itonewbie
Level 15
04-17-2020
04:14 AM
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Ask for copies of the social security card (and birth certificate/passport) for each. Check that the names, DoB, and SSN match perfectly. The IRS' name control checks the following against the database of SSA -
- First 4 characters of the last name. Specific conventions apply to foreign names but your tax software should already have taken care of that so long as your input is correct.
- SSN; and
- DoB
If you then determine that everything is correct, your client should call the SSA at 1-800-772-1213 to verify their records. And if everything turns out to be correct but the IRS continues to reject the return, it will need to be filed on paper.
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