September 2, 2018 10:19 pm

Accessing Tax Return Transcripts

The IRS announced that it was using a new format for tax return transcripts to better protect taxpayer’s personal information (IR-2018-171, 8/22/18). Starting September 23, 2018, Get Transcript Online, Get Transcript by Mail, and the Transcript Delivery System for tax professionals will see the changes (including new line 5b on Form 4506-T and Form 4506T-EZ for a 10-digit Customer File Number created by the taxpayer or third parties, such as lenders, needing tax information). The following information will be provided on the new transcript:

  • Last 4 digits of any SSN listed on the transcript: XXX-XX-1234
  • Last 4 digits of any EIN listed on the transcript:  XX-XXX-1234
  • Last 4 digits of any account or telephone number
  • First 4 characters of the last name for any individual
  • First 4 characters of a business name
  • First 6 characters of the street address, including spaces
  • All money amounts, including balance due, interest and penalties

There is no change in the process for students seeking income verification through Free Application for Federal Student Aid (FAFSA), disaster victims seeking FEMA assistance, or businesses looking at their tax transcripts.

Tax Glossary

Income in respect of a decedent

Income earned by a person before death but taxable to an estate or heir who receives it.

More terms