IRS Identity Theft Procedures

Tighe, Kress & Orr.

Posted 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:

All content provided on the TKO Insights website is for informational purposes only. Any tax advice contained in this communication (including attachments or links) is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of (i) avoiding tax penalties or (ii) promoting, marketing or recommending to another party the matter or transaction addressed herein. We recommend you consult your tax, audit, accounting or business valuation advisor related to any content on this site.