How to request an IRS tax transcript

[I Miss Her 0]

How to request an IRS tax transcript

Preference 1: By Phone

Call 1-800-829-1040.

When Calling Between the Hours of 7AM to 10PM,

Select “All Other Options, i.e., Option # 3"

Enter the Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).

Then select option # 3, "Request a Tax Transcript/ Photocopy of your Tax Return"

Enter the Numbers in your street address.

Option 2 (Transcript of Tax Return)

Enter the year of the Return you are requesting.

Preference 2: By Phone

When calling at any other time,

Select “Option #2

Enter the Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).

Then, Option #1, enter the Numbers in your street address.

Then, Option #2, enter the Year of the Return you are requesting.

Preference 3: By Mail

You can also order the transcripts by mail.

For form and other info, check: http://www.irs.gov/taxtopics/tc156.html

Note: By using Preference 1, Preference 2 and Preference 3, you will get your Tax transcript(s) within 7 - 14 days.

Preference 4: By Fax

Call: 800-829-1040, normal business hours 7AM to 10PM, Mon - Fri, except Federal holidays.

Option #2 “Questions about your Personal Tax Account”

Option #2 (again) “Questions about your Personal Tax Account”

Enter your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) and follow the prompts.

Option #1 At this point, remains online and DO NOT follow the prompts.

…You will eventually reach a person.

Request a Tax Transcript by Fax (please be near the fax machine as it has confidential information about YOU).

Preference 5: By person appearance

If you stop by at a local IRS office and they should be able to give you Tax Transcript.

Select your State and City: http://www.irs.gov/localcontacts/index.html

Note: By using Preference 4 and Preference 5, you will get your Tax transcript(s) within 10- 15 minutes.

Source: Actual experience (all above), Google search and IRS for information.

Please feel free to update this info as IRS automated phone options change from year to year.

[queuedup 1]

I miss her - I believe they have temporarily disabled the automated system for requesting tax transcripts. When you enter your address and select the option to request a transcript, it says the office is closed please call back during operating hours.