Institution says IRS says my name/SSN combo is wrong - but it isn’t

Very strange. One (and only one!) of the quite a few financial institutions I have accounts at has sent me a letter claiming that twice in three years the IRS has told them the name/SSN combo they have for me is incorrect. Except that even on the very letter they sent, they have my correct name and my correct SSN.

This is the only institution I've heard this from. And my income tax returns (which had refunds) had no problem being efiled and being paid out this year (and the year before and the year before...), so clearly the IRS itself does not actually have a problem with my name/SSN combo. Or at least its returns-processing division doesn't.

So what the hell? It's not some physical phishing attempt -- the letter's return address is the real address of the institution and the address I'm supposed to mail proof to is also the real address of the institution.

I don't actually have any money at this institution any more (and don't plan to), so at some level I don't really care what this particular institution does. But I am curious about what the hell is happening and what to do about it. Is this something I can talk to the IRS myself about?

Reply to
Rich
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This could be an attempt to re-establish contact with you. Also, they could have another account that you've forgotten.

The other aspect is that this could be a phishing attempt as similar attempts have happened this year to others. The envelope may have a redirect or be slightly different than the real address. They want your signature and confirmation of your SSN info. You may wish to check if your SSN is presently available for sale. (Stranger things have happened.)

I would walk into a branch office of that bank and ask. (Assuming that it is locally available - I am in Canada so all banks are interconnected.)

Reply to
taxtim.ca

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