Level 15

Question

IRS Letter 5071C - Identity Verification

Forum|Forum|4 years ago
June 6, 2022
18 replies
78 views

I have a client that received 5071C. According to IRS website, client must first create an ID.me account before being able to go to www.idverify.irs.gov. Is this correct? Has it always been this way?

ProSeries Professional

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PATAX

Level 12

Dkh yeah I think that's correct... a client took care of this on her own a few months ago. She said she had to jump through a lot of Hoops with codes, etc and had to use her smartphone as well as her computer. She had to send them a picture of her driver's license and then a picture of herself and they verified that that was her. I don't think they asked her too much of what was on the return, I think just her filing status and maybe one or two other things. Thanks to Bob's help, it sounded like she was chosen because her husband died in 2021, and I made her the taxpayer and her deceased husband the spouse, since this is the way we have to do it for Pennsylvania. Maybe this is what happened to your client? Hope this helps

T

taxes96786

Level 8

IRS does not like it when you change the primary taxpayer. You should have left him as primary then put in his DOD. When spouse starts filing single returns is the time to make her the primary.

Just-Lisa-Now-

Intuit Community Champion

ID verify hasnt been around too long, only the past few years I think. I just finally did my own ID.Me account the other day, they wouldn't let me upload 8821s without it!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

dkhAuthor

Level 15

Did you get the account setup with the face recognition? I tried to setup an account several months ago.... I wasn't successful doing it the "fast" method. I need to do the annoying video call.

Just-Lisa-Now-

Intuit Community Champion

Yes, it had to send a link to my cell phone to take this weird kind of selfie.

The weirder part is, it says if you dont have a smart phone then you need to do a video conference, but if you dont have a smartphone, whats the chance that you have a webcam to do it on your computer (I dont have any camera on my PC), so if I didnt have smartphone, I guess Im screwed?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

dkhAuthor

Level 15

The 5071C letter doesn't state anything about setting up the ID.me account.

It says to have 1) the letter 2) the form 1040 for tax year shown on letter

Client (Amish) came to my office to use my computer since he doesn't have one, thinking it would be just going to the www.idverify.... and to answer some questions... HA ! Needless to say it was a waste of his and my time. He doesn't have a computer or an email address or a cellphone.

PATAX

Level 12

My client did exactly what that letter said to do, but she did have to get her daughter to help her. Don't know what you're going to do though with your situation, since they don't have anything like you said. Amish do have very well-mannered Children and Families, very well-mannered ..... client did receive the refund though the next day or so, so some of us here were thinking that she was going to receive it anyways. Maybe you might want to wait a little bit to see what happens. Just my opinion.

IRonMaN

Level 15

If it the refund isn't big enough to be life changing, I would do as the dog says and give it a little time to see what shakes out.

Slava Ukraini!

qbteachmt

Level 15

There was significant coverage back in Feb about the facial recognition failures and breaches. I found you this:

https://www.cnet.com/personal-finance/taxes/irs-to-back-off-third-party-facial-recognition-what-happens-to-id-me/

Don't yell at us; we're volunteers

dkhAuthor

Level 15

Thanks for the link. My frustration is the need to set up an ID.me account to do the identity verification. The 5071C letter does not state it is necessary.

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