Make sure your account is verified
If your account is not verified you will see a Tip (lightbulb icon) pop up to help you verify your account. To verify please fill in the “Standard Authentication”
Click to view your tax information
After verifying your account, or if your account is already verified, you will see a Tip to view your tax information. Click the Tip to view your tax information. It will include your Adjusted Gross Income (AGI), Return Amount (or balance due), and address. It will display 2019 Tax Year information if you have filed or 2018 Tax Year information if you have not yet filed this year.
Having trouble with your account? Not sure how to upload your documents or book an appointment?