Generally good advice when dealing with any company or government department, but particularly helpful for those of us currently trying to work with the IRS to become compliant with minimum damage to ourselves and our families.
Taxes for Expats reminds everyone of the importance of keeping meticulous notes of every interaction with the IRS. Make sure to write down the date and time of your call, as well as the following information:
- Who are you talking to?
- How is their name spelled?
- What is their IRS identification number?
Remember to be polite. They are obligated to give you this information, so there’s no reason to get into a posturing battle.
I’ve also found it helpful to photocopy all completed tax reports and FBAR forms before mailing them in (and absolutely do keep a record of anything referenced in your filing), and to write the mailing date on the copy. You may also choose to use registered mail – although that can be problematic on cross-border mailings.