Home / Tax Corner- A Step-by-Step Guide to ID.me and IRS Services

Tax Corner- A Step-by-Step Guide to ID.me and IRS Services

January 28, 2025 | Weekly Commentary

With tax season upon us, managing your taxes can be a lot easier if you utilize ID.me! Whether you’re setting up your account for the first time or exploring its many benefits, here are a few tips on how to get started.

Step 1: Creating Your ID.me Account

  1. Visit ID.me
    Open your browser and go to the ID.me website.
  2. Create an Account
    Click “Create an ID.me Account.” Enter your email address and create a secure password. Be sure to save this information in a safe place.
  3. Verify Your Identity
    Follow the prompts to verify your identity. You’ll need your email, phone number, and a government-issued ID like a driver’s license or passport. Don’t worry—the website provides clear, step-by-step guidance.

Need extra help? Check out this YouTube tutorial for a visual walkthrough.

Step 2: Unlocking IRS Services
Once your ID.me account is set up, you can securely access a variety of IRS services, including:

  • View Tax Notices and Letters
    Stay informed by managing IRS notices directly from your account.
  • Check Your Refund Status
    Skip the wait—check the status of your federal tax refund instantly.
  • Make Payments
    Pay your taxes securely online using the IRS payment portal.
  • Retrieve Your IP PIN
    Access your Identity Protection PIN to prevent fraudulent filings.
  • View and Download Tax Transcripts
    Get summaries of your tax returns for financial aid, loans, and more.
  • Monitor Your Account Balance
    Check your tax balance, payment history, and pending payments with ease.

To access these services, visit the IRS website, select your desired service, and log in using your ID.me credentials. In just a few minutes, you can set up a secure account and streamline your tax management.