Fun times with the IRS

[Anonymous]

Well I think I screwed something up. Gave the accountant all the documents for my mom’s taxes and they filed. I just got a letter from the IRS requesting identity verification. My mom is in memory care and had a metric ton of medical deductions for last year but it’s the same account, same address and same bank account that she’s had for many prior filing years.

I’m not sure there’s actually any way to verify her identity without her sitting next to me completely oblivious if I need to get on a video call with them. I don’t think I’ll be able to do it online with her there- I’ll try but it requires a selfie and I’m not sure she’ll ever understand that. I do have her drivers license with her old address on it and a copy of her passport (expired and I can’t find the original). But she’s is never going to be able to answer any questions. I’m going to call the accountant Monday but I’m not sure how big a screwup this is. I never filed any documents showing I’m her POA (although I am her POA and have all the legal documents to prove it). I’ve been handling her taxes for years, even before her dementia got bad, and just sign on her behalf.

Ugh!! Wish me luck.

[Anonymous]

Anonymous wrote:Well I think I screwed something up. Gave the accountant all the documents for my mom’s taxes and they filed. I just got a letter from the IRS requesting identity verification. My mom is in memory care and had a metric ton of medical deductions for last year but it’s the same account, same address and same bank account that she’s had for many prior filing years.

I’m not sure there’s actually any way to verify her identity without her sitting next to me completely oblivious if I need to get on a video call with them. I don’t think I’ll be able to do it online with her there- I’ll try but it requires a selfie and I’m not sure she’ll ever understand that. I do have her drivers license with her old address on it and a copy of her passport (expired and I can’t find the original). But she’s is never going to be able to answer any questions. I’m going to call the accountant Monday but I’m not sure how big a screwup this is. I never filed any documents showing I’m her POA (although I am her POA and have all the legal documents to prove it). I’ve been handling her taxes for years, even before her dementia got bad, and just sign on her behalf.

Ugh!! Wish me luck.

Are you signing her name? Or signing "Larla Larlason by LarlaLarasosnDaughterName."

[Anonymous]

If you are her POA, this should be easily fixable. You should have signed as POA and included documents.