How to Request your IRS Transcript: Helpful Guide to Acquire this Commonly Requested Immigration Supporting Document

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IRS Tax Return Transcripts are FREE for the past 4 years, and available at IRS Online and over the Phone. IRS Transcripts are commonly requested financial supporting documents requested by USCIS, NVC, and DOS in numerous Immigration Filings. If your immigration filing requires the past 5 years of records (e.g. Naturalization), then also consider providing the IRS Form 1040 Records in addition to the IRS Transcripts. Immigration Agencies frequently ask for the IRS Transcripts and the 1040 and Schedules to see: (1) what you sent to the IRS (1040) and (2) what the IRS Received (Transcript). The IRS Transcripts are Government Documents and are more preferred by Immigration Agencies since they are official records.

IRS Transcript Request Options:

To request Online: www.irs.gov/individuals/get-transcript
To request over the phone: 1-800-908-9946

Below are additional instructions of what would be required depending on how the transcript is requested:

What if I did not file for a Tax Year in the past few years?

The IRS would provide a “no filing occurred” transcript and could prove no income for the tax year. That “no filing occurred” transcript is also requested by Immigration whenever a tax document is requested in the immigration filing.

Do I need a Customer File Number?

No. You would just leave that area blank, as the instructions on that page state.

Which Transcript should I request?

You will need the “IRS Tax Return Transcript.” NOT the “Account Transcript.”

The Tax Return Transcripts show most line items from your tax return (Form 1040, 1040A or 1040EZ) as it was originally filed, including any accompanying forms and schedules. This transcript does not reflect any changes you, your representative or the IRS made after you filed your return. In many cases, a Return Transcript will meet the requirements of lending institutions offering mortgages and student loans.

If you Select “Immigration” in the:

If you ordered your Transcript by mail, versus the immediate download option, the Document MUST have this title:

 

 

 

Disclaimer: This Blog is made available by the lawyer or law firm publisher for educational purposes only as well as to give you general information and a general understanding of the law, not to provide specific legal advice. By using this blog site you understand that there is no attorney-client relationship between you and the Blog/Web Site publisher. The Blog should not be used as a substitute for competent legal advice from a licensed professional attorney in your state.

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