When calling the IRS, you can expect them to verify your identity before delving into personal information. Here’s what you’ll need to verify your identity:
- Social Security number
- Birthdate
- An Individual Taxpayer Identification Number if you have one instead of your SSN
- Your filing status
- Your prior tax return. You may need information from your prior year’s return to answer certain questions.
- A copy of the tax return you’re calling about
- Any letters or notices you’ve received from the IRS
Important note: the IRS will only ask for this in documents or online. Never offer this info to someone who calls you and says they are from the IRS.
Having all this information handy before you call the IRS will make the process faster because IRS phone operators will only speak with the taxpayer or a legally designated representative.
This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional.
Tip adapted from IRS8
Footnotes and Sources
- IRS.gov, October 23, 2023
