April 14, 2018

Identity Theft Affidavit: What You Need to Know

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: https://bit.ly/2GTa0sf