IRS Identity Theft Procedures

Tighe, Kress & Orr.

By: Tighe, Kress & Orr.

The IRS clarified several procedures that apply when there is identity theft, including when taxpayers should (and should not) file Form 14039, “Identity Theft Affidavit.” A taxpayer should file Form 14039 if he or she attempts to file an electronic tax return and the IRS rejects it because a return bearing the taxpayer’s Social Security number has already been filed. However, the taxpayer may not need to file the form, because the IRS often identifies a suspicious tax return and pulls it for additional review. Read the fact sheet here: http://bit.ly/2GTa0sf

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