Visit preparation
IRS appointment checklist: what to bring
Prepare identification, tax records and notices before an in-person IRS appointment.
Read the guidePrepare before you contact the IRS
Start with your task, gather the right records and learn when an office visit is actually useful. Every guide links to its official source.
Visit preparation
Prepare identification, tax records and notices before an in-person IRS appointment.
Read the guideTax records
Compare online and mail options for requesting IRS tax transcripts.
Read the guidePayments
Review IRS payment-plan routes, costs and records to prepare before requesting help.
Read the guideIRS correspondence
Read, verify and respond to an IRS notice without missing the stated deadline.
Read the guideTaxpayer identification
Understand Form W-7, identification rules and application routes for an IRS ITIN.
Read the guideIdentity verification
Follow the channel named in your IRS identity-verification letter and prepare the required records.
Read the guideRefunds
Use the official refund tracker and know what information to have ready.
Read the guidePayments
Compare official electronic, card, check and cash payment routes.
Read the guideUnresolved problems
Learn when the independent Taxpayer Advocate Service may help with an unresolved IRS problem.
Read the guideFiling help
Find out how IRS-supported VITA and TCE programs provide free basic return preparation.
Read the guidePhone help
Gather identity and account details before calling the IRS so the conversation can move faster.
Read the guideNeed in-person help?
Browse the office directory after reviewing the guide for your issue. Each location has a separate page with contact details and a Google map.
Browse IRS offices