How to create an ID.me account?
The IRS offers e-Services which is a suite of web-based tools including Bulk TIN Matching.
You apply for an e-Services account as an individual with a SSN, birthdate,
address, phone number and last 8 digits of a Visa, Mastercard, or Discover credit card.
The steps to applying for an e-Services account, with screenshots, is below.
Go to this page:
https://www.irs.gov/e-services
Scroll down and click on TIN Matching. Click on Access TIN Matching Application.
Your taken to a screen that looks like the following:
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Click on Create Account which is to the left.
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Click Continue.
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Click Yes.
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Click Yes. I have only used the last 8 digits of a credit card to verify my identity.
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Click Continue.
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Type in you name exactly as it appeared on your most recent tax returns. If you recently married or divorced and have a new
last name, make sure you use the name that appears on your last 1040 forms. Click Send Code and you will
receive a code by email.
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Type in the code you received by email and click Continue.
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Type in your personal information including date of birth and SSN. You can only proceed if your information
matches IRS records. Click Continue.
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Select and type in the last 8 digits of a credit card. Click Continue.
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Provide a mobile phone number. Click Continue. We have never had success on this screen. We always
get the warning
We could not verify the phone number you entered. Please try a different phone number.
If you receive the same warning we received, click Receive an activation code by postal mail (5-10 business days).
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Click Continue.
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Create a Username and Password. Type in your email address. Choose a site phrase and site image. Click Continue.
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Your done for now! You setup a user profile and the IRS will mail you a letter with an activation code in 5-10
days. Wait for the activation code. Then log back into the IRS site to provide the code.