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
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: 124303120
- DAN: Contact TPG for more information