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SAFEGUARD YOUR PERSONAL DATA

DC STEPPING UP EFFORTS TO PREVENT FRAUDULENT CLAIMS FOR REFUNDS

In an effort to protect taxpayer's identity and the financial data related to personal tax returns, DC is rechanneling direct deposit requests to snail mail at random.  They are also sending letters to taxpayers who are waiting for refunds, requesting additional information as  as a safeguard against fraud and identity theft...  There is no cause for alarm if you filed a legitimate claim for a refund...  Respond by mailing the documentation requested as soon as possible so that your refund can be released. 

Call for an appoint to have your taxes prepared

 

Bring all the Documents You Need to…

                                                         Get the Refund You Deserve

You should bring certain documents to show all your income and expenses and support all your credits,

deductions and dependents or qualifying children.

Bring the following to make sure your return is complete and correct:

  • Valid driver's license or photo identification for both you and your spouse (if married).
  • Social Security cards, a Social Security number verification letter, or other U.S. government document verification for all persons you may list on the return.
  • Birth dates for all persons listed on return.
  • Copies of last year's state and federal tax returns, if you have them.
  • All income statements: Forms W-2 and 1099, Social Security, unemployment and other statements, such as pensions, stocks, interest and any documents showing taxes withheld. If you own or run a business or farm, collect records of all your income.
  • All records of expenses, such as tuition, mortgage interest, or real estate taxes. If you own or run a business or farm, collect records of all your expenses.
  • Bank routing numbers and account numbers to direct deposit any refund.
  • Dependent child care information: name and address of paid caretakers and either their Social Security number or other tax identification number.
  • If you purchased coverage through the Health Insurance Marketplace, Form 1095-A, Health Insurance Marketplace Statement.
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Health Care is mandatory for all to avoid substantial financial penalties..  Penalties will be collected via income tax refunds. 

If you or some-one in your family had health cov-erage in 2015, the provider of that coverage is required to send a Form 1095-A, 1095-B, or 1095-C (with Part III completed) by January 31, 2016, that lists individuals in your family who were enrolled in the coverage and shows their months of coverage. Use this infor-mation to help complete your re-turn.

BEWARE

Identity Theft Scams are on the rise..  Remember IRS does not demand payment over the phone, nor will you be asked to divulge

sensitive information over the phone by legitimate IRS agents..

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