My public service announcement after speaking with tax accountant [View all]
Just met with a new tax accountant and I wanted to share this advice:
*Anything that is mailed in will take much longer to process
*Do everything online if possible
*Get an ID Pin so that only you or your accountant with your pin can file a return. He has a client whose identity was stolen and now every year has to file an identity theft affidavit which is a manual process for the IRS. I followed all the steps including first getting a meID and uploading a picture Id (drivers license, passport, government issued picture ID). I did it by using my iPad but when it came time to click on a link they give you via text to upload and take. Selfie I used my iphone. You will be given a new pin each year. It took me about 10 mins to do it all. If you arent big on online transactions get someone you trust to help you if you want the protection.
https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin
My 2 cents:
*Once you have the meID and log into IRS.gov and make payments if you owe or if you do estimated payments. After I retired at first I mailed mine in, now I do it electronically.
*Do not keep your SS card in your wallet! I took my sister to the Dr recently and right there for all to see and possibly become a purse snatchers dream was her SS card. So, that with her Driver's license = Identity theft for the so inclined
Best wishes!