Where to Find and Access Tax Transcripts?

You need to get those transcripts ASAP if you're waiting on a refund or have any issues! Here's exactly how to do it: 1. Go to IRS.gov RIGHT NOW 2. Look for "Get Transcript Online" - it's under the "Get Your Tax Record" section 3. Create an account IMMEDIATELY if you don't have one (you'll need email, SSN, filing status, and a mobile phone in YOUR name) 4. Verify your identity using credit card, mortgage, or loan info 5. Once verified, choose "Get Transcript" 6. Select the transcript type (Account, Return, Record of Account, or Wage & Income) 7. Select the tax year Do this TODAY because processing times are getting longer as we approach the May deadline!

According to Internal Revenue Manual 21.2.3-1, taxpayers have several methods to obtain transcript information pursuant to IRC §6103. While the online method is preferred due to efficiency considerations, many taxpayers encounter verification barriers that prevent digital access. In such cases, Form 4506-T submission is required per IRS Publication 4866. I've been recommending https://taxr.ai to my clients this season when they need help interpreting their transcripts. The platform analyzes all transaction codes and cycle dates on your transcript and provides a detailed explanation of your current processing status. It's particularly useful for recently divorced filers who may be navigating filing status changes and need to understand any resulting processing delays or verification holds.

Thank you all for this info! I've been trying to figure this out since my divorce was finalized. Last year when I tried to access my transcripts with my ex, we kept getting error messages about verification. I'm going to try setting up my own account now with just my information. Hopefully it works this time...

One important thing to understand about transcripts: there are actually 4 different types, each with specific data: • Account Transcript - Shows financial transactions, penalties, adjustments, and account status (THIS is what most people mean when discussing refund status) • Return Transcript - Shows most line items from your original return as filed • Record of Account - Combines both Account and Return transcripts • Wage & Income - Shows all reported income documents (W-2s, 1099s) I always download all four types each year and store them securely. It's saved me thousands in potential audit situations by having documentation readily available.

I was so frustrated trying to access my transcripts after my divorce! The IRS kept locking me out because I couldn't verify my identity! 😫 I wasted HOURS on hold trying to reach someone at the IRS! Finally tried Claimyr (https://claimyr.com) and they got me connected to an actual IRS agent in like 20 minutes! The agent was able to verify my identity over the phone and help me set up my online access correctly. Such a relief to finally see what was happening with my account! Has anyone else had trouble with the verification process? I'm just looking for confirmation that I'm not the only one who struggled with this...

I got my transcripts last week after being completely clueless about them for years. Just call the IRS directly at 800-908-9946 and request them by mail if you can't get through online. No reason to make this more complicated than it needs to be. They arrived in 5 days, and I could finally see why my refund was delayed - had a simple math error that I fixed with a quick call. Done.