Tax Season Survival Guide: Getting the Most from the IRS

By Kami Roberts, published Mar 04, 2008
Published Content: 14  Total Views: 11,296  Favorited By: 5 CPs
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Maybe your problem is that you don't know what form to file. Come to think of it, did you even get a tax package this year? Why aren't there any forms at the post office? Your W-2 or 1099 form might not have come yet, and there's no way of getting a hold of your boss, so how can you report your income to the IRS? Maybe your snake of an ex-spouse claimed the children on his tax return, and you have custody - now you can't claim them on your return. Who exactly do you call when you have these sorts of problems and questions regarding your taxes this season?

There's so many numbers to tons of different IRS departments, and all those automated computer prompts and hold time can steal precious time and provoke frustrations. As a taxpayer and a sometimes telephone agent, I'd like to share some hints that may help find the solution to your tax-related inquiries a little less painful.

Why Haven't My Forms Been Mailed To Me?

For Individual Income Tax Returns, (1040, 1040 EZ, and 1040 A)

During the 2007 tax season, there are four reasons why you may not have received your tax return forms for your personal federal taxes:

1. You Moved During 2007

Tax Season Survival Guide: Getting the Most from the IRS

As a taxpayer and a telephone agent, I'd like to share some hints that may help find the solution to your tax-related inquiries.

Credit: Woodsy

Copyright: Sxc.hu/Woodsy

Takeaways
  • Why Haven't Those Tax Forms Come in the Mail Yet?
  • Where Do You Report IRS Fraud?
  • What's All This Talk About a Tax Rebate This Year? How Do You Get This Rebate If You Don't Work?
Did You Know?
The IRS no longer has a Criminal Investigation Hotline. This number was discontinued this year, and those calls are re-routed to 1-800-TAX-FORMS. You may be referred to Customer Service.
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Comments
Showing Comments 1 - 5 of 5
 
 
I'm glad I got mine done. Tax paying- ick! :-)

Posted on 04/01/2008 at 7:04:40 PM

 
Consequently, though, on page 6 I'm telling you not to put your mailing label from your auto-mail package on your new package if you're using a different form from last year and intend to use a new form from here on out. Nothing there about getting forms. Then I move on to information for business filers. Again, "My W-2's got ruined in my printer," "Why can't you print off the internet," "Why didn't I get my forms," and some important info for them about deposits are on there. Same deal, though -- that's what most people call the IRS about. I'm just trying to save folks a 20 to 60 minute wait time on the phone just to get what's in this article. Again, though, I definitely agree I should have organized this better.

Posted on 03/22/2008 at 5:03:53 AM

 
HAHAHA! I work for an IRS call center during peek season, though. You really have no idea how many people freak out because they didn't get a book in the mail by mid-January. I'd get literally 200 calls a day, minimum, on just that subject. Especially company reps who can't understand why only copy A of the W-2 is on the website. For the individual taxpayer, the tax package for retirees ( K 1040 - 4), 1040 ES, and fraud calls made up 95% of the calls the IRS got up until the last week of February -- then the stimulus calls started. Thanks for the comment, though. Criticism is ALWAYS welcomed :D

Posted on 03/22/2008 at 4:03:56 AM

 
6 pages and you're still telling me how to get the forms. I'm done clicking.

Posted on 03/21/2008 at 7:03:33 PM

 
Great information!

Posted on 03/04/2008 at 5:03:10 PM

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