You can call the IRS Monday through Friday from 7 am to 7 pm local time. Before calling, grab the person's death certificate and the court approval letter or IRS Form 56 (Notice Concerning Fiduciary Relationship). If you're calling the IRS about a deceased person, you need court approval or the IRS form for estate executors. What You Need When Calling the IRS About a Deceased Person Then, you won't forget anything once you get a live IRS agent on the phone. To make the call easier, you may want to write down the questions you want to ask. Any notices or letters you've received from the IRS.Filing status from your last tax return.Individual Taxpayer Identification Numbers for anyone on the return who doesn't have a Social Security Number.This information will be on the tax return, but some tax prep software blacks out these numbers on the printed copy of the return. Social Security numbers and birthdates of everyone on the tax return you're calling about.The IRS uses info from the return to verify your identity. A copy of your last year's tax return.Here's what you need when you call the IRS: That's why it's essential to be prepared before you call the IRS. What You Need When You Call the IRSĪfter you finally get through the long hold and reach a real person at the IRS, the last thing you want is to have to hang up and call back. They can call the IRS on your behalf and help you navigate the complex tax rules. Get answers to tax questions with the interactive tax assistant.Make a payment or check if the IRS received your payment.How to Avoid Calling the IRS: Tools to Helpĭon't want to sit on hold? Trying to avoid calling the IRS? Luckily, there are all kinds of tools that can provide you with the info you need, so you don't have to call the IRS. See the available tools below to answer some common questions without having to call the IRS. It may often be faster to use the IRS tools rather than calling to get your answer (status of a refund, balance due, finding an office location, checking payment status). For some of the reasons above, the IRS has tools that are designated to answer those questions. If you don't see your particular issue, you may need to call one of the specific numbers listed below instead of the IRS's general number. This list covers a broad range of concerns. To ask questions about tax returns or other tax-related issues.To report that your W2 or 1099-R was lost, incorrect, or not received.To learn about free tax prep services for qualified people.To ask questions about an existing payment arrangement.To check if the IRS has received a payment you've sent for an individual tax return.To get the balance due on your account.To ask questions about your tax refund. You can call the IRS for the following reasons: When to Have a Tax Pro Contact IRS on Your Behalf What You Need to Know About IRS Phone Scams IRS Phone Numbers for Specific Tax Issues What you Need When Calling about a Deceased Person
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