IRS updates its “Get Transcript” service for individuals

2021-06-14

The IRS has a new transcript format for its “Get Transcript” web page that better protects taxpayer data. This new format partially masks taxpayer’s personally identifiable information. Financial data will remain fully visible to allow for tax preparation, tax representation or income verification. Learn more at About the New Tax Transcript and the Customer File Number.

Cuation: The Get Transcript Service is for individual taxpayers to retrieve their own transcripts for their own purposes. Use by any other entities is prohibited.

You can get various Form 1040-series transcript types online or by mail. If you need your prior year Adjusted Gross Income (AGI) to e-file, choose the tax return transcript type when making your request. To find out how much you owe or to verify your payment history, you can view your tax account.

The method used to file a tax return, e-file or paper, and whether there was a balance due, affects  current year transcript availabilityNote: If taxpayers need a photocopy of their return, they must use Form 4506.

Request Online

To register and use this service, you need:

  • your SSN, date of birth, filing status and mailing address from latest tax return,
  • access to your email account,
  • your personal account number from a credit card, mortgage, home equity loan, home equity line of credit or car loan, and
  • a mobile phone linked to your name (for faster registration) or ability to receive an activation code by mail.

What You Get

  • All transcript types are available online
  • View, print or download your transcript
  • Username and password to return later

Request by Mail

To use this service, you need your:

What You Get

  • Return or Account transcript types delivered by mail
  • Transcripts arrive in 5 to 10 calendar days at the address we have on file for you