Taxpayers and tax professionals calling the IRS will be asked to verify their identity. This is part of the agency’s ongoing efforts to keep taxpayer data secure from identity thieves.

Before calling, everyone should visit IRS.gov to access resources like the Let Us Help You page to get faster answers to their tax questions.

If a taxpayer decides to call, they should know that IRS phone assistors take great care to only discuss personal information with the taxpayer or someone the taxpayer authorizes to speak on their behalf. To make sure that taxpayers do not have to call back, the IRS reminds taxpayers to have the following information ready:

Social Security numbers and birth dates for those who were named on the tax return
An Individual Taxpayer Identification Number letter if the taxpayer has one instead of an SSN
Their filing status: single, head of household, married filing joint or married filing separate
The prior-year tax return. Phone assistors may need to verify taxpayer identity with information from the return before answering certain questions
A copy of the tax return in question
Any IRS letters or notices received by the taxpayer
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 someone else’s account, they should be prepared to verify their identities and provide information about the person they are representing. Before calling about a third-party, they should have the following information available:

Verbal or written authorization from the third-party to discuss the account
The ability to verify the taxpayer’s name, SSN or ITIN, tax period, and tax forms filed
Preparer Tax Identification Number or PIN if a third-party designee
One of these forms, which is current, completed and signed:
Form 8821, Tax Information Authorization
Form 2848, Power of Attorney and Declaration of Representative

IRS Tax Tip 2021-110

Pederson Accounting Services