The IRS Form 14039 is a document used to report identity theft related to tax issues. This form allows individuals to alert the Internal Revenue Service that their personal information may have been compromised, enabling the agency to take necessary precautions. If you believe you are a victim of identity theft, consider filling out the form by clicking the button below.
The IRS Form 14039, also known as the Identity Theft Affidavit, serves as a crucial tool for individuals who suspect that their personal information has been misused for fraudulent purposes, particularly in relation to tax filings. This form allows taxpayers to report identity theft incidents to the IRS, ensuring that their tax records are protected and that any fraudulent returns filed in their name are addressed. By submitting Form 14039, individuals can initiate the process of rectifying their tax accounts and safeguarding their identities. It is important to note that this form is not just a means of reporting; it also helps the IRS take necessary actions to prevent further misuse of the taxpayer’s information. Completing the form requires specific details, including personal identification information and a description of the suspected identity theft. Additionally, the form can be submitted alongside a tax return or on its own, depending on the circumstances. Understanding the significance of Form 14039 is vital for anyone who may find themselves a victim of identity theft, as it plays a key role in reclaiming control over one’s financial identity.
Form 14039
(May 2024)
Department of the Treasury - Internal Revenue Service
Identity Theft Affidavit
OMB Number
1545-2139
This affidavit is for victims of identity theft. To avoid delays do not use this form if you have already filed a Form 14039 for this incident.
Form 14039 can also be completed online at https://www.irs.gov/dmaf/form/f14039.
The IRS process for assisting victims selecting Section B, Box 1 below is explained at irs.gov/victimassistance.
Get an IP PIN: We encourage everyone to opt-in to the Identity Protection Personal Identification Number (IP PIN) program. If you don’t have an IP PIN, you can get one by going to irs.gov/ippin. If unable to do so online, you may schedule an appointment at your closest Taxpayer Assistance Center by calling (844-545-5640). Or, if eligible, you may use IRS Form 15227 to apply for an IP PIN by mail or FAX, also available by going to irs.gov/ippin.
Section A - Check the following boxes in this section that apply to the specific situation you are reporting (required for all filers)
1. I am submitting this Form 14039 for myself
2. I am submitting this Form 14039 in response to an IRS Notice or Letter received
•Provide ‘Notice’ or ‘Letter’ number(s) on the line to the right
•Check box 1 in Section B and see special mailing and faxing instructions on reverse side of this form.
3. I am submitting this Form 14039 on behalf of my dependent child or dependent relative (include that person’s information below in Section C and D)
•Complete Sections A-F of this form. Do not use this form If dependent’s identity was misused by a parent or guardian in filing taxes, this is not identity theft.
4. I am submitting this Form 14039 on behalf of another person living or deceased (other than my dependent child or dependent relative)
• Complete Sections A- F of this form.
Section B – How I Am Impacted (required when reporting misuse of Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN))
Check all boxes that apply to the person listed in Section C below. If the person in Section C has previously submitted a Form 14039 for the same incident, there’s no need to submit another Form 14039.
1. I know or suspect that someone used my information to fraudulently file a federal tax return
I/My dependent was fraudulently/incorrectly claimed as a dependent (use that person’s information for Section C & D)
My SSN or ITIN was fraudulently used for employment purposes
Note: If you are a victim of Identity theft but it does not involve your federal tax return, you should request an IP PIN to protect yourself. Get An Identity Protection PIN | Internal Revenue Service (irs.gov)
Provide an explanation of the identity theft issue, how it impacts your tax account, when you became aware of it and provide relevant dates. If needed, attach additional information and/or pages to this form
Section C – Name and Contact Information of Identity Theft Victim (required)
Victim’s last name
First name
Middle
Taxpayer Identification Number
initial
(provide 9-digit SSN or ITIN)
Current mailing address (apartment or suite
number and street, or P.O. Box)
Current city
State
ZIP code
If deceased, provide last known address
-
Address used on last filed tax return (if different than ‘Current’)
City (on last tax return filed)
Telephone number with area code. The IRS may call you regarding this affidavit
Best time(s) to call
Home phone number
Cell phone number
Language in which you would like to be contacted
English
Spanish
Other
Section D – Tax Account Information: Last tax return filed (year shown on the tax return) and Returns Impacted
I was not required to file a return or filed a return with no income information
Names used on last filed tax return
The last tax return filed (year shown on the tax return)
What Tax Year(s) you believe were impacted by tax-related identity theft (example: 2020 is input for citing the 2020 tax return though filed the next year(s). (if not known, enter ‘Unknown’ below))
Submit this completed form to either the mailing address or the FAX number provided on the reverse side of this form.
Catalog Number 52525A
www.irs.gov
Form 14039 (Rev. 5-2024)
Section E – Penalty of Perjury Statement and Signature (required)
Under penalty of perjury, I declare that, to the best of my knowledge and belief, the information entered on this Form 14039 is true, correct, complete, and made in good faith.
Signature of taxpayer, or representative, conservator, parent or guardian
Date signed
Section F – Representative, Conservator, Parent or Guardian Information (required if completing Form 14039 on someone else’s behalf)
Check only ONE of the following five boxes next to the reason you are submitting this form
1.The taxpayer is deceased, and I am the surviving spouse
•No attachments are required, including death certificate.
2.The taxpayer is deceased, and I am the court-appointed or certified personal representative
•Attach a copy of the court certificate showing your appointment.
3.The taxpayer is deceased, and a court-appointed or certified personal representative has not been appointed
•Attach copy of death certificate or formal notification from a government office informing next of kin of the decedent’s death.
• Indicate your relationship to decedent:
Child
Parent/Legal Guardian
4. The taxpayer is unable to complete this form and I am the appointed conservator, or I have been authorized to act on behalf of the taxpayer per Form 2848, Power of Attorney and Declaration of Representative
•Attach a copy of documentation showing your appointment as conservator or Power of Attorney authorization.
•If you have an IRS issued Centralized Authorization File (CAF) number, enter the nine-digit number:
5. The person listed above is my dependent child or my dependent relative
By checking this box and signing below you are indicating that you are an authorized representative, as parent, guardian or legal guardian, to file a legal document on the dependent’s behalf.
• Indicate your relationship to person
Power of Attorney
Fiduciary per IRS Form 56, Notice of Fiduciary Relationship
Parent’s/Representative's name
Last name
Middle initial
Parent’s/Representative’s current mailing address (city, town or post office, state, and ZIP code)
Parent’s/Representative’s telephone number
Instructions for Submitting this Form
Submit this completed and signed form to the IRS via Online, Mail or FAX to specialized IRS processing areas dedicated to assist you. In Section C of this form, be sure to include the Social Security Number in the ‘Taxpayer Identification Number’ field.
Help us avoid delays:
•Do not use this form if you have already filed a Form 14039 for this incident.
•Choose one method of submitting this form either Online (preferred method), by Mail, or by FAX, not all methods.
•Provide clear and readable photocopies/images of any additional information you may choose to provide.
•Submit the original tax return to the IRS location where you normally file your tax return. Do not use the following address or fax number to file an original tax return.
Online (Preferred Method)
Submitting by Mail
• https://www.irs.gov/dmaf/form/f14039
•
If you checked Box 2 in Section A in response to a notice or letter
received from the IRS, return this form and if possible, a copy of the
Submitting by FAX
notice or letter to the address contained in the notice or letter.
• Always include a cover sheet marked "Confidential”.
If you checked Box 1 or 2 in Section B of Form 14039 and are unable
• If you checked Box 2 in Section A of Form 14039 and are submitting
to file your tax return electronically because the SSN/ITIN of you,
this form in response to a notice or letter received from the IRS. If it
your spouse, or dependent was misused, attach this Form 14039 to
provides a FAX number, you should send there.
the back of your paper tax return and submit to the IRS location where
If no FAX number is shown on the notice or letter, follow the mailing
you normally file your tax return.
All others should mail this form to:
instructions on the notice or letter.
For all others, FAX this form toll-free to:
Department of the Treasury
Internal Revenue Service
855-807-5720
Fresno, CA 93888-0025
Privacy Act and Paperwork Reduction Notice
Our legal authority to request the information is 26 U.S.C. 6001. The primary purpose of the form is to provide a method of reporting identity theft issues to the IRS so that the IRS may document situations where individuals are or may be victims of identity theft. Additional purposes include the use in the determination of proper tax liability and to relieve taxpayer burden. The information may be disclosed only as provided by 26 U.S.C. 6103. Providing the information on this form is voluntary. However, if you do not provide the information it may be more difficult to assist you in resolving your identity theft issue. If you are a potential victim of identity theft and do not provide the required substantiation information, we may not be able to place a marker on your account to assist with future protection. If you are a victim of identity theft and do not provide the required information, it may be difficult for IRS to determine your correct tax liability. If you intentionally provide false information, you may be subject to criminal penalties. You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by section 6103. Public reporting burden for this collection of information is estimated to average 15 minutes per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. If you have comments concerning the accuracy of these time estimates or suggestions for making this form simpler, we would be happy to hear from you. You can write to the Internal Revenue Service, Tax Products Coordinating Committee, SE:W:CAR:MP:T:T:SP, 1111 Constitution Ave. NW, IR-6526, Washington, DC 20224. Do not send this form to this address. Instead, see the form for filing instructions. Notwithstanding any other provision of the law, no person is required to respond to, nor shall any person be subject to a penalty for failure to comply with, a collection of information subject to the requirements of the Paperwork Reduction Act, unless that collection of information displays a currently valid OMB Control Number.
After receiving the IRS 14039 form, you will need to complete it accurately to address your tax-related concerns. Follow these steps to ensure you fill it out correctly.
Once you have submitted the form, you may need to wait for a response from the IRS. Be sure to keep track of any correspondence related to your submission.
What is the IRS Form 14039?
The IRS Form 14039, also known as the Identity Theft Affidavit, is a document used by individuals who believe they are victims of identity theft. This form allows you to report the misuse of your personal information, particularly in relation to tax-related fraud. By submitting this form, you inform the IRS about the unauthorized use of your Social Security number or other personal information in connection with tax filings.
When should I use Form 14039?
You should use Form 14039 if you suspect that your personal information has been compromised and used to file a fraudulent tax return. Signs of identity theft may include receiving a notice from the IRS about a tax return filed in your name that you did not submit, or discovering that your Social Security number has been used for employment purposes without your knowledge. If you encounter these situations, it is crucial to act promptly and file this form.
How do I submit Form 14039?
To submit Form 14039, you can complete it online or print it out and fill it in manually. Once completed, you should send the form to the appropriate address listed in the instructions. Typically, you will need to send it to the IRS office that corresponds to your state. Ensure that you keep a copy of the completed form for your records. If you are filing this form due to a fraudulent tax return, you should also consider filing a police report and notifying your financial institutions.
What happens after I submit Form 14039?
After submitting Form 14039, the IRS will review your case. They may contact you for additional information or clarification. The process may take some time, so it is important to remain patient. You will receive a confirmation from the IRS once your case is processed. If your identity theft claim is verified, the IRS will take steps to secure your account and may assist you in resolving any tax issues that arise from the fraudulent activity.
Filling out the IRS Form 14039, also known as the Identity Theft Affidavit, can be a daunting task. Many individuals encounter common mistakes that can lead to delays or complications in processing. One frequent error is incomplete information. When sections of the form are left blank, it can hinder the IRS's ability to address the issue effectively. Ensure that all required fields are filled out accurately.
Another common mistake is incorrect personal information. Providing the wrong Social Security number, address, or name can create confusion and may result in the form being rejected. Double-checking this information before submission is crucial for a smooth process.
Additionally, some people fail to sign the form. A signature is necessary to validate the affidavit. Without it, the IRS cannot process the claim, which can lead to further complications. Always remember to sign and date the form before sending it in.
Some individuals also neglect to include supporting documentation. The IRS may require additional proof of identity theft, such as police reports or other relevant documents. Failing to attach these can result in a delay in resolving the issue.
Another mistake is submitting the form to the wrong address. The IRS has specific mailing addresses for Form 14039, depending on the situation. Check the IRS website for the correct address to ensure that your form reaches the appropriate department.
People sometimes forget to keep copies of their submissions. Having a record of what was sent can be invaluable for follow-up communications. It is wise to keep copies of the completed form and any supporting documents for your records.
Lastly, a lack of timely follow-up can lead to unresolved issues. After submitting the form, it is important to monitor the situation and check in with the IRS if no response is received within a reasonable timeframe. Staying proactive can help in resolving identity theft cases more efficiently.
The IRS Form 14039, also known as the Identity Theft Affidavit, is a crucial document for individuals who suspect their personal information has been misused for tax purposes. When dealing with identity theft, several other forms and documents may be necessary to ensure proper reporting and resolution. Below is a list of common forms and documents that often accompany the IRS 14039.
In conclusion, when navigating the complexities of identity theft, the IRS Form 14039 is just one piece of the puzzle. Each of these documents plays a vital role in addressing the situation effectively. Being thorough and organized can help victims reclaim their identities and protect their financial futures.
The IRS Form 14039, also known as the Identity Theft Affidavit, is a critical document for individuals who suspect they have been victims of identity theft. Several other forms and documents share similarities with Form 14039 in terms of their purpose, function, or context. Here are eight documents that are comparable to the IRS 14039 form:
Each of these documents plays a role in addressing issues related to identity theft, whether through reporting, amending tax filings, or granting access to information. Understanding these forms can empower individuals to take the necessary steps to protect their financial identity.
When filling out the IRS Form 14039, which is used to report identity theft, it’s crucial to follow certain guidelines to ensure your submission is accurate and effective. Below is a list of things you should and shouldn't do while completing this form.
By adhering to these guidelines, you can help ensure that your form is processed smoothly, allowing you to address the issues related to identity theft more effectively.
The IRS Form 14039, also known as the Identity Theft Affidavit, is often misunderstood. Here are ten common misconceptions about this form:
Many believe the form is solely for tax-related fraud. In reality, it addresses any identity theft issue affecting your tax records.
Submitting the form does not automatically resolve identity theft issues. It initiates a process that may take time.
This is not true. You only need to file it if you suspect identity theft has impacted your tax return.
Businesses can also file Form 14039 if they experience identity theft issues affecting their tax accounts.
It can be filed for any past incidents of identity theft that have affected your tax records, not just recent ones.
While it may take time to resolve issues, the actual filing of the form is straightforward and quick.
While some documentation is necessary, the form itself is designed to be filled out with minimal required information.
You can contact the IRS for updates on your case after filing the form.
Even if you haven't lost money, you should file if you suspect your identity has been compromised.
While not mandatory, reporting identity theft to law enforcement is highly recommended and can support your claims.
When dealing with the IRS 14039 form, it is essential to understand its purpose and how to complete it correctly. Here are some key takeaways to keep in mind:
Taking these steps seriously can help you navigate the complexities of identity theft and safeguard your personal information effectively.