Transcripts

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!

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