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Information you will need when calling the IRS

A situation may come up in the near future where you will need to call the IRS for some clarification or information, such as you may have just received a notice from the IRS and you want to call to find out what the notice is about. The IRS is doing their best to keep taxpayers personal information out of the hands of identity thieves so they normally require some information from you, up front, before they will discuss anything with you. So before you call the IRS, you should have the following items ready to give them when they ask for it:

• Birthdates and social security numbers for the people listed on the tax return.
• An Individual Taxpayer Identification Number letter if you have that instead of a SSN.
• Your filing status: single, head of household, married filing joint or married filing separate.
• Prior year tax return. You may have to verify some of the figures from the return with the IRS agent.
• A copy of your tax return that you are questioning.
• The IRS letter or notice that you received.

By law the IRS is only going to speak with the taxpayer of the taxpayer’s legally designated representative.

The information provided in this blog does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available in this article are for general informational purposes only. Information on this website may not constitute the most up-to-date legal or other information. Please consult your tax advisor on all the above issues.

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