Early filers are now receiving federal and state refunds. The IRS, in general, is taking 2 weeks or less while Georgia is taking 3 weeks or so. Of course, as they say, “individual results may vary” based on your tax situation.
Reminder – Partnership and S-Corp returns are due March 15th this year. Individual tax returns are due April 18th. Please, don’t wait until the last minute!
Otherwise, this tax season is running rather smoothly after the last few years of chaos. The IRS may never quite catch up on their mail backlog (it’s a good excuse to get $$ from Congress, er, us), but even their phone support has improved from ridiculous to miserable! Here’s a cheat sheet for trying to get an IRS agent on the phone, something we hope none of you will ever need to do!
Dial 1-800-829-1040, follow these steps:
- The first question the automated system will ask you is to choose your language – Press 1 for English or 2 for Spanish.
- Once you’ve set your language, do NOT choose Option 1 (regarding tax refund info). Choose option 2 for “Personal Income Tax” instead.
- Press 1 for “form, tax history, or payment”.
- Press 3 “for all other questions.”
- Press 2 “for all other questions.”
- When the system asks you to enter your SSN or EIN to access your account information, do NOT enter anything. After it asks twice, you will be prompted with another menu. Press 2 for personal or individual tax questions.
- Finally, press 3 for all other inquiries. The system should then transfer you to a live IRS agent.