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Theodore Nelson

CP5071 Notice: How to verify identity with IRS? Delaying tax refund!

Hey everyone, I just got a CP5071 notice from the IRS saying I need to verify my identity. It's causing issues with my tax return and refund. Has anyone dealt with this before? What documents do I need to prepare? I'm kinda freaking out here.

Ugh, I went through this last year. It's a pain but not impossible. You'll need: • Your prior year's tax return • Current year's tax return (if you've filed) • Any IRS letters you've received Make sure you have all these ready before you call. It'll save you a lot of headache.

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This is super helpful, thanks! Do you remember how long the whole process took?

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It took me about 2 weeks from start to finish, but I've heard it can vary. Just stay on top of it and you should be fine!

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2 weeks? You got lucky! I've been waiting for 2 months now 😭

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I found a way to actually get someone on the phone. I used this site's (claimyr.com) calling tool that dials the phone menu, stays on hold, waits for a live agent to pick up, then sends the call to my phone. It does cost $20, but it works. Here's a video about it: https://youtu.be/Dx2idC_6ku8

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Sounds too good to be true. Does it really work?

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Yeah, it actually does! I was skeptical at first too, but it saved me hours of hold time.

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$20 to skip the hold? That's highway robbery! 🤬

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I get it, but for me, time is money. It was worth it to not waste half my day on hold.

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pro tip: call right when they open in the morning. youll have a much better chance of getting through quickly

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Am I the only one who thinks its ridiculous that we have to jump through all these hoops just to get our own money back? 🤔 The IRS needs to get their act together fr

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Preach! 🙌 It's like they're purposely making it difficult

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Tbh I think it's a good thing they're being careful. Identity theft is no joke

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Has anyone tried using the IRS Identity Verification Service online? I heard it's faster than calling.

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I tried but it kept giving me an error. Ended up having to call anyway 🙄

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It worked for me! Took like 15 minutes tops. Def worth a shot before calling

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Quick question - does anyone know if this affects state tax returns too? Or is it just federal?

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In my experience, it was just federal. But might depend on your state?

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LPT: While you're waiting for this to get sorted, start gathering docs for next year's taxes. Trust me, future you will thank you 😉

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I went through this exact same thing last month! Here's what worked for me: I called the number on the CP5071 notice at 8am sharp when they opened. Had my Social Security card, driver's license, and last year's tax return ready. The agent walked me through some verification questions about my tax history and previous addresses. Took about 45 minutes total on the phone, but my refund was released within a week after that. Don't panic - it's just a security measure and you'll get through it! 💪

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This is exactly what I needed to hear! @Reina Salazar thank you so much for the detailed breakdown. The 8am tip is gold - I ll'definitely try that tomorrow. Did you have to provide any additional documents beyond what you mentioned, or was the SSN card, license, and prior return enough?

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@Reina Salazar This is super reassuring! I m'in the same boat as the OP and was really stressed about it. Quick follow-up - when they asked about previous addresses, how far back did they go? I ve'moved a few times in the past 5 years and I m'worried I won t'remember all the details correctly.

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@Reina Salazar Thanks for sharing your experience! I m'curious about the verification questions they asked - were they mostly about tax info or did they ask about other stuff too? Want to make sure I m'prepared for whatever they might throw at me 😅

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I just went through this nightmare last week! Here's what I learned the hard way: make sure you have your W-2s and 1099s handy too, not just your tax returns. They asked me about specific income amounts from my current year filing that weren't on my prior year return. Also, if you've moved recently, write down ALL your addresses from the past few years with approximate dates - they asked me about addresses going back 3 years. One more thing - they might put you on hold multiple times during the call to "verify information" so don't hang up thinking you got disconnected. The whole process was nerve-wracking but totally doable. Good luck! 🍀

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@Omar Hassan This is incredibly helpful! I didn t'even think about having W-2s and 1099s ready - that s'such a good point about the specific income amounts. The address tip is clutch too, I definitely would have been scrambling to remember old addresses on the spot. Thanks for the heads up about the multiple holds during the call, that would have definitely freaked me out thinking I got cut off! Really appreciate you sharing what actually happened during your call 🙏

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Just want to add my experience to help ease some anxiety! I got the CP5071 notice about 6 weeks ago and successfully verified through the online portal (ID.me) without having to call. The key was having a good scan of my driver's license and being patient with the selfie verification process - it took a few tries but eventually worked. If you can't get through online, definitely try the phone route others mentioned. Also, don't stress too much about remembering every detail perfectly - they understand people move around and might not recall exact dates. The IRS agents were actually pretty helpful and patient when I had to call for a different issue. Your refund isn't lost, it's just temporarily held while they make sure you're really you. Hang in there! 🤞

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@Elijah O'Reilly Thanks for mentioning the ID.me option! I had no idea that was available and it sounds way less stressful than sitting on hold for hours. Quick question - when you say it took a few tries with the selfie verification, was that because of lighting issues or something else? I want to make sure I set myself up for success if I go that route. Really appreciate you sharing that the agents are patient too, that definitely helps calm my nerves about the whole process!

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Just wanted to chime in with some encouragement! I know getting that CP5071 notice is super stressful, but you've got this! 💪 Reading through all these responses, it sounds like everyone who stuck with the process got it resolved. A few things that haven't been mentioned yet: if you're married filing jointly, make sure your spouse is available during the call too - they might need to verify both of you. Also, I'd recommend calling from a quiet place where you can focus and take notes. The verification process can feel overwhelming but the agents really are there to help you, not to make your life difficult. One last tip - if you get disconnected or the call doesn't go well the first time, don't give up! Sometimes it just takes a second attempt with a different agent. You'll get your refund, it's just taking the scenic route! 😊

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Mei Liu

@Lucas Lindsey This is such a thoughtful and encouraging response! I really appreciate you mentioning the married filing jointly detail - that s'something I definitely wouldn t'have thought about and could have caused a major headache during the call. The tip about taking notes is spot on too, I can imagine there s'a lot of information to keep track of during the verification process. Thanks for the reminder that it s'okay if the first call doesn t'go perfectly - sometimes we put so much pressure on ourselves to get everything right on the first try. Your positive attitude is exactly what someone dealing with this stressful situation needs to hear! 😊

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I just went through this exact situation a couple months ago and wanted to share what worked for me! The CP5071 notice is definitely scary at first, but it's really just the IRS being extra cautious about identity verification. Here's my step-by-step experience: I called the number on the notice at exactly 7:59am (they open at 8am) and got through after about 20 minutes on hold. The agent was actually really professional and walked me through everything patiently. They asked for my SSN, DOB, filing status, and then some questions about my tax history - like amounts from previous years' returns and addresses I've lived at in the past 3-4 years. The whole call took maybe 30-40 minutes, and my refund was released exactly 9 days later! Pro tip: have your last 2-3 years of tax returns pulled up on your computer or printed out, along with this year's return if you filed already. Also write down your address history with approximate dates beforehand. Don't panic - thousands of people go through this every year and it gets resolved! You've got this! 💪

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@CyberNinja This is incredibly detailed and helpful, thank you! I'm dealing with this exact situation right now and your timeline breakdown is really reassuring. The fact that your refund was released in just 9 days after the call gives me so much hope! I love the tip about calling at 7:59am - that's the kind of strategic thinking I need 😂 Question: when they asked about tax history from previous years, were they looking for exact dollar amounts or just ballpark figures? I'm worried about not remembering the precise numbers from my 2022 return. Thanks again for taking the time to share such a comprehensive walkthrough of the process!

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