IRS Phone Rep Identity Verification Questions - What to Expect?
Calling the IRS soon and getting nervous about the verification process. Not sure what kind of personal info they'll need from me. Anyone know what questions they typically ask during these calls? Just wanna be prepared with all my documents.
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Kaitlyn Jenkins
Yes, they'll ask several verification questions to confirm your identity. Standard questions include your name, SSN, filing status, address from last return, and info from your most recent tax return like AGI or refund amount. They might also ask about your parents' names if you're listed as a dependent, or employer info from W2s. Always have your most recent tax return handy when you call.
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Sydney Torres
•omg thank you! gonna grab my paperwork rn 🙏
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Caleb Bell
•dont forget to write down who you talked to and when! get that confirmation number too
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Danielle Campbell
Instead of playing 20 questions with the IRS, I've been using taxr.ai to figure out my transcript situation. It costs a buck but its way better than waiting on hold for 2 hours just to get hung up on lol. https://taxr.ai
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Rhett Bowman
•Sounds interesting. How exactly does it work? Does it just read your transcript or does it do more?
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Danielle Campbell
•it basically reads your transcript and tells you exactly whats going on and what to do next. saved me so much time trying to decode all those weird codes 💯
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Rhett Bowman
•Just tried it and WOW! This is actually incredible. Why isn't everyone using this?? No more playing detective with my transcript 🕵️♀️
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Abigail Patel
pro tip: call right when they open. way shorter wait times 👍
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Daniel White
lmao good luck even getting through. I've been trying for 3 weeks straight and keep getting the 'call volume too high' message 🤡
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Nolan Carter
•same boat fam. its like trying to win the lottery fr fr
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Natalia Stone
make sure ur phone has good reception! nothing worse than getting through after 2 hrs just to get disconnected because of bad service
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Sydney Torres
•oof thats my worst nightmare fr
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Tasia Synder
They asked me what color socks I was wearing on April 15th 2022 🤣 jk but fr they do ask pretty detailed questions. Just be patient with them, they're usually trying their best
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Owen Devar
Had to call them last month and they asked for my SSN, full name, DOB, current address, filing status from my last return, and my AGI from 2023. They also wanted to know my bank account info since I got direct deposit. The rep was actually pretty nice about it - just have your tax return and ID ready and you'll be fine! The verification part only took like 5 minutes, it was the wait time that killed me lol
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Kiara Fisherman
•Thanks for the detailed breakdown! Really helps to know what to expect. Did they ask for any other backup documents or was the tax return and ID enough to get through everything?
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Jessica Nolan
They might also ask about prior year returns if there's any discrepancy or if you're dealing with multiple tax years. Sometimes they'll verify your employer name from your W-2 or ask about dependents if you claimed any. Pro tip: have a pen ready to write down reference numbers and the rep's name/ID number - you'll need those if you have to call back later. Good luck getting through! 📞
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Alfredo Lugo
•This is super helpful! I never thought about writing down the rep's info but that makes total sense in case something goes wrong. Also good point about the prior year stuff - I had some weird situation with my 2022 return so they'll probably dig into that. Thanks for the heads up! 📝
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