Transcripts

Published December 14, 2021 | By smurphy

We are requiring verification of your stimulus payment amounts, estimated tax payments and any advance child tax credits received for tax year 2021. The easiest way to provide this information is with an account transcript from the IRS.

IMPORTANT NOTE: If you are Married Filing Jointly, it needs to be the TAXPAYER that creates the online account or requests the transcript by mail. The SPOUSE Account Transcript will not have the information that we need!

Go to the IRS website: https://www.irs.gov/individuals/get-transcript
Create an online account for immediate access OR request by mail (takes 1-2 weeks)
Request the ACCOUNT TRANSCRIPT for tax year 2021
Provide us with a copy by uploading to your portal account: https://thrive.firmportal.com/login

ONLINE OPTION:

Requires Identity Verification that can be challenging for some individuals
Provides immediate access to multiple transcript options and much more information

GET BY MAIL OPTION:

Very quick to request
Takes 1-2 weeks to receive in the mail
Will be sent to the address the IRS has on record from your last tax filing

Posted in Logistics and How-To, Tax