How the IRS Is Modernizing Access to Forms W-2 and 1095-A: Simplify Your Tax Season

Filing taxes just got simpler. The Internal Revenue Service (IRS) now lets you view certain information returns—starting with Forms W-2 and 1095-A—directly through your IRS Individual Online Account for tax years 2023 and 2024. This streamlined system provides a secure, convenient, and faster way to keep track of vital tax details in one digital place.

What’s New for Taxpayers

Access to Forms W-2 and 1095-A Online
Taxpayers can find these forms under the “Records and Status” tab once they’ve logged in.
Future Expansion
The IRS plans to add more information returns soon, further enhancing convenience and reducing paperwork.
Individual Access Only
Each taxpayer will only see documents filed in their own name. Spouses must sign into separate accounts to retrieve their individual forms.
State and Local Details Excluded
Any state or local tax information shown on a physical Form W-2 will not appear in the online account. Keep original mailed copies for complete records.

How to Create or Access an Online Account

Visit the IRS Website
Go to Online Account for Individuals on IRS.gov.
Verify Your Identity
Follow the secure authentication steps to create your account.
Stay Organized
Access everything from wage and income transcripts to tax payment records in one place.

Additional Online Account Features

View adjusted gross income from your latest return.
Request an identity protection PIN and view it year-round.
Check refund status and make or modify payments.
Sign forms like powers of attorney or tax information authorizations electronically.
Access, schedule, or change payment plans.
Update language preferences and alternative media options.
Receive and view over 200 electronic IRS notices.

Key Filing Reminders

File on Time
Missing or incorrect documents? Request updated copies from your employer or the issuing agency. Most filers must submit by April 15.
Keep Original Documents
You may need physical records for state and local tax data.
Stay Updated
Check IRS.gov for any changes in deadlines or other critical updates.

FAQs

1. Do I still need my paper Forms W-2 and 1095-A if I see them online?
Yes. Keep original documents for your records, especially since state and local information is not included in the online portal.

2. Can my spouse view my Forms W-2 and 1095-A?
No. Each individual taxpayer can only see documents filed under their own Social Security number. Your spouse must log into their separate account.

3. When will the IRS add more information return forms?
The IRS plans to roll out additional forms in the coming months, though specific release dates have not yet been provided.

4. What if my online documents are missing or incorrect?
Contact the employer or agency that issued the document to request a corrected copy. You can also check your wage and income transcripts in your online account for discrepancies.