IRS Increases Automated Taxpayer Services

- Monday, January 6th, 2014

The IRS is cutting back on live assistance and increasing automated options in 2014.  A few of the changes:

  1. There will be a new online request option on that will allow individual taxpayers to instantly view and print a copy of their tax transcripts. The online tool can also be used to request that a transcript by mailed to the taxpayer’s address of record.
  2. All tax refund inquiries made during the first 21 days after a taxpayer files electronically will be directed to the “Where’s My Refund?” tool,, and an automated telephone service. IRS customer service representatives will only be able to research the status of a refund if (i) it has been 21 days or more since the return was filed electronically, (ii) more than six weeks have passed since a paper return was mailed, or (iii) the “Where’s My Refund?” tool directs a taxpayer to contact IRS.