Since income taxes are currently top of mind, I thought I’d share a tip on where to find details of information provided to and from the IRS, which now has a new way to verify your identity.
- Make or view payments, and see how much you owe
- Confirm tax filings
- Download a transcript of your tax records
- Verify that your information matches what the IRS has on file using the wage and income transcript (to help reduce errors and chances of audits)
- Obtain proof of income for lenders using that same wage and income transcript (for example, when applying for a mortgage)
If you haven’t logged in to the IRS website recently (since Feb 2022), you’ll now be asked to create a login with ID.me. Learn more here: https://help.id.me/hc/en-us/
As always, we recommend that you work with a tax professional for help on more complex needs. Need a referral to a professional? Just ask!