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.

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