IRS Verification Process: What Docs Do I Need? (Help!)

Ugh, IRS verification is such a pain. I had to go through it last year. They asked for a ton of stuff - W2s, bank statements, even utility bills to prove my address. Make sure you have everything organized before you start!

I found a way to actually get someone on the phone at the IRS. I used this site's (claimyr.com) calling tool that dials the phone menu, stays on hold, waits for a live agent to pick up, then sends the call to my phone. It does cost $20, but it works. Here's a video about it: https://youtu.be/bDXD2SD0gGk

Listen up, OP. Heres what you need to do: 1. Gather ALL your tax documents from the last 3 years. This includes W2s, 1099s, and any other income statements. 2. Get copies of your bank statements for the same period. 3. Prepare a list of all addresses you've lived at during this time, with proof (lease agreements, utility bills, etc.) 4. Have your social security card and a valid photo ID ready. 5. If you've had any life changes (marriage, divorce, kids), get those documents too. 6. Write a clear, concise statement explaining why you're seeking verification. 7. Be patient. This process can take weeks or even months. Remember, the key is to be thorough and organized. Don't give them any reason to delay your case. Good luck!

has anyone else noticed that the IRS seems to be asking for more verification lately? I swear it wasn't this complicated a few years ago.

Quick question - does anyone know if they accept digital copies of documents, or do they need physical ones? Trying to figure out if I need to print out 3 years worth of bank statements 😩

Pro tip: If you're having trouble getting through to the IRS, try calling right when they open. I got through in like 15 minutes last week!

OP, whatever you do, DO NOT ignore any IRS letters or miss any deadlines they give you. I made that mistake and it was a nightmare to fix. Stay on top of everything!

Anyone else feel like we need a complete overhaul of the tax system? This verification stuff is just a symptom of a bigger problem imho

Hey OP, hang in there! I know it seems overwhelming, but take it one step at a time. You've got this! 💪