Step 2
Locate the search box then type “tax transcript” in the search box then click the search icon as illustrated below with the pointing arrow
Step 3
You should land in this page below then you click “Get Transcript” as illustrated in the arrow below
Step 4
Next you would click on visit or create your “Online Account” as illustrated below with the pointing arrow.
Step 5
Next you would click on “Sign in to your Online Account” as illustrated with the pointing arrow below
Step 6
Don’t have an account yet? Please note we based our illustration assuming you did not have an account yet, in this example you would click “ID.me Create an account” as illustrated with the two pointing arrow below
Already have an Account? If you already have an online account with irs.gov then you can sign in to your online account by clicking “Sign in with ID.me” or sign in with “Sign in with an existing IRS username” or Sign with an existing IRS username”
Step 7.
Next you would enter your “email” “password” and “Confirm Password” then click the small box then click on “ Create account” as illustrated with the pointing arrow below. Please note your password must meet these requirements “uppercase letter” “lower case letter” “number” and “at least 8 characters as shown, here is an example: Example1
Step 8
After that you click “Continue” as illustrated on the page bolow
Step 9
Go check your email for the 6 verification code then you will copy and enter that 6 digit verification code sent or click on confirm email from the email itself as illustrated below. Please note you have up to 15 minutes to complete email verification otherwise you will need to “resend my verification” as illustrated below
Step 10
After that you will choose an option to make your account secure, please note in this illustration we are choosing the “ Text message or phone call” option so we clicked the blue links that says “Text Message or Phone Call”
Step 11
After that you will choose how you want to access your account, text or call then enter the code in the Phone Number field as illustrated with pointing arrow below. Please note for this illustration we selected “Text Me” as the method to receive the secure code
Step 12
After that we entered the code received from the text message that was sent and clicked on “Continue” as illustrated below
Step 13
After you land to the “NOW YOUR ACCOUNT IS SECURE” page click on continue as illustrated with the pointing arrow below
Step 14
After that you will select which way to identify yourself, then click on continue as illustrated with the pointed arrow below, please note in our illustration we selected the “Self-Service” option, which is the fastest way
Step 15
After that we selected the acknowledgement box, we scrolled down to read terms, and we clicked on continue as illustrated below
Step 16
After that we wanted to verify our id with a driver license and entered the US based phone number, then clicked continue. Please note other options are also available to change the document that suits you and other non-US based number and in case you do not have a smart phone as illustrated below with the pointed arrow below
Step 17
After that, check your phone number that you entered for a text message from ID.me, click the link to upload your document, please note we selected driver license in our case
Step 18
After you upload your docs you will be directing to this page to enter your social security with no space, all the number together and click continue as describe below
Step 19
Click on view tax record as illustrated below with the pointed arrow below as illustrated below with the pointed arrow below
Step 20
click on Get transcript as Click on view tax record as illustrated below with the pointed arrow below
Step 21
click on the drop down to select reason you need select a tax transcript please note in our example we chose income verification, but your reasons may be different as illustrated below with the pointed arrow below
Step 23
click the on the year you want your return transcript for and in this example we are selecting 2021 , and 2020 for our purposes, but your need maybe different as illustrated below with the pointed arrow below
Success!
We hope you made it to the step we highlighted on step 23 above. In the event that you can not successfully request it online you have other options to request your transcript by calling the IRS yourself, per IRS When using Get Transcript by Mail or calling 800-908-9946, the primary taxpayer on the return must make the request for more info other options follow this link below