Tax Identity Theft Victim Assistance Form

Protect Your Tax Identity with Our Victim Assistance Form

Tax identity theft occurs when someone uses your Social Security number to file a fraudulent tax return and claim your refund. If you've been affected, this Tax Identity Theft Victim Assistance Form streamlines the documentation process and helps you prepare IRS Form 14039 quickly and accurately.

Built with Paperform, this template guides victims through the complex reporting process with clear, conditional questions that adapt based on your situation. Whether you received an IRS notice about multiple returns filed under your SSN, discovered a suspicious refund, or were unable to e-file due to a duplicate return, this form captures all the information you need to report the theft and begin recovery.

Why Use This Form?

Tax professionals, accounting firms, and victim assistance organizations can use this template to:

• Collect complete victim information including contact details, SSN, and filing status
• Document the fraudulent activity with detailed incident descriptions and timelines
• Gather supporting documentation through secure file uploads for IRS notices, police reports, and identity theft reports
• Prepare Form 14039 data with all required fields organized and ready for submission
• Track multiple victims if you're an accounting firm or tax service provider

The form uses conditional logic to show relevant questions based on how the victim discovered the theft, making the process less overwhelming during an already stressful time. Paperform's secure infrastructure ensures sensitive tax information remains protected throughout the submission process.

Streamline Your Practice with Automation

Tax professionals can connect this form to Stepper to automate follow-up workflows—send confirmation emails, create client folders, schedule IRS follow-up tasks, and integrate with your practice management software. This ensures no victim case falls through the cracks and helps you provide consistent, professional support.

Whether you're a CPA helping clients navigate tax identity theft, a financial advisor offering victim assistance, or a nonprofit supporting community members, this Paperform template gives you a professional, compliant way to document cases and expedite IRS reporting.