How to Get a Tax Transcript

A tax transcript is a free summary of a past tax return from the IRS. Landlords, lenders, and schools often ask for one. It's different from a full copy of your return, and it's free.

How to Get One Online (Fastest)

1

Go to the IRS website

Visit the IRS "Get Transcript" page and choose "Get Transcript Online."

2

Verify your identity

You'll sign in or create an ID.me account. First-time setup takes about 10-20 minutes and needs a photo ID and a phone or computer with a camera.

3

Pick your transcript type

Most people want the "Tax Return Transcript." Choose the year you need.

4

Download it

View, print, or save it right away as a PDF.

No Computer or ID.me Trouble? Use Mail Instead

Call the IRS automated phone line at 800-908-9946, or use "Get Transcript by Mail" on the same IRS page. You'll need your Social Security number and the mailing address from your last tax return. It arrives in 5 to 10 days, and no ID.me account is needed.

Important: Transcripts Have a Limit

The transcript you get online or by mail is masked, meaning it hides part of your Social Security number and your employer's information. That's perfect for showing a landlord or lender your income.

But it's not enough to actually prepare or e-file a tax return if you're missing your W-2 or 1099. For that, you need a special version called an unmasked Wage and Income Transcript. You can request this yourself by calling the IRS or visiting a Taxpayer Assistance Center in person; just explain that you need it to prepare a tax return.

Still stuck, or not sure which transcript type you need? Call us and we'll walk you through it.

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