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MrJcott
New Member

Do I need to show my ID to a Turbo Tax CPA in order to have them file my taxes?

I've received a job offer that's going to take me to several different states between Fall 2022 - Fall 2023, meaning I'll be away from home during that time.

 

By the time I receive my 2022 tax returns I intend to E-File them with a Turbo Tax representative. I've never used Turbo Tax, but I believe their Full Service will work best for me.

 

I know I'll need to show them my W2 forms, but will I need to show them my ID of any kind? Like a driver's license or a passport or anything like that?

 

The CPA I currently work with only does in-person tax filing, and they require me to provide them with my ID and bank account number. 

 

I would like to hear from an official representative of Turbo Tax to answer this question. Thank you in advance.

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3 Replies

Do I need to show my ID to a Turbo Tax CPA in order to have them file my taxes?

I would expect them to ask for such things since they are completing a return remotely and they need to verify who you are so they can file a true and accurate return ... no ID usually means a fraudulent return.  

Do I need to show my ID to a Turbo Tax CPA in order to have them file my taxes?

Check this out:

https://turbotax.intuit.com/tax-tips/tax-pro/what-documents-do-i-need-to-bring-to-my-tax-preparer/L9...

 

H&R Block is no different:

https://www.hrblock.com/tax-prep-checklist/what-do-i-need-to-file-taxes/

 

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

Do I need to show my ID to a Turbo Tax CPA in order to have them file my taxes?

@MrJcott - identity theft is such an issue these days, I would be SHOCKED if anyone who didn't know  you (which would include TT, HR BLock , local accountants, etc.) offered to do your taxes without REQUIRING a government issued ID (driver's license, passport, green card, etc.) with your picture on it.

 

I would go as far to say it's an IRS requirment.  Their volunteer programs (VITA and AARP) both require it. 

 

As far as requiring the bank account number, that is a little different.  If you are going to have the refund direct deposited, it is a best practice for the preparer to see it in writing - whether that from a bank statement, Bank letter head or just directly from the Bank App.  It reduces the risk of error for the refund to bounce back to the IRS due to a bad routing number or account number. 

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