IRS Warns of Insurance Tax Form Scam

IRS Warns of Insurance Tax Form Scam

An old but newly revamped scam is being implanted and it revolves around insurance forms. Would-be scammers are now phishing for taxpayer’s personal and confidential information by targeting insurance forms. The preferred method of this scam targets accessing annuity and life insurance accounts by spoofing the email address of your tax professional. For example, your tax professional’s email address is This email address is being protected from spambots. You need JavaScript enabled to view it. and you receive an email from This email address is being protected from spambots. You need JavaScript enabled to view it.. If you were to quickly scan the email all would look fine, but one sender is the actual tax professional and the other your scam artist. The email will contain a request to complete a fake IRS insurance form, which is then used to contact insurance companies to obtain loans or make account withdrawals.

Our warning remains the same for everyone since we are all potential scam targets: remain vigilant and cautious. Never supply confidential information unless absolutely positive of the ultimate recipient. If in doubt pick up the phone and verify with your trusted advisor

For more information, or if you have any questions about this or any other tax matter, please contact your Wilkin & Guttenplan advisor or email us at This email address is being protected from spambots. You need JavaScript enabled to view it..

Career Center
Awards
Videos

BestPlacesLogo2017cmyk Millennials Best Places logo Final  2017 IPA 300 WebACTBestFirms2017