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Can I speak with a live IRS agent? My husband passed away and I need to get an income transcript from 2014 from the IRS - how do I do that?

My husband passed away and I need a Wage and Income Transcript for him.  I moved and no longer have a forwarding address.  I cannot change his address from the last tax return.  How do I speak to a live IRS agent?

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Can I speak with a live IRS agent? My husband passed away and I need to get an income transcript from 2014 from the IRS - how do I do that?

You won't need to speak to an IRS agent to get a 2014 Wage and Income Transcript.  There are several ways to get one.  But I will tell you how to speak to the IRS at the bottom of this posting, just in case.

You may be able to download one right now by establishing an account on the IRS website, which gives you instant access.  Transcripts should be available with that tool back to 2014.

https://www.irs.gov/individuals/get-transcript

Choose the blue button "Get Transcript Online."   Then choose to "create an account." 

I don't know if the fact that you have changed addresses will cause a problem.  It does a little security questionnaire, so that might be a problem.   

If for some reason you don't qualify to establish the account for a download (or don't want to), you can order a transcript at that site to come by mail.  That takes 5-10 calendar days.    At the page linked above find the "Get Transcript by Mail" button.

It's also possible to order a transcript over the telephone to come by mail.   To order by phone, see the phone number displayed at this IRS webpage:
https://www.irs.gov/individuals/tax-return-transcript-types-and-ways-to-order-them

Yet another way to get one is by faxing or mailing Form 4506-T to the IRS. 

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I'll go ahead and tell you how to speak to a live IRS agent should the need arise.

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.

Can I speak with a live IRS agent? My husband passed away and I need to get an income transcript from 2014 from the IRS - how do I do that?

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