Important IRS Updates: Online Access, ID.me, and Refund Changes
The IRS continues to move toward a more digital-first system, and several important updates are already affecting how taxpayers access information, verify identity, and receive communications.
ID.ME IS NOW REQUIRED
The IRS requires taxpayers to verify their identity using ID.me to access IRS online services. This affects viewing IRS accounts, accessing notices, and completing certain tax-related actions.
Many IRS notices are now delivered digitally instead of by mail. Taxpayers who do not already have an ID.me account are encouraged to create one as soon as possible to avoid delays or access issues.
REFUND DELIVERY CHANGES
While paper refund checks are still currently available, the IRS has been steadily encouraging direct deposit as the primary refund method. Taxpayers should be prepared to provide valid direct deposit information when filing, as digital refunds are faster, more secure, and increasingly preferred.
To help avoid delays:
- Confirm your bank routing and account numbers
- Notify us of any banking changes
- Be prepared for continued reductions in paper-based processes
Action steps before filing
- Create/verify your IRS Online Account and ID.me now—don’t wait until April.
- Turn on multi-factor authentication (text/app) to reduce lockouts.
- Store your AGI and prior-year transcript in a secure folder for e-file identity checks.
If you get stuck
Take screenshots of any IRS/ID.me error screens and upload them. We can often resolve access issues or prepare alternative verification documents for filing.
Staying informed and prepared will help ensure a smoother filing experience as the IRS continues modernizing its systems.
Need help with this update?
Call (706) 677-2700 or send your documents securely.