IRS ID.Me Account

Signing in using your Facebook, Google, or etc. account will save you 10-20 minutes rather than creating a new account.

In this example we used Google to sign in.

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

After you receive the code enter into the website.

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

Ensure there are no shadows covering your ID and the photo is not blurry

The IRS will verify your identity card and face are the same with a live photo. Follow instructions on your screen. There may also be a live agent option to verify your identity.

This is the main 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.

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

You can make a payment or create a payment plan.

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

You can view prior payments

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

This shows basic information from your prior tax returns

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.

Click the year to view refund status

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