Type of Transcripts

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There are a variety of transcripts. Our clients are usually asked to obtain the ones listed below. 

• Tax return transcript- displays the majority of line items from your original Form 1040-series tax return as filed, as well as any forms and schedules. It doesn't show any changes made after you filed your original return. 

• Wage and income transcript- shows data from information returns we receive such as Forms W-2, 1098, 1099, and 5498. 

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How to Do I Get a Transcript?

Access your account by visiting the IRS website and signing in. Click view my records. If you do not have an account, create your Online Account. Tip: It is easier to create the account on a mobile phone. 

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New Users Steps:

1. Click View Your Account on IRS.gov homepage.
    

2. Select the Create or View Your Account button.
    

3. Click Create Account.
    

4. Pass Secure Access authentication. This is a rigorous process to verify the taxpayer's identity. They must be able to authenticate their identity to continue.
    

5. Create a profile.

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​If you need help with obtaining your tax transcripts, don't hesitate to reach out.