Our tax prepaerer at H&R Block informed us that our return was on hold due to possible ID fraud. We went to the IRS website and logged in to fix the problem and got know where.

It’s understandable that you’re looking for a swift resolution to this issue. Tax-related identity fraud can be very concerning. Here’s a breakdown of how to approach this situation, combining information about both H&R Block and the IRS:

Understanding the Situation:

• IRS Identity Verification:
  • When the IRS suspects identity theft, they often put a hold on tax returns.  
  • They may send you a letter (like Letter 5071C or 4883C) with specific instructions on how to verify your identity.  
  • The IRS has specific procedures that must be followed.
• H&R Block’s Role:
  • H&R Block can assist you in understanding the IRS notices and help you gather the necessary documentation.  
  • They can also provide guidance on how to communicate with the IRS.

Recommendations:

• Contact H&R Block:
  • Since your tax preparer at H&R Block alerted you to the issue, they are a valuable resource.
  • It is highly recommended that you contact your H&R Block tax preparer, or the local office that prepared your return, and discuss the best way to proceed. They are familiar with your specific return and can offer tailored advice.
  • They can help you to properly understand any IRS notices that you have recieved.
• IRS Procedures:
  • The IRS typically requires specific verification steps. Depending on the letter you received, this may involve:
    • Online verification.
    • Phone verification.
    • In-person verification at an IRS Taxpayer Assistance Center (TAC).
  • Visiting an IRS TAC:
    • If in person verification is required, you will need to make an appointment. IRS TACs generally require appointments.  
    • You can find information on how to schedule an appointment on the IRS website, or by calling the IRS.  
  • It is very important to follow the instructions that the IRS provides in any letters that they send you.
• Key IRS Resources:
  • IRS website (IRS.gov): This is the official source for IRS information.  
  • IRS Identity Protection Specialized Unit: If you suspect identity theft, you can contact them directly.

In summary:

• Start by working closely with your H&R Block tax preparer.
• Follow the IRS’s specific instructions for identity verification.
• If an in-person IRS visit is required, schedule an appointment.

I hope this helps you resolve the issue efficiently.