If you have tax troubles or questions, one potential source of help is to call the Internal Revenue Service’s help line. They can assist you if you have questions about your tax return, or you need to arrange a payment plan for taxes you owe, or a variety of other issues. However, if you decide to call the IRS, there are a few things you should know beforehand:
1. Do Not Call Looking For Help With Your Return
- This may sound obvious, but the IRS is not your tax preparer, or a tax attorney, or an accountant. They cannot directly assist you with your return, and if you call asking for help with your return, you will likely just wind up wasting their time and yours. That is why you should first speak to your accountant, lawyer, or tax preparer first, or check the IRS website to see if they have an answer to your questions already.
2. Have Your Identifying Information Ready
- When you call the IRS, you will need to be able to identify yourself or the person you are calling on behalf of. This means you will need your name, date of birth, and a Social Security number, as well as a completed tax return, an EIN or Tax Payer Identification Number, and proof of past payments if you have a payment plan with the IRS. If you are calling on behalf of someone else, you should have their power of attorney available to prove you can speak on their behalf.
3. Know Why You Are Calling
- In order to make your call with the IRS as efficient as possible, make sure you are clear about what matter you are calling about. This means you should have any relevant documentation on hand, and be clear about what kind of help you need. That way, your call will go as quickly as possible, and your chances of having your matter handled expeditiously will increase.
4. Expect Significant Wait Times
- Although the IRS recently received additional funding for its help line, it is still very busy, especially as tax season approaches. Thus, if you need to call the IRS, expect to have significant wait times before your call goes through. This means you should set aside a decent amount of time for your call, and be ready to wait until you connect with someone on the line.
5. Beware Anyone Who Calls You Claiming to Be From the IRS
- That being said, while it is perfectly normal for regular people to call the IRS, it is unheard of for the IRS to call people. The IRS may email you, but never unsolicited. If you receive an unsolicited call, text, or email from someone claiming to be an IRS agent, report it to the agency so they can investigate it.