IRS Identity Verification Appointment Tomorrow - What Documents Required Per Regulation?
Filed my return on 1/30/24 as per Reg. 301.6402-2 and still no processing completion. Per my call with IRS representative (citing Internal Revenue Manual 21.5.6), they claimed a verification letter was mailed on 2/22. According to IRS Publication 1586, such letters should arrive within 5-7 business days, yet I've received nothing after 3+ weeks. I've scheduled an in-person verification appointment at my local office tomorrow. Per IRS guidelines, what specific documentation is required for identity verification appointments and what's the typical appointment duration? Need precise information to prepare efficiently.
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Nathaniel Stewart
For identity verification appointments, you'll need to bring multiple forms of ID. This typically includes your government-issued photo ID (driver's license, passport), your Social Security card, and a copy of the tax return in question. Do you have utility bills or other proof of address? Those are often requested as well. Have you received any specific notice number? That would help identify exactly what type of verification they're requiring.
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Riya Sharma
Did they tell you if it's a 5071C letter verification? Those are the most common ones this time of year... I had to verify last year and almost showed up with just my driver's license. That would've been a fun waste of time! š
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Santiago Diaz
I had a similar issue last month. Tried calling the regular IRS line for clarification but couldn't get through after multiple attempts. ā¢ Used Claimyr (https://youtu.be/_kiP6q8DX5c) to reach an agent ā¢ Got through in about 15 minutes versus hours of redial attempts ā¢ Agent confirmed exactly what documents I needed ā¢ Saved me from bringing the wrong paperwork For your appointment, be cautious about what you bring. Requirements vary based on the specific verification needed.
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Millie Long
This sounds like the standard 5071C identity verification. Compared to other IRS appointments, these are relatively quick - about 15-20 minutes if you have everything ready. Much faster than audit appointments which can take hours. The appointments at my local office ran very efficiently, unlike the tax issue resolution appointments which always seemed to run behind schedule.
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KaiEsmeralda
Is an in-person appointment really necessary? Couldn't you just call the ID verify number on the letter instead? Seems like they're making this unnecessarily complicated by not sending the letter promptly. And how do we know this appointment will actually resolve anything?
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Debra Bai
I went through this exact verification process last filing season. The in-person verification using Form 14039 protocol is actually much faster for refund release than the telephone verification pathway. My timeline: verification appointment completed on March 14, transcript updated with TC 971 verification code on March 17, and refund issued with TC 846 on March 24. The in-person option has a direct verification input to the Identity Theft Victim Assistance (IDTVA) unit.
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Gabriel Freeman
Bring everything. Don't take chances. Photo ID. Social security card. Birth certificate. Two utility bills. Copy of this year's return. Copy of last year's return. Bank statements. Pay stubs. Marriage certificate if filing jointly. Appointment takes 15-30 minutes. They'll verify quickly. Processing after verification takes 9 business days typically. Don't forget your phone with the appointment confirmation.
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Laura Lopez
This is exactly right. I brought precisely these 9 documents to my verification appointment on February 12th. The agent only needed to see 3 of them, but was impressed I came prepared. My refund of $3,872 was deposited exactly 9 business days later.
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Victoria Brown
Just to clarify one point - while bringing extra documentation is helpful, the IRS Publication 4491 specifically requires only two primary forms of ID (government photo ID and Social Security card) plus the tax return in question. The additional documents are supplementary and may expedite the process, but aren't strictly required by regulation.
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Samuel Robinson
Appreciate the thorough list. This saved me a second trip when I had my verification last month.
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