Federal Tax, Tax

What to Do if You Receive an Inadvertent Unauthorized Disclosure

Mistakes happen, even at the IRS. For example, you may receive an IRS document that isn’t meant for you. The National Taxpayer Advocate (NTA) calls that an inadvertent unauthorized disclosure. It may arrive by postal mail, email, fax or electronic transmission. What should you do? The NTA says to notify the IRS using the phone number listed on the misdirected document. The IRS will tell you what action to take depending on how the document was received. If it arrived by postal mail, you’ll likely be given specific directions for returning it the same way. You might be directed to destroy the item, but the NTA says it’s crucial to first notify the IRS of the error. Contact the Cg Team for help. © 2024