Instructions to Request a Tax Transcript

Tax filers can request a transcript, free of charge, of their most recent completed year federal tax return from the IRS either online or by phone.

Online Request

Available on the IRS Web site at www.irs.gov 

  • In the Tools section of the homepage click “Get Transcript of Your Tax Records”
  • You may select to either “Get Transcript Online” or “Get Transcript by Mail”

    Online:
  • If you select “Get Transcript Online” you can view and print your transcript immediately.
  • You will be asked to sign up to create an account.  This process will ask you to provide identifying information to create a user id and password.
  • You will then be asked to select the reason you are requesting a tax transcript.  Please select Higher Education/Student Aid.
  • Please select Return Tax Transcript for the most recent tax year.
  • A PDF of your tax transcript will be available for you to print.
  • If you select “Get Transcript by Mail” your transcript will be mailed to you in 5-10 days.

    By Mail:
  • If you request a transcript to be mailed to you, you will need to 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. Generally this will be the address that was listed on the latest tax return filed. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  • Click “Continue”
  • In the Type of Transcript field, select “Return Transcript” and in the Tax Year field, select most recent tax year.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their online request, within five to ten days from the time the on-line request was successfully transmitted to the IRS.

Telephone Request

  • Available from 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.  However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  • Select “Option 2” to request an IRS Tax Return Transcript and then enter most recent tax year.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was used in their telephone request, within five to ten days from the time the IRS receives the request.