How To Speak To Someone At The IRS Customer Service

We’ve all been there: you need to speak with someone at the IRS regarding a tax issue, but you can’t seem to get through to anyone on the other end of the phone line. It’s a source of frustration. We aim to help you avoid this inconvenience and get your tax answers as quickly as possible. When calling the stimulus check phone number or the regular IRS phone line, you must speak with a real person in order to receive your stimulus check.

This guide will assist you in navigating the different channels of communication available from the Internal Revenue Service. A professional from the Internal Revenue Service who is most appropriate for your circumstances will contact you shortly.

Why Should You Contact the IRS?

According to the IRS, because of the large number of calls, their website should be your first stop for assistance and information. The following issues will not be handled over the phone by the IRS:

  • You’re confused about how tax laws work.
  • You have transcript requests
  • You’ll need IRS paperwork.
  • You’d like to find out if your refund has been confirmed, but it’s been less than 21 days since you submitted your paperwork.
  • You have complaints about your taxes or tax-related issues

When you’re ready, call the IRS and talk to a live person if:

  • You’ve received a letter from the IRS (ALWAYS call the number on the notice),
  • You’ll run out of time and need to submit a request for more time. For example, you may request an extension to pay off your tax debt, provide further information, or respond to an IRS notice.
  • You should contact “Where’s My Refund?” if you need to.
  • You’ll need the amount necessary to pay taxes off.
  • You’ve got concerns about your IRS payment plan (installment agreement)
  • You’re looking for information on the current state of an IRS action (like a penalty abatement request), as well as any other actions.
  • You must ensure that the IRS has received your payment.
  • You lost, didn’t receive, or were given an incorrect Form W-2 or 1099-R.

Prepare Yourself Beforehand

Before you dial, ensure that you have all of the information necessary. The agent will want to know certain critical details in order to authenticate your identity and continue the conversation. They may also need some personal data to assist them in coming up with a solution. This data includes:

  • You need to provide your Social Security card and the birthdates for all people involved.
  • If you don’t have a Social Security card, you can use an Individual Taxpayer Identification Number.
  • Filing status is what you do when you file taxes. You can be single, head of household, married and filing jointly or married and filing separately.
  • Last year’s taxes. They show your identity.
  • A copy of the tax return you are asking about
  • The IRS sent you a letter or notice. Open it and read it.

How Can You Speak Directly With An Agent at the IRS?

Here’s how we make it happen: simply contact the IRS and request assistance. Please keep in mind that the IRS may update their system at any time, which might necessitate a change to this technique. Keep in mind that this is only one way to connect with an actual IRS representative:

  • Call the IRS telephone number at 1-800-829-1040. This line is open Monday through Friday from 7 AM to 7 PM local time.
  • The automated system will ask you to select your preferred language.
  • Once you’ve set your language, choose option 2 for “Personal Income Tax” instead.
  • Press 1 for “form, tax history, or payment.”
  • Press 3 for all other questions.
  • Press 2 for all other questions.
  • The system will ask you to enter your Social Security number. Make sure you do not enter any numbers at this time.
  • The system will ask you twice, so make sure not to answer. Another menu will prompt you.
  • Press 2 within this menu for individual tax questions.
  • Press 4 for all other questions: the system should finally transfer you to a representative.

Other Ways to Reach a Real Person at the IRS

Visit Your Local IRS Office

The IRS runs local Taxpayer Assistance Center offices in every state. You can’t just show up at a local IRS office at any time, but you must make an appointment ahead of time. That IRS number is 844-545-5640.

Give Your Local Taxpayer Advocate Service Center a Call

The Taxpayer Advocate Service is an independent unit within the IRS that helps individuals who are unable to resolve their tax problems on their own. Every state has at least one Taxpayer Advocate Services. These centers operate autonomously and report to the National Taxpayer Advocate Service, which is separate from the local IRS office.

Other IRS Phone Numbers

While you may always call the main IRS number, you might be able to get help faster by calling one of these lesser-known IRS phone numbers. Here’s a list of other IRS phone numbers, organized by status or issue, to assist you in reaching the people who can help with your specific circumstances.

Employment Status

  • Self-employed taxpayers: 800-829-4933

Fraud and Disaster

  • Victims of disaster: 866-562-5227
  • Victims of identity and refund theft (receive a new IP PIN): 800-908-4490
  • Report scams and phishing, confirm the legitimacy of IRS agent: 800-366-4484

Residency or Special Tax Status

  • Taxpayers who live overseas: 267-941-1000
  • Adoption Taxpayer Identification Number application status: 737-800-5511

Refunds, Payments, and Balances

  • Questions about balances: 800-829-0922; 800-829-7650; 800-829-3903
  • Check status of a tax refund: 800-829-1954
  • Check status of a tax refund on hold: 866-897-3315
  • Make a payment using Electronic Federal Tax Payment System: 800-555-4477; 800-244-4829 (Spanish)
  • Verify, pay off, or resolve a tax lien: 800-913-6050
  • Confirm which debts will offset your tax refund: 800-304-3107 (866-297-0517 TTY/TDD)

Types of Taxes

  • Estate and gift tax concerns: 866-699-4083
  • Questions about excise tax: 866-699-4096

Tax Return Issues

  • Check status of an amended tax return: 866-464-2050
  • Report wrong income on a substitute return: 866-681-4271
  • Check if bankruptcy affects your tax debt: 800-973-0424
  • Relief as an Innocent Spouse: 866-681-4271
  • Taxpayer Advocate Service: 877-777-4778
  • International Taxpayer Advocate, English: 787-522-8601
  • International Taxpayer Advocate, Spanish: 787-522-8600

Documents and Transcripts

  • Lost ITIN documents: 800-908-9982
  • Order a tax transcript: 800-908-9946

Accessibility and Local Services

  • For the hearing impaired (TTY/TDD): 800-829-4059
  • Schedule an appointment with a local IRS office: 844-545-5640
  • Request paper tax forms: 800-829-3676
  • Find a free tax clinic close to you: 800-906-9887; 888-227-7669

For Tax Professionals

  • Tax preparers and tax professionals: 800-829-8374
  • Tax preparers and tax professionals with e-filing questions: 866-255-0654
  • Tax practitioner priority service: 866-860-4259
  • Tax professionals overseas: 512-416-7750; 267-941-1000

Corporations, Nonprofits, and Government Entities

  • Corporate taxpayers, partnerships, and nonprofits: 866-255-0654
  • Nonprofits with tax law or filing questions: 877-829-5500
  • Government and tax-exempt entities: 877-829-5500

Employers

  • International businesses that want an Employer Identification Number (EIN): 267-941-1099
  • Domestic employers looking for e-filing tech support: 866-455-7438
  • International employers looking for e-filing tech support: 304-263-8700

Looking for the Stimulus Check Phone Number at the IRS?

There are several fantastic alternatives to calling the IRS phone number to acquire information about your stimulus check. If you’re seeking for information about your stimulus check, determining your eligibility for one, or calculating the amount you should receive, the IRS’s purpose-built stimulus check website is a handy and informative resource.

Furthermore, the IRS has created an app called Get My Payment that allows anyone to track the progress of their stimulus check. You enter some personal information and then check to see if the government has mailed your check. If the government has received your check, you can also utilize the USPS Informed Delivery tool to receive information about the transit status of your payment.

If you have any questions about your stimulus check payments, you can contact the Internal Revenue Service. A person may be able to answer questions that are not answered on the IRS website. If your question is exceedingly specific or the web resources provided are unable to assist you in addressing your issue, there is a phone number you can call for assistance.

Before phoning the phone number, the IRS recommends that everyone review its frequently asked questions page on its website and the Get My Payment tool. If none of these choices meet your concerns, you can call the IRS Economic Impact Payment line at 800-919-9835.

Keep in mind that an automated recording will attempt to assist you before connecting you with a live representative, so be prepared with your questions and basic personal information for identity verification.

Previously, the IRS phone lines were unable to handle the huge volume of inquiries produced by the stimulus check programs. The IRS has hired hundreds of phone reps to answer frequently asked questions about Economic Impact Payments, the official term for the $1,200 CARES Act recovery payouts.

This is wonderful news for any American who is worried about their stimulus checks, for whatever reason. While millions of payments have been paid successfully thus far, numerous complaints have been filed.

Online allegations of stimulus payments issued in the wrong amount or without dependents are common. Others have claimed that their checks were put in the wrong bank accounts or even benefited deceased taxpayers.

At the end of the day, there are several ways to contact an IRS specialist who can assist you with your specific needs. Depending on your situation, you may be able to reach a specific number. If not, these strategies and methods should help you acquire the human support you need to quickly resolve your tax and IRS difficulties.

About the author: David Krug is the CEO & President of bankovia. He’s a lifelong expat who has lived in the Philippines, Mexico, Thailand, and Colombia. When he’s not reading about cryptocurrencies, he’s researching the latest personal finance software.