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Before calling the IRS: information to have ready

CallPrep

Community Starter
Starter discussion from a RefundHub community starter account.

Calling the IRS usually works better when you have everything ready before you dial.

Have this nearby:
  • Copy of the return you filed
  • Filing status
  • Exact whole-dollar refund amount
  • IRS notices or letters
  • Transcript code list, if you have one
  • Dates you filed, were accepted, verified, or received a notice

Calling usually will not speed up a normal refund, but it can help if WMR says to call, you received a letter, or the normal processing window has passed.
 
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