How to Use the IRS2Go Mobile App: A Step‑by‑Step Guide

Managing your tax filings and payments on the go has never been easier thanks to the IRS2Go mobile app. Whether you’re anxious to see when your refund will arrive or need to make an electronic payment quickly, IRS2Go delivers secure, 24/7 access right from your smartphone. Below, you’ll find an overview of the app’s benefits, followed by a clear, numbered guide to checking your refund status and making payments.

Why IRS2Go?

The official IRS2Go app offers:

• Convenience: Access IRS services anytime, anywhere.

• Security: Built‑in encryption ensures your personal data stays safe.

• Transparency: Real‑time updates on refunds and payment history.

• Cost‑Effectiveness: The app is free to download and use.

Step 1: Download and Install IRS2Go

1. Open your device’s app store:

   • iOS: App Store

   • Android: Google Play

2. Search for “IRS2Go”:

   • Look for the app by Internal Revenue Service.

3. Install:

   • Tap Get or Install, then Open when the download completes.

   
   

Step 2: Check Your Refund Status

Before you begin, have these three pieces of information ready:

• Your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)

• Your exact filing status (e.g., Single, Married Filing Joint)

• The exact refund amount shown on your tax return

• Launch IRS2Go from your home screen.

• Tap “Refund Status.”

• Enter your details:

  1. SSN or ITIN

  2. Filing Status (select from the dropdown)

  3. Exact Refund Amount (match your return)

• Submit:

  • Tap Submit and view one of three statuses:

    • Return Received – We have your return.

    • Refund Approved – Your refund is being processed.

    • Payment Sent – Your refund has been issued.

• Tip: The IRS updates status once every 24 hours, typically overnight.

Step 3: Make an IRS Payment

Whether you owe a balance due, missed your April deadline, or need to remit quarterly estimates, follow these steps to pay via IRS2Go. Have your bank routing/account number or debit/credit card handy.

1. On the home screen, tap “Make a Payment.”

2. Choose payment type:

   • 1‑Time Payment for current‑year balances

   • Estimated Payment to schedule Q1–Q4 taxes

3. Enter payment details:

   1. Payment Amount (minimum $1)

   2. Payment Method:

      • Bank Account (routing & account numbers)

      • Debit or Credit Card (Visa, MasterCard, Discover, AMEX)

4. Provide payer information:

   • Name, SSN/ITIN, address, filing status, and tax year

5. Review & confirm:

   • Double‑check amounts and account info, then tap Submit Payment

6. Save your confirmation:

   • Record the confirmation code or take a screenshot for your records

Note: Bank (EFTPS) payments are usually fee‑free; card payments may incur a small processing fee.

Best Practices & Troubleshooting

• Keep the app updated: Install the latest version for new features and security fixes.

• Use secure Wi‑Fi: Avoid public hotspots when entering sensitive details.

• Clear cache/reinstall: If the app freezes, clear data (Android) or reinstall (iOS).

• Verify information: Always match refund amounts and account numbers to your official documents.

Beyond Refunds & Payments

IRS2Go also offers:

• Tax Tips: Seasonal reminders and best practices.

• Payment History: Review your past IRS payments.

• Help & Resources: Direct links to FAQs, IRS social media, and the Taxpayer Assistance Center locator.

Take Control of Your Taxes Today

Whether you’re a first‑time filer checking your refund or a business owner scheduling quarterly payments, IRS2Go is a powerful tool for staying on top of your obligations. For complex filings, penalty relief, or full‑service bookkeeping and tax resolution, Capital City Professional Services is here to help. 

👉 Visit www.capitalcityprosvcs.com to learn more about our services and regain peace of mind.

Disclaimer: This guide is for informational purposes only and does not constitute tax advice. Always consult a qualified professional for personalized assistance.