I.R.S. Form 14039 and Identity Theft

As we approach the mind- numbing period of tax filing, a recent article caught my attention.

Many of my followers know that my legal career began with the Internal Revenue Service. In my current work as an estate planning attorney,  I also interact with attorneys specializing in the tax field; as well as with my clients’ financial planners and accountants.

The article about identity theft and fraud came from the online magazine Fidelity Viewpoints*.  There is a free magazine subscription available through the Fidelity website and the online magazine deals with finances, investing and personal finance.

The Viewpoints article entitled “Don’t fall prey to financial scams” (February 22, 2017) does an excellent job of describing some of the scams like “fake charities” and “ransomware” and also gives advice about how to avoid scams.

Within the article was a golden nugget about the IRS Form 14039, which assists tax payers who have been victims of tax-related identity theft; theft of their social security and fraud involving the use of their tax filing information.

The actual name of I.R.S. Form 14039 is “Identity Theft Affidavit”, and you can review the form at www.irs.gov.  There are two other helpful I.R.S. publications:  I.R.s. pub 4535 Identity Theft Prevention and Victim Assistance and Tax Preparer Guide to Identity Theft.

Note: Completion of I.R.S. Form 14039 does not mean that you avoid filing your tax returns as normal.  Even if you suspect that your tax filing has been impacted by identity theft – file your tax return as normal and follow up with the IRS.

* www.fidelity.com for more information about their online magazine – Viewpoints

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About Attorney Barbara Ann Dalvano

Attorney in Denver, Colorado with extensive practice experience in the areas of Estate Planning, Wills and Trusts, Business Succession Planning, Probate, Contract Law.

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