In the last two days, I have had two returns rejected for the same reason. SS# has already been used on an efile. So now I have to do a paper return. How do I explain and what do these individuals need to looking out for?
-
-
Answers
Depending on circumstances (parent/spouse/others claiming dependent in error versus "theft"):
1 - Paper file and attach Form 8948.
Hint: Try efiling state only. . .it might "fly" and save you some work.
2 - File Form 14039 if deemed appropriate.
3 - Strongly urge client to obtain and review carefully a recent credit check.
FE -
Id theft
1. You may want to review the several postings on Identity Theft.
2. Also helpful may be IRS form 14039 and related materials.Friends double; family triple. Don't buy an audit for yourself. If someone has to go to jail make sure it is the client. Remember it is only taxes, nothing important.Comment
-
Double check the SSNs on your client's return.Comment
-
I have one of these where the dependent was claimed as a dependent on another tax return already filed. Question: will the IRS give us a transcript of that return which was filed? I know we can get it where the parents' SSN was used. (PS: Dependent did not file and claim herself. I filed dependent's return earier and made sure of that. It processed just fine.)Comment
-
Both returns I have previously done, so I know SS# are correct. I have put in the 8948 and under reason stated that the return was rejected because of SS# already been used, and that this is the original return of the taxpayer. I will warn the TP of the issue and to beware.
I've also had reportings of lots of scam IRS phone calls. No one that I know of has been taken advantage of, but there will probably be some.Comment
-
Just spoke to another preparer. IRS gave her client an address in TX to mail the return with identity theft; not the usual address for our state.
Also, tell them to put credit freezes with all three credit bureaus.Comment
Comment