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IMPORTANT Identity Theft Prevention Requirements

Anna Baecker, CPA

February 6, 2017

Due to the increased frequency of identity theft, the IRS and most states, including Ohio, have implemented new security measures for the 2016 tax filing season.  If you want to use your bank account information to receive a refund or have tax payments directly withdrawn, you are required to verify that the account and routing transit numbers are correct.  The easiest way to do this is to mark the box, “Mark to verify all accounts listed below have been reviewed, updated as needed, and are correct.” in your Web or Paper Organizer.  To locate this box in your Web Organizer, go to the General Tab and click on Deposit & Electronic Funds Withdrawal.  It is the first box listed on the page.  If you use the Paper Organizer you will find this box at the top of page 3.   

Also, most states, including Ohio, now require driver’s license information for the primary taxpayer and spouse (if Married Filing Jointly).  Taxpayers will be asked to provide the information from their driver’s license or state issued identification card. For taxpayers who do not have a driver’s license or state ID card, they will have the option to indicate such and still be allowed to e-file.  A form for you to provide this information is found in your Web or Paper Organizer.  In your Web Organizer it is located under the Electronic Filing tab, under Identity Authentication.  If you use the Paper Organizer you will find this form on page 5. 

Failure to provide the above information will require us to send you additional form(s) that you must sign and return to us prior to e-filing your 2016 tax returns.  This will cause a delay in filing your returns.

Thank you for your cooperation.  If you have any questions, please do not hesitate to contact us.

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