Level 3

After you file



Follow these steps to get to a live person. 

  1. The first question the automated system will ask you is to choose your language.
  2. Once you’ve set your language, do NOT choose Option 1 (regarding refund info). Choose option 2 for “Personal Income Tax” instead.
  3. Next, press 1 for “form, tax history, or payment”.
  4. Next, press 3 “for all other questions.”
  5. Next, press 2 “for all other questions.”
  6. When the system asks you to enter your SSN or EIN to access your account information, do NOT enter anything.
  7. After it asks twice, you will be prompted with another menu.
  8. Press 2 for personal or individual tax questions.
  9. Finally, press 4 for all other inquiries. The system should then transfer you to an agent.