How can I check my IRS balance? This is a common question among taxpayers who want to ensure they are up-to-date with their tax obligations and refunds. The Internal Revenue Service (IRS) offers several convenient methods for checking your balance, including online services, mobile apps, and phone assistance. In this article, we will explore the different ways you can access your IRS balance and provide you with the necessary steps to do so.
One of the most popular methods for checking your IRS balance is through the IRS’s official website, IRS.gov. To access your balance, you will need to create an account or sign in if you already have one. Here are the steps to check your balance online:
1. Visit the IRS website at IRS.gov.
2. Click on the “Sign In/Sign Up” button located at the top right corner of the page.
3. If you already have an account, enter your username and password to log in. If not, click on “Create an Account” and follow the instructions to set up your account.
4. Once logged in, navigate to the “Account Summary” section, which will display your current balance and other important information.
5. You can also access your balance by clicking on “Get My Balance” under the “Refunds” tab.
Another convenient way to check your IRS balance is through the IRS2Go mobile app, available for both iOS and Android devices. Here’s how to use the app to check your balance:
1. Download the IRS2Go app from the Apple App Store or Google Play Store.
2. Open the app and sign in using your IRS username and password.
3. Once logged in, tap on the “Refunds” tab to view your current balance and other relevant information.
For those who prefer speaking with a representative, the IRS offers a phone assistance option. To check your balance over the phone, follow these steps:
1. Call the IRS at 1-800-829-1040.
2. Follow the prompts to speak with a representative.
3. Provide the necessary information, such as your Social Security number and filing status, to verify your identity.
4. The representative will provide you with your current balance and any other pertinent information.
It’s important to note that the IRS has specific guidelines for checking your balance. You can only check your balance if you have a tax return on file for the current year or the previous year. Additionally, if you have a balance due, the IRS may charge a fee for providing this information over the phone.
By utilizing these methods, you can easily check your IRS balance and stay informed about your tax obligations and refunds. Whether you prefer the convenience of online services, mobile apps, or phone assistance, the IRS has made it easier than ever to access your tax information.