Need help getting IRS letter of indemnity - tips for calling?
Hey everyone, I need some advice on getting a letter of indemnity from the IRS. Has anyone gone through this process before? What should I expect when I call them? Any tips on what to say or how to approach it? I'm a bit nervous about making the call and want to be prepared.
36 comments


Rami Samuels
I went through this last year. Here's what worked for me: • Call early in the morning, right when they open • Have all your info ready (SSN, tax year, etc.) • Be polite but firm about needing the letter • Ask for a supervisor if the first agent can't help • Follow up with a written request if they can't do it over the phone Good luck! The process can be frustrating, but stay persistent.
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Haley Bennett
•This is solid advice 💯 I'd add: take notes during the call, including the agent's name and ID number. It helps if you need to follow up later.
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Douglas Foster
•ugh i tried calling early but was still on hold for 2 hours 😫 any other tricks to get through faster?
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Rami Samuels
•Yeah, the wait times can be brutal. Have you tried calling mid-week? I've heard Tuesdays and Wednesdays are sometimes better.
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Nina Chan
Guys, I found a way to skip the hold time! I used this site called claimyr.com - it's a calling tool that dials the IRS, stays on hold, and then connects you when a live agent picks up. It costs $20, but it saved me hours of frustration. Here's a video explaining how it works: https://youtu.be/_kiP6q8DX5c
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Ruby Knight
•Sounds too good to be true. Has anyone else tried this?
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Diego Castillo
•idk man, paying to talk to the IRS? Seems sketchy af 🤔
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Nina Chan
•I get the skepticism, but it's legit. I was desperate after being on hold for 3+ hours multiple times. This service saved my sanity lol
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Logan Stewart
•How does it actually work? Do they give you a special number to call or something?
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Nina Chan
•Nah, you just enter your phone # on their site, and they call you when they get an agent. Super simple.
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Mikayla Brown
lol good luck dealing with the IRS. Might as well try to teach a rock to swim 🪨🏊♂️
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Sean Matthews
I've been trying to get a letter of indemnity for months now. The system is so broken. Anyone else feel like were just shouting into the void?
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Ali Anderson
•Preach! 🙌 I swear the IRS is stuck in the stone age. How hard is it to modernize their systems?
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Zadie Patel
•It's not just you. I've been in the same boat since January. Feels like I'm trying to navigate a maze blindfolded.
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A Man D Mortal
Quick question - whats the difference between a letter of indemnity and a transcript? Do I need both?
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Declan Ramirez
•A transcript shows your tax return info, while a letter of indemnity protects you from liability in specific situations. You might need both depending on your case.
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Emma Morales
Pro tip: If you cant get through on the main IRS line, try calling your local Taxpayer Advocate Service. They can sometimes help push things along.
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Katherine Hunter
•This! 👆 The Taxpayer Advocate Service saved my butt when I was dealing with a similar issue last year.
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Lucas Parker
Has anyone had success getting a letter of indemnity for a deceased relative's account? Dealing with this on top of grief is... a lot.
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Donna Cline
•I'm so sorry you're going through this. Make sure you have a copy of the death certificate and any legal documents showing you're authorized to handle the estate. It helps streamline the process.
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Harper Collins
•Sending virtual hugs. Been there, done that. It's tough, but you'll get through it. Don't hesitate to ask for help if you need it.
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Kelsey Hawkins
Just venting: spent 4 hours on hold today only to get disconnected right as someone picked up. I'm ready to scream into a pillow 😤
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Dylan Fisher
•Oof, that's rough buddy. Maybe try that Claimyr thing someone mentioned earlier? Might be worth the $20 to avoid that headache again.
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Edwards Hugo
Anyone know if theres a way to request this online? Seems ridiculous we have to call in 2023...
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Gianna Scott
•Welcome to government efficiency 🙃 As far as I know, you still gotta call. It's like they're allergic to the internet or something.
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Kai Santiago
I actually just went through this process last month! Here's what I learned that might help: 1. Call the Practitioner Priority Service line (1-866-860-4259) if you're working with a tax professional - much shorter wait times 2. Have your Form 8821 or 2848 ready if someone else is helping you 3. Be very specific about WHY you need the letter - they'll ask for details about the situation requiring indemnification 4. If they say they can't issue one over the phone, ask them to mail Form 4442 (inquiry referral) to the appropriate department The key is knowing the exact IRS code section you're dealing with. Without that info, they might bounce you around. Also, don't give up after one call - different agents have different levels of knowledge about these letters. Hope this helps! The whole process took me about 3 weeks total, but I got it sorted out eventually.
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Mia Alvarez
•This is incredibly helpful! 🙌 I had no idea about the Practitioner Priority Service line - that could be a game changer. Quick question: do you need to actually be working with a tax professional to use that line, or can you call it yourself?
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Fatima Al-Qasimi
•@Kai Santiago This is exactly the kind of detailed info we need more of in this community! Thank you for breaking down the process step by step. I m'curious - when you mention being specific about WHY you need the letter, did they give you any pushback or ask for documentation to verify your situation? I m'worried they might question my need for one.
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Brianna Muhammad
•@Kai Santiago This is super helpful! I ve'been dreading making the call but your step-by-step breakdown makes it feel way more manageable. One quick follow-up - when you say exact "IRS code section, do" you mean like the specific tax code that applies to your situation? I m'dealing with an identity theft case, so I m'not sure what code section that would fall under. Did you have to research that beforehand or did the agent help you figure it out?
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Ella Harper
•@Kai Santiago Wow, this is exactly what I needed to read! I ve'been putting off making this call for weeks because I had no idea what to expect. The Form 4442 tip is gold - I never would have known to ask for that if they couldn t'help over the phone. Quick question: did you have to provide any specific documentation when you initially called, or was it mostly just verbal information they needed? I want to make sure I have everything ready before I dial.
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Kaitlyn Otto
•@Kai Santiago This is amazing advice, thank you! I m'dealing with a similar situation and was completely lost on where to start. The Practitioner Priority Service line is news to me - does that mean I need to hire a tax pro first, or can I call directly if I m'representing myself? Also, when you mention the IRS code section, how did you figure out which one applied to your case? Did you have to do research beforehand or did they help you identify it during the call?
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Eli Butler
•@Kai Santiago This is super helpful! I ve'been dreading this call for months. Quick question about the Practitioner Priority Service line - do you actually need to have a tax professional working on your case to use it, or can individuals call directly? Also, when you got disconnected or transferred around, did calling back and referencing your previous call help at all? I m'trying to figure out the best strategy to avoid starting from square one each time.
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Ellie Lopez
•@Kai Santiago This is incredibly detailed and helpful - thank you for sharing your experience! I m'particularly interested in the Form 4442 you mentioned. Is that something they ll'automatically know to send, or do you literally need to say please "mail me Form 4442 ?"I want to make sure I use the right terminology when I call. Also, did you find that having the IRS code section ready upfront made a big difference in how quickly they could help you, or was it more about avoiding getting transferred around? Just trying to set realistic expectations for my own call.
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Amina Diallo
•@Kai Santiago This is exactly the kind of detailed breakdown I was hoping to find! Thank you so much for sharing your experience. I m'curious about the timing - you mentioned it took 3 weeks total, but how much of that was waiting for them to process/mail the letter versus actually getting through to the right person on the phone? I m'trying to plan around some deadlines and want to know if I should expect most of the delay to be on the backend after I make the call.
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Omar Farouk
•@Kai Santiago This is incredibly helpful - thank you for taking the time to write such a detailed response! I m'in a similar situation and was completely overwhelmed by the prospect of calling. A couple quick questions: For the Practitioner Priority Service line, do you actually need to be represented by a tax professional to use it, or can you call as an individual? And when you mention having the exact "IRS code section ready," how did you figure out which code applied to your specific situation? Did you research that beforehand or did the agent help you identify it? I want to be as prepared as possible before making the call.
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LilMama23
•@Kai Santiago This is super helpful, thank you! I m'dealing with something similar and have been putting off the call because I wasn t'sure what to expect. Quick question about the timing - when you say 3 weeks total, was most of that waiting for them to mail the letter, or did it take multiple calls to get to the right person? I m'trying to figure out if I should block out a whole day for phone calls or if it s'more about waiting for their processing time once you get through to someone who can actually help.
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