The IRS is the institution in charge of calculating and correctly collecting taxes, in addition to all financial and tax matters related to each citizen and each company or business. Therefore, communicating with the IRS is essential when you are unclear about an issue or need to solve a problem.
Inconveniences of any kind occur more often than desired. Being aware of this problem, it is important to address all the methods of communicating with the IRS and the necessary procedure to achieve it depending on the time, place, requirement, etc.
For many people, it is indispensable to make phone calls when they wish to speak with an institution or request a service. Sometimes it is much easier to resort to the classic telephone, where they only have to ask and wait to receive an answer.
However, to talk to an IRS advisor, it is necessary to have a series of requirements. Although they are not difficult to acquire, having the information or documents is essential. In addition, they vary greatly or slightly depending on who is making the call.
If you wish to call for advice on your taxes and returns, you will need your date of birth, marital status and social security number; if you do not have a social security number, your ITIN (Individual Taxpayer Identification Number) will suffice.
In addition, you will need your income tax return for the previous year, along with the tax return for which you are requesting contact and any documents sent to you by the IRS. All will be required when trying to contact the IRS by phone.
In case a third party is calling on your behalf, or you are calling on behalf of a third party, the first and most important thing is to have the legal consent and authorization of the consulted party.
It is necessary to have the availability of the taxpayer's name (consulted), the taxpayer's Social Security Number or ITIN, the tax identification number of the preparer or the personal identification number of the caller.
Regarding documentation, the tax information authorization (Form 8821) or a Power of Attorney and Declaration of Representative (Form 2848), along with the tax return establishing contact with the IRS, must be in possession.
Finally, suppose the caller is making the call on behalf of a deceased taxpayer. In that case, they should have the taxpayer's death certificate and copies of any testamentary letters being approved by the court. If the latter is unavailable, the Model 56 Notice of Fiduciary Relationship for Executors is sufficient.
The number 8008291040 is available for individuals, while for companies or businesses, the number 80082944933 is available. Both are open from 7:00 am to 7:00 pm local time. Under these same hours are 8008294050 for the hearing impaired, 8008291040 for Spanish interpretation and 8335539895 for any other language.
On the other hand, callers for estate and gift taxes should call 8666994083 from 8:00 am to 3:30 pm Eastern Time. For non-profit taxes, call 8778295500 from 8:00 am to 5:00 pm local time.
Finally, for excise taxes, you can reach the IRS at 8666994096 from 8:00 am to 6:00 pm Eastern Time.
If you find it too much protocol for the calls, you can always go to the nearest IRS office, there are plenty of them in every community, and you can find one of your conveniences by accessing the IRS website.
Of course, you must request an appointment via telephone to be attended. You will find the contact numbers for the appointment request on the IRS website, along with the address of each of the offices.
You will probably need to present a government-issued ID with a current photo, along with the taxpayer identification number at the appointment. Usually, the Social Security number will suffice. In addition, logically, you should bring all the necessary documentation for the procedure to be applied for.
If you prefer not to leave home and not to spend a lot of time waiting to be attended to and communicate with the IRS, making use of the various options available on the Internet will be very helpful.
You can always try to establish contact through IRS social networks, available on Facebook, Twitter, Instagram, LinkedIn and YouTube. On most of them, you can write through private messaging, and on all of them, you can comment with your question or query.
However, the response may not be immediate. Therefore, if you need to contact the IRS urgently, it is best to make use of the phone call or go to the office in person.
Although you cannot communicate directly with the mobile app and the website, there is a high probability of getting the information you are looking for through the different options available in both.
In both, you can check the current status of your refund 24 hours after filing your return. You can also make payments with your bank account or credit card without extra fees. You will find many more options available to consult and get important information.