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.”
If you Select “Immigration” in the:
If you ordered your Transcript by mail, versus the immediate download option, the Document MUST have this title:
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