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Early Access to W2s and 1099s Inside Your Online IRS Account

The online IRS accounts now have a NEW Section available: Information Return Documents

The following are some types of Information Return Documents:

  • W2

  • 1099-NEC

  • 1099-R

  • 1099-B

  • 1099-G

  • 1099-INT

  • 1099-K

  • W2-G

  • 1099-C

  • 1099-MISC

Here's what Google says about different types of Information Return Forms...

The IRS just started offering this service, and they've got a few disclaimers about what you may or may not find in your online IRS account:

  • They update this section weekly.

  • You may get the form from the company before or after it shows up in this section.

  • The forms are not provided by the IRS. They are only displaying the information they receive from the companies or government departments who issued the forms.

  • They remind you that you are still responsible for reporting all your income even if the tax form does not show up in this section.

  • This is still in the early stages, so it's possible there may be technical issues. I had a client whose 2024 - 1099-NEC from Instacart showed up in this section BUT it didn't have any amounts in the boxes like the income. Perhaps it will show up later because they also posted a Partial Outage on the website inside the online IRS account.

As always, I hope this was helpful, and I TRULY APPRECIATE YOU! šŸ˜

Stay tuned for more…

To your success!

- Loma

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Loma

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