IRS Letter 5071c or 5747c Identity Verification
In case you recently received a Letter 5071c or 5757c from the Internal Revenue Service or IRS in order to verify your tax return identity, follow these steps below. This is not to be confused with a Tax Audit and does not imply that something is incorrect with your tax return in question. In order to protect you from potential identity theft, the IRS is requesting identity verification information and documentation (e.g. current or previous tax returns, credit information, etc.).
1. Contact the IRS via the contact information listed on the letter either online or by phone. The IRS will need information from you in order to process a recently submitted or e-Filed tax return (e.g. verify your name and taxpayer identification number).
2. Have the following records at hand before you contact the IRS:
- The letter 5071c or 5747c you received from the IRS
- Your income tax return in question as stated in the 5017c or 5747c letter (Form 1040, 1040-PR, 1040-NR, or 1040-SR; prior to Tax Year 2018, these forms were also used: Form 1040-EZ, 1040-A). Documents such as your paystub, Form W-2, and 1099 Form are not accepted as they are not income forms. If you had prepared and eFiled your tax return via eFile.com please sign into your eFile.com account and retrieve the last 3 tax years under My Account. If you need additional years of eFiled tax returns via eFile.com, please contact one of our Taxperts.
- Your Social Security Number (SSN) and Date of Birth.
- The Filing Status and Tax Return Mailing Address from your previous year's tax return in case you just filed a tax return with a new address. For example, if the letter 5017c is asking for Tax Year 2018, also have the return for Tax Year 2017 available with Filing Status and Date of Birth. Select “I have not filed a tax return in the past seven years” as your filing status if you just filed your very first tax return.
- The Account Number(s) of one or more of the following personal accounts: car or credit loan, credit card, mortgage loan, home equity loan, home equity line of credit, or a student loan.
- Access to your email account.
- Mobile phone number associated with your name.
More information about tax return identity theft and other security measures.
TurboTax® is a registered trademark of Intuit, Inc.
H&R Block® is a registered trademark of HRB Innovations, Inc.