If you suspect that someone has filed a tax return using your Social Security number (SSN), there are several steps you should take to address the situation and protect your tax account:
- Respond to IRS Notices: If you receive a notice from the IRS indicating that a suspicious return has been filed using your SSN, respond immediately to the contact information provided in the notice. This is crucial to begin the process of resolving the issue.
- File Form 14039, Identity Theft Affidavit: Complete and submit IRS Form 14039, Identity Theft Affidavit. This form can be mailed or faxed according to the instructions provided. If you are responding to an IRS notice, include a copy of the notice with your affidavit. You only need to file this form once.
- Contact the IRS Identity Protection Specialized Unit: If you believe you are at risk of identity theft due to lost or stolen personal information, contact the IRS Identity Protection Specialized Unit at 800-908-4490. They can take action to secure your tax account and provide specialized assistance.
- Continue to File Your Tax Return: Even if you suspect identity theft, continue to file your tax return and pay any taxes owed. You may need to file your return by paper if electronic filing is not possible due to the identity theft issue.
- Obtain an Identity Protection PIN (IP PIN): If you are a confirmed victim of tax-related identity theft, the IRS may issue you an IP PIN, a six-digit number that you will need to include on your tax returns to prevent future fraudulent filings. You can also request an IP PIN from the IRS to add an extra layer of security to your tax account.
- Monitor Your Tax Account: Keep an eye on your tax account for any signs of questionable activity. If you notice anything suspicious, report it to the IRS immediately.
- Avoid Scams: Be aware that the IRS does not initiate contact with taxpayers via email, text messages, or social media to request personal or financial information. If you receive such a request, it is likely a phishing attempt.
- Review IRS Publications and Resources: For more detailed information, review IRS Publication 5027, Identity Theft Information for Taxpayers, and visit the IRS website for additional guidance on steps to take if you are a victim of tax-related identity theft.
By following these steps, you can help protect your tax account and work towards resolving any issues related to tax-related identity theft.
Sources:
Fact Sheet Explains When to File an Identity Theft Affidavit
Publication 1582
Publication 4535
1040 (2023)
Publication 1518 (11/2012)
