New IRS Resource in 2025: “Information Return Documents” Now Available in Online Accounts

mariadrg2021
Sep 30
2 min read

What is this and why does it matter?

Starting in 2025, the IRS launched an enhancement in its Individual Online Account platform that allows taxpayers to view and download certain information return documents directly from their digital profile. This feature, called “Information Return Documents,” marks an important step toward digitization and transparency in tax administration. (IRS)

With this functionality, users can access documents that were previously only available by mail or by requesting physical copies. Now, these key documents are accessible under the “Records and Status” tab within their IRS account. (IRS)

What types of documents are available (or will be)?

At launch, the first documents added include:

Form W-2, Wage and Tax Statement — your wage and withholding report. (IRS)
Form 1095-A, Health Insurance Marketplace Statement — if you purchased coverage through the Health Marketplace. (IRS)

The IRS has also announced that more information returns will become available on this platform over the coming months. (IRS)

For example, in addition to W-2 and 1095-A, taxpayers can now view:

Form 1099-NEC
Form 1099-INT
Form 1099-DIV
Form 1099-MISC
Form 1099-R
Other income and payment documents reported to the IRS (IRS)

Note: Only documents issued under the taxpayer’s name will appear in their account. In the case of joint returns, the spouse must log in to their own account to view their documents. (IRS)

How to view them in your IRS account

Sign in (or create) your IRS Individual Online Account. (IRS)
Go to the “Records and Status” tab.
Locate the Information Return Documents section.
Select the desired tax year (currently 2023 and 2024 are available). (IRS)
View or download your forms as PDFs for your records or for use in your tax return.

What is not included?

State or local tax information (such as state tax documents) will not appear in this section. (IRS)
If you did not receive a document (or it is incorrect), you must still contact the issuer (employer, payer, or agency) to request a copy or correction. (IRS)
Not all information returns will be available immediately — the IRS will add more over time.

How does this benefit taxpayers?

Less lost paperwork: you won’t have to depend solely on mailed paper copies.
Faster access to your documents when preparing your return.
Better control and verification: confirm whether the income reported by employers or other entities matches your records.
Greater convenience and transparency with the IRS by having everything centralized digitally.

If you need help accessing your IRS account, interpreting the forms, or ensuring that all information matches correctly for your tax filing, MDR Tax Filing is here to assist you.

Call us now:

813-522-9745 | 813-403-1724