Your tax records are already online. You just need to know where to look.
This cheat sheet walks you through setting up your IRS Online Account in four steps, then maps out exactly which document lives where: your W-2 and 1099 info, last year’s filed return, payment history, notices and letters, your prior-year AGI, and more. No more digging through email or calling the IRS and waiting on hold.
Also includes what to do if you can’t get signed in, plus a section on Tax Pro Account and e-Services for preparers and business owners who need client or business-level access.
What’s inside:
4-step signup walkthrough
A lookup table: what you need, and exactly where to find it in your account
What to do if you can’t verify your identity or the record isn’t online
Tax pro and business owner access (Tax Pro Account, TDS, Forms 2848/8821, Business Tax Account)
A quick safety checklist for using IRS.gov
Format: PDF, 3 pages
Your tax records are already online. You just need to know where to look.
This cheat sheet walks you through setting up your IRS Online Account in four steps, then maps out exactly which document lives where: your W-2 and 1099 info, last year’s filed return, payment history, notices and letters, your prior-year AGI, and more. No more digging through email or calling the IRS and waiting on hold.
Also includes what to do if you can’t get signed in, plus a section on Tax Pro Account and e-Services for preparers and business owners who need client or business-level access.
What’s inside:
4-step signup walkthrough
A lookup table: what you need, and exactly where to find it in your account
What to do if you can’t verify your identity or the record isn’t online
Tax pro and business owner access (Tax Pro Account, TDS, Forms 2848/8821, Business Tax Account)
A quick safety checklist for using IRS.gov
Format: PDF, 3 pages