Frequently Asked Questions About Online Account

 

Explore the section below that best describes your help need.

General

Through the Profile Page within your online account, you can update your email address and opt-out/in for paper notice preferences. To change/update your mailing address, you can submit Form 8822 PDF by mail or get more information on address changes.

IRS Customer Service Representatives can't access your Online Account. They also don't have the same view as what is shown in Online Account.

Currently not but we’ll provide updates if there are any plans to develop this in the future.

IRS plans to develop an online account for business taxpayers in the future, enabling businesses to easily and securely manage their federal tax obligations.

Currently taxpayers have to get through Secure Access to get to Online Account, and Secure Access is not available for taxpayers who have international addresses. The Taxpayer First Act Report to Congress includes a commitment to better serve international taxpayers and will be built out in the future.

Account Access

Other ways to find your account information

No. Only the taxpayer should log into their account. Credentials should never be shared with others.

You may get a message saying the service in unavailable because of a system failure with our application or an error in retrieving your data. You may still see other options available even if you encounter this situation, such as the Get Transcript button or the Payment Activity tab. The Payment Activity tab currently links to sites, like Direct Pay, Pay by Card and Online Payment Agreement (OPA) which aren't affected by our unavailability.

Account Balances

We send you a statement when each tax period is paid. We also send an annual statement of installment agreement activity. You can review your account for any current balance and payment history.

Online Account shows details for any federal tax liability associated with your individual account, such as:

  • Income tax owed on your Form 1040
  • Additional tax owed on your Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
  • Shared Responsibility Payment (for tax years 2014 to 2018), which applies if an applicable individual in a tax household lacked minimum essential coverage for any month
  • Trust Fund Recovery Penalty

Payment Options/Activity

You can see your payment plan details on the home page of your account and also on the payment options page. Information displayed includes the type of plan you have, due date(s) and payment amount(s).

It depends. The information we provide is based on the data we have at the time you log into your Online Account. If the amount shown is zero, then this is correct as of the time you logged in but it can change later if the data changes, such as if there's an adjustment made to your account or your tax return has not yet posted showing the amount owed on that return.

Not at this time but will be available in the future. If you want to make a quarterly estimated payment you can use Direct Pay.

If you make a payment using Direct Pay you can opt to receive an email confirmation. You can also log in to your Online Account and select the Payment Activity tab to view your pending payment(s).

You may be able to:

  • Change your monthly payment amount
  • Change your monthly payment due date
  • Convert a short-term plan to monthly payments
  • Convert an existing agreement to a Direct Debit agreement
  • Change the bank routing and account number on a Direct Debit agreement
  • Reinstate after default

Currently, you can make these changes using the Online Payment Agreement tool.

Payments can be made through an ACH debit from your checking or savings account using Direct Pay or an ACH credit using your credit card. You can choose either of these methods when you log into your Online Account and select the Payment Options tab. From that page you can select the 'Go to IRS Direct Pay' button or 'Go to Card Options' button.

When your payment shows in your Payment Activity depends on how you made it. If you made an electronic payment, it may take five to seven business days for it to show. Allow one to three weeks (three weeks for non-electronic payments) for a recent payment to be credited to your account.

Individuals can view the current amount owed and payment history by viewing your Online Account.

Tax Records

Yes, Online Account shows the amounts of your Economic Impact Payments along with help tips and a link to the EIP page on IRS.gov. For more information about these payments, see Economic Impact Payments.

No, fees will not be assessed when you download/print your transcripts.

Notices and Letters

No, at this time only a select number of notices are available to view or download in your online account.

Yes, taxpayers will still receive paper notices in the mail. However, we are working towards providing you the choice to only receive notices electronically.