Text-Enabled Cell Phone Required

To access the new Get Transcript Online feature of the Internal Revenue Service, taxpayers must have an email address, a text-enabled mobile phone and specific financial account information, such as a credit card number or certain loan numbers.

Taxpayers who registered using the older process will need to re-register and strengthen their authentication in order to access the tool.

Tax transcripts are summaries of tax returns. Transcripts often are used for non-tax purposes, such as income validation for mortgages or student loans.

Taxpayers also can use transcripts to obtain their prior-year adjusted gross income (AGI), which they need in order to e-file their self-prepared tax returns from home computers.

 

 

IMPORTANT NOTE: If we must obtain tax transcripts on a client under a Power of Attorney, we do it by telephone and secure fax.