FINRA's BrokerCheck

Taxpayers and Practitioners Must Verify Identities When Calling the IRS

In a recent News Release, the IRS reminded taxpayers and tax practitioners that they will be asked to verify their identities when calling the IRS. Taxpayers should have the following information ready:

  1. Social Security Numbers (SSNs) and birth dates of those listed on the return;
  2. an Individual Taxpayer Identification Number (ITIN) if obtained in lieu of an SSN;
  3. filing status;
  4. the prior-year tax return;
  5. a copy of the tax return in question; and
  6. any IRS letters or notices. Before calling the IRS about a client, practitioners should have the following information handy
    1. verbal or written authorization from the client to discuss the account;
    2. the ability to verify the client's name, SSN/ITIN, tax period, and forms filed;
    3. a Preparer Tax Identification Number (PTIN); and
    4. a completed and signed Form 8821 or Form 2848. News Release IR 2018-28.

© 2018

Meet The Rehmann Team

Start typing a name ...
Searching for "{{nameQuery}}"...
Start typing a experience ...
Searching for "{{experienceQuery}}"...
Start typing a location ...
Searching for "{{locationQuery}}"...
Or view a list of team members