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IRS Tax Transcript

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Instructions

You need to request a copy of your 2016 IRS Tax Return Transcript in order to document your 2016 income.  Please note that this is not a copy of your 2016 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.  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.  For a list of reasons why you wouldn’t be able to retrieve your transcript online, click here.  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. 

If any of the above apply to you, click here for instructions on alternative documentation.


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