ID thieves are crafting phishing emails to trick users into giving up passwords and other information, perhaps by even impersonating your tax provider.
Never provide sensitive information — or authenticate yourself — to someone who contacts you out of the blue, Levin said. Don't trust caller ID.ID thieves are increasingly showing sophisticated knowledge of the tax code and even aiming to file fraudulent tax returns relating to a business or partnership, according to the IRS.
Sophisticated phishing scams are targeting payroll offices, too, and requesting W-2 information. Scammers might pose as the CEO or vice president of the company's payroll organization trick someone with access to data into disclosing sensitive information for the entire workforce. "Never click on a link or open an attachment without independent confirmation of the sender," Levin warns.
"Often the only way to tell something is amiss is by looking at the URL — but even that can be misleading," Levin said.Fraudsters have really narrowed their focus on tax preparers, not only to steal client data but also to get their hands on information from the professional, such as e-service passwords, said Andy Phillips, director of H&R Block's Tax Institute.
One scam involves emails that pretend to be from the “IRS Online.” The scam email carries an attachment labeled “Tax Account Transcript” or something similar, and the subject line uses some variation of the phrase “tax transcript.”
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