My clients son was killed last year and the insurance company wants a copy of tax trans...
GetHuman-garygtri's customer service issue with IRS from August 2018
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Tip from another customer
If you need prior year transcripts you can get them online. The IRS will NOT email you transcripts and can only send them by mail or fax. If you want to get them faxed to you, you must be in front of the fax. You can call customer support at the IRS using 800-829-1040. Once you call press 1 for English then wait for the recording to end. Press 2 then 1 then 3 then 2. The recording will then ask for your social security number you can just press 0# it will ask again then press 0# and finally press 2 once it asks you a question. You will be told your wait time and a representative will pick up to help you.
The issue in GetHuman-garygtri's own words
My clients son was killed last year and the insurance company wants a copy of tax transcripts for the deceased before they will pay the death benefit. It is in the contestable time frame. Mother had sent in a request for this using the ****-t form and never heard anything back from this. It has been almost * weeks since this was done. Should we try to set up an appointment with a local office. Of course the closet one is about ** miles away. Or can this be done with a phone appointment
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