IRS Account Detail

Which tabs of my IRS Account do I need to screenshot or print as Tax Support?

If you are married and are filing jointly, all parties must access their separate IRS Accounts and print the following information.

After logging into your IRS Account , please screenshot and save (or print to PDF) the following tabs of information as needed:

• Account Home Tab: Account Status (shows the total amount owed to the IRS as of today's date)

• Account Balance Tab: Details by Year (summary of the Account Status Balance)

• Payment Activity Tab: Scheduled Payments, Pending Payments, Processed Payments (expand all three sections before saving/printing)

• Tax Records Tab: 

  • You can get your Transcript by clicking GET TRANSCRIPT

    • Select a reason you need a transcript: FEDERAL TAX

    • Customer File Number: LEAVE BLANK

      • Download a copy of each of the 4 reports for the year in question:

        • Return Transcript

        • Record of Account Transcript

        • Account Transcript

        • Wage & Income Transcript 

• Notices and Letters: IRS Notices (save any for the tax year in question)

Also, you will need to access the Child Tax Credit Update Portal if you have children.

• CTC Portal Home: Payments (expand for details)