IRS

Phone Numbers and Websites	IRS | Phone Numbers | Other Numbers E-Services help with online accounts: 866-255-0654 – 6:30 am to 6:00 pm cst Practitioner Priority Service: 866-860-4259 – 7 am to 7 pm Business: 800-829-4933 – 7 am to 7 pm Individuals: 800-829-1040 – 7 am to 7 pm – Social Security Numbers and Birth Dates – No SSN, need Individual Taxpayer Identification Number (ITIN) – Filing Status – Prior Year Tax Return – Tax Return You are Calling About – Any Correspondence IRS Sent to You Offsets / Garnishments Check: 800-304-3107 (example: student loan, child support, spouse support, state income taxes, …) – Must have person permission to call – You can check your own info Non-Profit Taxes: 877-829-5500 – 8 am to 5 pm Third Party Calling for Someone Else, you need: – SSN or ITIN – Tax Return – Valid 8821 and 2848 – Your PTIN Third Party Calling for a Deceased Taxpayer – Death Certificate – Court approval letter or IRS Form 56, Notice Concerning Fiduciary Relationship (for estate executors)
Check Status	Amended E-filed Return: 866-464-2050
Collections, Payment Plan	Payment Plan / Installment Plan: see business & individual phone # above – IRS Apply Online | or Form 9465 – Setup Fee: $130 – Modify Plan Fee: online is $10; via phone $89 – You can revise payment plan to include existing tax year amount due. Other Info 1. Try to pay down to be under $50,000 2. Over $50,000 IRS will lien property 3. Make payment with IRS account. As soon as payment post, you can setup payment plan. If owe for prior year(s), must wait for letter before you can setup payment plan.
Disaster Relief	Lookup by State
IP Pin	Get Identity Protection PIN – Click Link, login, it will show your IP Pin   OR Login to your online IRS account At top right, click Profile Scroll to bottom of screen to see IP Pin info
POA Power of Attorney	Form 2848 (sample business) – use to authorize an individual to represent you before the IRS Form 8821 – Tax Info Authorization (tax payer or anyone) – use to name an individual to inspect confidential tax return information related to the bond issuance
Request Transcript, Tax Return	Request Copy Tax Return: Form 4506
Taxes	Exercise Taxes: 866-699-4096 – 8 am to 6 pm est Estate and Gift Taxes: 866-699-4083 – 8 am to 3:30 pm est – Form 706/709
Wrong Bank Account Number on Tax Return	Details on IRS Website If payment is rejected by bank, IRS will send a paper refund check to your last known address on file with the IRS. If the return hasn’t already posted to IRS system, you can ask us to stop the direct deposit. You may call us toll-free at 800-829-1040, M – F, 7 a.m. – 7 p.m.
Change Business Name	1. Change on your current year tax return, by check name change box on form a. Corporations – Form 1120, Page 1, Line E, Box 3 b. S-Corporation – Form 1120S, Page, 1, Line H, Box 2 c. LLC (sole member) – cannot update name by filing return; must use Option 2. d. LLC (multi member) – Form 1065, Page 1, Line G, Box 3 2. If you have already filed the return for current year, do following: a. Mail filed copy of Certificate of Amendment (amendment that you filed with your secretary of state), along with letter informing IRS of business name change. b. Send docs (amendment and letter) to address where you file your tax return c. Corporations must have the letter signed by corporate officer. LLCs must have letter signed by a member.