IRS Online Account Helper

What you can do in your IRS Individual Account

According to IRS.gov, you can:

• View your balance owed, by tax year
• Make a same-day payment or schedule payments up to 365 days ahead, and see up to 5 years of payment history (including estimated tax payments)
• View, apply for or change a payment plan
• View key information from your tax return, such as adjusted gross income, and get transcripts
• Check the status of your refund or amended return
• Read digital IRS notices, and go paperless for certain notices
• See your audit status (only for certain audits by mail)
• View information returns such as Forms W-2 and certain 1099s
• Get an Identity Protection PIN (IP PIN)
• Approve and e-sign a power of attorney or tax information authorization from your tax professional
• Complete, sign and submit select IRS forms

You can also make a guest payment without signing in. IRS.gov ↗

How to create an account

The IRS currently uses ID.me to verify your identity. You set up an ID.me account once, verify once, and then use the same sign-in for most IRS services, including the Individual, Business and Tax Pro accounts. You must be 18 or older.

Steps

1. Go to the IRS account you need (the button above opens the Individual Account).
2. Choose “Sign in or create account.”
3. Follow the steps to create your ID.me account.
4. Verify your identity with ID.me. You choose how:

Have an ITIN, or live outside the U.S. with an SSN? The IRS page on creating an account has specific help for both. IRS.gov ↗

If you can’t verify online

Try the video chat agent

If the selfie step fails, the video call option lets you use other identity documents. ID.me’s help center can help with errors.

Get information without signing in

On the IRS sign-in page, the link at the top, “get your information without signing in,” shows other ways to get what you need.

Transcripts by mail

Request a tax return or account transcript by mail online or by calling 800-908-9946. It arrives in 5 to 10 calendar days at the address the IRS has on file. IRS.gov ↗

Pay without an account

You can make a guest payment from your bank account or pay by debit or credit card without signing in.

IP PIN without an account

If you can’t open an online account, you may be able to apply for an IP PIN with Form 15227 (income limits apply) or verify in person at an IRS Taxpayer Assistance Center by appointment. IRS.gov ↗

Have a tax professional help

With your written authorization (Form 2848 power of attorney), Joshua Santana, EA can contact the IRS for you and get your account information. IRS representation →

Business Tax Account

Businesses have a separate IRS Business Tax Account. You use the same sign-in as your Individual Account. According to IRS.gov it’s available for:

• Sole proprietors with an SSN or ITIN and an EIN who file Schedule C or Schedule F (not yet for single-member LLCs that file Schedule C or F)
• Partnerships (Form 1065)
• S corporations (Form 1120-S)
• C corporations (Form 1120)

Depending on your role, you can see the balance owed by year, make and view payments, get transcripts and an EIN verification letter, and read IRS notices.

Business Tax Account on IRS.gov

Questions