Calling the IRS can seem daunting, but knowing what to expect and having the necessary information ready can make the process smoother. This guide provides essential information for individuals and third parties needing to Call Irs Customer Service.
What to Expect When You Call IRS Customer Service
Before discussing your personal information, IRS representatives must verify your identity. Gather the following documents and information to expedite the process:
For Individuals Calling About Their Own Taxes:
- Social Security Number (SSN) and Date of Birth: This is crucial for verifying your identity.
- Individual Taxpayer Identification Number (ITIN): Provide this if you don’t have an SSN.
- Filing Status: Know your filing status (single, head of household, married filing jointly, etc.).
- Prior-Year Tax Return: Having a copy on hand can be helpful for reference.
- Current Tax Return (if applicable): If your call concerns a specific return, have it available.
- IRS Correspondence: Any letters or notices received from the IRS can be relevant.
For Third Parties Calling on Behalf of Someone Else:
- Taxpayer’s Name, SSN, or ITIN: Essential for identifying the correct taxpayer.
- Tax Return in Question: Have the relevant tax return information available.
- Authorization: You’ll need verbal or written authorization from the taxpayer. Use Form 8821 (Tax Information Authorization) or Form 2848 (Power of Attorney and Declaration of Representative).
- Preparer Tax Identification Number (PTIN) or Personal Identification Number (PIN): If you’re a tax professional, have your identification ready.
For Third Parties Calling About a Deceased Taxpayer:
- Death Certificate: A copy of the death certificate will be required.
- Court Approval Letter or IRS Form 56: Estate executors should have Form 56 (Notice Concerning Fiduciary Relationship) or a court approval letter.
IRS Customer Service Phone Numbers and Wait Times
Be aware that wait times can vary depending on the time of year and day of the week.
Filing Season (January – April):
- Average wait times are around 3 minutes, but can be longer on Mondays, Tuesdays, Presidents Day weekend, and near the April tax deadline.
Post-Filing Season (May – December):
- Average wait times are around 12 minutes. Wednesdays through Fridays typically have shorter wait times.
IRS Phone Number Directory:
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Individuals: 800-829-1040 (7 a.m. to 7 p.m. local time)
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Businesses: 800-829-4933 (7 a.m. to 7 p.m. local time)
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Tax Professionals: Contact the Practitioner Priority Service if you have valid third-party authorization (7 a.m. to 7 p.m. local time).
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Non-profit Taxes: 877-829-5500 (8 a.m. to 5 p.m. local time)
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Estate and Gift Taxes (Form 706/709): 866-699-4083 (10 a.m. to 2 p.m. Eastern time)
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Excise Taxes: 866-699-4096 (8 a.m. to 6 p.m. Eastern time)
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Overseas Callers: Refer to the IRS International Services page.
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Hearing Impaired Callers: TTY/TDD 800-829-4059
IRS Callback Option
During peak call volume periods, you might be offered a callback option to avoid long hold times. This service is available for most toll-free numbers if the estimated wait exceeds 15 minutes and a representative can call back during regular business hours.
Remember to check the IRS website for the most up-to-date information on phone numbers, hours, and services. Having the necessary documentation and understanding wait times will help you efficiently navigate your call to IRS customer service.
