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Troubleshooting IRS.gov and IRS2Go app for tax transcripts

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Filed: K-1 Visa Country: China
Timeline

I'm trying to download my most recent (2019) tax transcript from IRS.gov to take to my wife's upcoming AOS interview.

I've used the IRS.gov site in conjunction with the IRS2Go app in the past to do this without problem, so I'm puzzled why I'm encountering problems this time around.

There seems to be a disconnect int the security authentication process that I can't get my head around.

When I request my tax transcript on IRS.gov, I'm instructed to open the IRS2Go app on my phone, click on the "security" icon, and obtain a "6-digit security code" which I'm to then enter the IRS.gov website. t

However, when I click on the security icon on the IRS2Go app, it doesn't give me any 6-digit security code. Instead, it asks for my "username" and "key" which it says should be provided by IRS.gov.

But IRS.gov did not provide any "username" and "key". I thought maybe it was referring to my IRS.gov account username and password, but that can't be, because the "key" is numerical only.

I know I can request the transcripts in the mail through the IRS automatic phone system, but I'm worried they won't arrive in time before the interview.

I found instructions on how to game the IRS customer service phone line to reach an actual person, but it didn't work. 

Any help is appreciated. Thanks.

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Filed: Timeline

I am not familiar with the app. Sounds like it could be useful (if it works! lol). 

 

Google led me to first- https://www.irs.gov/newsroom/irs2goapp and at the bottom it talks about security codes and sends you to this page for help and info with "Secure Acess"- https://www.irs.gov/individuals/secure-access-how-to-register-for-certain-online-self-help-tools 

 

Try going through the instructions there to see if you can figure out what the problem is you are having. It also mentions a 24hr lock period if you enter incorrect info- so if you clicked enough wrong things and made trouble you may have to wait 24hrs to try again.

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Filed: K-1 Visa Country: Mexico
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If all else fails and you're still worried about receiving them by mail in time, you can always hire a tax pro and they can have IRS send it electronically to a secure mailbox. It's basically like a PDF download but only tax pros with an online account have this access.

 

Maria ~ U.S. Citizen

 

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