Get Ready for Tax Season: Set up your IRS online account

It’s only August, so you’re probably not thinking about next tax season yet – but I am! Get ahead of the game by setting up your IRS online account now so you don’t have to worry about it, come tax season.

What you need on-hand to create your account:

  • Email address
  • SSN or ITIN
  • Tax filing status and mailing address
  • One financial account number linked to your name
  • Mobile phone linked to your name OR access to mail

What you can view with your IRS online account:

  • Payoff amount, which is updated for the current day.
  • Balance for each tax year for which you owe taxes.
  • Your payment history.
  • Key information from the your most current tax return as originally filed.
  • Payment plan details if they have one.
  • Digital copies of select IRS notices.
  • Economic Impact Payments if you received any.
  • Your address on file.

Contact me if you need help setting up your IRS online account!

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