The IRS continues to enhance its digital services with features available to individuals regarding their accounts, payments due, and correspondence through an IRS individual online account.
What is an IRS individual online account?
Similar to an IRS business or tax professional online account, an IRS individual online account is a secure IRS portal that allows taxpayers to view personal tax information, access records, make payments, and many other capabilities:
- Check the status of refunds or amended returns
- Make same-day payments or schedule payments safely and quickly with instant confirmation
- Access tax records including account details and proof of filing
- Gain access to income forms such as W-2 and 1099
- View and download copies of digital notices from the IRS
- Retrieve Identity Protection PIN annually
- Authorize power of attorney status for the taxpayer’s attorney, CPA, Enrolled Agent, or other authorized representative to access and discuss tax matters with the IRS on the individual’s behalf
- Set up payment plans
Why should a taxpayer create an IRS individual online account?
Creating an IRS individual account is optional, but it can help taxpayers and their advisors manage tax documentation, payments, and IRS correspondence more efficiently. Taxpayers gain many benefits from having an account:
- Provides immediate access to personal tax records
- Provides an easy way to make tax payments
- Reduces the need to call the IRS or wait months for mailed letters to be processed
- Enables payment history to be provided to tax preparers to confirm all estimated payments
- Permits authorized tax preparer access to view records or assist with resolving IRS issues
Who will benefit from an IRS individual online account?
Not only will taxpayers benefit from the conveniences offered in the IRS individual account, but also people who work with tax preparers, attorneys, bankers, financial planners, and other professionals involved in tax preparation, estate planning, or processing loans, would realize the benefits of an online account
How does a taxpayer create an IRS individual online account?
PYA’s Tax experts recommend that anyone who files a personal tax return set up an IRS individual account to take advantage of the agency’s online support. The account requires login through the ID.me program. Taxpayers can visit the IRS website to get started.
PYA assists taxpayers with all aspects of their financial decision-making, tax returns, and proactive tax planning. As your partner, PYA’s Tax experts can help you navigate the IRS individual account and ensure documentation, filings, and payments are in order.
