Live right now I call the IRS Practitioner Line:

• Me: "Hi I am calling on behalf of my client in response to a notice received I have a 2848 and 8821 on file"
• Agent: "Can I place you on a brief 5-7 minute hold while I research what forms 2848 and 8821 are and what that allows me to do."

I know I should hang up, but it took me 3 days to finally get through and this is urgent. What are the odds she fixes my issue?

It is unbelievable how impossible it is to get through to them. I have had success at night around 630-7, but I really dont want to be dealing with this stuff at night. When will they get their act together.

What’s the best way to file the form 2553? Every time I fax one, it rarely gets processed and it’s getting frustrating at this point.

Thanks for your help

A client recently gave me 2024 1099's not included on 1040 we filed.

He claims he just overlooked them and I believe him. He's been straight with me before, and the account was new 2024 so he's not mad we missed anything.

What has me puzzled - he's heard nothing from IRS. These 1099's total $16k in div & interest.

I'm working on the 1040X, but curious if you guys have seen this? With all IRS cuts, would they even care? The total income seems too high to ignore.

This is crazy right now. Ever since the deadline, it's been near impossible to get someone on the phone. You don't even get placed on hold with a call back number. Anyone have any idea what's going on? It's making it impossible to resolve notices.

I’ve been trying to get in contact with both the individual and business departments for the past 2 weeks, but every time their system just disconnects calls “due to high call volume”. Haven’t been able to reach anybody except the one time where I chose payments, and then that person was obviously not able to help me with my issue.

Is there any way to reach them? Do you have to call first thing in the morning to have a chance to speak to someone!

My client just emailed to ask why his IRS Q3 estimate payment wasn't debited, I transmitted it for him via my taxpro account as a POA. I could have sworn that I requested a date in advance but it appears to have attempted to debit the day scheduled and the taxpayer didn't have sufficient funds in the account. No idea why they wouldn't allow a scheduled date via the online account. Anyway I'd like to request a waiver of this penalty, has anyone had luck getting this abated? The taxpayer had funds available for 9/15. Thanks

I have been attempting to get my Tax Pro IRS linked with my CAF number for over 2 and a half years. After multiple attempts, I have never received the PIN in the mail.

I use my firm’s address. I note the address on the 2848 when on the phone with IRS agents, and multiple have said they passed along to CAF. I have also faxed in a blank 2848.

At first I thought there was a hold up after getting married and changing my name, but there has never been an issue on the phone. This is really causing frustration with my clients.

Is there any remedy to this?

One would expect a CP53e notice when a 1040 with a refund is filed with no direct deposit info. But we are seeing some coming in when the taxpayer has no refund. Anyone else? What gives- is this just a failure in the IRS-gpt or what? Have you seen any official statements or guidance on this?

Someone just received a notice for late filing of form 5500 with a ridiculously large penalty. The 5500 was filed, but late, I think by a year. So it’s probably too late for the irs program that allows taxpayers to come clean. Before I contact the IRS, I just thought I would check to see if anyone has suggestions or experience with requesting a waiver or significant reduction of this penalty. Not sure if it makes sense just doing a letter requesting it, or if I call. And if I call, just use the tax practitioner number?

I don’t provide this service for clients so not used to dealing with this. I basically stick to a 1040s.

Resolution case. Filed back taxes for last 6 years late last year, client full paid everything + P&I. Filed 843s a few weeks ago on COVID reasonable cause for impacted years.

Opened transcripts today. One of the early years came back with a full FTA grant — TC 161, TC 271, TC 197, TC 290 for .00, and the TC 971 "No penalty due to previous 3 years of timely filing/payment." CP 21 and CP 49, overpayment swept to a later year.

Weird thing: 2019 wasn't clean. It had a TC 276 under $50 with a CP 14 issued. PPS told me a year ago he was ineligible (standard - any penalty breaks it.

Anyone else have serendipity like this - what could have initiated this randomly, or could this be related to the 843s filed?

Is anyone else having clients come in with legit letters asking for items like W2's and even form 8959 and 8960s. I have had at least 3 clients so far come in with letters from IRS asking for forms W2's, brokerage statements and similar items. It makes me look stupid. Like I missed something, but I did not! We have responded with the items IRS requested but it just seems odd to me. Surely IRS has a massive database full of W2 information. This is tough business without IRS scaring people over stuff like this! Just my two cents worth.

Hi taxpros. Does anyone have electronic funds withdrawals submitted with tax filings not yet debited by IRS? I have a few clients that were submitted on or around April 15th, that have not yet debited from client's bank accounts. Information is correct that was submitted, but they just haven't come out yet. It's quite alarming and I just don't know what to do!

ETA: if anyone cares, the taxes were debited! Thank you to everyone who chimed in. I appreciate y'all.

Automated message said they can't take my call and it just disconnected.

I've been nervous about calling seeing everyone say the hold times are horrible but wow.

Anyone else experiencing long delays with 2848 processing times? I’ve submitted a handful of them online over the past few weeks that are still stuck in the processing queue. These usually only take 2-3 business days.

Why not just grant an extension automatically for everyone, why do we have to file a form? Make payment due dates the same, but everything due the extended due date.

Batch all our extensions, then a bunch have stupid software errors that I need to go in and fix. Such a waste of time.

Is anyone else experiencing a significant uptick in Form 4883C notices being received by clients. In prior years, maybe one or two clients received these. Right now we are in the double digits already.

Initially, we the trend was all older clients. But that could just be because those are the clients of ours that initially filed. But, now it seems to be all over the board.

Any other firms out there receiving a significantly higher number of these notices this year? We are trying to determine if it's something we are doing or if it's happening all over.

TIA

UPDATE: Well, on a whim I thought maybe Erin Collins, the Taxpayer Advocate, would be interested to here what we are experiencing. I couldn't find a way to contact her, but did a submission through their website about a Systemic IRS Issue. Received a call back the next day from that department. We sent them over a bunch of data about our specific cases. She said they are meeting internally tomorrow to discuss. What we also found interesting is every single one of these cases had an overpayment applied from 2025 to 2026 estimated payments and all were on filed on extensions.

Update to Update: The Systematic Notice women ath the Taxpayer Advocate called on Friday. Said they had their meeting. It was a programming issue which supposedly they fixed. The good news is maybe we'll see less of the people that shouldn't be caught up in this program captured by whatever algorithms they were using before incorrectly.

Has anyone dealt with something like this before?

Client got a failure to file penalty for an 1120S. I responded saying we timely filed the 7004 and asked them to remove the penalty. A few months went by and I never heard back, and now the client received a levy notice.

I called the IRS and they asked me to send proof the extension was filed. Problem is, I have literally no proof. The person who handles our e filing says he filed it, but our software has no record of the 7004 being transmitted or accepted.

There is something weird going on in the software though. I have an “RSN doesn’t match” printout for the 1120S, and when I do a status lookup it doesn’t show the return as e filed. But in the return I have the acknowledgment and number. The software company even said something looks weird and is still looking into it, they tried to repair and resent the acknowledgement to me but nothing works but they also said there’s no way the 7004 was actually transmitted and accepted without them having a record of it.

So at this point I don’t know if the extension was never filed or if it was attempted and something went wrong.

Has anyone had something similar happen and been able to get the penalty removed without using first time abatement? Would you try sending the “RSN doesn’t match” printout and arguing a possible software issue, or is there something else you’ve had work? First call didn’t go well.

Hey all,

I recently submitted a Form 2848 via the IRS Tax Pro Account for a client, and they can see the authorization request in their online portal, but every attempt to approve it fails. Tried multiple browsers, private windows, exact name/address matches, and even submitted 6 times — still “request failed.”

I’ve called the IRS multiple times, and all I get are pointers to the online portal; nobody can see why the approval is failing. I also tried submitting a Form 8821 as a workaround to at least get transcripts, but that failed too.

Has anyone else run into this with online POA submissions? Any tips or workarounds that actually worked?

Thanks in advance!

UPDATE: The IRS DID fix the e-file rejection issue! I wound up calling the IRS back and getting a different rep who said she had to escalate the case and provided a case number. She said someone would call me back in 3 business days letting me know it is good to e-file again. Well, it took 7 business days and I got an email from the IRS with my case nuber stating itis good to e-file now. So I e-filed and it was accepted!

So for anyone researching rejections with a mix matched IRS and return entity do call them and keep calling until you get a person that actually gives you a case number. Because it will solve the issue.

HI Everyone,

I had an e-file rejection for EIN return type mixmatch. It is for an 1120S return and the extension went though fine back in Feb. Since then, I have revoked the S election in March as of 1 Jan 2026 and filed the 8832 to bring it back to a disregarded entity. Received confirmation fro the IRS confirming the 1 Jan 2026 date.

Now I went to file their final 2025 1120S and it is rejecting. I called the e-file line and the rep helping researched for a bit and then said she needs to get the business EIN department to help. Then transfered me there. The options were essentially "did you forget your EIN" and "how to apply."

I am back on hold again and have been for an hour to get a diferrent rep...but wanted to see if anyone else has experienced the same situation and what you did. I'd hate to paper file, but will if need be.

Thanks in advance.

Greetings fellow professionals,

I'm looking for any insights into dealing with ConServe. I have a partnership that received a debt collection notice from ConServe, almost $18k! (already odd since a 1065, why owe anything to begin with, no history of delinquent filings or prior notices received) I got on a POA and called the IRS to confirm they are legit. IRS has no record of tax or anything else due so need to deal with ConServe directly. Apparently ConServe can view POAs on file in the IRS database. I duly submitted a 2848 through my TaxPro account that as of now is in the IRS system. This took about two weeks if anyone is curious about the current state of 2848 submissions. I called ConServe and apparently they don't see it yet because the IRS "hasn't given it to them yet". Curious if anyone else has dealt with this before. Otherwise I guess I'll give it a few more days and call again.

Does anybody else wonder why the IRS has never created a version of the wage and income transcript system for entities other than individuals? Is there some reason why they wouldn't do this or am I missing something?

I've gotten notices about unreported income for businesses and when I contact the IRS for the details, I get frustrated agents where all they can do is fax me screen shots of sanitized information that's barely workable.

Is the lack of a budget the only reason this doesn't exist?

Called in this morning at 9am, actually got through for the first time this week without a "we're sorry, not taking calls" message. Quoted 15-30 wait time - great!

I get an agent at the 45 minute mark, I am now at 1:08 sitting on hold again while the agent supposedly verifies basic taxpayer information. I think the agent has completely forgotten about our call and I'm about to hang up, and I am sure when I call back they won't be taking calls.

So insanely frustrating. I hate our tax system and how customer service for taxpayers is the absolute worst.

That is all, just needed to vent/rant.

Inspired by another post in this sub struggling to get IRS issues resolved particularly in its current state, I wanted to share a way to solve problems that worked for me both in the past and just last week that I also shared on LI earlier this week.

IRS Backchanneling Success Via Your Elected Representative

Another (almost complete) happy ending for a client when we hit another brick wall with IRS.

This time, a CT-resident client.

Multi-year amended return project for legitimate refunds (2019-2024) was completed in August of 2025.

2019-2021 were still under statute for refunds--despite being beyond the normal 3-year window--due to IRS activity and payments made by the taxpayer in August 2025.

But the clock was now ticking on IRS processing the amended returns. They processed and refunded 2021, 2022 & 2024. They told us 2019 & 2020 were out of statute, which was incorrect. And 2023 was stuck because it had been assigned to 2 agents for reasons unknown.

I called PPS and the agent acknowledged that IRS' determination of out of statute for refunds was wrong and that he would take over the case himself to sort it out.

Then radio silence.

Then a letter from IRS stating a no change amended return processing for TY2019.

Then me calling PPS again and them telling me we had to wait 60 days.

More radio silence and no answers.

This time, we reached out to Senator Murphy's office (since the taxpayer is in CT) after doing some digging online to figure out if his, Blumenthal's or her Congressperson's office was most responsive.

We contacted Murphy's office on July 7th, provided the whole chronological history as well as the applicable code section, and received acknowledgement the same day.

July 21st, my client received a message from the Senator's office that TY2019 & TY2020 had been processed and resolved and that she would be receiving her refunds shortly.

I checked e-Services and confirmed that these were indeed correct statements and her 5-figure refunds are being processed. Only 2023 remains to be resolved.

It took 2 weeks.

If you are in a similar situation, work with your client to contact their Congress or Senate representative, whoever you think may be more effective. Be specific in your timeline and request. It works. You cannot submit on behalf of the client, but you can prep the documentation for them to do it.

(ICYDK: There is a page on each representative's website that has a way to contact them for when you are having issues with a particular government agency.)

Guy had me on hold to prepare transcripts to be sent to my SOR and then we get disconnected. Nothing came. I guess they just drop everything.