Click Link for PDF of presentation.
Click image for recording of presentation. Different types of transcipts |
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. |
You can contact me at [email protected]
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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 |