Official documents

Get an IRS tax transcript: select the type and tax year

Use IRS Individual Online Account to view, print or download your available tax transcripts. Confirm the transcript type and tax year first; tax return, tax account and wage and income transcripts answer different questions.

Ask the requesting organization for the transcript’s exact name and year. The IRS offers several types at no charge; choosing by whichever file appears first can produce the wrong evidence.

Match the transcript to the request

TypeMain purpose of the record
Tax return transcriptMost items from the return as originally filed
Tax account transcriptAccount data, payment information and later changes
Record of accountCombined return and account transcript
Wage and income transcriptInformation returns received by IRS, such as W-2 and 1099 data

The types have different year availability. A transcript is also different from a photocopy of the return; IRS directs requests for a return copy to Form 4506.

Obtain the record

  1. Open Get your tax records and transcripts on IRS.gov.
  2. Sign in to Individual Online Account using the official route.
  3. Select the required transcript type and tax year, then view, print or download it.
  4. If online access is unavailable, check the mail service for tax return or tax account transcripts. It uses the address on IRS records.
  5. For other transcript types by mail, consult the official Form 4506-T instructions linked from the type guide.

Preserve the downloaded record

Open the file and compare its holder, year and type with the request. Keep it separate from a draft tax return or a document for another household member. If a current-year transcript is unavailable, consult IRS availability guidance before assuming an error in your filing.

IRS transcripts partially mask identifying details while leaving financial information visible. Do not treat that as permission to distribute the full financial record widely. Confirm the recipient’s channel and requested scope.

Keep the issued download unchanged. A PDF conversion or screenshot can lose structure and selectable text, so avoid replacing the source merely to make it easier to store. The document-storage guide covers personal-copy organisation.

Questions about IRS transcripts

Is a tax return transcript the same as an account transcript?

No. The return transcript reflects the original filing, while the account transcript includes account information and subsequent changes.

Can I request a transcript by mail?

Yes. The standard mail service supplies tax return or account transcripts. Other types can be requested through the applicable official form.

Should I convert the transcript to images before sharing?

Keep the original download and follow the recipient’s format requirement. An image-based derivative may remove useful document structure.

Sources

  1. IRS: Get tax records and transcripts
  2. IRS: Transcript types and ways to order

Take your documents everywhere.

4.8 · 137 ratings4.8 out of 5 stars

Free on the App Store

5 out of 5 stars

My documents used to be all scattered through my gallery, I managed to organize them all. I personally like the watermark feature… I used it a lot while traveling, it makes sharing IDs much safer… it stamps a copy with the name of the company you are sharing with (say, an AirBnb or a car rental). It’s still a bit rough around the edges but it’s a new app and the dev seems to be working on it. Price is alright given it’s a one time payment.. one less subscription!

SarlCagan Brazil