Identity Theft and the IRS
Posted By: Jennifer O'Neill // May 22, 2017
We recently had a client who attempted to have his 2012 State & Federal Income Tax Returns E-Filed. The returns were rejected based on the fact that the return has already been filed. When we pulled the clients transcripts we found that someone else had filed a return using our clients social security number.
In cases like this you need to complete Form 14039, which is the RIS ‘ Identity Theft Affidavit. This form should be completed and signed either by the client or the clients Representative. You need to include documentation with this form (i.e. Passport, Driver’s License & Social Security Card Copies).
If you live in a state that has income tax make sure that you check with the local tax authorities in your state to see what needs to be sent into them.