If a volunteer feels uncomfortable with a taxpayer's situation, which course of action is most appropriate?

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When a volunteer feels uncomfortable with a taxpayer's situation, it is essential to prioritize both the volunteer's comfort and the quality of service provided to the taxpayer. Requesting assistance from a colleague or supervisor is the most appropriate course of action. This approach ensures that the volunteer can receive guidance or support, helping to navigate any complexities or sensitivities involved in the taxpayer's situation.

By consulting with a colleague or supervisor, the volunteer can gain a broader perspective, which may inform the appropriate steps to take. This collaborative approach may also provide necessary resources, whether it’s knowledge of specific tax scenarios or emotional support, thereby enhancing the quality of service to the taxpayer.

The other options may compromise the integrity of the volunteer's role or the taxpayer's experience. Continuing with the return without addressing any discomfort could lead to mistakes or oversight, while ignoring personal feelings may lead to stress or burnout. Advising the taxpayer to seek help elsewhere could disrupt the support system intended for them, as the volunteer may possess valuable insights or assistance that would be beneficial.

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