IRS Tax Documents: How can I obtain my Internal Revenue Service (IRS) Tax Return Transcripts?

The Internal Revenue Service (IRS) Tax Transcript contains a record of an individual's past tax returns. Tax-filers can request a transcript, free of change, from the IRS in one of three ways:

  1. Online Requests
  2. Telephone Request
  3. Paper Requests via Mail
Note: To obtain tips on entering the street address, please select the following link: Address-Matching Suggestions
 

Online Request

Note:
This method is typically not available if the requester has never filed taxes in prior years. If this is the case, the paper request process should be used. 

Option 1: 

  • Navigate to the IRS website, www.irs.gov
  • Under Tools, select Get a tax transcript
  • Select Get Transcript ONLINE 
  • Enter the tax filer’s Social Security Number, email address, filing status, account numbers for loan or credit card associated with their name, and mobile phone associated with their name.
Note: If at any point the identity cannot be validated, then Option 2 can be used.
  • Select Continue
  • Select Tax Return Transcript (not Tax Account Transcript) and in the Tax Year field, select the applicable year for the request.
  • If successfully validated, the IRS Tax Return Transcript can be viewed.
  • Sign and submit the IRS Tax Return Transcript, if requested, via Help@UMUC.

Option 2:

  • Navigate to the IRS website, www.irs.gov
  • Under Tools, select Get Transcript of Your Tax Records
  • Select Get Transcript by MAIL
  • Enter the tax filer’s Social Security Number, date of birth, street address, and zip or postal code.
  • Use the address currently on file with the IRS.
  • Select Continue
  • Select Tax Return Transcript (not Tax Account Transcript) and in the Tax Year field, select the applicable year for the request.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their online request within 5 to 10 days.
  • Sign and submit the IRS Tax Return Transcript, if requested, via Help@UMUC.
Telephone Request

Note: This method is typically not available if the requester has never filed taxes in prior years. If this is the case, the paper request process should be used. 
  • Contact the IRS by calling 1(800) 908-9946
  • Tax-filers must follow prompts to enter their social security number and the numbers in their street address. Generally, this will be numbers of the street address that was listed on the latest tax return filed.
  • Select Option 2 to request an IRS Tax Return Transcript (not a Tax Account Transcript) and then enter the applicable year for the request.
  • If successfully validated, tax-filers can expect to receive a paper IRS Tax Return Transcript at the address provided in their telephone request within 5 to 10 days.
Note: The IRS cannot send IRS Tax Return Transcripts requested by telephone directly to a third party. 
  • Sign and submit the IRS Tax Return Transcript, if requested, via Help@UMUC.
Paper Request via Mail
  • Download IRS Form 4506T-EZ at http://www.irs.gov/pub/irs-pdf/f4506tez.pdf
  • Complete lines 1-4, following the instructions on page 2 of the form.
  • Line 3: enter the tax-filer's street address and zip or postal code. Use the address currently on file with the IRS.
  • Line 5 provides tax-filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS. Do not have your IRS Tax Return Transcript sent directly to UMUC.
  • Line 6: in the Tax Year field, enter the applicable year for the request.
  • The tax filer must sign and date the form and enter their telephone number.  Only one signature is required when requesting a joint tax return transcript.
  • Mail or fax the completed IRS Form 4506T-EZ to the address (or FAX number) provided on page 2 of Form 4506T-EZ.
  • If the 4506T-EZ information is successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address provided on their request within 5 to 10 days.
  • Sign and submit the IRS Tax Return Transcript, if requested, via Help@UMUC

Address-Matching Suggestions

When entering the information into the IRS address matching system note the following:
  1. The address entered must be an exact match to the address already on file with the IRS.
  2. The address on file is typically the address on your most recent tax return.
  3. Spelling out the word “street” rather than using the abbreviation “st.” can be enough to cause an error.
  4. Addresses on the IRS system are auto-corrected through a post office program and may not match what you put on your tax return.
We suggest the following if you run into problems:
  1. Have your taxes in front of you and enter the address carefully, exactly as it appears on your return.
  2. If you entered your address as it appears on your return and it does not work, try using the standardized version of your address.
To get a standardized version of your address: 
  1. Go to www.usps.com 
  2. Click Look Up a Zip Code
  3. Enter Street Address, City, State
  4. Select Find
If you still have problems, the IRS.gov Website Help Desk can be reached toll-free at 1-800-876-1715, Monday - Friday 8:00 AM - 8:00 PM (Eastern Time).