When a Digital Verification Won’t Work — You Must Go in Person
For taxpayers who get stuck in the ID.me cycle — repeated online failures, rejected documents, mismatched records — the IRS eventually requires in-person identity verification at a Taxpayer Assistance Center (TAC).
This method bypasses:
- ID.me
- online authentication
- phone-based identity checks
When you show up physically with original identification documents, the IRS can verify you on the spot and clear the refund hold.
When Face-to-Face Verification Is Required
The IRS will instruct you to come in person if:
- you received Letter 5071C or 5747C and could not verify online
- ID.me rejected your verification
- your identity could not be matched with credit-bureau data
- your SSN was flagged for suspicious returns
- your authentication confidence score was insufficient
- your return triggered fraud-prevention criteria
If you receive a 5747C letter — that is almost always a requirement for physical verification.
How to Book the Appointment
Do NOT just walk in — you must schedule.
Step-by-step:
- Call 844-545-5640
- Select the option for identity verification
- Request an appointment at the nearest TAC
- Confirm location, time, and required documentation
- Write down the confirmation number
Appointments are typically scheduled within 5–14 days.
Documents You MUST Bring to the Appointment
The IRS requires original documents — not photocopies.
Required Primary ID (one of these):
- state driver’s license
- state ID card
- U.S. passport
- military ID
Required Secondary Documentation (one of these):
- Social Security card
- birth certificate
- W-2 or paycheck stub
- bank statement
- rental or lease agreement
- utility bill in your name
If a dependent is involved, bring their documentation too.
What Happens at the Verification Meeting
- You present identification
- IRS agent reviews your documents
- They cross-verify your SSN and date of birth
- They compare signatures
- They lock identity to your IRS profile
- They release the refund hold
Typical time: 10–20 minutes
This is significantly faster than:
- mailing documents
- waiting for ID.me manual review
- phone-based authentication
How Fast Does Your Refund Move After the Visit?
Here is the typical sequence:
You verify in person →
within 3–5 days: TC 571 or TC 572 posts (hold released) →
within 5–10 days: TC 846 posts (Refund Issued)
Most taxpayers receive their refund within 7–14 days after an in-person verification.
What NOT to Do
- Do not bring photocopies
- Do not show up without an appointment
- Do not bring expired IDs unless approved
- Do not assume your ID.me failure is a dead end
- Do not delay responding to the verification notice
Time matters — the longer you wait, the longer your refund is frozen.
Real-World Example
Two taxpayers get identity verification letters:
Taxpayer A:
Tries ID.me repeatedly → fails → waits for mailed instructions → waits 8 weeks → schedules in-person verification → refund released in April
Total delay: 12–14 weeks
Taxpayer B:
Calls TAC immediately → schedules in-person verification → completes session → refund released within 10 days
Total delay: 2–3 weeks
- If ID.me fails → call and schedule in-person immediately
- Be ready with original documents
- Don’t wait for the IRS to chase you
- The fastest path is human verification
This method turns months of waiting into days.
