Form 14039 (2020 2026)
Use a Form 14039 Online 2020 template to make your document workflow more streamlined.
What Form 14039 does
Form 14039 is an IRS identity-theft affidavit used to notify the Internal Revenue Service that someone may have used a taxpayer’s identity to obtain employment, file a tax return, or conduct another tax-related transaction. The filer supplies identifying information, describes the suspected identity theft, attaches supporting documentation when requested, signs the form, and sends it using the IRS instructions for the applicable situation. Form 14039 is not a tax return and does not itself establish an IRS filing deadline.
Who uses Form 14039
Identity-theft reporters
Individuals and authorized representatives use Form 14039 to report suspected identity theft to the IRS, provide identifying information, describe the incident, and sign the affidavit for review.
Tax support teams
Tax professionals and support teams use controlled routing for Form 14039, limiting access to sensitive taxpayer data while preserving the completed affidavit and signing history.
Who benefits from Form 14039 workflows
Form 14039 is most useful when sensitive identity-theft information must be completed accurately, signed, routed, and retained with controlled access.
Individuals reporting suspected identity theft can use Form 14039 to provide identifying details, explain the suspected misuse, and authorize IRS review through a documented workflow. Tax preparation firms can route Form 14039 to clients for review, signature, and secure return while preserving the completed affidavit with its audit trail. Businesses assisting affected employees or customers can standardize Form 14039 collection, restrict access to sensitive information, and retain signed records under documented privacy procedures.
These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.
How to complete Form 14039 online
Prepare Form 14039 by uploading the document, checking its fields, routing it to the required signer, and preserving the completed record.
Upload form:
Upload the current Form 14039 PDF. Check fields:
Review detected fields and add missing fields. Assign signers:
Assign required fields to each signer. Send form:
Send the completed form for electronic signature. Store records:
Download the signed copy and audit trail.
Recommended Form 14039 workflow setup
Configure Form 14039 routing around signer identity, sensitive taxpayer data, audit evidence, and the applicable IRS submission instructions.
| Setting | Recommendation |
|---|---|
| Authentication method | Email verification with SMS OTP |
| Signature type | Typed or drawn electronic signature |
| Audit trail | Enable completion history and export |
| Document retention | Follow IRS and internal policy |
| Encryption | TLS 1.2/1.3 and AES-256 encryption |
Best ROI. Our customers achieve an average 7x ROI within the first six months.
Scales with your use cases. From SMBs to mid-market, airSlate SignNow delivers results for businesses of all sizes.
Intuitive UI and API. Sign and send documents from your apps in minutes.
What the Form 14039 audit trail records
A signNow audit trail documents who handled Form 14039, what changed, and when each signature event occurred.
Confirm signer identity:
Record signing time:
Calculate document hash:
Seal completed record:
Log every event:
Retrieve completion evidence:
Legal standing of Form 14039 signatures
An electronic signature on Form 14039 can support attribution, intent, consent, and record reproducibility under ESIGN, 15 U.S.C. ch. 96, and applicable UETA provisions. Form 14039 itself is an IRS identity-theft affidavit, not a will, codicil, testamentary trust, court order, or family-law decree, which remain outside these electronic-signature rules.
Find and fill out the correct form 14039 online
airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.
| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2016 DoL 5500-SF Instructions [2016] 2020 | 4.8 Satisfied (2057 Votes) | |
| 2016 DoL 5500-SF Instructions [2016] 2016 | 4.7 Satisfied (367 Votes) |
Security for Form 14039 records
Data in transit:
Stored records:
Security assurance:
Information security:
Electronic signatures:
Privacy controls:
Platform requirements for Form 14039
Use a current version of Chrome, Firefox, Safari, or Edge on Windows or macOS with TLS 1.2 or TLS 1.3. signNow also provides iOS and Android apps for reviewing and signing Form 14039.
Browsers Chrome, Firefox, Safari, Edge Desktop systems Windows and macOS desktops Mobile apps iOS and Android apps
Organizations handling Form 14039 should use managed Windows, macOS, iOS, or Android devices, restrict downloads to authorized users, and configure signNow access controls. API, SSO, certificate, and long-term validation requirements should be confirmed against the selected plan and internal records policy.
Form 14039 privacy and accuracy risks
Entering a mailing address or taxpayer identifier incorrectly can prevent the IRS from matching Form 14039 to the affected taxpayer. Sending Form 14039 to an unauthorized recipient can expose identity-theft details, supporting documents, and taxpayer information. A missing signature or incomplete explanation can require correction before the IRS can evaluate the affidavit. Sharing the completed form without an audit trail can make it harder to document who reviewed or signed the affidavit.
Best practices for Form 14039
Accurate preparation, controlled routing, and complete records reduce avoidable delays when handling Form 14039 and identity-theft information.
Verify the current IRS version
Reconcile taxpayer identifying information
Preserve signed evidence
Limit access to sensitive records
Compare Form 14039 signing options
signNow provides verified Business pricing and plan details; competitor figures and capabilities are marked Not verified where source data is unavailable.
| Features | signNow | DocuSign | Adobe Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Starting price | $8/user/month, Business, annual billing | Not verified | Not verified | Not verified | Not verified |
| Free trial | 7 days, no credit card required | Not verified | Not verified | Not verified | Not verified |
| Bulk sending | Business Premium includes bulk send | Not verified | Not verified | Not verified | Not verified |
| Audit trails | Included with Business plan | Not verified | Not verified | Not verified | Not verified |
| HIPAA compliance | Available with BAA requirement | Not verified | Not verified | Not verified | Not verified |
Form 14039 troubleshooting questions
Use these answers to resolve signing, privacy, plan, and submission questions before routing Form 14039.
Form 14039 contains sensitive taxpayer and identity-theft information. Use signNow access controls, limit recipients, and confirm the recipient address before sending. ESIGN and UETA support electronic records when intent, attribution, consent, and reproducibility are established; privacy handling remains the sender’s responsibility.
signNow’s Business plan includes audit trails and templates for Form 14039 workflows. If your process requires bulk send, Business Premium adds that feature. Preserve the completed document and audit trail together so the signing history remains available for review.
Form 14039 is an IRS identity-theft affidavit, so verify the current IRS instructions and filing method before relying on an electronic signature. signNow can document signing intent and completion, but it does not determine whether the IRS accepts a particular submission channel.
If automatic field detection misses a field, compare the uploaded document with the current Form 14039 instructions, then place the required text, date, or signature field manually. Review every page before sending, especially identifying information and the explanation of suspected identity theft.
The signNow Business plan is listed at $8 per user per month with annual billing, and includes 100 signature invites per user per year under the supplied pricing note. Additional invite charges may apply; confirm current plan terms before deployment.
For consumer-facing electronic records, ESIGN requires disclosure of the right to receive paper records, access to the electronic format, and procedures for withdrawing consent under 15 U.S.C. §7001(c). Apply those requirements when the signer is a consumer and the transaction falls within the statute.
Key performance indicators that demonstrate SignNow's proven track record.
BE READY TO GET MORE
Get this form now!
If you believe that this page should be taken down, please follow our DMCA take-down process.