There are several ways to order tax transcripts, which are outlined here, https://www.irs.gov/individuals/tax-return-transcript-types-and-ways-to-order-them, but the quickest route is to set up an online account to review your tax return transcript. To register for this online service, go to the following webpage, https://www.irs.gov/individuals/get-transcript, and review the information just below Get Transcript Online:
What You Need
To register and use this service, you need:
- your SSN, date of birth, filing status and mailing address from latest tax return,
- access to your email account,
- your personal account number from a credit card, mortgage, home equity loan, home equity line of credit or car loan, and
- a mobile phone with your name on the account.
- All transcript types are available online
- View, print or download your transcript
- Username and password to return later
You should also have your cell phone with you, because you will get a text with a secure code that enables you to log in to your account. For Higher Education/Student Aid, you will want to select/view Return Transcript. Then, select the year that you would like to review.
