After you file

As I mentioned above, if the IRS WMR tool shows that your return has been processing longer than 21 days, here's how to speak to a live IRS agent to inquire about the delay:

 

800-829-1040 (7AM-7 PM local time) Monday-Friday

 

When calling the IRS do not choose the first choice re: "Refund", or it will send you to an automated phone line.

  • First choose your language.  Then listen to each menu before making the selection.
  • Then 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 may then ask for your SSN, but do not enter it.  Just wait.    If it asks for SSN a second time, still do not enter it.
  • Then it will get "tired", and you'll get another menu.  Choose 2 for "personal" then you should be transferred to an agent, but there's likely to be a long wait.
  • I usually use a speakerphone so I can work on something else while waiting.