Monthly Newsletter for May 2019

by in Newsletter on May. 1, 2019


How To Get Your Transcript From the IRS

What’s New?

There is a new transcript format that better protects your data.  This new format partially masks your personally identifiable information.  Financial data will remain fully visible to allow for tax preparation, tax representation or income verification.

You can get various Form 1040-series transcript types online or by mail.  If you need your prior year Adjusted Gross Income (AGI) to e-file, choose the tax return transcript type when making your request.  If you only need to find out how much you owe or verify payments you made within the last 18 months, you can view your tax account.

The method you used to file your tax return, e-file or paper, and whether you had a balance due, affects your current year transcript availability.  Note:  If you need a photocopy of your return, you must use Form 4506.

To Request Online

What you need to register and use this service:

  1. Your SSN, date of birth, filing status and mailing address from the latest tax return
  2. Access to your e-mail account
  3. Your personal account number from a credit card, mortgage, home equity loan, home equity line of credit or car loan
  4. A mobile phone with your name on the account.

What You Get:

  1. All transcript types are available online
  2. View, print or download your transcript
  3. Username and password to return later

To Request by Mail

What you need to use this service:

  1. SSN or Individual Tax Identification Number (ITIN)
  2. Date of birth
  3. Mailing address from your latest tax return

What you Get:

  1. Return or Account transcript types delivered by mail
  2. Transcripts arrive in 5 to 10 calendar days at the address we have on file for you