Making Optimal Use of the IRS Get Transcript Feature

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Call us at: 631-244-1650

Call us at: 631-244-1650

1) What Are IRS Transcript Records?

• A transcript is a record of all past tax returns from the IRS. This important document can help with many financial issues, and it is a requirement for loan applications, mortgage applications, and much more. It’s basically your tax history in a nutshell, and it’s a sure fire way to determine whether or not a person has clean financial records.

Call us at: 631-244-1650

2) Want to find out your entire tax history?

• Technology has made life easier for most taxpayers.

• A transcript, which was previously applied for manually, can be obtained online with minimal effort.

• Identity verification is the only requirement to receiving your tax history.

Call us at: 631-244-1650

3) IRS “Get Transcript" of Your Tax Returns

• The IRS “Get Transcript” feature isn’t only limited to tax returns.

• You may also obtain the following documents:

o Tax returns

o Tax accounts

o Record of accounts

o Wage and income transcripts

o Verification of Nonfiling letters

Call us at: 631-244-1650

4) Obtain the IRS Get Transcript via Postal Mail

• You may obtain transcripts via postal mail as well

• It is limited to tax returns and tax accounts

• It takes about 5 to 10 calendar days to arrive.

• They’re also available in Spanish as well.

Call us at: 631-244-1650

5) Online Request for The IRS “Get-Transcript” feature

• There are two ways to obtain transcripts online.

• First thing is to create an account and sign in for easy access.

• Next thing is to sign in as a guest every time you need information.

• We recommend creating an account because it’s easier to have all of your information in one place.

• Instead of entering it over and over again every time you want a transcript.

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6) What Information You Have to Provide to Authenticate Your Account

• After verifying your email ID you will be required to authenticate your account by providing the following information:

• Name• Address• Date of birth• Social Security Number• Filing status

• The above mentioned information must match what was filed on your last tax return.

• You must also answer some questions about your identity, such as verify mortgage information, address history, and more.

• After you’ve verified your identity, obtaining your transcripts is a breeze.

Call us at: 631-244-1650

7) Telephone Request

• Available from the IRS by calling 1-800-908-9946 toll-free.

• Tax filers must follow the recorded prompts to request an IRS Tax Return Transcript.

• If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was used in their telephone request.

• It takes 5 to 10 days from the time the IRS receives the request.

Call us at: 631-244-1650

8) Paper Request Form IRS Form 4506T-EZ

• IRS Form 4506T-EZ, should be used when making a paper request.

• Download at http://www.irs.gov/pub/irs-access/f4506tez_accessible.pdf

• Complete lines 1 – 4, following the instructions on Page 2 of the form.

• Note that Line 3 should be the most current address as filed with the IRS.

• It is the address where the IRS Tax Return Transcript will be sent.

• Expect to receive the transcript within 5 to 10 days from the time the IRS receives and processes the signed request.

• NOTE: Processing form 4506T-EZ means verifying/validating the information provided on the form. If any information does not match the IRS records, the IRS will notify the tax filer that it was not able to provide the transcript.

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9) How is IRS Tax Return Transcript Helpful to You?

• The IRS “Get Transcript” feature can be useful in a variety of situations

• This transcript is used to help with your tax relief strategies.

• The more information you can provide to your tax consultants.

• The better strategies they can formulate.

• We recommend registering for it as soon as possible if there’s a chance you will need it.

• The IRS has provisions for the differently abled, with accessibility options as well as multi-platform and browser support.

Call us at: 631-244-1650

10) Contact Us Today

• Contact Long Island Tax Resolution Services to get IRS tax transcript.

Visit @ http://goo.gl/hdgvsI

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