View ALL of your tax info in one place!

Have questions about how much tax you paid? How much is your refund? Or how much do you currently owe? What was that notice from the IRS about? Did you receive Stimulus payments and how many or which ones? All this information and so much more is now available on your IRS Online Account (www.IRS/account).

We recommend that ALL clients set up this account in order to access important information now and at tax time. This process just a few minutes!

Click here for more information from irs.gov, to login or to create your account. 

You can view:

  • The total amount you owe, including balance details by year
  • Your payment history and any scheduled or pending payments
  • Key information from your most recent tax return
  • Payment plan details, if you have one
  • Digital copies of select notices or letters from the IRS
  • Your Stimulus or Economic Impact Payments, if any
  • Your address on file
  • Authorization requests from tax professionals

You can also:

  • Make a payment online
  • See payment plan options and request a plan via Online Payment Agreement
  • Access your tax records via Get Transcript
  • Approve or reject authorization requests from tax professionals

 

How to create your IRS.gov account with ID.me

The Internal Revenue Service (IRS) has partnered with ID.me, an IRS-trusted technology provider, to provide identity verification for IRS applications. Individual taxpayers and tax professionals are required to verify with ID.me for a secure login.

Click here to learn more about this partnership or to watch this helpful video.

What you will need in order to complete the registration:

  • Full Name
  • Email
  • Birthdate
  • Social Security Number (SSN)
  • Current address
  • Mobile Phone (must be a smart phone with internet and texting capabilities)
  • ID (drivers license, passport, or state ID)
  • Email Address

Tips for creating your ID.me account:

  • Make sure you have a computer with the internet, your smart phone and your email accessible. You’ll be asked to go between all 3 in order to verify your identity.
  • You’ll be asked to verify your email address multiple times.
  • You’ll use text messages to access online verification procedures.
  • You’ll need to use your phone to take a photo of your id.
  • You’ll use your phone to take a computer generated selfie photo.

 

Click here to log in or to create your account.

If you have any questions about this process, click here to contact us.

Blog by Kim Storen, EA – Tax Team Lead, Senior Tax Professional

Learn more about Kim and the rest of the Storen Financial team here.