Tax Insights

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

Need Help with Finding Tax Information?

The IRS suggests you use their online services to find tax information:

  • Where’s My Refund? – This allows you to track the status of your refund. You can use the “Where’s My Refund?” tool within 24 hours after you e-file or 4 weeks after you file by paper. The tool is updated no more than once every 24 hours.
  • Make A Payment – You can pay a variety of ways including directly from your bank account or by credit or debit card. Or find information regarding requesting an installment agreement to pay your taxes.
  • Get Transcript Online – You can view your transcript online. You must have a Social Security number (SSN) to use this service.
  • Get Transcript By Mail – If you can’t view your transcript online because, for example, you have an ITIN, you can order your transcript to arrive by mail. Transcripts by mail may take 5 to 10 calendar days.

By phone:

  • For questions related to individual taxes, call 1.800.829.1040 during business hours (M–F, 7:00 a.m.–7:00 p.m., local time). You may be on hold for an extended period.
  • For questions related to business taxes, call 1.800.829.4933 during business hours (M–F, 7:00 a.m.–7:00 p.m., local time). You may be on hold for an extended period.
  • For automated refund service, call 1.800.829.1954. The line is open 24 hours.
  • For forms and publications, call 1.800.829.3676 (M–F, 7:00 a.m.–7:00 p.m., local time). You can find out more about how to get paper forms here.

In person:

  • The IRS offers limited in person assistance at Taxpayer Assistance Centers across the country. To find a location near you, click here.

By Melinda Nelson, CPA