The IRS said Feb. 27 that it’s adding two information return documents to its IRS Individual Online Account tool, which the agency said will consolidate important tax records into one digital location.
The first information returns to be added are Form W-2, Wage and Tax Statement, and Form 1095-A, Health Insurance Marketplace Statement. These forms will be available for tax years 2023 and 2024 under the “Records and Status” tab in the taxpayer’s Online Account.
“Adding these forms to the IRS Individual Online Account demonstrates the IRS’s ongoing efforts to modernize and enhance taxpayers’ ability to quickly and securely access their tax planning information. In the coming months, the IRS plans to add more information return documents to Individual Online Account,” the agency said last Thursday.
Information return documents are filed and required to be reported to payees and the IRS by employers, financial institutions, government agencies, and other payers.
Only information return documents issued in the taxpayer’s name will be available in their Online Account. The person’s spouse must log into their own Online Account to retrieve their information return documents. This is true whether they file a joint or separate return, the IRS said. However, state and local tax information, including state and local tax information on the Form W-2, won’t be available on Individual Online Account, the IRS said, and filers should continue to keep the records mailed to them by the original reporter.
Individuals can create or access their Online Account on IRS.gov at Online Account for Individuals. In addition to finding their Forms W-2 and 1095-A, people can:
- View key details from their most recent tax return, such as adjusted gross income.
- Request an identity protection PIN and view it throughout the year.
- Check refund status.
- Get account transcripts, including wage and income records.
- Sign tax forms like powers of attorney or tax information authorizations.
- View and edit language preferences and alternative media.
- Receive and view more than 200 IRS electronic notices.
- View, make, and cancel payments.
- Set up or change payment plans and check their balance.
Even if taxpayers still have missing or incorrect documents, they should file their tax return on time, the IRS stated. If they don’t receive an information return document, or if it’s incorrect or lost, taxpayers should contact their employer, payer, or issuing agency and request a copy of the missing document or a corrected document. For more information, read Topic no. 154, Form W-2 and Form 1099-R (what to do if incorrect or not received) on IRS.gov.
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