The IRS is requiring certain verification of identities during phone calls in an attempt to prevent tax fraud. Taxpayers and tax professionals must have the required verification in order for the IRS to answer questions regarding certain tax items. By law, the IRS telephone assistors will only speak with the taxpayer or the taxpayer's legally designated representative. In order to prevent multiple phone calls, taxpayers and tax preparers should have the following information ready:
Confirming taxpayers' identities during calls. Whether you are the taxpayer calling about your return or a representative for the client, the IRS may need to ask for the following information.
If you are a third-party authorized to contact the IRS, they may ask for some additional information during the calls. This could include:
If the call to the IRS is in regards to a deceased taxpayer, be prepared to fax the following information to the agent:
Alternatives for answers
If your question or issue relates to your prior refund or how to complete a form, there are easier ways to obtain this information than waiting on the phone to talk with an agent. You can check out the IRS website at www.irs.gov for instructions to forms, frequently asked questions, and how to follow up on your refund.
Wednesday, April 24, 2019 | 7:30 AM – 9:30 AM EDT | The Hartford Club