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Need help verifying identity with IRS for taxes - what to expect and prepare?

Hey everyone, I need to verify my identity for my taxes and I'm not sure what to expect. Has anyone gone through this process recently? What documents should I have ready? I'm a bit nervous about the whole thing and could use some advice.

I just went through this last month. Here's what you need to know: • Have your Social Security card ready • Bring your most recent tax return • Any IRS letters you've received • Be prepared to answer questions about past addresses and financial accounts • Ask the agent what specific documents they need • Find out how long the verification process will take • After verifying, ask when you can expect updates on your tax status Hope this helps! Let me know if you have any other questions.

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This is super helpful, thanks! Did they ask you about any specific financial accounts? I'm worried I might not remember all the details.

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They mostly asked about bank accounts and any investment accounts I had. Just have a general idea of what accounts you've opened in the last few years and you should be fine.

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How long did the whole process take for you? I'm trying to plan my day around this call.

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The actual verification call took about 30 minutes, but I was on hold for over 2 hours before I got through to someone. It's a time sink for sure.

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ugh, i went thru this last year and it was a NIGHTMARE 😫 took forEVER to get someone on the phone. good luck!

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Oh no, that sounds awful! How long did it take you to finally get through?

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like 3 days of calling non-stop. i was ready to throw my phone out the window lol

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Pro tip: I found a way to get someone on the phone without the endless wait. 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/_kiP6q8DX5c

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Sounds too good to be true. Has anyone else tried this?

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idk man, paying to talk to the IRS? Seems sketchy af 🤔

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I get the skepticism, but it seriously saved me hours of frustration. Worth every penny imo

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Can you give more details about how it works? Do they just keep calling until they get through?

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Yeah, basically. They have some kind of system that navigates the phone tree and waits on hold. When a real person picks up, it calls you. Super simple.

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Anyone else feel like the IRS is purposely making this difficult? 🙄 It's like they WANT us to mess up our taxes.

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Beth Ford

Quick question - does anyone know if I can use my passport instead of my social security card for verification? I can't find my SS card anywhere 😬

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I used my passport last time and it was fine. Just make sure you have some other form of ID too, like a driver's license.

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Oh thank god, you're a lifesaver! 🙏

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LPT: While you're waiting on hold, go to the Social Security Administration website and request a replacement SS card. Might as well knock out two birds with one stone!

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This is actually genius. Wish I'd thought of that when I was dealing with this mess!

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Is it just me or does anyone else feel like they're playing 20 questions with the IRS every time they call? 🤡 "What was the name of your first pet's veterinarian's cousin's favorite ice cream flavor?"

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LMAO 🤣 For real though, some of their questions are so specific it's ridiculous

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I swear they asked me what I had for breakfast three years ago on a Tuesday. I was like, bruh, I don't even know what I ate yesterday 💀

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Heads up: If you filed your taxes electronically, make sure you have the exact AGI from last year's return. They always ask for it and it's a pain if you don't have it handy.

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Anyone else think its wild that we have to jump through all these hoops just to pay our taxes? Like, take my money already! 😅

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Right?? It's like trying to give someone a gift but they make you solve a Rubik's cube first 🙃

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