Need help with IRS verification process - what docs required?
Hey everyone, I need some help with IRS verification. Has anyone gone through this process recently? What kind of documents did you need to provide? I'm feeling a bit lost and could use some guidance.
23 comments
Join the conversation
Freya Andersen
Ugh, IRS verification is such a pain. I had to go through it last year. They asked for my W-2s, 1099s, and bank statements from the past three years. Make sure you have all your ducks in a row before you start!
0 coins
Omar Zaki
•Three years?! That seems excessive. I only had to provide one year's worth of docs when I did it. Maybe it depends on your situation?
0 coins
Freya Andersen
•Really? Lucky you! Yeah, they went deep into my finances. Guess I looked sus to them or smthing 🤷♂️
0 coins
CosmicCrusader
•I heard they've been cracking down lately. My cousin had to provide 5 years of records! 😱
0 coins
Chloe Robinson
I found a method to 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
0 coins
Diego Flores
•Sounds too good to be true. Has anyone else tried this?
0 coins
Anastasia Kozlov
•$20 just to talk to someone? That's ridiculous. The system is so broken 🤦♀️
0 coins
Chloe Robinson
•I know it sounds sketchy, but I swear it worked for me. Saved me hours of hold time. Worth every penny imho
0 coins
Sean Flanagan
•Interesting. How long did you have to wait before they connected you?
0 coins
Chloe Robinson
•It took about 45 minutes total. Way better than the 3+ hours I spent trying to get through on my own!
0 coins
Zara Mirza
Here's a comprehensive guide for IRS verification based on my experience: 1. Gather all tax returns for the past 3 years 2. Collect W-2s, 1099s, and any other income statements 3. Bank statements (checking and savings) for the verification period 4. Investment account statements 5. Any correspondence you've had with the IRS 6. Proof of address (utility bills, lease agreement, etc.) 7. Social Security card or ITIN letter Pro tip: Organize everything chronologically and make copies. The IRS can be slow, so you might need to resend stuff. Hope this helps! Let me know if you have any questions.
0 coins
Ravi Patel
•Wow, thank you so much! This is incredibly helpful. I'll start gathering everything right away. Quick question - do you know if they accept digital copies or do they need physical documents?
0 coins
Zara Mirza
•Glad I could help! In my experience, they preferred physical copies. But with COVID, they might be more flexible now. Best to call and ask to be sure.
0 coins
NebulaNinja
•This is gold 💯 Saving this for later, thanks for sharing your knowledge!
0 coins
Luca Russo
am i the only 1 who thinks its crazy we gotta jump thru all these hoops? like, dont they already have all our info? 🤔
0 coins
Nia Wilson
•Preach! 🙌 The whole system needs an overhaul. It's 2023, why isn't this stuff automated yet?
0 coins
Mateo Sanchez
•Ikr? Other countries have it so much easier. My friend in Norway says their taxes are basically done for them. We're living in the stone age here 😩
0 coins
Aisha Mahmood
Has anyone tried using a CPA for this? I'm thinking about hiring one to handle all this verification stuff for me. Is it worth the cost?
0 coins
Ethan Clark
•I used a CPA last year and it was a game-changer. They knew exactly what docs to gather and how to present everything. Saved me so much stress!
0 coins
AstroAce
•Depends on how complicated your finances are. If you've got a bunch of investments or own a business, definitely go for it. Otherwise, you might be able to handle it yourself with some research.
0 coins
Yuki Kobayashi
Quick tip: If you're having trouble reaching the IRS, try calling right when they open in the morning. I got through in like 10 minutes doing that!
0 coins
Carmen Vega
OP, whatever you do, DO NOT ignore any IRS letters or deadlines. I made that mistake and ended up with a huge penalty. Stay on top of it!
0 coins
Ravi Patel
•Oh no, that sounds awful! Thanks for the warning. I'll make sure to respond to everything promptly.
0 coins