IRS ID.Me Account

How to Create an IRS ID.ME account

1. 1. Go to Internal Revenue Service | An official website of the United States government

2. 2. Click on Create Account

   

3. 3. Click on Sign in or Create Account Under Individual

   

4. 4. Click on Create an Account

   

5. 5. Enter Account Information

   

6. 6. Enter the Verification Code at the Bottom of the email sent to the email you entered

   

7. 7. Choose an option to verify your account

   We prefer securing your account by receiving a code via text message or phone call.

   

8. 8. Enter phone number and option to receive the code

   

9. 9. Type in the Code Sent to Your Phone

   

10. 10. Choose your Verification Method

    Have your license or passport or photos of them to submit to the IRS

    Pick either option for verification

    

11. 11. Ensure the Phone Number is Correct

    This is where they will send a link for you to upload your ID or Passport

    

12. 12. (On Smartphone) Open the Link Sent to you via Text Message

    • Follow the instructions and upload the photos of either your ID or Passport (Whichever you chose in the past steps)

    • Enter your personal info as instructed

    • Allow a few minutes for your info to be processed

    • Take the video selfie as instructed and allow time for processing

    • After this you are done on the smartphone now go back to the computer tab

13. 13. Enter your SSN in the space provided

    

14. 14. Verify all information is correct and check the box at the bottom

    

15. 15. You have completed creating your account

    Click allow to finalize the creation of your account

    

IRS Homepage

IRS Account

1. 16. IRS Homepage

   This is the main homepage

   

Account Balance

1. 17. Account Balance Homepage

   This tab shows if there is a tax balance for each year. It also has a link where you can make payment.

   *The IRS does not update this immediately after your return is filed.

   

Payments

1. 18. Payment Option

   If you click the "Payment Option" down arrow you can choose "Payment Option"

   You can make a payment or create a payment plan.

   

2. 19. After you click "Make a Payment" button

   This tab shows you payment types, scheduled payments, pending payments, and any payments that have been processed.

   

3. 20. Click on Create A Payment Plan

   

4. 21. Click on Payment Activity

   You can view prior payments

   

Records and Status

1. 22. Click on Information Return Documents

   The IRS has tax documents that are shown on the wage and income transcript.

   
   Warning:

   • It does not have state withholding

   • You need to reach out to the business for the original documents.

   • If you are married: Your spouse must sign into their own account to view information returns issued in their name

   

2. 23. Click on Tax Records

   This shows basic information from your prior tax returns

   

3. 24. Click on '"View Transcripts"

   There are 4 types of transcripts shown below. Most often we will ask for the Wage & Income Transcript.

   For each transcript click the year needed and download the file. Then upload the file to Dropbox and email us, info@linkacpa.com once you have done so.

   

4. 25. Click on Audit Status

   

5. 26. Click on Refund Status

   Click the year to view refund status

   

6. 27. Click on Amended Return Status

   

Notices and Letters

1. 28. Notices and Letters Tab

   This tab will show any IRS notices that may have been mailed to you.

   

IRS PIN

IRS Account

1. 29. Click on Profile…

   

2. 30. Click on Enroll in IP PIN