After you file

Here's how to speak to a live person at the IRS so they can confirm if the funds were sent and where they sent them.

  If you chose to pay your TurboTax fees out of the Federal refund, the intermediary company SBTPG uses one of 2 banks--either Civista Bank or Green Dot Bank.

IRS:  800-829-1040  hours 7 AM - 7 PM local time Mon-Fri

Listen to each menu before making the selection.
 
First choose your language. Press 1 for English.

  • Then do NOT choose the first choice re: "Refund", or it will send you to an automated phone line.
  • Instead, press 2 for "personal income tax".
  • Then press 1 for "form, tax history, or payment".  
  • Then press 3 "for all other questions."
  • Then press 2 "for all other questions."  It should then transfer you to an agent, but there is likely to be a long wait.
I usually use a speakerphone so I can work on something else while waiting.

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