A Step-by-Step Guide

Receiving a call from the IRS (Internal Revenue Service) can be a nerve-wracking experience. Whether it’s about taxes owed, a potential audit, or simply verifying information, the fear of making a mistake looms large. But don’t panic—knowing how to handle such a call is the key to staying calm and in control. In this blog, we’ll break down what to do if the IRS contacts you and how to protect yourself from potential scams.

Verify the Call

The first thing to do when you receive a call claiming to be from the IRS is to verify its legitimacy. The IRS typically initiates contact by mail, not phone calls. If you haven’t received prior correspondence, be skeptical. Here’s what to look for:

• Caller’s Name & Badge Number: Ask for the caller’s name and badge number. A legitimate IRS representative will always provide this.
• Hang Up & Call Back: If you’re uncertain, hang up and call the IRS directly at their official number (1-800-829-1040). This ensures you’re talking to an actual IRS agent, not a scammer.

Don’t Provide Sensitive Information

If the caller demands immediate payment, personal information, or sensitive financial details, it’s likely a scam. The IRS will never:

• Demand payment via a prepaid debit card, gift card, or wire transfer.
• Threaten to involve law enforcement or arrest you for non-payment.
• Ask for your Social Security number, credit card information, or bank account over the phone.

Protect yourself by refusing to provide any personal information. Even if the call seems legitimate, only share information through secure, official channels.

Know Your Rights as a Taxpayer

As a taxpayer, you have specific rights that the IRS must respect. According to the Taxpayer Bill of Rights, the IRS must:

1. Treat you fairly and with respect.
2. Inform you of any actions being taken on your account.
3. Give you the right to appeal and dispute any findings.
4. Provide clear explanations for any tax decisions.

If an IRS agent is pressuring or intimidating you, stand firm. You have the right to ask for a supervisor, request written documentation, or consult with a tax professional.

Take Notes During the Call

If you do verify that the call is from the IRS, make sure you:

• Write Down Details: Take notes on the reason for the call, any information requested, and the actions they expect from you.
• Ask for Next Steps in Writing: Always ask for confirmation of the issue in writing. The IRS should send official documentation detailing your situation.

This will help you track and follow up on any requests and prevent any misunderstandings later.

Consider Consulting a Professional

If you’re unsure how to respond or feel overwhelmed by the situation, consider seeking professional advice. A tax professional, like those at Kurpas Solutions, can:

• Review the details of your situation.
• Help you understand your rights.
• Communicate directly with the IRS on your behalf, saving you time and stress.

Tax professionals are equipped to handle complex situations and ensure that you’re protected from any unfair treatment or errors.

Beware of Scams

Unfortunately, IRS phone scams have become increasingly common. Scammers often impersonate IRS agents to trick individuals into paying fake debts or providing personal information. Here’s how to protect yourself:

• Know the Signs: Scammers often use aggressive language, demand immediate payment, and refuse to answer questions. The IRS will never behave this way.
• Hang Up & Report the Scam: If you suspect a scam, hang up immediately. You can report scam calls to the Treasury Inspector General for Tax Administration (TIGTA) at 1-800-366-4484 or the Federal Trade Commission (FTC) at www.ftc.gov.

Stay Calm and Follow the Process

Dealing with the IRS can feel intimidating, but remember that you have control over the situation. Stay calm, gather information, and take steps to verify and address the issue. With the right approach, you can manage any IRS communication with confidence.

Conclusion: You Have Options

If the IRS calls you, don’t panic. Always verify the call, avoid giving out sensitive information, and know your rights as a taxpayer. If the situation feels overwhelming, consult with a tax professional who can guide you through the process. At Kurpas Solutions, we’re here to help you navigate IRS communication, offering personalized advice and professional support.

Make sure you’re prepared—because when it comes to taxes, knowledge is your best defense.