Podcast
Questions and Answers
What should you do first when calling the IRS for identity verification?
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?
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?
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?
Which of the following documents is LEAST likely to be required when calling the IRS for identity verification?
If an individual receives a letter stating they can verify their return online, what website should they visit?
If an individual receives a letter stating they can verify their return online, what website should they visit?
An individual attempted to call the IRS Identity Verification line on a Saturday. What would most likely happen?
An individual attempted to call the IRS Identity Verification line on a Saturday. What would most likely happen?
An individual does not have their most recent tax return available. Can they still proceed with the identity verification call?
An individual does not have their most recent tax return available. Can they still proceed with the identity verification call?
Which of the following is NOT a valid letter the IRS might send requiring identity verification?
Which of the following is NOT a valid letter the IRS might send requiring identity verification?
If an individual is prompted to answer security questions during the automated prompts, what is the purpose of this step?
If an individual is prompted to answer security questions during the automated prompts, what is the purpose of this step?
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?
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?
Flashcards
How to call the IRS for Identity Verification?
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?
IRS Identity Verification Line Hours?
Monday to Friday, 7:00 AM to 7:00 PM local time.
What documents to have ready when calling?
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?
How to verify identity online with the IRS?
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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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