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ID Verification Appointment Question - Filed 1/29, Still Waiting for Letter

I need information regarding the IRS identity verification process. My return was e-filed and accepted on January 29, 2024. I was subsequently informed on February 8 that I would be receiving a verification letter within 7-10 business days, with an estimated arrival date of February 26. As of yesterday, I contacted the IRS to inquire about the non-receipt of this correspondence, as February 26 was approximately 2 weeks ago. The representative stated that the IRS is experiencing significant delays in letter distribution and that my verification letter was only dispatched on February 26, with an anticipated delivery timeframe of 30 days from that date. This procedural delay is unprecedented in my experience with the tax filing process. I am on Spring Break next week and intend to address this matter promptly on Monday morning. Can someone advise whether the Taxpayer Assistance Center requires appointments for identity verification purposes, or if walk-in service is available? Additionally, what documentation should I bring to facilitate this process efficiently?

Gavin King

Based on my experience from the 2022 filing season when I had to verify my identity, TACs (Taxpayer Assistance Centers) absolutely require appointments for identity verification. I learned this the hard way after driving 45 minutes to my nearest location only to be turned away. You'll need to call 844-545-5640 to schedule an appointment. When I went through this, I had to wait almost 3 weeks just to get an appointment slot, though that might vary by location. The IRS is notorious for delays with these verification letters. Last year, they told me 10 days and it took over a month to arrive. Their systems just don't keep up with their promises.

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Mohammed Khan

Thank you for sharing this information. I'm curious - when you finally had your appointment, how long did it take for your return to be processed after verification was complete? Did they give you any timeline during your appointment?

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12d

Nathan Kim

This is helpful information regarding the appointment requirement. Did you have to present your Notice CP01E specifically, or were you able to verify without the actual letter in hand? I'm wondering about the technical requirements of the verification process.

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9d

Eleanor Foster

I appreciate this info - I need to get this resolved ASAP as I'm counting on that refund for some urgent expenses. Did they mention during your call if there are any TACs with sooner availability if you're willing to drive further? I'd drive 2 hours if it meant getting an appointment this week instead of waiting 3 weeks.

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9d

Lucas Turner

You might be able to verify online. Skip the appointment hassle. Try ID.me verification through the IRS website. Worked for me. Much faster than waiting. No driving needed. Worth a shot before making appointments. The online system is available 24/7. Just need your ID and a smartphone with camera.

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Kai Rivera

I've been hesitant to try the online verification... does it actually work if you've already been flagged for in-person verification? I'm worried about trying it and somehow making my situation worse or delaying things further.

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10d

Anna Stewart

The online verification works in some cases but not others. If the IRS system has specifically flagged your return for in-person verification, the online method typically won't override that requirement. It's similar to how amended returns can't use certain electronic processes - once the system assigns a verification pathway, it generally requires completion through that specific channel.

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9d

Layla Sanders

I went through exactly this situation last tax season. Called the IRS appointment line precisely 17 times over 3 days and couldn't get through to schedule my verification appointment. Processing delays cost me exactly $213 in late fees on bills I was counting on my refund to cover. I finally used Claimyr (https://www.claimyr.com) to get through to an IRS agent in about 22 minutes. They scheduled my appointment for the following week. The whole verification process took exactly 11 minutes at the TAC office, and my refund was deposited exactly 9 days later. The $24.99 I spent on Claimyr saved me from at least another week of calling and waiting.

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Morgan Washington

I'm not sure about using a paid service just to reach a government agency we should be able to contact directly. Has anyone tried: • Calling right when they open? • Using the IRS2Go app instead? • Contacting the Taxpayer Advocate Service? Seems like there should be official alternatives before paying a third party.

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9d

Gavin King

I tried calling at opening (7am) for three days straight last year and still couldn't get through. The system would just say "due to high call volume" and hang up. The TAS has a 4-6 week backlog for new cases right now - I know because my cousin is dealing with them for a different issue. Sometimes paying to save time is worth it when you're waiting on thousands in refund money.

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9d

Mohammed Khan

Thank you for this suggestion. I'm seriously considering this option given my time constraints. Did Claimyr require any special information to use their service? And were you able to book an appointment at any TAC or just specific locations?

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Eleanor Foster

Just wanted to say I appreciate this specific recommendation. I'm in the same urgent situation needing this resolved during spring break week. $25 is nothing compared to what I'm losing by waiting for this refund.

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Kaylee Cook

I had to do identity verification in February. Here's what happened: I received the letter on February 3rd, scheduled an appointment for February 15th, and brought my driver's license, social security card, the tax return copy, and the letter itself. The IRS agent verified everything in about 20 minutes. My refund was processed exactly 14 days later. One important thing - I asked if I could've come without the letter and they said yes, but it would've been more complicated. They can look up that you need verification in their system, but having the letter speeds things up. Don't wait for the letter if you know you need verification.

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Kai Rivera

Did they ask you any specific questions during the verification? I'm trying to prepare everything I might need to bring with me.

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9d

Gavin King

When I went through this last year, they asked me questions about previous tax returns, like exact amounts from specific lines. They also wanted to know about past addresses and employers. It was much more detailed than I expected, so I'd recommend bringing tax returns from the past 2-3 years if you have them.

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Kai Rivera

Did they say why you were selected for verification in the first place? I'm still confused about why I got flagged.

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Kaylee Cook

They didn't tell me exactly why I was flagged, but mentioned it could be due to significant changes in income from previous years, claiming certain credits for the first time, or random selection as part of their fraud prevention measures. The agent wasn't authorized to give specific reasons for individual cases.

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9d

Oliver Alexander

Don't wait for the letter at all! I went through this exact nightmare last year. The IRS told me they sent a letter. Waited 6 weeks. Nothing came. I finally gave up waiting and called the appointment line (844-545-5640). Told them I never got my letter but needed to verify. They booked me anyway! When I went to my appointment, I just explained I never received the letter. They looked me up in their system, saw I needed verification, and proceeded normally. My refund was released 8 days later. The letters are so backed up it's ridiculous! I actually received mine TWO MONTHS after my verification was complete and refund received. What a joke.

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Lara Woods

It seems like the consensus here is that you should probably call for an appointment rather than attempting to walk in. I've heard from several colleagues that the TACs are generally quite strict about the appointment policy, though there might be some variation depending on your local office. As for documentation, it would be advisable to bring perhaps more than you think you'll need. This would likely include: your government-issued photo ID, social security card, copies of your current tax return, possibly previous years' returns, any correspondence you've received from the IRS (even if not the specific verification letter), and utility bills or other proof of address. The verification process itself is usually relatively straightforward once you're actually at your appointment, from what I understand. The real challenge appears to be securing that appointment in the first place.

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