Planned Giving

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Thursday November 21, 2019

Washington News

Washington Hotline

IRS Enhances Taxpayer Protections

In IR-2019-101, the Service explained its latest efforts to protect taxpayers from identity thieves.

Taxpayers, professional advisors and third parties (such as colleges and universities providing student assistance) have regularly requested tax transcripts from the IRS. Because identity thieves have been obtaining tax transcripts and filing fraudulent returns, the IRS announced it would "stop its tax transcript faxing service in June and will amend the Form 4506 series to end third-party mailing of tax returns and transcripts in July."

In 2018, the IRS modified the tax transcripts to remove most personally identifiable information. The Service also hopes to increase data security through new limits on the release of tax transcripts. After June 28, 2019, the IRS will no longer fax tax transcripts to taxpayers or third parties.

Taxpayers may access their tax transcripts in three ways.
  1. IRS.gov or IRS2Go – You may use the IRS website or smartphone app to request a transcript. After verifying your identity, you may download a tax transcript or request that one be sent to you by U.S. mail.
  2. Phone – Call the IRS at 800-908-9946 for an automated Get Transcript by Mail service.
  3. IRS Form 4506-T or 4506T-EZ – You can submit one of these IRS forms to have a transcript mailed to you in about 10 days.
Tax professional advisors may obtain tax transcripts under the new rules. Frequently, tax transcripts are needed for tax preparation purposes.
  1. Taxpayers – The advisor may obtain a copy from a taxpayer-client who has a tax transcript mailed to him or her.
  2. IRS Transcript Delivery System – The IRS will send a masked individual transcript or business transcript to the tax professional after appropriate identification.
  3. Authorized Transcript – If the tax professional faxes authorization to the IRS, it will place the transcript in the tax professional's IRS eServices mailbox.
On July 1, 2019, there will be no further tax transcripts sent to third-parties. Colleges and universities that need income verification to determine student assistance levels may use the IRS's Income Verification Express Service (IVES). If a college or university is an approved IVES participant, income verification by the IRS is permitted.

Published June 7, 2019
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