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How To Set Up An IRS Online Account To Access Tax Information

The document describes how to set up an IRS online account to view tax information. It provides steps to create an account including going to the IRS website, selecting 'Log in to your Online Account', creating a profile after passing authentication, and then what tax information can be viewed like payment amounts, amounts owed, payment history and tax transcripts.

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jahskidudo
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40 views1 page

How To Set Up An IRS Online Account To Access Tax Information

The document describes how to set up an IRS online account to view tax information. It provides steps to create an account including going to the IRS website, selecting 'Log in to your Online Account', creating a profile after passing authentication, and then what tax information can be viewed like payment amounts, amounts owed, payment history and tax transcripts.

Uploaded by

jahskidudo
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

[Link].

gov/account

How to Set Up an IRS Online Account


to Access Tax Information
HERE’S HOW TO GET STARTED FOR NEW USERS:
• Go to [Link] and select “View Your Account”
• Select the “Log in to your Online Account” button
• Click “Create Account”
• Pass “Secure Access” authentication. Individuals must be able to authenticate their
identity to continue to set up an account. See [Link]/secureaccess for details
• Create a profile.

CHECK ECONOMIC IMPACT PAYMENT AMOUNTS


People who got less than the full amounts can check the amounts of their first and second
Economic Impact Payments to accurately calculate any 2020 Recovery Rebate Credit
they may be eligible for on their 2020 tax return.

• The first and second Economic Impact Payment amounts can be found on the
“Tax Records” tab.
• Amounts will show as “Economic Impact Payment” for the first payment and
“Additional Economic Impact Payment” for the second payment.
• For married filing joint individuals, each spouse will need to sign into their
own account to view their portion of the payments.
For more information regarding the credit, see the 2020 Recovery Rebate Credit page at [Link]/rrc.

ADDITIONALLY, TAXPAYERS CAN VIEW:


• The amount they owe, updated for the current calendar day
• Their balance details by year
• Their payment history and any scheduled or pending payments
• Key information from their most recent tax return
• Details about their payment plan, if they have one
• Digital copies of select notices or letters from the IRS (under the Message Center tab)

PEOPLE CAN ALSO:


• Make a payment online
• See payment plan options and request a plan via Online Payment Agreement
• Access their tax records via Get Transcript

Publication 5507 (Rev. 8-2021) Catalog Number 75558R Department of the Treasury Internal Revenue Service [Link]

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