, while taxpayers can contribute by following them during visits. For the most up-to-date information, always refer to IRS.gov or CDC.gov, as publications like this may be revised periodically.
Final Thoughts
IRS Publication 5466 serves as a quick, actionable resource for fostering safe environments at VITA/TCE sites. By implementing these 10 reminders, we can ensure that free tax assistance remains accessible without compromising health. If you’re involved in these programs, download the full PDF from the IRS website and share it with your team. Stay safe, stay informed, and happy tax season!
Note: This article is based on the December 2021 revision of Publication 5466. Check IRS.gov for any updates.