top | item 39900422

Get a person at the IRS

122 points| aaronbrager | 1 year ago |gist.github.com

49 comments

order

htss2013|1 year ago

Oh don't worry. When you get an audit notice you get assigned an agent dedicated to your case. You can talk to them easily. They will talk to you all the time. It's amazing. The question and answer flow is just non ending.

CamperBob2|1 year ago

I got an audit notice once. The agent never answered his phone or my voicemails. Ended up having to actually drive down to the Federal Building and hunt down his cubicle on the deadline date.

That said, the process was pretty smooth, and since I wasn't trying to pull any tax shenanigans, not all that upsetting. There are any number of corporations whose customer service is far worse than the IRS's.

yieldcrv|1 year ago

This reminds me of the anti pattern to delete a facebook account quicker, than even if you find the delete button

Just post porn instead

lulznews|1 year ago

They made it harder to reach humans recently.

PaulDavisThe1st|1 year ago

But I do worry ... that I may not get an audit notice. I thought that as an American, I was entitled to one, since people go one about this all the time. In 35 years, I've never received one.

Oh wait ... the audit rate is 0.38%

Oh and wait again ..

> Of the more than 164 million individual income tax returns filed with the IRS last year, only 626,204 were audited—down from 659,003 during fiscal year 2021. Of those 626,204 audits, 93,595 were regular audits while the remainder (532,609) were correspondence audits, which are usually done for simple mistakes on a tax return and can be easily corrected through mail correspondence with the IRS.

https://gallerosrobinson.com/insight-inside/irs-audit-rates-...

Hmm. I guess I'll have to keep waiting for my dedicated agent and terrifying audit process.

bsimpson|1 year ago

Like many FAANG employees, the IRS calculates my withholding incorrectly. I got a letter in January announcing that I didn't withhold enough and applying a penalty.

I spent two hours on the phone on a Friday being bounced around the IRS. Talked to plenty of people, but each one thought I was someone else's problem. I tried again on that Monday: waited on the phone for two full hours before being unceremoniously hung up on by their automated system.

FWIW, it seems there's the luck of the draw on three distinct systems (robot + touch dial menu + human operator, robot + voice menu + human operator, or just robot + voice menu). They're incompatibly dysfunctional. The first one is when I got bounced around. The second one, the operator hung up on me because she couldn't hear callers routed through that system. The last one was where I spent 2 hours without a human before being dropped.

Calling the IRS was even more of a pain in the ass than I anticipated. I gave up and paid the penalty. (And that was in January!)

jkaplowitz|1 year ago

> Like many FAANG employees, the IRS calculates my withholding incorrectly. I got a letter in January announcing that I didn't withhold enough and applying a penalty.

The IRS doesn’t calculate withholding. They provide rules and default formulas to employers and payroll providers, but you can and should adjust the withholding as necessary by filing Form W-4 with your employer’s payroll department. If you can’t get enough tax withheld to avoid a penalty for whatever reason, you also have the option of paying estimated taxes four times a year directly to the IRS - but usually this is only needed for cases like freelancers where there isn’t enough withholding to pay the required tax. Normally estimated taxes would be four equal payments with specific due dates, though unequal payments can also be made.

How much do you need to have paid through withholding plus estimated taxes avoid a penalty? At least 90% of the current year’s total tax liability, or all but $1000 of that amount, or at least 100% or 110% (depending on your income) of the same amount for the previous year, whichever is lowest. The IRS has publications which discuss this. If you make unequal estimated tax payments, there are special calculations to avoid a penalty based on when in the year you get how much income.

So, if you use the formula based on your previous year’s tax liability, and don’t make unequal estimated tax payments, you’ll never have to guess and will never owe a penalty.

sgerenser|1 year ago

IRS doesn’t calculate your withholding, you (and your employer) do. If you end up owing money at the end of the year, you probably failed to properly update your W4. For example, my employer only withholds 22% on RSU grants. It’s my responsibility to update my W4 to withhold extra from my regular pay to compensate, or make estimated quarterly tax payments.

move-on-by|1 year ago

I got audited once. They had my old address, and I was very worried it would appear I was avoiding them. I kept calling my agent and leaving messages- but I never got a hold of anyone. I reached out to a CPA who said I should fax the agent instead. I got a response after that! This was only 10 years ago- so don’t underestimate the power of a fax when dealing with the IRS!

billconan|1 year ago

I have never called IRS before, but I can imagine how horrible that can be. I called banks before, It may take 50 minutes for someone to pick up the phone.

I don't understand why they think live phone call serves customers better, whereas I think email is a much better option and they seem to remove this option.

arbuge|1 year ago

I had to call them over a routine matter (address change) a couple months ago and it wasn't so bad apart from the odd phone tree referenced in this post.

The waiting time was about what you mentioned, but there was a convenient option to leave a call back number so you don't have to wait on hold.

I made a total of 3 calls, each spaced a few days apart. The first two agents were markedly impatient and eager to get me off the phone for some reason. The third one was very friendly and helpful and finally resolved the issue.

ryandrake|1 year ago

Same experience here as other repliers. I've had to call the IRS a small number of times and each time I called, I got an english-fluent human who was surprisingly helpful and straightforward. It was definitely unexpected.

7jjjjjjj|1 year ago

I called the IRS some time pre-2019, after they misinterpreted my $500 taxable income as $500,000. (I had to file for other reasons.) I got an agent quickly and he was helpful and resolved the problem.

maxerickson|1 year ago

I had to do some kind of identity verification a couple of years ago. I tried a couple of times and didn't get through and then mistakenly called like an hour before I was supposed to be able to and got right in.

lulznews|1 year ago

They are actually super helpful, if you can figure out how to reach a human.

Kwpolska|1 year ago

If you do get hold of a live person, it can be faster and easier to talk through something synchronously rather than asynchronously exchanging emails.

bombcar|1 year ago

Don’t bank with a bank. Bank with Fidelity or Schwab and be amazed when someone answers your call in seconds and actually knows what to do.

Workaccount2|1 year ago

Honestly the one time I had to call I got an agent who spoke clear english and was able to tell me exactly what forms to download and exactly what to write on them to clear up the matter. I was stunned and frankly pretty surprised.

adastra22|1 year ago

As the other replies are mentioning, the IRS actually bucks the trend. Historically at least they are very well funded, and investment in this kind of customer service literally pays off as they help taxpayers get their tax in correctly. You can call the 800 number and actually get an agent on the other end who knows the system and is empowered to help you out.

I haven't had to call in for an agent post-Trump though, so things could have changed. (Not meant as a political statement; it's a simple fact that Trump utterly destroyed their funding for a few years.)

seeknotfind|1 year ago

I would not recommend calling the IRS based on phone numbers you see on GitHub, though they may be correct sometimes.

armada651|1 year ago

Just google the phone number to confirm it's correct, takes about 5 seconds.

instagib|1 year ago

The IRS changes the call route also. Whoever you used last year usually has a service number to call or faq to get the latest instructions.

zephrx1111|1 year ago

This technique can also be used to protect your copyright.

A Taiwanese YouTuber was annoyed because somebody always pirate his content to China mainland sites like bilibili. He complained to bilibili but no response.

So, he intentionally put a small Winnie-the-Pooh in the corner of the video, only on 1-2 frames. Then his contents got deleted immediately.

BuyMyBitcoins|1 year ago

It would be nice to have an overlay on your phone that displays the options of what you can press. I’ve always wanted to skip having to listen to the recorded message drone on and on before mentioning which number to press for something.

Does anyone know if such an app already exists?

OJFord|1 year ago

That's not sufficient though, IME they rarely accept numbers until they've at least started giving options. E.g. I know the option I want because I'm calling back after it dropped or the next day or whatever; have to listen to the options again even though I know my answer.

Waterluvian|1 year ago

A few years ago when I had to call the Canada Revenue Agency, I got a human immediately. No machine. Just a hello/bonjour and then asking for my info and solving my problem. It was quite shocking given the stereotype that tax agencies suuuuuuuck.