Why these requests happen

The IRS sends identity verification requests when data mismatches or suspicious activity suggest a return might not belong to the filer. Common triggers include new account activity, mismatched Social Security numbers, duplicate refund claims, or third‑party data that diverges from prior filings (IRS: Identity Theft & Fraud). Treat every legitimate notice seriously — it protects your refund and credit.

Quick checklist: how to respond safely and quickly

  1. Read the notice carefully. Locate the notice ID, the specific action requested, and the deadline. Authentic IRS letters include a notice or letter number — check the top right and follow the instructions on that notice.
  2. Verify the notice is real. Do not click links or call phone numbers from suspicious emails. Instead, visit the IRS site linked on the notice (see IRS identity verification pages) or call the phone number printed on the mailed letter.
  3. Choose the secure response channel the notice lists:
  • Online: Use the IRS identity‑verification service URL shown on the notice or visit the IRS identity verification page on irs.gov for official steps (IRS: Identity Verification Request).
  • Mail: Follow the return address and include copies (not originals) of requested documents.
  • Phone or in‑person: Use only the phone number on the notice or visit a local IRS office by appointment.
  1. Gather common documents the IRS may request: a government photo ID (driver’s license or passport), Social Security card or SSA record, previous year’s tax return, W‑2s or 1099s, and proof of address (utility bill, bank statement).
  2. Consider an authorized representative. If you prefer a tax pro to handle verification, file Form 2848 (Power of Attorney) so the IRS can communicate with your appointee.

If you suspect tax‑related identity theft

If you did not file the tax return or believe the notice is due to identity theft, file Form 14039, Identity Theft Affidavit, as directed by the IRS and follow the IRS identity theft guidance (IRS: Identity Theft & Fraud). Also report identity theft at IdentityTheft.gov and use resources from the Consumer Financial Protection Bureau for next steps and credit protections (CFPB).

What to avoid

  • Don’t provide personal information to unsolicited email links or pop‑up sites. The IRS will contact you by mail first for identity verification except in limited online interactions. (See IRS guidance on recognizing scams.)
  • Don’t send original documents unless the notice explicitly requests them.
  • Don’t ignore the notice — a pending verification can delay refunds and tax processing.

Timing and follow‑up

Processing times vary. Once you complete the requested verification, the IRS typically clears the hold and resumes processing; timelines depend on method and workload. Use the IRS “Where’s My Refund?” tracker only after the IRS confirms the verification is complete, and keep copies of everything you submit. For cases involving identity theft, restoration and refund release may take longer.

If you need help

  • Call the number printed on your notice or use the contact options listed at IRS.gov/contact.
  • To have a tax professional represent you, submit Form 2848 so the IRS can speak with your appointee.

Related resources on FinHelp

Author note and disclaimer

In my 15 years of advising taxpayers, prompt, documented responses to IRS identity requests are the fastest way to restore refunds and limit downstream fraud. This article is educational and not individualized tax advice. For case‑specific guidance, consult a tax professional or contact the IRS directly. Authoritative sources: IRS identity theft and verification pages (https://www.irs.gov/identity-theft-fraud-scams; https://www.irs.gov/payments/identity-verification-request) and the Consumer Financial Protection Bureau (https://www.consumerfinance.gov).