TSC Translator March 2019 – How does the IRS contact taxpayers?

How does the IRS contact taxpayers?

With the current climate of electronic security, you or your employees may have questions regarding how the IRS will contact you and what actions may be needed.

When the IRS contacts a taxpayer, generally it will be via a written letter sent through the US Postal service. This will instruct the taxpayer on what information is needed and who to contact to resolve any issues.

The IRS may also call taxpayers, but only after several written communications have been sent to the taxpayer’s home address. If the taxpayer knows they do not owe any taxes, urge the employee to report the incident to the TIGTA (Treasury Inspector General for Tax Administration) at 1-800-366-4484 or www.tigta.gov.

As a final measure, an IRS professional may also visit a taxpayer’s home or business. This is generally a last resort and will not occur prior to written or telephone communication. If you or your employee is visited and suspects the individual lacks credibility, all IRS professionals are required to carry two sets of credentials, a pocket commission, and a PIV (Personal Identity Verification) that can be requested by the taxpayer upon a visit.

For a current listing of tax scams happening around the country, urge your employees to visit https://www.irs.gov/newsroom/tax-scams-consumer-alerts for a current listing or consumer alerts in regards to fraudulent tax scams. You can also view IRS contact procedures at https://www.irs.gov/newsroom/how-does-the-irs-contact-taxpayers.

Rob Lorenz-Mueller, Retirement Plan Administration Consultant
Lisa Melberg, Retirement Plan Compliance Consultant