Tax Alerts

Changes coming to tax transcript availability

The IRS noted recently that on June 28, 2019, it will stop faxing tax transcripts to taxpayers, tax professionals, and third parties to protect against identity theft (IR-2019-101). The IRS will also stop mailing tax transcripts to third parties. The new policy covers individuals and businesses.

Once this change goes in effect, individual taxpayers will be able to obtain their own tax transcripts, which are summaries of tax return information, by:

  • Using IRS.gov or the IRS2Go app to access Get Transcript Online; taxpayers must first verify their identities but may then immediately download or print their transcript;
  • Using IRS.gov or the IRS2Go app to access Get Transcript by Mail; the transcript will be delivered within 10 days to the address of record;
  • Calling 800-908-9946 for an automated Get Transcript by Mail feature; or
  • Submitting Form 4506-T, Request for Transcript of Tax Return, or 4506T-EZ, Short Form Request for Individual Tax Return Transcript, to have a transcript mailed to the taxpayer’s address of record.

To read the complete June 4 post from the Journal of Accountancy, please click HERE.  Or, contact a Dugan & Lopatka professional at info@duganlopatka.com or (630) 665-4440.  

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