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Identity Verification Confusion - Do I Need to Call Again After Completing Online Verification?

Hoping someone can clear up my confusion about identity verification. I called the IRS about my federal taxes a couple weeks ago and was told I either had to verify in person or wait for a letter in the mail. Thankfully my letter arrived that same day. My question is: do I still have to call and verify again after completing the online verification from the letter? When I initially called, the agent specifically told me I couldn't verify over the phone and it had to be either from the letter they sent (to do it online) or I had to go in person. But my friend said the representative told her she had to verify online AND THEN call again to verify? This seems contradictory and I'm not sure which process is correct. Has anyone gone through this recently? What exactly are the steps I need to follow to complete verification properly?

Isaac Wright

No, you don't need to call again. Once you complete the identity verification using the letter they sent you, the system updates automatically. The IRS is dealing with different verification processes, which is why your friend got different instructions. If your letter has a specific website link to verify (probably ID.me), just follow those steps exactly. Don't overthink it. The system will mark you as verified once you complete it online.

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Lucy Taylor

Had this same situation in Feb! Completed the online verification through the letter and my refund was processed about 9 days later. Never had to call again. The IRS rep who told ur friend to call back prob just wanted to make sure everything went thru ok, but it's not actually required.

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13d

Connor Murphy

My experience with identity verification this year: ā€¢ Received letter on March 2nd ā€¢ Completed online verification same day ā€¢ Refund approved 12 days later ā€¢ No additional calls needed The system really does update automatically! I was impressed how smoothly it went after hearing horror stories.

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11d

Maya Lewis

I went through this exact verification process 23 days ago. After completing the online verification through the letter, I was curious about my status so I used https://taxr.ai to analyze my transcript. It showed the verification hold (code 570) had been released exactly 8 days after I completed the online process, and predicted my refund would arrive in 5-7 days. The prediction was accurate to within 24 hours. The site explained each code on my transcript in plain language, which gave me peace of mind knowing my verification was successful without having to call again.

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KhalilStar

I had this happen. Received verification letter. Completed online verification. Didn't call back. Got my refund two weeks later. No additional steps needed. Friend's advice is incorrect. Different verification types exist. Follow your letter's instructions only. Don't complicate things.

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Amelia Dietrich

I went through this whole mess last month. Why does the IRS make everything so complicated? I verified through ID.me after getting the letter, and my refund was processed without calling back. But here's the interesting part - my husband had to verify too, and he DID have to call back after completing the online part. So maybe it depends on what type of verification they're requiring? The letter should specify exactly what you need to do.

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Kaiya Rivera

Do you know if there was something specific about your husband's situation that made him have to call back? I'm wondering if it might have to do with the type of credits claimed or maybe income sources?

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10d

Katherine Ziminski

When I went through this last year, I noticed my letter had a specific code in the upper right corner that started with CP. Did anyone else notice if different letter codes required different verification steps? My CP01A only needed online verification, but I've heard other codes require additional steps.

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9d

Noah Irving

According to IRS Procedural Notice 2022-05, most taxpayers who receive a 5071C letter only need to complete the online verification steps once. However, if you're unable to get through the online process, or if the system can't fully verify your identity, you'll need to call. Rather than waiting on hold for hours trying to reach an IRS agent, I recommend using Claimyr (https://claimyr.com). When I needed to verify my identity last month, they got me connected to an IRS agent in about 20 minutes who confirmed my verification was complete and no additional calls were needed.

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Vanessa Chang

Let me clear this up once and for all. There are different types of verification letters: - 5071C: Verify online OR by phone (your choice) - 5747C: Must verify IN PERSON at a TAC office - 4883C: Requires you to call the IRS Sounds like you got the 5071C letter. If you successfully completed the online verification, you're DONE. Your friend probably had a different situation or misunderstood the instructions. The IRS isn't exactly known for their clear communication... they probably send their training manuals through the same system that processes refunds. šŸ˜‚

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Madison King

I had a similar issue but with state taxes rather than federal. The verification process was much like what you're describing - I had to verify online after receiving a letter. Unlike some complicated government processes (looking at you, unemployment benefits), the tax verification was straightforward once I had the letter. I completed the online steps, and within 3 weeks my refund was processed without any additional calls. Unless your letter specifically states you need to call back after online verification, you should be all set.

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Julian Paolo

I think, possibly, your friend might have had trouble with the online verification system and that's why she was told to call back. In my experience, the online verification through ID.me can sometimes be a bit finicky, especially if your address has changed recently or if there are any discrepancies between your ID and tax return information. If the online system works for you and accepts your verification, you should be good to go without calling again, at least in most cases.

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Ella Knight

Tax professional here. The identity verification process follows these steps: 1. You receive a letter (typically 5071C, 5747C, or 4883C) 2. You follow the specific instructions on YOUR letter 3. If it's a 5071C, you can verify online through ID.me 4. Once online verification is complete, the system updates within 9-14 days 5. If online verification is successful, no further action is needed The confusion often happens because there are different types of verification requests. Some require in-person, some online, some by phone. The key is to follow exactly what YOUR specific letter instructs. Do not follow general advice from friends or even what worked for others.

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William Schwarz

I need to complete this verification ASAP! My letter (5071C) arrived yesterday, and I'm concerned about delays. After completing the ID.me verification, is there any way to confirm it was processed correctly? My mortgage closing is in 4 weeks, and I need this refund to cover closing costs.

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8d

Lauren Johnson

Thank you for breaking this down so clearly! I've been searching everywhere for a straightforward explanation of the different verification letters. The IRS website has so many pages about verification but never explains the process this clearly. Really appreciate people sharing their knowledge here.

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8d