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The SSA's new update on the IRS that'll make you feel more at ease: essential

The United States Social Security has a tool that makes things easier for Americans: take note

The United States Social Security Administration (SSA) has added a tool that deserves our full applause. This is the new integration with the IRS that makes tax management and the relationship between taxpayers and professionals easier.

Thanks to this, citizens and tax professionals can rely on clear solutions to handle their tax situation with greater confidence and relief.

The help SSA offers taxpayers: Tax Pro makes our lives easier

Through the online "my Social Security" account, users can now quickly access their 1099 or 1042S forms. These are required to report income, directly for their annual filing with the IRS Internal Revenue Service.

Senior couple smiling in front of a United States flag
This feature is very useful for filing your taxes | Robert Kneschke, Tiero

In addition, it is possible to request that the SSA withhold federal taxes on benefits, choosing fixed percentages to make payments easier and avoid surprises in April. All of this is solved with just a few clicks from the online account, which not only saves time but also reduces errors and anxiety.

Tax Pro is an IRS tool dedicated to tax professionals, such as accountants, enrolled agents, and others. It allows them to request powers of attorney and authorizations (Power of Attorney and Tax Information Authorization) in real time, without physical forms Internal Revenue Service.

Professionals can view the status of their requests, add clients, create payment plans, and manage authorizations from a single platform. For the taxpayer, this means fewer procedures, less waiting, and a smoother relationship with their tax advisor.

This is how you should use this IRS tool

First, the taxpayer creates an account in "my Social Security" and makes sure they've downloaded their SSA‑1099. Then, they agree with the professional that the latter will use Tax Pro to request the authorization. The professional requests the power through the IRS Tax Pro account.

A man in a suit displays Social Security cards while an elderly couple watches in the background in a modern kitchen.
Thanks to Tax Pro, you will no longer have any doubts | Getty Images Signature, Getty Images de Zinkevych

The taxpayer approves the request from their IRS account. The system processes the authorization immediately. This way, secure, transparent, and fast management of both data and permissions is guaranteed.

Why shouldn't we overlook it?

Because it combines the best of both entities: the SSA speeds up access to essential tax documents, while the IRS and its Tax Pro tool optimize the professional part of the process. This way, taxpayers enjoy more control, and professionals, more efficiency.

The coordination between Social Security and the IRS represents a substantial change in how we manage documents, authorize third parties, and plan tax payments. All of this provides much-needed relief, reduces the stress involved in facing tax season, and, overall, deserves strong applause for its positive impact.

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