The IRS is simplifying the tax filing process for taxpayers by integrating information return documents into their IRS Individual Online Account.
This will centralize tax records in a single digital location. The first information returns to be added are Form W-2, Wage and Tax Statement, and Form 1095-A, Health Insurance Marketplace Statement. These forms will be accessible for tax years 2023 and 2024 under the Records and Status tab in the taxpayer’s Online Account.
Only information return documents issued in the taxpayer’s name will be available in their Online Account. Their spouse must log into their own Online Account to retrieve their information return documents. This is true whether they file a joint or separate return. Importantly, state and local tax information, including state and local tax information on Form W-2, will not be available on the Individual Online Account. Filers should continue to keep the records mailed to them by the original reporter.
