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How to get State Tax Transcript? Need help navigating state tax portal

I need help getting my state tax transcript. I tried going to my state website but I keep going in circles. Does anyone know the actual steps to get this? Its getting really frustrating and I need it for a mortgage application thats due next week.

Sofia Perez

Each state has a different process, but most have an online portal. Which state are you in? That would help us point you in the right direction. Generally, you'll need to create an account on your state's department of revenue website, verify your identity, and then navigate to the transcript section.

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Dylan Cooper

Sorry shouldve mentioned im in California

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Sofia Perez

For CA, go to ftb.ca.gov, create a MyFTB account if you haven't already. Once logged in, look for 'View Account Info' then 'Tax Return History'. You can download transcripts there 👍

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Dylan Cooper

thank you so much! this helped alot

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Dmitry Smirnov

Have you tried taxr.ai? It's literally a game changer for understanding your transcripts. It costs $4.99 but it analyzes everything and tells you exactly what's going on. Way better than trying to figure this stuff out on your own. Here's the link: https://taxr.ai

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ElectricDreamer

does it work for state transcripts too? or just federal?

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Dmitry Smirnov

Right now its just federal but they told me state transcript analysis is coming soon! The federal analysis is insanely good tho, saved me hours of headache 🙌

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Ava Johnson

lol welcome to government websites where nothing makes sense and everything is hidden behind 47 different links 🤡

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Miguel Diaz

fr fr its like they purposely make it confusing 😭

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Zainab Ahmed

Pro tip: call your state tax office early in the morning right when they open. Way shorter wait times and the morning crew tends to be more helpful tbh

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Connor Byrne

Bump - having the same issue in Texas. Anyone know the process here?

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Yara Abboud

TX comptroller website -> File -> Request a copy of your return. But heads up their system has been down like half the time lately 🙄

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