73.4 F
Charlotte Amalie
Thursday, March 22, 2018
Thu March 22, 2018 8:04 AM
Home News Local government Avoid the Rush: Taxpayers Must Validate Identity When Calling IRS

Avoid the Rush: Taxpayers Must Validate Identity When Calling IRS

Internal Revenue Service

The United States Internal Revenue Service (IRS) reminds taxpayers and tax professionals they will be asked to verify their identities if they call the IRS. This is part of the agency’s efforts to keep taxpayer data secure from identity thieves.

Days before and after Presidents Day mark the peak period for taxpayer phone calls to the IRS. To avoid the rush, callers should be prepared to verify their identities when they call the agency, according to a press release issued on Tuesday by the Internal Revenue Service.

IRS call center professionals take great care to make certain they only discuss personal information with the taxpayer or someone the taxpayer authorizes to speak on his or her behalf. To ensure taxpayers do not have to call back, the IRS reminds taxpayers to have the following documents ready:

  • Social Security numbers and birth dates for those who were named on the tax return in question
  • An Individual Taxpayer Identification Number (ITIN) letter if the taxpayer has one in lieu of a Social Security number (SSN)
  • Filing status – Single, Head of Household, Married Filing Joint or Married Filing Separate
  • The prior-year tax return. Telephone assistors may need to verify taxpayer identity with information from the return before answering certain questions
  • A copy of the tax return in question
  • Any IRS letters or notices received by the taxpayer

By law, IRS assistors will only speak with the taxpayer or to their legally designated representative.

Advertising (skip)

If taxpayers or tax professionals are calling about a third party’s account, they should be prepared to verify their identities and provide information about the third party they are representing. Before calling about a third-party, be sure to have the following information available:

Questions regarding a deceased taxpayer require different steps. Be prepared to fax:

  • The deceased taxpayer’s death certificate, and
  • Either copies of Letters Testamentary approved by the court, or IRS Form 56, Notice Concerning Fiduciary Relationship (for estate executors)

Answers to general tax questions can be found on www.IRS.gov. The quickest way to check the status of a tax refund is to go to “Where’s My Refund?” or call 800-829-1954 for automated phone service.

Print Friendly, PDF & Email


Please enter your comment!
Please enter your name here

Support the VI Source

Unlike many news organizations, we haven't put up a paywall - we want to keep our journalism as open as we can. Our sites are more popular than ever, but advertising revenues are falling - so you can see why we could use your help. Our independent journalism costs time, money and hard work to keep you informed, but we do it because we believe that it matters. If everybody who appreciates our reporting efforts were to help fund it for as little as $1, our future would be much more secure. Thanks in advance for your support!