IRS Individual Online Accounts – Find your Tax Doc Here

The IRS continues to take steps towards transforming the taxpayer experience in several ways. All taxpayers are encouraged to create an IRS Individual Online Account. While this is not a new tool, users are able to access their tax account information securely online and to help protect against identity theft and fraud.美国国税局个人网上账户:在这里查找您的税务文件. 我们鼓励所有纳税人创建 IRS 个人在线账户。虽然这不是一项新工具,但用户可以安全地在线访问其税务账户信息,从而有助于防范身份盗窃和欺诈。您还可以直接从 IRS 获取税务申报文件。

Anyone who can verify their identity may create an account. Once established, it’s important that the taxpayer be the only one to log into their account. Log in information should never be shared with others.

Benefits of an Individual Online Account:

  • View key tax return information, such as their adjusted gross income
  • Request an identity protection PIN and access it throughout the year
  • Check the status of their refund
  • Confirm the status of their amended return
  • Get account transcripts, including wage and income records
  • Approve power of attorney and tax information authorization requests
  • Edit language preferences and request alternative media
  • Receive and view over 200 IRS digital notices
  • Make and cancel payments
  • Set up or modify payment plans and check their balance

Types of tax documents available for viewing and downloading:

  • Form W-2, Wage and Tax Statement
  • Form 1095-A, Health Insurance Marketplace Statement
  • Form 1099-NEC, Nonemployee Compensation
  • Form 1099-DIV, Dividends and Distributions
  • Form 1099-INT, Interest Income
  • Form 1099-MISC, Miscellaneous Information

Cindy Yu, CPA/CFP

Managing Partner

New Jersey Office: 200 Centennial Avenue, Suite 106, Piscataway, NJ 08854

Florida Office: 13475 Atlantic Blvd. Unit 8 #3019, Jacksonville, FL, 32225

Phone: (732) 896-0272 Wechat: cpa_xinyi Email: cpa@cindiellc.com

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