Below, you'll find answers to frequently asked questions about Form 14039, Identity Theft Affidavit and Form 14039-B, Business Identity Theft Affidavit.
Before you start:
- This form must be attached to a paper tax return and mailed to the IRS. It can't be e-filed.
When should you file Form 14039?
According to the IRS:
"The Form 14039 affidavit should be filed if the taxpayer attempts to file an electronic tax return and the IRS rejects it because a return bearing the taxpayer’s Social Security number already has been filed. Or, it should be filed if the IRS instructs the taxpayer to do so."
Refer to the IRS When to file a Form 14039, Identity Theft Affidavit webpage for more information.
To generate Form 14039
- Go to Input Return ⮕ Miscellaneous Forms ⮕ Identity Theft Affidavit
- Mark any applicable checkboxes.
- Enter any applicable fields.