Today, Optima Tax Relief Lead Tax Attorney, Phil, is breaking down why every taxpayer should create an IRS online account, especially heading into tax season.
Why Create an IRS Online Account
An IRS online account gives you secure access to your tax information anytime, without needing to call or wait for the mail. Through your account, you can view your current tax balance, make or schedule payments, and keep track of any transactions with the IRS. It’s one of the easiest ways to stay on top of your tax situation.
Access Key Documents Instantly
When it’s time to file your taxes, your IRS account can make things a lot easier. You can download important forms like your W-2 and Form 1095-A directly from the portal – no need to wait on your employer or healthcare provider. Having access to these forms early can help you file faster and more accurately.
Get Your Refund Sooner
Another bonus? Managing your communication preferences through your IRS online account may help you get your refund sooner. You can opt for electronic notices and faster notifications, helping you stay informed and respond quickly if the IRS needs anything.
It’s Safe and Free
Setting up your online account is free, and the IRS uses secure technology to protect your information. Once you’re signed up, you’ll have real-time access to your records, including past returns, payment history, and any notices or letters the IRS has sent you.
Tune in next week as Phil dives into another trending tax topic: what happens when you resolve your tax issues.
If you need tax help, contact us today for a Free Consultation