Many consumers contact IRS customer service when they have queries regarding their tax returns. How to speak to a natural person at the IRS, on the other hand, is typically easier said than done!
Callers to the IRS customer service phone line are presented with a bewildering array of alternatives. It might be aggravating when all you want to do is talk to a natural person who can help you, particularly with a minor problem.
The IRS is getting more calls than ever before because many Americans are having problems with their stimulus payments. To meet with the flood of telephone calls, the IRS expects to hire 3,500 more agents over time. While this may seem to be valuable with general IRS questions, other areas of IRS service are understaffed as a result of the concentration on managing stimulus funds. Alternatively, if you have a query that a CPA can address, we offer CPA coaching calls for $39 for fifteen-minute sessions.
While getting in touch with a natural person at the IRS is challenging, it is not impossible. Don’t spend time trying to figure it out on your own; we know how to get past the automated system and speak with a human IRS representative as fast as possible. To prevent most of the irritation, follow the steps below to put yourself in the best possible position to talk with a natural person as soon as possible.
When Is the Best Time to Call IRS Customer Service?
Monday through Friday, from 7 a.m. to 7 p.m., IRS customer service may be contacted at 1-800-829-0922.
As per the IRS website, there is an off delay of fifteen minutes in the months leading up to the filing deadline (January through April) and twenty-seven minutes in the months after the deadline (May through September) (May through December). In general, we’ve found that afternoons, Thursdays, and Fridays are the greatest times.
Prepare documents ahead of time before calling.
Many individuals make the costly error of phoning the IRS without first gathering all necessary information. If you don’t have the information on hand, you’ll have to make the phone again, which might be pricey.
Prior to contact, the IRS website suggests that you have the following information ready:
- Any pertinent persons’ social security numbers and birth dates
- Have your Individual Taxpayer Identification Numbers (ITIN) on hand if you don’t have a social security number.
- What is your current filing status?
- The previous year’s tax return
- The current tax return on which your call is based
- Letters or communications from the Internal Revenue Service
The Steps to Talking to a Live IRS Agent
There is no straightforward option to speak with a real person at the IRS when you call. Each decision leads to further options, but very rarely to an actual person. To receive a live IRS representative as quickly as possible, complete the steps below:
- Call 1-800-829-0922 or 800-829-1040 to reach IRS customer service.
- Select your preferred language (1 for English)
- “For answers regarding your personal income tax…” dial 2.
- “For queries concerning a form you have previously submitted…” Dial 1.
- “For any further questions…” dial 3.
- “For any further questions…” dial 2.
- Do not enter anything when requested for your social security number or employer identification number.
- A new menu will appear after two requests. “For personal or individual tax questions…” dial 2.
- “For any further inquiries…” dial 4.
Following these exclusive tips will get you right through the phone system and into a real IRS representative’s queue. Receiving through to a live person at IRS customer service may be aggravating, but with the appropriate preparation, you can avoid some of the aggravation and be on your way to getting the information you want.
Do you still need assistance?
If the IRS agent was unable to assist you, you have alternative choices for speaking with a real person at the IRS.
You could get better results by dialing a different IRS number that is more tailored to your needs. NerdWallet created a list of IRS phone numbers as well as their concentration regions. If the main IRS line isn’t working, try the number on the list that best matches your problem.
Furthermore, the Taxpayer Advocate Service is a separate body inside the IRS whose primary job is to represent people in matters that need specialized expertise. You may contact your local TAS branch by clicking on the teal “Contact Us” box in the upper right corner of the website, in addition to full information in a comprehensive online database. You’ll be asked to choose your state, after which you’ll be given the location and phone number for the TAS offices in your area.
If you haven’t received any help over the phone, you may want to schedule an appointment at your local IRS office. The Taxpayer Assistance Locator tool will help you locate your local IRS location. Call 844-545-5640 to make an appointment when you’ve found the office nearest to you. It is suggested that you utilize the COVID-19 Screening Tool before visiting an IRS facility, even if it is not required.
Allow TaxQ to assist you.
Getting in touch with any government agency may be a chore! TaxQ allows you to consult with a CPA online at any time throughout the year to stay on track. If you have a quick query or two, we even offer call consultations with a CPA.