IRS tax transcript request for someone who just moved

[jxn 86]

Hi everyone, I'm asking this on behalf of a friend. She moved earlier this year, changing states, and hasn't yet updated her driver license due to COVID-19 restrictions. I'm helping her prepare her N-400 and told her how to request her IRS tax transcripts. For 2019, her income was below the required threshold to file, and I'm seeing other posts on the forum like this one where people suggest requesting a wage and income transcript to demonstrate that the applicant wasn't required to file.

 

Per the IRS website:

Quote

Individual taxpayers may use Get Transcript Online to view a masked transcript immediately or order one by mail for delivery to their address of record. Taxpayers may request an unmasked Wage & Income transcript for tax preparation. The unmasked transcript will be mailed to the taxpayer’s address of record.

 

Because she moved earlier this year, I'm assuming her new address isn't on file with the IRS. I'm wondering if it's still possible for her to request her normal tax return transcripts for prior years and wage and income transcript for 2019 to be sent to her new address.

 

Thanks for any insights you might have on this!

[MariaR323 199]

13 hours ago, jxn said:

Hi everyone, I'm asking this on behalf of a friend. She moved earlier this year, changing states, and hasn't yet updated her driver license due to COVID-19 restrictions. I'm helping her prepare her N-400 and told her how to request her IRS tax transcripts. For 2019, her income was below the required threshold to file, and I'm seeing other posts on the forum like this one where people suggest requesting a wage and income transcript to demonstrate that the applicant wasn't required to file.

 

Per the IRS website:

 

Because she moved earlier this year, I'm assuming her new address isn't on file with the IRS. I'm wondering if it's still possible for her to request her normal tax return transcripts for prior years and wage and income transcript for 2019 to be sent to her new address.

 

Thanks for any insights you might have on this!

If her new address isn't on file yet with the IRS she has to get that updated first before ordering the transcript by mail because it won't get forwarded by mail. She needs to file her change of address using IRS Form 8822, which will take approximately 4 to 6 weeks to get processed (might be a bit longer during this COVID situation). Once the address is updated she can then request the transcripts.

 

[jxn 86]

10 hours ago, MariaR323 said:

If her new address isn't on file yet with the IRS she has to get that updated first before ordering the transcript by mail because it won't get forwarded by mail. She needs to file her change of address using IRS Form 8822, which will take approximately 4 to 6 weeks to get processed (might be a bit longer during this COVID situation). Once the address is updated she can then request the transcripts.

 

Thank you! In reviewing the N-400 instructions, it looks like the tax documents are to be brought to the interview and not part of the initial submission. Do you think she is good to submit soon without yet having the tax return transcripts (and wage and income transcripts for the appropriate years where she was below the income threshold), with the understanding that she has nearly a year to get them at current processing times?

[MariaR323 199]

3 hours ago, jxn said:

Thank you! In reviewing the N-400 instructions, it looks like the tax documents are to be brought to the interview and not part of the initial submission. Do you think she is good to submit soon without yet having the tax return transcripts (and wage and income transcripts for the appropriate years where she was below the income threshold), with the understanding that she has nearly a year to get them at current processing times?

I'm not familiar yet with the N-400 process but if the transcripts are not required for initial submission then, yes, sounds right to me 👍