Need help with IRS balance for 2024 taxes - what to prepare before calling?

Ugh, dealing with the IRS is always a pain. Make sure you have all your payment receipts and account transcripts ready before you call. Ask them to confirm each payment's application date and amount. And don't forget to request an updated balance statement at the end of the call!

I found a way to actually get someone on the phone without waiting for hours. 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

lol good luck getting any help from the IRS. I've been trying to sort out my 2023 taxes for months and keep getting the runaround. The whole system is broken 🤡

Here's what you need to do: 1. Gather all relevant documents (tax returns, payment receipts, IRS notices) 2. Review your IRS account transcript online if possible 3. Calculate the total payments you've made vs. what the IRS says you owe 4. Prepare a list of specific questions about discrepancies 5. When you call, ask for a detailed breakdown of your account 6. If there's a genuine error, request an abatement of any penalties or interest 7. If you can't pay in full, ask about installment agreement options 8. Get everything in writing - request that they mail you a summary of the call 9. Follow up with a written letter if necessary, sent certified mail Remember, stay calm and polite, but be persistent. Good luck!

Anyone else worried about how the new tax laws might affect our 2024 returns? I feel like I'm sailing in uncharted waters here 🚢

Pro tip: if you're having trouble getting through on the main IRS line, try calling right when they open or about an hour before they close. Sometimes the wait times are shorter then.

I'm in the same boat, OP. Struck out trying to get answers online, now I gotta brave the phone lines. Let us know how it goes!

Have you considered hiring a tax professional to deal with this for you? Sometimes it's worth paying someone who knows how to navigate the system.

tldr: IRS phone system sucks, gather all your docs, be prepared to wait forever, and may the odds be ever in your favor 😂