mhlester
Level 3
Friday
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Thank you, Karen,
I later learned that someone filed a fraudulent return for my client. What I don't understand is how I got an acknowledgement on my Lacerte account that the US accepted a return that I did not file. I changed my Lacerte password today and I have had two-factor authentication to my cell phone. I am baffled and concerned.
More specifically, a Lacerte agent told me the refund was over $20,000 and the bank information (last four of the routing number and the account number). I called the IRS with the client on the phone and confirmed a fraudulent return was filed. Now, I am going through all the "what to do when your ID is stolen" steps.
What a nightmare.