The IRS went digital a long time ago, and yet, many taxpayers remain firmly stuck in the past. These days, however, the unwillingness (or inability) to access online information can be a real liability, as it may prevent you from taking necessary actions with the IRS.
The solution? Setting up an online account. This gives you the freedom to view notices whenever and wherever you desire. While many IRS processes can be cumbersome, this particular endeavor is not as difficult as you might think.
Getting Started
To begin, visit the official IRS website and select the prompt to “View Your Account.” From there, you’ll have the option to create a new account.
Before you’re able to move forward, you’ll need to complete the Secure Access authentication. This involves the use of a technological provider known as ID.me. You may already have an account through a federal agency or even the state government. If not, be prepared to create an ID.me account.
When starting your ID.me account, you’ll need to enter your email address and a strong password. Next, confirm your email address and set up multi-factor authentication.
Finally, the most important part: verifying your identity. Two methods may be available: uploading your driver’s license or confirming details about your credit background.
Using Your IRS Account
Now that your online account is set up, you have the opportunity to review select IRS notices online or even make payments. From payment history to annual balances, all the information you need is accessible from the main page of your IRS account. Spend some time browsing this platform at your leisure — and be sure to return periodically so you remain up to date on your IRS situation.
If you’re struggling with setting up an IRS account or need assistance with other tax concerns, don’t hesitate to seek help from our experts at the Highland Tax Group. We believe that a proactive approach is best when dealing with the IRS, so we’re always happy to help.