- Get Ready
- You need:
- A computer or smartphone with internet access.
- An email address you check regularly.
- Your phone (for a phone number).
- A government-issued ID (like a driver’s license or passport).
- A safe place to write down your password. (I recommend a Password Manager)
- Go to the IRS Website or ID.me
- On your computer or phone:
- Open your internet browser (like Chrome, Safari, or Edge).
- Go to this link (or copy and paste into your browser): https://www.irs.gov/payments/online-account-for-individuals
- Start Creating Your Account
- On the IRS website:
- Click on “Sign in or create account”.
- On the next page:
- Fill in your email address:
- Type your email carefully (check for typos).
- Create a password:
- Make a strong password (use letters, numbers, and symbols).
- Write down your password in a safe place. (I recommend a Password Manager)
- Click “Create account” or “Sign up”.
- Check Your Email
- Open your email inbox.
- Look for an email from me.
- Click the link in the email or enter the code they send you to confirm your email.
- Set Up Your Profile
- Go back to the IRS ID.me sign-in page: https://www.irs.gov/payments/online-account-for-individuals
- Sign in with your email and password.
- Enter your name, date of birth, and address.
- Set up security questions (if asked).
- Verify Your Identity
- Have your government ID ready (driver’s license or passport).
- Follow the instructions to upload a picture of your ID.
- Take a selfie with your phone or webcam or choose to do a video call with an me agent if you need help.
- Follow all the steps until the website says your identity is verified.
- Link Your Account to the IRS (if needed)
- After your identity is verified, you may be asked to link your me account to the IRS.
- Follow the prompts and enter any extra info (like your Social Security number) if asked.
- Click “Link Account” or “Continue” when done.
- You’re Done!
- Now you can sign in to IRS services using your me account.
- You can check your refund, make payments, get tax transcripts, and more.
Need Help?
- If you’re a Calculated Wealth client, please reach out and I’ll happily walk you through it.
Remember:
Never share your password with anyone. Keep your ID safe and only use trusted websites. If you have trouble, you can always call the IRS or ID.me for help.
Continue reading more of our insights by visiting our resources page. If you’re ready to see how we can partner with you on your wealth plan, please contact us today for a complimentary introductory call.