Although the topic of this blog isn’t specifically insurance-related, I thought I’d pass this information on as a “public service announcement.”

Fortunately, I don’t usually have to call or deal with the Internal Revenue Service (IRS) much, but something unexpected came up with my social security, and I had to call the IRS. I was literally on the phone for hours pushing buttons and listening to a myriad of endless options. I was unable to speak with a live person, which is why I called in the first place.

Finally, out of frustration, I tried googling different ways to contact the IRS, and I found that a lot of other people were having the same problem that I was having. It seems that the IRS wants to make it as difficult as possible for someone to be able to reach one of their phone representatives.

I know that most people don’t need to call the IRS on a frequent basis, but in case you ever need to call them, here are the steps that you need to follow to actually speak with a real live human being at the IRS:

1. Call the IRS at 1-800-829-1040 between the hours of 7 AM – 7 PM local time, Monday through Friday.
2. Choose your language.
3. Choose option 2 for “personal income tax.” (Do NOT choose option 1 for refund information. If you choose refund information, it will send you to an automated phone line.)
4. Press 1 for “form, tax history, or payment.”
5. Press 3 “for all other questions.”
6. Press 2 for “all other questions.”
7. When asked to enter your social security number (SSN) or employment identification number (EIN) to access your account information, don’t enter anything. (After it asks you twice, you will get another menu.)
8. Press 2 for “personal or individual tax questions.”
9. After that, you should be transferred to an IRS agent.

I also tried calling a couple of “local” IRS offices, but it was just as challenging trying to talk with a live person. I tried the steps shown above, and they work! I hope that you don’t have to call or deal with the IRS, but if you need to call them, I think that you will find these steps to be helpful.

You can also access a lot of useful information on the IRS website, which is www.irs.gov.

Do You Have a Medicare Supplement Plan?

If you have a Medicare Supplement plan, contact me for a free quote! As an independent insurance agent, I work with all the major insurance carriers, and more than likely, I can save you hundreds of dollars on your Medicare Supplement premiums for the same exact plan and coverage!

If you have any questions or comments, please let me know!

Thanks!

Ron Lewis

Ron@RonLewisInsurance.com
www.MedigapExpress.com