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Call the IRS at 800-829-1040 to determine the amount of your balance due. For security purposes, be prepared to answer a series of verification questions. You will be asked your Social Security number, name, date of birth, filing status and address. The IRS customer service representative will be able to tell you how much you owe, for which tax years the debt is for, the original amount owed, the amount of penalties and interest which have accumulated over time, and the dollar amount of any payments which have been credited to the tax owed. If you request it, the IRS representative can also send you a letter which breaks down what portion of the amount owed is tax, what portion is penalties, interest and so on.
Complete IRS form 4506-T to request an account transcript. In Sections 1-5, enter your personal information. Enter the form number of the form series you’re requesting in section 6 (1040 for individual filers) and check box 6b to indicate that you are requesting an account transcript. In box 9, enter the year(s) for
which you are requesting the information and sign and date the bottom of the form. Be certain to enter your name exactly as it appears on the tax return. If you and your spouse file joint returns, enter first the name of the spouse whose name appeared first on the income tax return. The transcript will list your current balance due as well as any payments or adjustments which were made to your balance. The most positive benefit of requesting an account transcript is that you get an up-to-date account of the tax you owe in writing. Form 4506-T is available for download at the IRS website. You should allow seven to 10 days from the date of receipt by the IRS to receive account transcripts in the mail. If you prefer, you can request that the forms be mailed to you by calling (800) TAX-FORMS.
Go to an IRS walk-in office to request your balance owed. Call the IRS office closest to you prior to arrival as some offices in rural areas see taxpayers by appointment only. Remember, all IRS offices observe federal holidays.