🔐 Account Recovery Process
Our login experience has been updated, and you should be given the opportunity to select to receive your security code by email or text. If you have access to one of these methods, you should be able to log in. Once you are logged in you can update your contact information by selecting the profile icon in the upper right corner followed by settings and Account settings. If you need to update both phone and email information, please submit the Account Recovery Request through the “Don’t have access to your phone/email?” link within the login process for email update first, or select the link below. This will ensure you receive the emailed link for ID verification.
To have your email address or phone number updated, you must complete a two‑step verification process:
1️⃣ Account Information Match
All information provided on the electronic form must match the details currently on file with your account.
2️⃣ Identity Verification
📨 A verification link will be sent to you by email within approximately 24 hours.
⏳ The link must be completed within 48 hours of receiving the email.
⚡ Once the link has been initiated, the entire verification process must be completed within 30 minutes.
This ensures the authorized account holder is making the request and helps prevent unauthorized access.
👥 Note for Married Filing Joint Accounts:
The identity verification must be completed by the primary taxpayer, not the spouse.
❓ How do I know my account recovery request was processed?
📧 Once the verification is successful, we will email you to notify you of the status.
✔️ Once approved, you will be able to access your account and update the other contact method directly through Account Settings.
📄 Account Recovery Forms
To begin the process of resetting your email address or phone number, click the link below and follow the form instructions.
📝 If you need both the email and phone number updated, please submit only one (1) form — update the email address first.
👉 Click here to complete the Account Recovery Request Form