Tax Insights

Your Guide to State, Local, Federal, Estate + International Taxation

Call and wait is annoying – You just want answers from the IRS!

2017 tax filing season, tax return, refundWould you rather call to get an answer or just start looking online? Of course, sometimes you do need to make a phone call. It can be so annoying to call when you just want answers. You dial through a number of options, only to be on interminable hold.

It turns out the Internal Revenue Service is no different than when you call your bank or credit card company.  The only trick is that we can tell you when the IRS is the busiest.

The IRS’s busiest time of the year is the Presidents’ Day holiday and week. During this time, especially the Tuesday following the holiday, they get more phone calls than the rest of the year.

Arizona Department of Revenue accepting e-filed corporate and partnership returns

To try to avoid some of these delays, you may want to check out IRS.gov – some of the information you may be calling about is there – you may not even need to call the IRS!  Just a couple of examples are listed below:

Where’s My Refund?

More than 90 percent of refunds are issued in less than 21 days. IRS representatives will not provide individual refund information over the phone before then. You can easily track your refund status by using the Where’s My Refund tool.  It’s available on IRS.gov. Where’s My Refund? provides the most up-to-date information available.

If you did not get your W-2

Employers are required to send their employees a Form W-2 Statement of Earnings by Jan. 31. Allow enough time for the form to be mailed to your address of record. If you do not receive a W-2 by mid-February your first call should be to the employer, verifying that the employer has your correct address. After exhausting options with employers, you can contact the IRS, and the IRS will send a letter to the employer.

But – you may not want to call the week of Presidents’ Day. Good luck and happy filing season.

If you have questions, contact your Henry+Horne professional advisor.

Donna H. Laubscher, CPA