In order to combat identity theft and fraud, the IRS may require additional information as part of the Taxpayer Protection Program. Failure to provide this information may result in the IRS flipping the taxpayer’s disbursement to an IRS-mailed check.

In these situations we do not receive your client’s refund, so we can’t collect your fees, and your client may wait weeks to receive a check from the IRS.

How to assist clients with 5071c letters

Proactively reaching out to clients with 5071c letters will help you provide that extra level of service and a positive customer experience.

Taxpayers that received an IRS 5071c letter will be asked to verify their identity in order for the IRS to process the return. If a return is mailed because of a missing or incorrect Identity Protection PIN (IRS IP PIN) on the e-filed return, you or your client may be also be asked to confirm the Routing Transit Number (RTN) and Deposit Account Number (DAN) listed on the return.

Clients that applied for a Refund Transfer from Santa Barbara TPG will need to provide our RTN and your client’s unique DAN. Here is our bank info:

• RTN:044111191
• DAN:See notes below

The DAN is a combination of 9819079 plus your client’s SSN.

So for example, if your client’s SSN is 012-34-5678 the DAN would be 9819079012345678.

Contacting the IRS about a client 

If you are contacting the IRS on behalf of a client, the IRS will only speak with you after verifying several pieces of information including a signed Form 8821 (Tax Information Authorization) or a signed Form 2848 (Power of Attorney and Declaration of Representative). You may also be asked to provide your client’s IP PIN as noted above.