Knowing your IRS balance is crucial for managing your tax obligations and avoiding penalties. If you’re wondering, “How do I check my IRS balance by phone?”, this guide will provide you with step-by-step instructions and additional information to help you navigate the process effectively.
Step 1: Gather Necessary Information
Before calling the IRS, ensure you have the following information readily available:
- Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
- Date of birth
- Filing status
- Mailing address from your last tax return
- Phone number
Step 2: Dial the IRS Phone Number
For individual taxpayers, call the IRS at 1-800-829-1040. Business representatives should call 1-800-829-4933.
Step 3: Follow the Automated Prompts
Once connected, follow the automated prompts carefully:
- Select the language you prefer.
- Enter your SSN or ITIN when prompted.
- Provide your date of birth and filing status.
Step 4: Speak to an IRS Representative
After completing the automated prompts, you will be connected to an IRS representative. Clearly state your request to check your IRS balance.
Step 5: Verify Your Identity
The IRS representative will ask you a series of questions to verify your identity. Answer these questions accurately and provide any additional information requested.
Step 6: Obtain Your Balance
Once your identity is verified, the IRS representative will provide you with your current IRS balance. Note this balance down for future reference.
Additional Tips
- Call early in the day to avoid longer wait times.
- Be prepared to provide detailed information about your tax situation.
- If you have any outstanding tax payments, make arrangements to pay them promptly to avoid penalties and interest charges.
- If you encounter any difficulties or have complex tax issues, consider seeking professional assistance from a tax advisor or enrolled agent.
Checking your IRS balance by phone is a convenient and straightforward process. By following the steps outlined above, you can quickly and easily obtain your balance and stay informed about your tax obligations. Remember to keep a record of your balance and make timely payments to avoid any potential issues with the IRS.
How to Check Balance Owed to IRS (How Much Do You Owe the IRS?)
FAQ
How do I find out my IRS balance?
How do I find out how much I owe in taxes?
Can I pay my IRS balance over the phone?
How do I check my IRS money?
How do I Check my tax account information online?
Taxpayers who want to check their account information including balance, payments, tax records and more, can log into their IRS online account. It’s a simple and secure way to get information fast. Key information from their most current tax return as originally filed Select an electronic payment option. Set up an online payment agreement.
How do I know if I owe a tax?
View the amount you owe, along with details of your balance, your payment history, tax records, and key tax return information from your most recent tax return as originally filed. You can also pay from your bank account, with a debit or credit card or you can apply for a payment plan if you need more time to pay.
How do I access my federal tax account?
You can access your federal tax account through a secure login at IRS.gov/account. View the amount you owe, along with details of your balance, your payment history, tax records, and key tax return information from your most recent tax return as originally filed.
How do I contact the IRS?
Visit the IRS contact page to find tools and resources that cover a variety of tax-related issues. Or speak with a representative by phone or in person. Visit the IRS contact page to get help using online tools and resources. Or: For individual tax returns, call 1-800-829-1040, 7 AM – 7 PM Monday through Friday local time.