DIY Access to Your Tax Information

With tax-filing season coming up soon, you might have started to get your 2021 tax information together. Or you could have been looking for last year’s tax return to update your Advance Child Tax Credit information on the IRS portal. You might have been looking for older tax return copies to submit with a mortgage application. Regardless of your tax information need, you can’t always find what you need when you need it.

The IRS has you covered with new DIY tools to access your tax information. Their old online sign-in process to verify your identity and access your information is clunky and difficult to navigate. The new process recently launched by the IRS allows more people to securely access and use online tax information tools. Plus, it’s mobile-friendly.

Using the new verification process allow you to access several IRS online services including:

Access to more DIY tax services is scheduled to transition from the existing process to the new identity verification process in 2022. The new process is designed to be even more secure than the old one to make sure that tax information is only provided to the authorized taxpayer.

The new process uses a secure verification service called Taxpayers create an account and use it to upload identity documents. The new process also has increased the amount of help desk assistance for taxpayers who run into a snag when verifying her or his identity online. Most people shouldn’t have a problem, though. 

You only need two things to verify your identity with

  • A photo of your driver’s license, state-issued identification, or passport.
  • A selfie using a smartphone or a computer with a webcam.

Once you verify your identity, you can securely access IRS online services listed above. If you need help verifying your identity or experience another issue, you can visit the IRS Help Site.

This is all great news. Getting DIY access to your tax information is a huge step forward to preparing for tax filing season, updating your Advance Child Tax Credit information, or applying for a mortgage. Create and access Your Online Account at Quick, easy, and mobile-friendly. Can’t get better than that.