How to speak to someone at irs about refund

How to speak to someone at irs about refund

“Somebody PLEASE pick up the phone!”

It’s a desperate plea for many who want to speak with an IRS representative. It’s not uncommon for callers to wait on hold for hours to get through. Many times callers are lucky if they get a chance at all to speak with a live person at the IRS.





What IRS Number to Call

The IRS has several phone numbers available for the public to reach them. The number you dial will depend on the type of tax issue. Here are some of the most useful:

Individuals

(800) 829-1040

Monday to Friday

7am – 7pm

Business

(800) 829-4933

Monday to Friday

7am – 7pm

International

(267) 941-1000

Monday to Friday

6am – 11pm


Hearing Impaired 

TTY/TTD (800) 829-4059


Assistance in a Language Other than English 

(833) 553-9895


How Do I Reach a Real Person at the IRS

The phone lines at the IRS can get tied up pretty quickly. In our experience it is best to try calling either first thing in the morning or late in the day. Callers seem to have the most success towards the end of the week.

The Steps (for domestic individual issues):

  1. Call (800) 829-1040
  2. Choose your language (Press 1 for English) 
  3. Press 2 to speak with a live IRS person about your personal income tax
  4. At the next prompt press 1
  5. Then press 3
  6. Then press 2
  7. Ignore the next message(s) asking for your tax ID number
  8. When the next menu options are presented press 2 for individual tax
  9. Then press 3 to speak with an IRS customer service rep

TIP: If you are bilingual you may get connected faster if you choose to communicate with a live person in another language.

Other Options to Reach Someone at the IRS

If you’ve tried calling the IRS and still can’t get a live person another option is going to your local branch office. The IRS has taxpayer assistance centers throughout the country where taxpayers can go in and speak with a live person. 

NOTE: Due to COVID-19 some IRS taxpayer assistance centers require appointments.

Whether contacting the IRS by phone or walking into a taxpayer assistance center you should gather related documents before you speak with someone. If you received a letter from the IRS have it available. It is also a good idea to have a copy of your recent tax return.

You should also be aware of the Taxpayer Advocate Service (TAS). TAS is an independent department within the IRS that provides assistance to taxpayers when they cannot get issues resolved with the IRS.

Tax laws are always changing and that seems to be true now more than ever. Between the advanced child tax credit, PPP loans, stimulus checks, delayed tax refunds and other backlogs it’s easy to get lost with it all.

What to Have Before You Call

President Biden has announced plans to increase funding to the Internal Revenue Service. However, taxpayers have complained recently that calls to IRS customer service are a challenge with many on hold for hours and others not able to reach  a live person at all.

If you are fortunate to call and get through be ready. In addition to any IRS letters you’ve received have your tax return, Social Security number, tax ID and any other pertinent personal information in front of you to reference.

There’s nothing wrong with calling the IRS for certain things. However, be careful when it comes to taking tax advice from IRS representatives over the phone. There are many qualified and knowledgeable IRS representatives who answer calls but they may not know what’s the best tax move for your specific situation.

If this information helped you reach a live person at the IRS, share this page with others. If you still have a tax problem give us a call.

More Tax Tips

Getting ahold of someone at the IRS over the phone is notoriously difficult, but it can be done if you select the correct options — and are willing to wait a bit.

Step-by-step instructions on which menu options to select are below, but keep in mind that if the IRS phone lines are particularly understaffed that day, you may be facing a long wait time to reach someone at the IRS, even if you correctly follow the steps below.

Although the IRS phone lines are open between 7:00 AM to 7:00 PM in your local time (with Alaska and Hawaii following Pacific Time), the IRS says that the best time to call is before 10:00 AM.

In my experience, the earlier you call, the better.

Also, Mondays (followed by Tuesdays) tend to be the busiest days for IRS phone lines, so call later in the week if possible.

Can’t pay your taxes?  Watch this YouTube video.

  • How to Speak to Someone at the IRS (Step-by-Step)
  • What Is the IRS Phone Wait Time?
  • Information You Need When Calling the IRS
  • What the IRS Will Not Discuss With You Over the Phone

How to Speak to Someone at the IRS (Step-by-Step)

Here’s exactly how to speak to someone at the IRS over the phone:

1. Call 1-800-829-1040 between the hours of 7:00 AM – 7:00 PM local time.

2. Press “1” for English or “2” for Spanish.

3. Press “2” for “answers about your personal income taxes.”

4. Press “1” for “questions about a form you have already submitted or a payment or to order a tax transcript.”

5. Press “3” for “all other questions about your tax history or payment.”

6. Press “2” for “all other questions about your tax history or payment.”

7. Do not input your Social Security Number when the recording tells you to.

8. Press “2” for “personal- or individual-tax related question.”

9. Press “4” for “all other inquiries.”

10. Wait to be connected to someone at the IRS.

What Is the IRS Phone Wait Time?

According to the IRS, the IRS phone wait time varies based on what month it is.  See the table below for average wait times by time of year.

IRS Call Wait Times

Time of YearAverage Wait TimeBusiest Days
Filing Season
(January - April)
15 Minutes Mondays
Tuesdays
Presidents Day Weekend
Around April 15
Post-Filing Season
(May - December)
27 Minutes Mondays
Tuesdays

Information You Need When Calling the IRS

When you call the IRS, make sure you have this information handy:

  • Your Social Security number and birth date
  • Your filing status
  • Your previous year’s tax return
  • Any correspondences (letters, notices, etc.) from the IRS pertaining to your question

If you are calling for somebody else, you will need their information as well as a valid Form 8821 or Form 2848.

If you are calling for a deceased taxpayer, you will need their death certificate and either a court approval letter or IRS Form 56 to speak to the IRS on behalf of the decedent.

What the IRS Will Not Discuss With You Over the Phone

According to the IRS, IRS telephone operators cannot assist with every question.  Here is a partial list of topics that you will not be able to get help with from an IRS operator over the phone:

  • 1031 Exchanges
  • 529 Plans for Primary School Education
  • 754 Election
  • Basis Calculation
  • Change in Accounting Method
  • Corporate Consolidations, Mergers, or Reorganizations
  • Cryptocurrency
  • Day Trading
  • Depreciation
  • Entity Classification Election
  • Excess Business Losses
  • Health Savings Accounts
  • Net Operating Losses
  • Opportunity Zones
  • Qualified Business Income Deduction
  • Sale of Business
  • Stock Options
  • Trusts