IRS Identity Verification Process - What to Expect and How to Prepare?

I just went through this last month. It's not as bad as it sounds! Make sure you have your most recent tax return, a valid photo ID (driver's license or passport), and any letters the IRS sent you about the verification. They'll ask you some questions to confirm your identity.

Ugh, I've been trying to get through to the IRS for weeks. Their hold times are insane. Anyone know a trick to actually talk to a human?

Pro tip: if you have any business income or complicated tax situation, bring documentation for that too. They sometimes ask about specific line items on your return.

I had to do this last year and it was a nightmare. Took me 3 tries to get all the right documents. Make sure everything is up to date and matches EXACTLY whats on your tax return. Good luck!

Has anyone tried doing this online instead of in person or over the phone? I heard there's an option but idk if its faster

Just a heads up, the IRS is SUPER backed up right now because of all the stimulus checks and whatnot. Be prepared to wait... and wait... and wait some more. 🐌⏳

Here's a comprehensive guide for IRS Identity Verification: 1. Gather all necessary documents: - Valid photo ID (driver's license, passport) - Social Security card or a transcript of your Social Security number - Proof of address (utility bill, bank statement) - Copy of the tax return in question - Any IRS notices or letters you've received 2. If verifying by phone: - Call the number on your IRS notice - Be prepared for long wait times - Have all documents ready when you call 3. If verifying in person: - Schedule an appointment at your local IRS office - Bring original documents, not copies 4. If verifying online: - Use the ID.me service on the IRS website - You'll need to upload documents and possibly do a video chat 5. Be patient and persistent. The process can take time due to high volume. 6. Keep records of all communications with the IRS. 7. If you're having trouble, consider contacting the Taxpayer Advocate Service for help. Remember, the IRS will never initiate contact via email, text, or social media. Be wary of scams!

Anyone else feel like the whole tax system is just designed to be confusing af? Like, why do we even need to 'verify' our identity to the people who already have all our info? 🙄

Quick question - does anyone know if this identity verification thing affects your refund if you're expecting one? I'm still waiting on mine and wondering if this is why