Why Do I Need any Online IRS Account?

We are still a few months ahead of tax season, but it is always a good time to plan ahead to protect yourself and make your life easier for managing your taxes.  One way to do that is to set up an online IRS account.  Doing so will provide the following benefits:

-          You can set up and review payments made to the IRS.

-          You can access data from your tax records, such as your adjusted gross income.

-          You can track the status of refunds

But one of the most important benefits of setting up an online account is that it helps prevent fraud by establishing an online connection to the IRS (to help prevent others from setting up an online account or filing fraudulent tax returns in your name).  You can also get an Identity Protection PIN for an added layer of security.

You can set up your online IRS account through the IRS website using the ID.me interface.  It only takes a few minutes, but it can make your life easier and provide some peace of mind.

If you have other questions about managing your personal finances, don’t hesitate to reach out to us!

You can set up your online IRS account through the IRS website using the ID.me interface.  It only takes a few minutes, but it can make your life easier and provide some peace of mind.

If you have other questions about managing your personal finances, don’t hesitate to reach out to us!

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Should I Consider a Roth Conversion?