Small Business Taxes & Management

Special Report

Be Prepared to Validate Identity if Contacting the IRS


Small Business Taxes & ManagementTM--Copyright 2019, A/N Group, Inc.


The IRS is reminding taxpayers and tax professionals that they will be asked to verify their identities if they call the IRS.

The days before and after Presidents Day mark the peak period for taxpayer phone calls to the IRS. To avoid the rush, callers should use to access resources like the IRS Service Guide, to answer their questions or be prepared to verify their identities if they need to call the agency. Being prepared before a call or visit can save taxpayers multiple calls.


Confirming Taxpayers’ Identities During Calls

IRS call center professionals take great care to make certain that they only discuss personal information with the taxpayer or someone the taxpayer authorizes to speak on their behalf. To ensure that taxpayers do not have to call back, the IRS reminds taxpayers to have the following information ready:


Confirming Third-Party Authorizations During Calls

By law, IRS telephone assistors will only speak with the taxpayer or to the taxpayer’s legally designated representative.

If taxpayers or tax professionals are calling about a third party’s account, they should be prepared to verify their identities and provide information about the third party they are representing. Before calling about a third-party, be sure to have the following information available:

Questions regarding a deceased taxpayer require different steps. Be prepared to fax:


Alternatives for Faster Answers

The IRS offers a variety of online tools to help taxpayers answer common tax questions. For example, taxpayers can search the Interactive Tax Assistant, Tax Topics, Frequently Asked Questions, Tax Trails and the IRS Tax Map to get faster answers. Taxpayers wanting more information about the Tax Cuts and Jobs Act should review: Publication 5307, Tax Reform: Basics for Individuals and Families, or Publication 5318, Tax Reform What’s New for Your Business.

Some taxpayers also make in-person monthly or quarterly tax payments. Those payments can be made online by using IRS Direct Pay or through the Electronic Federal Tax Payment System. Taxpayers seeking free tax preparation assistance should explore the Volunteer Income Tax Assistance (VITA) Program for in-person help or IRS Free File if they want to prepare their return themselves. The IRS Services Guide links to many IRS online services.


Copyright 2019 by A/N Group, Inc. This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is distributed with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional should be sought. The information is not necessarily a complete summary of all materials on the subject. Copyright is not claimed on material from U.S. Government sources.--ISSN 1089-1536

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--Last Update 02/15/19