This is the story of Brian and Wendy. They were my first clients when I started my business as a public accountant. Brian and I met in college and became the best of friends. He died at a much too early age of 31.
My role as accountant became even more important upon Brian’s passing, even more so when we found out someone stole Brian’s identity, filing a tax return with Brian’s name and Social Security Number. This is the story of that mess, and how it got cleaned up.
A Saga of Taxpayer Identity Theft
- Part 1: A Tax Return After Death?
- Part 2: His Social Security Number Already Filed?
- Part 3: IRS Brings a Heavy Handed Response
- Part 4: Another 60 Days, and then … Another 60 Days
- Part 5: Identity Theft by Death Master File?
- Part 6: IRS Kept Busy With Many Identity Theft Cases
- Part 7: Lacking Communication to Help, Over Communication to Collect
- Part 8: Holding the Phone for the IRS
- Part 9: More Telephone Gymnastics with the IRS
- Part 10: Is Common Sense Too Much to Ask?
- Part 11: IRS and Identity Theft – No Clear Program
- Part 12: No Catching the Thief?
- Part 13: USPS an Accomplice to IRS Fumbling Refund?
- Part 14: The Check Is In The Mail
- Part 15: The Check Didn’t Get Mailed, But It Will Be
- Part 16: After Two Years, IRS Still Playing Runaround
- Part 17: Taxpayer Advocate Services – Who Do They Advocate For?
- Part 18: Two Years, Three Months, 28 Days (850 Days Later) – It’s Over
- Part 19: On the Cover of a Journal
Ideally, this is the last of this story and any like it.
- Watchdog.org interviewed Wendy and me for an article published August 14, 2014, titled “850 Days of ‘The Grossest Incompetence’: How the IRS Botched a Case of Identity Theft”
- The blog at Credit.com published an article about this saga on September 9, 2014, titled “It Took Me 850 Days to Get My Tax Refund”
“This blog post, along with comments that may follow, should not be considered tax advice. Before you make final tax or financial decisions, please secure a professional tax advisor to give you advice about your unique situation. To secure Jason as your accountant, please click on the ‘Services’ link at the top of the page.”