How to Speak to Someone at the IRS
Updated August 03, 2022

How to Speak to Someone at the IRS

Personal Taxes

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)

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 Year
Average Wait Time
Busiest Days
Filing Season
(January - April)
15 MinutesMondays
Tuesdays
Presidents Day Weekend
Around April 15
Post-Filing Season
(May - December)
27 MinutesMondays
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

Author:

Logan Allec, CPA

Logan is a practicing CPA and founder of Choice Tax Relief and Money Done Right. After spending nearly a decade in the corporate world helping big businesses save money, he launched his blog with the goal of helping everyday Americans earn, save, and invest more money. Learn more about Logan.

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Jacob
Jacob
2 years ago

This no longer works unfortunately.

Jennifer Barnett
Jennifer Barnett
Reply to  Jacob
2 years ago

This doesn’t work I filled my taxes in February 23,2022 and still waiting I call the IRS and I stay on the phone for hours and then the phone hangs up or it’s saying we are sorry but we have a high call volume talking about getting frustrated. I lost everything I owed in hurricane Ida and no help from anyone.

Ralph Wiggum
Ralph Wiggum
2 years ago

The IRS has seemingly shut this avenue for getting a live person on the phone down. as soon as you finish running this ridiculous gauntlet that is their automated system, it greets you with a message that says, “we are sorry due to high call volumes we cannot take your call”. I’ve tried several times doesn’t matter the time of day including 7am which is the time they have posted for opening. i hate the irs

Last edited 2 years ago by Ralph Wiggum
rick
rick
2 years ago

As of April 2022, this works perfectly. This worked perfectly today (28 April 2022) — after about two hours of trying different combinations this morning, I finally came across this post and decided to try it. I got through on my first attempt using these directions. If you decide to try it, DO pay attention to the prompts and don’t forget to think about what you’re hearing; the actual text they say has changed in minor ways, but the selections remain the same. It seems like the big trick here is (as the instructions say) DO NOT enter your social or EIN at the prompt; if you enter your taxpayer ID info, the system will automagically shunt you off to one of their self-service / self-help silos. If you end up down a different path in the prompts, ignoring other prompts will eventually get them to hang up on you (it will not get you to a human). Once I connected, wait time was a bit over 30 minutes but the IRS now has an automatic call-back system; I tried that too and found it worked perfectly; my phone rang exactly when they said it would and then I held for only maybe 5 minutes before there was a real, live (and very helpful) actual human person on the line.

jackie
jackie
Reply to  rick
2 years ago

As of today 5/25 this does NOT work anymore. Doesn’t matter your entry always hangs up. I’m in the middle of the 11th week of waiting after id verification and nothing from IRS and can’t get thru on phone. Neither tax transcripts or where’s my refund site updates my information.

Don
Don
Reply to  jackie
2 years ago

going on 16 weeks myself as of 7/18. where’s my refund just tells me I’ve entered the wrong information. so frustrating

Deb
Deb
Reply to  rick
2 years ago

I sent my taxes in on March 5 it was an amended tax return. Here it is October 24th and I still have not heard anything about my refund and cannot get ahold of anyone at the IRS. Does anyone really work for the Government at the IRS anymore? I dont think so. I will not file taxes again in 2023.

Deb
Deb
Reply to  rick
2 years ago

By the way if you click on Spanish instead of English someone will answer the phone but then will transfer you to the BS.

ebony
ebony
Reply to  rick
9 months ago

as of today 2/22/2024 it worked for me.

Daniel Durant
Daniel Durant
2 years ago

question: my son received a form 5071C from the IRS asking him to verify his identity. They provide a website and phone number. I worked with him to use the website as it is faster and more efficient (according to the letter) but was unable to do so as he is not yet 18. I tried calling the number but they say “unable to assist at this time – call back later” with NO option to speak to a person. Why do they need proof of identity? Why is there NO option to prove said identity? He would like the money they took from his paycheck last summer to use for college coming up in the fall.

Joy Braz
Joy Braz
2 years ago

I did this today 6/15/22. It worked perfectly. I can’t tell you how much I appreciate this. I had been calling and could not even get through to a line I could be placed on hold. I did using your step by step instructions and was able to leave my number. I received a call back in about 30 minutes. Hopefully my issue is taken care of!

Kristen
Kristen
Reply to  Joy Braz
2 years ago

How did you leave a message? It just disconnected me!

Debra Ann Morrison-Snider
Debra Ann Morrison-Snider
Reply to  Joy Braz
2 years ago

It does not work and it never asks if you would like a call back. That would be great if they did call back. Has been since February or March I have been waiting for my refund.

Jean
Jean
2 years ago

It is easy for those bastards to take your money, but when it is your turn to get something back, they literally make it a living HELL!!

Louise
Louise
Reply to  Jean
1 year ago

The step-by-step sequence really does work- I was finally able to speak to a real person. Thank you soooooo much.

Loretta
Loretta
2 years ago

I have tried this numerous times and it always tells me it cannot answer my call and hangs up on me. I’ve tried different times of day and different days of the week. Still waiting on my refund from taxes filed in February. No letter, no nothing.

Poor whit Boy
Poor whit Boy
2 years ago

Waiting 6 months for my refund no one ever answers the phone nor do they respond to letters I sent in 6 weeks ago , biggest F#*@ING joke going , figures operated by our great government. I tried to call 20 plus times came to the conclusion I am not going to get in touch with anyone. really pissed off.

DC Miami
DC Miami
Reply to  Poor whit Boy
7 months ago

Best way is to get them to come to you. Don’t bother filing anything. THEN you’ll hear from them. Tell them that until they serve you accordingly, you no longer regard tax matters as an obligation.

Amy N Heard
Amy N Heard
2 years ago

Its been almost 6 .on the still haven’t got my money

Jon
Jon
2 years ago

I was on hold for 2 hours got a lady she put me on hold got disconnected. Called back waited 4 hours on hold nobody answered

LEA
LEA
2 years ago

if the IRS was a private corp they would be out. I have now attempted to speak with them for over a week but no results.. I will continue to attempt to speak to the using this method , but I may have to make a physical appointment, loose a day of work

Violet
Violet
2 years ago

They changed the last menu you list so that 4 is no longer an option. Selection “3” includes “all other questions”. It says you are being transferred, but then immediately goes to a recording stating “due to extremely high call volume we are unable to take your call. Please try again later or in the next business day.” WTF DO WE PAY FOR THIS AGENCY!!

Deb
Deb
Reply to  Violet
2 years ago

Same here no one works at the IRS anymore it is all automated just my opinion

Brent Wastman
Brent Wastman
2 years ago

11 weeks wait phttt try 44 weeks of processing on a 2145 dollar return

DC Miami
DC Miami
Reply to  Brent Wastman
7 months ago

Just withhold taxes until they do THEIR part. Suddenly you won’t have to chase them. They’ll come to YOU.

Sophia
Sophia
1 year ago

The basic concept still works, but the menu options have changed so you have to use different numbers. Here’s what I did: 1213223. At some point they ask for your SSN, but do NOT input it. Using this strategy, I was able to get through to a super helpful human being. Hope it works for others!

Sandra E Autore
Sandra E Autore
Reply to  Sophia
1 year ago

This really works. Finally, i got a phone back using the 1213223 number.
thank you so much.

Claude Jackson
Claude Jackson
1 year ago

I filed my 2021 taxes in September electronically, and the Where’s My refund tool indicates received since September, 5 months now. Still no changes. I called the IRS earlier this month and was told to check back in a few weeks. Still the same. What is going on.

Clark D. Pace
Clark D. Pace
1 year ago

We have dealt with the IRS to many years and we have always receive more than fair results with problems we created by not taking care of tax responsibilities rightfully due. We have no complaints. . .

David Kaufman
David Kaufman
1 year ago

March 2023: the menu in Step 9 has changed. There is no option #4 anymore. You just have to Press #3 now for “all other inquirie”. I got a human with NO WAIT TIME AT ALL! this morning Monday March 6, 2023 at 8:03am EST 🙂

Vasilia Cottrell
Vasilia Cottrell
1 year ago

i just tried this and selected 3 for the last prompt. after 10 minutes of a recorded message i got through to someone. THANK YOU!!

Haley
Haley
1 year ago

Tried it this morning, and I have to say, THANK YOU!!!!! it worked. I tried doing everything through the online system, and then called the numbers the IRS offers, but none of it referred to my issue. THANK YOU, THANK YOU, THANK YOU!!!

elaina
elaina
1 year ago

This worked but slighly different options thanks!!

Shanise Baldwin-Heard
Shanise Baldwin-Heard
1 year ago

This can not be for real. I wait on hold for 60 minutes, get a live rep who informs me she’ll have to transfer me to the right person, wait another 30 minutes, call drops.
Call back and start the process again. Get live rep, she also informs me she’ll have to get me to the right person, automated service now says i have another 60 minute wait.

Lady Sunshine
Lady Sunshine
1 year ago

It just worked for me! 🙂 I had tried several times to get a live person on the phone and was quite frustrated when I happened upon your article. I tried your step-by-step instructions and they worked! Plus, I was very lucky, because I proceeded to speak with two very friendly and kind IRS representatives who took care of the tax matters right away. What a happy turnaround!

SomeRandomGuy
SomeRandomGuy
1 year ago

Worked for me just the last option was changed from 4 to 3

Linda Scurlock
Linda Scurlock
1 year ago

This does work as of 05/01/2023.The last steo you need to enter 3 not 4.

Linda Scurlock
Linda Scurlock
1 year ago

This does work last step enter 3 not 4

Judi Moore
Judi Moore
1 year ago

Step 8 needs to change to press 3

Karthik
Karthik
1 year ago

I think step 9 got changed, you need to choose option 3

Lisa
Lisa
1 year ago

09/14/23 – This totally works, except for the very last option is now 3 instead of 4. DO NOT ENTER YOUR SOCIAL.

Rufus Stephens
Rufus Stephens
1 year ago

After about 5 tries of different number combos, I was able to get through to the “elevator music” portion. I’m still on hold; it’s been about 15 minutes so far. We shall see if the government feels like talking today! It’s October 12, 2023, about 1 p.m. — just fyi

D C
D C
1 year ago

This works, but step 9 is now option “3”

D C
D C
1 year ago

I look up these instructions every 1-2 months when I have to call back AGAIN. Thank you so much for sharing it!
Still trying to get my tax return from 2021 (filed in 2022). I called from June-Dec in 2022 and never got a live person, just “all representatives are busy” and hung up. Finally in March or April 2023 I got through! And they say just 8 more weeks, then I call again, called June, Aug, Oct & they said it would be here or visible online by Nov 1st…. Still nothing, on hold with someone working on it again now. Do I need to get a lawyer? Is that even a thing?? I don’t know what else to do to get my money.
BTW, I was told how to file my 2022 taxes and I received that return last year.

Travis Harpster
Travis Harpster
1 year ago

This still works you just have to listen to the certain words. Like the last step is now a number 3 not 4.

Heywood
Heywood
10 months ago

This will absolutely get you to a live human. One change is on #9, the option is “3” for all other inquiries.

I made several attempts to get a live person over many days, and this worked like a charm. Thanks for posting this valuable information.

Wynette
Wynette
9 months ago

#9 should be press 3 to speak to a representative

Sasha
Sasha
9 months ago

This worked for me today! As previous commenters mentioned, the final step will be a 3 instead of 4.
I was very frustrated by the phone tree that kept sending me to dead ends, and this information was so helpful, thanks!

Nells
Nells
9 months ago

It DOES work! I’ve been trying to get a human on the phone ALL DAY, and the only step that was wrong was the last one… choose “3”, not “4”. If I could I would KISS YOU for this info!!

H Ash
H Ash
9 months ago

This works!! You’ve just gotta choose option 3 instead of 4 at the very end. Thank you (:
(February 20, 2024)

Last edited 9 months ago by H Ash
Daniel palmer
Daniel palmer
8 months ago

Thank you for this info. Worked for me on 11 March 2024.

I had been trying for days to talk to a person and the automated system makes it almost impossible.

At STEP 7 you need to just ignore the voice. It will ask twice for you to enter your SSN before it will give the options THEN you press the choice.

tom
tom
8 months ago

This works as long as you select #3 for step 9, there is no option 4.

Karen Jo Thompson
Karen Jo Thompson
7 months ago

Tried this in April 2024, does not work. It automatically hangs up on you
even when you don’t enter your SSN. 🥲
i

randy nelson
randy nelson
6 months ago

I just tried it today (May 13, 2024) and it works perfectly. The only change is the last option should be a “3” vs. a “4” (as some of the comments below indicate). I also used the call-back option and they called back right-on-schedule in 23 minutes. Very nice surprise!

Blake S
Blake S
2 months ago

Thank you. As of 9/20/24 this still works. I had been screaming for 30 minutes at the automated voice system that telling it ‘speak to a representative’ does nothing. This got me to a queue where I could actually talk to someone.

Davis
Davis
1 month ago

Followed the sequence, first time it disconnected me, second time went through for a 30 minute wait (10/15/24). The sequence works with the exception of the final number being a 3 instead of 4. Thank you – saved my sanity! And once you don’t have to deal with the BS of the automated system, you reach helpful people who can answer a nuanced question in a minute or two.