IRS tax transcript

[BugsBunny88 3]

My husband has been trying to sign up with IRS using his verizone wireless cell number and it won’t let him. WHAT could be the reason?

[WandY 430]

https://www.irs.gov/individuals/get-transcript

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.

[BugsBunny88 3]

5 minutes ago, WandY said:

https://www.irs.gov/individuals/get-transcript

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.

He had all information but still

[Duncan21 202]

4 hours ago, BugsBunny88 said:

He had all information but still

Is his cell phone from his workplace or part of a family plan that is not in his name?  If so, it won't work.  He can request via mail:

 

Request by Mail

What You Need

To use this service, you need your:

• SSN or Individual Tax Identification Number (ITIN),
• date of birth, and 
• mailing address from your latest tax return

[BugsBunny88 3]

2 hours ago, Duncan21 said:

Is his cell phone from his workplace or part of a family plan that is not in his name?  If so, it won't work.  He can request via mail:

 

Request by Mail

What You Need

To use this service, you need your:

• SSN or Individual Tax Identification Number (ITIN),
• date of birth, and 
• mailing address from your latest tax return

I know the alternatives. They take too long. Yes, he has his phone number with verizon under his name.

[nicedamsel 216]

2 hours ago, BugsBunny88 said:

I know the alternatives. They take too long. Yes, he has his phone number with verizon under his name.

Fax it. That was what my husband did, because mail was taking forever. 

[BugsBunny88 3]

If we get it through the phone call, when do we get it?

I mean the transcript. If we order via a phone call, how long it takes?

[nicedamsel 216]

41 minutes ago, BugsBunny88 said:

If we get it through the phone call, when do we get it?

I mean the transcript. If we order via a phone call, how long it takes?

2 hours maximum 

[BugsBunny88 3]

3 minutes ago, nicedamsel said:

2 hours maximum 

 

3 minutes ago, nicedamsel said:

2 hours maximum 

Really?? And do they mail it or email it?

[nicedamsel 216]

30 minutes ago, BugsBunny88 said:

 

Really?? And do they mail it or email it?

They fax it. You give them your fax no

[BugsBunny88 3]

30 minutes ago, nicedamsel said:

They fax it. You give them your fax no

It has to be his fax machine? Under his name or what?

[Ryan H 3,812]

Moved from IR-1/CR-1 Progress Reports to Tax & Finances During US Immigration forum; topic is about receiving information from the IRS and not a case status update.

[junkmart 320]

 

On 3/5/2019 at 3:39 AM, nicedamsel said:

They fax it. You give them your fax no

IRS will never fax someone. When I saw this, I reached out to my IRS agent friend who confirmed that one can request a transcript via fax, but that IRS will mail the transcript to the address on the tax return. Takes 5-10 days from the date they receive the request.

 

On 3/5/2019 at 4:10 AM, BugsBunny88 said:

It has to be his fax machine? Under his name or what?

You can fax your request, but don't expect the IRS to fax back a transcript. See above confirmation from IRS agent. Think about it, anyone with your information could request a tax transcript be faxed to them. That wouldn't be secure. That is why the IRS ALWAYS mails the transcript to the address listed on the tax return.

 

If someone has information that contradicts what the IRS agent said, then I would love to know.

Edited March 18, 2019 by junkmart

[BugsBunny88 3]

14 minutes ago, junkmart said:

 

IRS will never fax someone. When I saw this, I reached out to my IRS agent friend who confirmed that one can request a transcript via fax, but that IRS will mail the transcript to the address on the tax return. Takes 5-10 days from the date they receive the request.

 

You can fax your request, but don't expect the IRS to fax back a transcript. See above confirmation from IRS agent. Think about it, anyone with your information could request a tax transcript be faxed to them. That wouldn't be secure. That is why the IRS ALWAYS mails the transcript to the address listed on the tax return.

 

If someone has information that contradicts what the IRS agent said, then I would love to know.

When nicedamsel responded to my post I requested the irs to fax me the transcript and they did! It’s correct info

[junkmart 320]

1 minute ago, BugsBunny88 said:

When nicedamsel responded to my post I requested the irs to fax me the transcript and they did! It’s correct info

That's great to know! Thank you. I did more research since posting, and apparently the IRS intended to stop that practice as of January 2019. I guess they haven't done so yet.

 

Per IRS:

Tax transcript distribution changes – faxing and third-party mailing

Distribution of transcripts to fax numbers or third-party addresses poses a threat to taxpayer data and poses a risk that sensitive information will result in fraudulent tax refunds. To continue the progress against tax-related identity theft, the IRS is reviewing how it distributes tax transcripts and has proposed changes to that process.
   
Sometime around January 2019, the IRS plans to stop faxing transcripts to both taxpayers and to third parties. This change applies to both individual and business taxpayers. At that time, when taxpayers or third parties call the IRS with an individual or business transcript request, the transcript will be mailed to the taxpayer’s address of record. Reminder: Individual taxpayers may obtain transcripts immediately online via Get Transcripts Online and tax professionals with proper authorization may obtain transcripts via the e-Services Transcript Delivery Systems. 

The IRS is currently working the faxing issue, including suggestions from tax professionals. The IRS is considering this step because identity thieves can impersonate both taxpayers and tax preparers, and it cannot independently verify the fax numbers provided by callers. 

https://www.irs.gov/newsroom/coming-soon-a-new-tax-transcript-to-better-protect-taxpayer-data