IRS Identity Verification

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Questions and Answers

What should you do first when calling the IRS for identity verification?

  • Gather all requested documents.
  • Dial the IRS Identity Verification line. (correct)
  • Go to www.irs.gov/verifyreturn.
  • Answer security questions.

An individual received a letter 5071C from the IRS. What should they have ready when they call the IRS Identity Verification line?

  • A copy of their driver's license and passport.
  • Form W-2 from all employers.
  • The letter 5071C, SSN, and most recent tax return. (correct)
  • Bank statements from the past year.

What is the latest time (local time) you can call the IRS Identity Verification line on a weekday?

  • 7:00 PM (correct)
  • 6:00 PM
  • 8:00 PM
  • 5:00 PM

Which of the following documents is LEAST likely to be required when calling the IRS for identity verification?

<p>Form 1099-INT (C)</p> Signup and view all the answers

If an individual receives a letter stating they can verify their return online, what website should they visit?

<p><a href="http://www.irs.gov/verifyreturn">www.irs.gov/verifyreturn</a> (A)</p> Signup and view all the answers

An individual attempted to call the IRS Identity Verification line on a Saturday. What would most likely happen?

<p>The call will not be answered as the line is closed on Saturdays. (D)</p> Signup and view all the answers

An individual does not have their most recent tax return available. Can they still proceed with the identity verification call?

<p>Possibly, the representative may be able to verify the identity through other means. (A)</p> Signup and view all the answers

Which of the following is NOT a valid letter the IRS might send requiring identity verification?

<p>1040ES (A)</p> Signup and view all the answers

If an individual is prompted to answer security questions during the automated prompts, what is the purpose of this step?

<p>To verify their identity. (C)</p> Signup and view all the answers

An individual uses an Individual Taxpayer Identification Number (ITIN) instead of a Social Security Number (SSN). How does this affect the identity verification process when calling the IRS?

<p>They should have their ITIN available instead of their SSN. (B)</p> Signup and view all the answers

Flashcards

How to call the IRS for Identity Verification?

Call 800-830-5084, have your IRS letter, SSN/ITIN, and tax return ready, and follow the automated prompts.

IRS Identity Verification Line Hours?

Monday to Friday, 7:00 AM to 7:00 PM local time.

What documents to have ready when calling?

The letter you received from the IRS (e.g., 5071C, 4883C, or 5747C), SSN/ITIN, most recent tax return, and any other documents the IRS requested.

How to verify identity online with the IRS?

Go to www.irs.gov/verifyreturn if applicable per your IRS letter.

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Study Notes

  • IRS Identity Verification can be done by phone or online
  • Call 800-830-5084 (for identity verification).
  • Hours: Monday–Friday, 7:00 AM – 7:00 PM (local time).
  • Documents needed when calling
    • Letter from the IRS (e.g., 5071C, 4883C, or 5747C)
    • Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
    • Most recent tax return (if applicable)
    • Any other documents the IRS requested
  • Security questions may be asked to verify identity
  • Online verification can be done at www.irs.gov/verifyreturn if applicable based on the IRS letter

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