VITA RESOURCES FOR VOLUNTEERS
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  • Home
  • New Stuff
  • Training Checklist
  • Train From Home-Getting Started
  • Scholar Training
  • New Volunteer Orientation
  • Practice Lab
  • Recordings of Trainings
  • Ethics & Intake Test
  • Intake Form & Interview
  • Dependents
  • Filing Status
  • Types of Income
  • __Retirement Income
  • __Social Security Income
  • __Missing SSA-1099
  • __CAPITAL GAINS
  • __Self Employment
  • __Entering Income
  • Adjustments to Income
  • HSA
  • Standard Deduction
  • Itemized Deductions
  • Taxes
  • Types of Credits
  • __Non-Refundable
  • __Refundable credits
  • __Education Credit
  • Marketplace
  • Quality Review & Print Sets
  • Explaining a Return
  • Refunds
  • Balance Due
  • Study Guides and More
  • certification
  • Volunteer Agreement
  • Dear IRiS Letters
  • PRACTICE SCENARIOS
  • Practice Quizzes
  • Site Coord Resources
  • State Taxes
    • California
    • New York
    • Ohio
    • Maryland
    • Michigan
    • Virginia
    • Washington D.C.
  • Amendment
  • Spanish/Espanol Training
  • Foreign Student
  • W-7 ITIN APPLICATION
  • VALET & VIRTUAL
  • CERT ACCEPT AGENT
  • LITC
  • CE CREDITS
  • POA
  • Transcripts
    • MASKED TRANSCRIPTS
    • Pull Transcripts
  • Interpreters
  • ID.ME
  • Misc Info
    • Typed of Employees-Workers
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients
  • New Host Site Info
  • United Way of Lee, Hendry & Glades
  • Age Reference
  • Changes
  • Extensions
  • Financial Education
  • Casualty
  • SWFL Training
  • Recruitment
  • Marketing
  • Summer School
  • Partner with VITA
  • MARYS OOS STUFF/NOTES
  • FAFSA
  • Help with Tax Issues
  • New Page
  • Age
  • Blog
  • playing new home
  • Uncollectible Status
  • Late Filers

transcripts

Click Link for PDF of presentation.
Click image for recording of presentation.
Different types of transcipts
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For a great resource on IRS and Ohio state transcripts: how to get, different types of, how to read--with examples. - thanks for sharing Tim! Well Done!
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What to do when the transcript is masked (Redacted)
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Southwest Florida VITA Volunteers
If you have a taxpayer that needs transcripts and would like assistance getting them, I can help get them rather quick.

I need taxpayer to sign an authorization form first--contact me for more details or see you Site Coordinator for the required authorization form.
Taxpayers can get transcripts: Online, or through Get Transcript by Mail  by calling 800-908-9946 or by using IRS form ​https://www.irs.gov/pub/irs-pdf/f4506t.pdf. They can also contact the main IRS phone number and speak to a representative and request UNMASKED transcripts. (If they have moved since their last tax filing, they will want to call).

Tax Return Transcript- This transcript is available for the current and three prior tax years.
Tax Account Transcript-This transcript is available for the current and nine prior tax years.
Record of Account-This transcript is available for the current and three prior tax years using Get Transcript Online or Form 4506-T.
Wage and Income-This transcript is available for the current and nine prior tax years using Get Transcript Online or Form 4506-T. (The transcript is limited to approximately 85 income documents. If you have more documents than that complete and submit Form 4506-T.)  Remember to ask for UNMASKED if you plan to e-file a tax return.

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Home
About
Contact Me
You can contact me at [email protected] 
Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites.  I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17.  I hope you find this information useful and easy to understand. Thanks for being a VITA/TCE volunteer!
**I am human, so if you find a mistake, please let me know so I can fix it--we are all in this together**
​All images from our UWLHG Canva account unless promoting the resource linked to​
  • Home
  • New Stuff
  • Training Checklist
  • Train From Home-Getting Started
  • Scholar Training
  • New Volunteer Orientation
  • Practice Lab
  • Recordings of Trainings
  • Ethics & Intake Test
  • Intake Form & Interview
  • Dependents
  • Filing Status
  • Types of Income
  • __Retirement Income
  • __Social Security Income
  • __Missing SSA-1099
  • __CAPITAL GAINS
  • __Self Employment
  • __Entering Income
  • Adjustments to Income
  • HSA
  • Standard Deduction
  • Itemized Deductions
  • Taxes
  • Types of Credits
  • __Non-Refundable
  • __Refundable credits
  • __Education Credit
  • Marketplace
  • Quality Review & Print Sets
  • Explaining a Return
  • Refunds
  • Balance Due
  • Study Guides and More
  • certification
  • Volunteer Agreement
  • Dear IRiS Letters
  • PRACTICE SCENARIOS
  • Practice Quizzes
  • Site Coord Resources
  • State Taxes
    • California
    • New York
    • Ohio
    • Maryland
    • Michigan
    • Virginia
    • Washington D.C.
  • Amendment
  • Spanish/Espanol Training
  • Foreign Student
  • W-7 ITIN APPLICATION
  • VALET & VIRTUAL
  • CERT ACCEPT AGENT
  • LITC
  • CE CREDITS
  • POA
  • Transcripts
    • MASKED TRANSCRIPTS
    • Pull Transcripts
  • Interpreters
  • ID.ME
  • Misc Info
    • Typed of Employees-Workers
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients
  • New Host Site Info
  • United Way of Lee, Hendry & Glades
  • Age Reference
  • Changes
  • Extensions
  • Financial Education
  • Casualty
  • SWFL Training
  • Recruitment
  • Marketing
  • Summer School
  • Partner with VITA
  • MARYS OOS STUFF/NOTES
  • FAFSA
  • Help with Tax Issues
  • New Page
  • Age
  • Blog
  • playing new home
  • Uncollectible Status
  • Late Filers