Individual Online Account Expansion

[Lee B]

Copied from IR 2014 - 196

"The IRS continues to expand the functionality of its online platforms, including several new features in Individual Online Account that give taxpayers the ability to: 

Retrieve all their tax related information from one source, including Wage & Income, Account, Record of Account, and Return transcripts;

Request an update to their Identity Protection (IP) PIN using their smartphones or tablets;

View information about the status of their audit at their convenience, instead of having to call the IRS to obtain audit information;

Use a Lien Payoff Calculator to access lien information, calculate their lien payoff amount and generate a letter for download/print;

Complete the Pending Installment Agreement process within Online Account without having to be re-routed to a separate application and

View a comprehensive overview of their account information, including the status of their tax refund as it’s being processed. "

It will be great if all these features work

[Lee B]

I really have mixed feelings about whether or not I should encourage my clients to set up their own online accounts.

We may end up with phone calls from clients while they are logged into their online account who do not understand what they are doing.

 

[BrewOne]

under 75, online.

75 or older, 8821

[Lee B]

52 minutes ago, BrewOne said:

under 75, online.

75 or older, 8821

I have clients under 75 that I would never suggest that they set up their own online account.

 

[BrewOne]

ID.me looks to be the method for accessing Federal accounts online (IRS, Social Security, VA) and I think everyone with a smart phone and access to a computer should go through the process.  I have helped clients who couldn't manage to navigate the process.

[Lee B]

I use Login.gov to access the SSA and EFTPS. I am concerned about how ID.me handles personal privacy so I haven't used it so far.

[Abby Normal]

6 minutes ago, Lee B said:

I use Login.gov to access the SSA and EFTPS. I am concerned about how ID.me handles personal privacy so I haven't used it so far.

I have both. I'm always concerned about how these 3rd party business handle personal privacy.

[Abby Normal]

17 hours ago, Lee B said:

I really have mixed feelings about whether or not I should encourage my clients to set up their own online accounts.

We may end up with phone calls from clients while they are logged into their online account who do not understand what they are doing.

 

Set up their access in your office with them and have them come in to access their account with you. #handholding.

But most people will be fine with it and I encouraged all of my clients to get online access. I hear it's the future!

[Lee B]

8 hours ago, Abby Normal said:

Set up their access in your office with them and have them come in to access their account with you. #handholding.

But most people will be fine with it and I encouraged all of my clients to get online access. I hear it's the future!

If I do that, I would increase my fees to cover that time.