Setting Up Your IRS Account

Information You Can Find On Your IRS Online Account

• Stimulus & Economic Impact Payments – Record of any stimulus payments you may have received.
• Tax Payment History – A record of amounts due, estimated tax payments made, and scheduled payments.
• Authorization – The ability to view and approve authorization requests from your tax professional.
• Adjusted Gross Income – Depending on how you file your taxes, you or your preparer may need your AGI.
• Notices – Digital copies of select letters or notices from the IRS.
• Contact Information – Ensure the address that the IRS has on file for you is correct and sign up for paperless for certain IRS notices.
• Online Payments – View payment options, create payment plans, and make secure payments online.
• Tax Records – View key data from your most recent tax returns and request transcripts.

How To Setup An Account

If you don’t have an account, don’t worry, it only takes a couple of minutes, and then you’ll have access to all of your tax information in one place. The IRS has partnered with ID.me to provide identity verification to create your account. To make sure sign up goes smoothly, you’ll need to have the following information handy:

• Full Name of the Taxpayer
• Email Address
• Birth Date
• Social Security Number
• Mailing Address
• Picture ID (Driver’s License, Passport, State ID)

During the account verification process, be sure to have access to a smartphone connected to the internet. You can also use a computer, but a smartphone will be required for some tasks. You’ll be asked to verify your identity via email, text message, taking a picture of your ID, and even taking a selfie. Once your identity is verified, you’ll be all set to access your IRS account. ID.me has also provided this short video with additional helpful tips.

Ready to set up your account? Click here to get started. If you run into any issues or have any questions, please do not hesitate to reach out to a member of our expert team.