Your refund is being held by the IRS until you verify your identity. They sent you letter 5071C to verify your identity and want you to respond within 30 days. This post is about what you can do to get your refunds released back to you.
Your Options To Clear Your Identity
You have options if the taxpayer and the CPA are available.
Going to your local walk-in office
You must take the following items with you to the office
Busiest days (per IRS)
The San Francisco walk-in office is located at
450 Golden Gate Ave,
San Francisco, CA 94102
To find other locations, go to
Mailing Your Support
Mail your 5071C identity verification request to
Internal Revenue Service
3651 South IH35
AUSC Mail stop 6579
Austin, TX 78741
Your request should include
IRS Response time to a mailed request is approximately 30 days.
Frequently Asked Questions (FAQ)
My CPA has a Power of Attorney (POA), does that matter?
This does not change the process above. The taxpayer needs to be present to answer identifying questions.
How is the refund sent?
The refund is released in the same fashion as specified on the originally filed tax return. So if you requested direct deposit, it will arrive direct deposit to the same bank account.
What if my address changed since I filed my tax return and I asked for a check? Fill out an address change form (form 8822, access a copy here) and send it to the IRS. Once you get a confirmation from the IRS, send a copy of the confirmation along with the identity verification package (detailed above) to the same Austin, TX address. This will help ensure the check is mailed to your new address.
I still need more information
This FAQ page on IRS.gov also gives a little more information on 5071C letters:
Still have issues verifying your identity or want help through the process?
Contact Hoppe Tax to discuss your individual situation.
CPA + Partner at Why Blu