You need copies of your tax returns and transcripts when you want get a mortgage, apply for financial aid, get a new job, applying for citizenship or even just resolve a tax issue,
Having copies of your tax returns and transcripts makes these processes easier, saving you time and stress.
How do I get copies of my transcripts?
You can get your transcripts in four main ways:
- Requesting them online through the IRS website
- Calling the IRS automated phone system
- Sending a mail request (form 4506-T)
- Going to a local IRS office in person.
Requesting them online through the IRS website
The ‘get transcript online tool’ on the IRS website allows you to request to view, print or download your transcripts. To get your transcript:
1. Here’s a link to the ‘get transcript online tool’
2. Sign in to your account or create an account if you don’t have one.
To create an account, you’ll need to fill in your email, Social Security Number (SSN) and upload a photo of you. You will then have to complete the identity verification steps.
3. After signing in, select the type of transcript you need.
4. You can then download, save or print out your transcript.
Calling the IRS automated phone system
1. Call the IRS using 1-800-908-9946.
2. Follow the prompts in the automated menu to ask for a transcript.
3. You will have to provide your date of birth, Social Security Number and the address you used for your last tax return.
4. Select the type of transcript you want and the tax year.
5. Wait for delivery. Your transcript should arrive within 5-10 working days.
Sending a mail request (form 4506-T)
Form 4506-T is a form for requesting a transcript of tax return. You can get one by downloading it from the IRS website. You will then:
1. Fill out the form: you’ll fill your personal information, your SSN, address and the type of transcript you need.
2. Sign and date the form.
3. Make sure the information you filled in matches your last tax return.
4. On the form, there are instructions on how to mail the form. Mail the form to the address that was specified on the form.
After mailing it, expect your transcript to arrive within 10 working days.
Going to a local IRS office in person
- You can choose to head to a local IRS office near you to request a transcript. Go with a photo ID and relevant tax information.
- Fill the forms you’ll be given and show your documents to the officials.
- You can wait to get your transcript if it’s available or choose to have it mailed to you.
How do I get copies of my tax returns?
You can get copies of your tax return by using Form 4506 (a form for requesting a copy of tax return):
- You can get this form on the IRS website. Provide every detail that’s needed on the form. You will have to pay a $43 fee as well.
- Mail the form and the fees to the address in the form instructions.
- Mail requests can take up to 30 days to arrive sometimes.
- To avoid errors, delays and rejections, double check the information you filled in and ensure they match IRS records.
You can also contact IRS customer service on 1-800-829-1040 for general inquiries or 1-800-908-9946 for issues with transcripts.
