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Showing content with the highest reputation on 05/03/2016 in Posts

  1. NECPA - get the POA and have it ready to fax to the IRS. I dealt with this issue last year, and although it took us several months to resolve, the IRS will talk with you and help you through the process. You will need patience and maybe have to dial up the ID theft phone number several times to just get through - but they will (despite Jack's quote) talk with you once you fax them the POA. You will most likely have to paper file the return and attach a Form 14039 with that return.
    5 points
  2. They will have a hell of a time speaking to him. He can barely speak or move anything. We have to try to read his lips. Maybe they can come to the nursing home and see how he is completely dependent on a caretaker at all times.
    5 points
  3. On this IRS page for tax preparers re: identity theft, the third bullet point in the section "Did someone file a tax return or W-2 using your client’s SSN?" says: To inquire about specific client return information, you must have a power of attorney on file, and you must authenticate your identity with the IRS customer service representative.
    2 points
  4. But she is NOT not self employed though, and that reimbursement policy is worth a $100/ day per employee penalty to her employer, which is probably why she just got cash. I wouldn't sign a return with your creative solution.
    2 points
  5. Check with your state law. Depending on how held, and if not a community property state, Jane's percentage could pass to her children while husband still owns his percentage. Cultivate a friendly, local lawyer.
    1 point
  6. Have your step-father call the identity theft phone number, 1-800-908-4490. I had my first ever id theft issue with a new client, and she called on a Saturday and got through in a short amount of time, was able to verify her identity over the telephone, and the agent confirmed that someone had tried to file a return with her SSN. In your father's case, the IRS system may have picked up on something on that 1040A that stopped the processing of the fraudulent return. They will still have to paper file, but hopefully this will not be that difficult to resolve.
    1 point
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