Federal Tax Information (FTI)

Both the IRS and the SSA require agencies that receive, store process or transmit FTI to develop, document, and disseminate policy and procedures covering incident response for FTI. Additionally, the SSA requires agencies that receive PII to establish a similar incident response process.

FTI is data originally sourced from a federal tax return that the IRS then provides to social services agencies. When the same information is provided by the taxpayer to the county, it is NOT FTI.

Example Example If Jane Doe provides the county with her federal tax return, this data is not considered FTI. When the IRS provides data from Jane Doe’s federal tax return directly to the county, this data is considered FTI. 

Related Topics

Tax Information