IRS Tax Return Transcripts

DOWNLOADING YOUR TAX RETURN TRANSCRIPTS FROM IRS.GOV

The IRS (Internal Revenue Service) offers several types of transcripts, at no cost. The one we will require for your case (unless specified otherwise), is the Record of Account Transcript. This record combines tax returns and tax account transcripts into one complete document.

The fastest way to obtain this transcript is online. You can also request it by mail at https://sa.www4.irs.gov/oat/ or by calling 800-908-9946, in which case the primary taxpayer on the return must make the request.

HOW TO GET YOUR RECORD OF ACCOUNT TRANSCRIPT ONLINE

If you don’t have an IRS user or an “ID.me account” follow these steps:

1. Go to https://www.irs.gov/payments/online-account-for-individuals
2. Select the options to “Sign in or Create Account”
3. Select the option to Create an Account “ID.me Create an Account”
4. Enter the requested information and follow the instructions. You will need to scan an identity document and take a video call to verify your identity. The process is very thorough.

AFTER SIGNING IN TO IRS.GOV

1. On the Home page, you will navigate to the bottom right. There is a box titled “Records and Status.”
2. Click the link that says, “View Tax Records.”
3. On the top right of the next page, click “View Transcripts.”
4. On the bottom right, there is a box titled “Record of Account Transcripts.” There you can find the Form 1040 Record of Account Documents. Please download the record for the year we’ve requested and upload it to the client portal.

Thank you!