Want to See the Tax Return Filed with Your Stolen Identity?

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IRS, identity theft, GYF, Grossman Yanak & Ford LLP, Pittsburgh, CPAs

The Internal Revenue Service (IRS) has announced that it will begin allowing victims of identity theft to request a redacted copy of a fraudulent return that was filed and accepted by the Internal Revenue Service using the identity theft victim’s name and social security number. Partial or full redaction will protect additional possible victims on the return. However, there will be enough data for taxpayers to determine how their personal information was used.

This announcement brings with it a change in Agency policy and is attributable to a request made in a letter dated May 17, 2015 from U.S. Senator Kelly Ayotte to Internal Revenue Service Commissioner John Koskinen stating that it was “deeply troubling that the Internal Revenue Service does not help victims by providing them with copies of the fraudulent returns so they can determine what information was stolen.” Thus, the policy change is intended to help those who have experienced the difficulty of identity theft to more quickly evaluate the scope of the personal breach.

Due to federal privacy laws, the Internal Revenue Service will disclose the return information only to victims whose name and social security number are listed as either the primary or secondary taxpayer on the fraudulent return, and not to any person listed only as a dependent.

To make the request, you will need to prepare a signed letter with the information described below and mail it and any additional documentation to the following address:

P.O. Box 9039
Andover, MA 01810-0939

The Internal Revenue Service may return your request if it is missing the required information and/or documentation, or is made in a manner other than described in these instructions.

Specific instructions for requesting copy of fraudulent returns can be found on the IRS website.

Please contact Bob Grossman or Don Johnston at 412.338.9300, should you require additional information.