How Can I Talk to a Live Agent at the IRS?

Expert Advice on Contacting a Live IRS Representative

For many taxpayers the most frustrating part about doing their taxes is getting ahold of a real person at the IRS. The IRS is understaffed and unprepared to take on the daily volume of phone calls they receive. Unfortunately, this has caused callers to struggle with navigating the menu maze and being put on hold for hours only to have the line drop. Although there are plenty of potential solutions that don’t involve calling, I will touch on these after answering the main question. Here are the most important steps to take when you must talk to an IRS agent. There are some things you can do online through the IRS website, skim through to the bottom to view those topics/questions.

Talk to a tax professional at Molen & Associates
We solve tax headaches for a living. We may be able to help you NOT have to talk to the IRS.
Reach us at 281-440-6279
Be mentally Prepared – you will need to provide:
SSN and date of birth
Your filing status (Single, Married Filing Joint, etc.)
Your tax returns
Letters sent by the IRS
Begin the IRS call by dialing 1-800-829-1040
Call between 7 a.m. and 7 p.m. Monday thru Friday
For best results call early on Wednesday or Thursday morning
Press (1) to select English as the language
Press (2) to select Personal Income Tax, tax reform law, etc.
Press (1) for questions about a form, payments, and tax transcripts
Press (3) for all other questions
Press (2) for all other questions
Don’t touch anything!
The system will ask for your SSN or EIN
Continue to wait while you are asked a second time
Press (2) for personal tax questions

Hopefully, you are connected with someone who can help get you the answers you need. It’s not uncommon for taxpayer’s to be disconnected while on hold or to be told to call back later. If this happens to you, simply follow these steps again in the morning. For immediate assistance check www.irs.gov for answers to the following questions.

How do I get a copy of lost tax documents?

If you can’t get what you need from your employer, you can get W2s and 1099s from the IRS website

Get Your Tax Record
Get Transcript Online
Log in or create an account
You should receive it the same day.

Where is my refund?

Wait at least 21 days from e-filing
You will need SSN, Filing Status, Exact refund amount
Visit irs.gov
Get My Refund Status
Check My Refund Status
Fill in the information and hit submit

How do I pay the IRS?

If you file your taxes with Molen & Associates we can provide the following payment services.

File your tax return with direct deposit/debit information
Provide you with a copy of the 1040-V payment voucher

If you need to pay an amount due by yourself follow these steps.

Visit irs.gov
Make a Payment
Select “Bank Account” for the most secure option
Make a Payment
Reason for Payment is “Tax Return or Notice”
Apply Payment To “1040, 1040A, 1040EZ”
Enter the appropriate Tax Period for Payment

It is likely that a call to the IRS will leave you with more questions that need to be resolved. Whatever the issue is we’re here to help. Make sure to give us a call, and to understand your rights as a taxpayer. Visit https://taxpayeradvocate.irs.gov/About-TAS/Taxpayer-Rights to learn your rights, and to understand some of the benefits of working with a firm you can trust.

Austin Long

Tax Advisor

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