Access this form (or request by mail/fax)
Instructions
You need to request a copy of your 2023 IRS Tax Return Transcript in order to document your 2023 income. Please note that this is not a copy of your 2023 tax return (Form 1040), but an IRS-generated transcript of your tax return information.
You may request a copy of your tax transcript online through the IRS's Get Transcript tool. You have the option to receive a .pdf copy of your transcript online, or have the IRS mail you a copy. You may also request a copy by submitting a copy of Form 4506-T to the IRS. Once you have your tax transcript, upload it to your IDOC portal.
Note: For security purposes, you need to complete several steps of authentication in order to request a .pdf copy of your tax transcript. Because of this, there are many issues that could prevent you from retrieving a digital copy of your tax transcript. If you are unable to retrieve your transcript online, you will need to request that a copy be mailed to you.
Exceptions
You may not be able to get a tax transcript if you:
- Are a victim of identity theft
- Have filed an amended tax return
- Are a resident of certain US territories and freely associated states.