fyllyoTax Forms
Form 3949-A
Information Referral
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Form reference
Before you begin.
Use these notes as a starting point. Check the issuing agency’s current form and instructions for your client’s situation.
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Gather Necessary Information
Before you start filling out Form 3949-A, ensure you have all the necessary details. For reporting an individual, gather their name, SSN or TIN, date of birth, address, occupation, email, marital status, and spouse's name if applicable. For a business, you'll need the business name, EIN, contact number, address, email, and website.
Details worth checking
Complete Individual Information
Incomplete or inaccurate information for an individual in Section A can cause delays or rejection. Missing details like SSN or date of birth can prevent the IRS from identifying the person. Complete and accurate information helps ensure the IRS can properly investigate the reported individual.
Accurate Business Information
Failing to provide complete business details in Section A, such as EIN or contact information, can hinder IRS investigations. Accurate and complete business information is essential for the IRS to pursue tax violation reports effectively.
Dual Completion for Business and Owner
When reporting both a business and its owner, incomplete sections for either party can lead to investigation issues. Both the business and owner sections must be fully completed for the IRS to take effective action.
Correctly Marking Violation Types
Incorrectly checking or missing boxes for alleged tax violations in Section B can mislead IRS investigations. Properly marked boxes guide the IRS in understanding the nature of the allegations.
Detailed Violation Descriptions
Insufficient or unclear descriptions of alleged tax violations in Section B can delay investigations. Detailed information about the nature, amount, and tax years of unreported income is crucial for IRS processing.
Complete Submitter Contact Information
Incomplete contact information in Section C can lead to form rejection or delays. Providing full details allows the IRS to follow up if needed, ensuring smooth processing.
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