Getting a live person at IRS

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills.
Post Reply
Topic Author
bberris
Posts: 2114
Joined: Sun Feb 20, 2011 8:44 am

Getting a live person at IRS

Post by bberris »

I know there have been threads before.

This really worked for me. Someone answered within 10 minutes.
Get your account transcript first so you know where IRS thinks you stand:

Credit for the author:
https://amynorthardcpa.com/how-do-i-rea ... t-the-irs/

Here are the steps pasted from the site:

The IRS telephone number is 1-800-829-1040.
The first question the automated system will ask you is to choose your language.
Once you’ve set your language, do NOT choose Option 1 (regarding refund info). Choose option 2 for “Personal Income Tax” instead.
Next, press 1 for “form, tax history, or payment”.
Next, press 3 “for all other questions.”
Next, press 2 “for all other questions.”
When the system asks you to enter your SSN or EIN to access your account information, do NOT enter anything.
After it asks twice, you will be prompted with another menu.
Press 2 for personal or individual tax questions.
Finally, press 3 for all other inquiries. The system should then transfer you to an agent.
User avatar
abuss368
Posts: 27333
Joined: Mon Aug 03, 2009 2:33 pm
Location: Where the water is warm, the drinks are cold, and I don't know the names of the players!
Contact:

Re: Getting a live person at IRS

Post by abuss368 »

I recently contacted the IRS and was able to get right through.

Thanks for sharing.
Tony
John C. Bogle: “Simplicity is the master key to financial success."
User avatar
rob
Posts: 4403
Joined: Mon Feb 19, 2007 5:49 pm
Location: Here

Re: Getting a live person at IRS

Post by rob »

So NOW that is busted and will not work for the future :shock:
| Rob | Its a dangerous business going out your front door. - J.R.R.Tolkien
gavinsiu
Posts: 1718
Joined: Sun Nov 14, 2021 11:42 am

Re: Getting a live person at IRS

Post by gavinsiu »

So I notice that if I just keep calling, I eventually get a person. The problem is that if it’s a specific problem like a notice from the irs, they will transfer you which puts you into a queue. The problem is that the system tosses me out before the queue reaches a human.

To get around this, ask them for a direct number before transferring. You might get a person in that department. Unfortunately for me the issue always end up requiring a transfer which means it won’t get resolved.
retireIn2020
Posts: 418
Joined: Sat Jan 04, 2020 5:13 pm

Re: Getting a live person at IRS

Post by retireIn2020 »

Thanks, I book marked this for future reference.
Retired as of July 2020
Post Reply