Guest Chaffee Posted November 15, 2004 Posted November 15, 2004 I have a technical question that I have received mixed information from other practitioners and lawyers. I would like to contact the IRS directly to ask for an interpretation. Unfortunately, trying to get through the maze of automated operators and finding someone knowledgeable enough to assist is proving futile. Does anyone have a number for specific departments or divisions of the IRS to ask a fairly technical employee benefit plan related question (or any other suggestions)?
david rigby Posted November 15, 2004 Posted November 15, 2004 I recently used 1-877-829-5500. I think it was specifically for Qs on qualified plans. On hold for a while, but the discussion was worthwhile. However, if the question is complex, it will probably be transcribed with a promise that "someone will call you." I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
GBurns Posted November 16, 2004 Posted November 16, 2004 You can also try 202-626-6060 for John Ricotta or Lisa Mojiri-Azad who are the people who handle this section of the IRC. You might not get them initially but you will be able to get an answer from a "specialist" and depending on the issue and who you are they might even call you back themself. George D. Burns Cost Reduction Strategies Burns and Associates, Inc www.costreductionstrategies.com(under construction) www.employeebenefitsstrategies.com(under construction)
Guest Chaffee Posted November 16, 2004 Posted November 16, 2004 GBurns, I tried the 202 number and it was a legal assistant at the offices of "Miller and Chevalier(sp??)". Is this the number you intended? If not, could you please check the number you gave? Thanks!
Appleby Posted November 16, 2004 Posted November 16, 2004 Try (202) 622-6070 Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
GBurns Posted November 16, 2004 Posted November 16, 2004 Chaffee I am sorry for the typo. It should have been 202-622-6060. George D. Burns Cost Reduction Strategies Burns and Associates, Inc www.costreductionstrategies.com(under construction) www.employeebenefitsstrategies.com(under construction)
Belgarath Posted November 17, 2004 Posted November 17, 2004 You could also try to find a Revenue Ruling, Announcement, Procedure, etc., that is even faintly related to your question. Call the principal author of that release directly at the number listed, and ask them who you should talk to - I've had this work a couple of times.
Alf Posted November 17, 2004 Posted November 17, 2004 I wouldn't be comforted by any infomal guidance you receive from the IRS. It is going to be ultra-conservative at best and this is what you are going to get: "That doesn't work." You are much better off posting your question here and going with the numeric consensus, especially if there is a lot of money at stake!!
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