In IR-2013-65 and FS-2016-20, the IRS announced an improved Get Transcript Online feature.

Starting last year, the IRS began working to create a new e-authentication platform for Get Transcript Online.

To get started, new users need:

 An email address.

 An SSN or ITIN.

 Filing status and address from last-filed tax return.

 Account numbers for either:

 Credit card, or

 Home mortgage loan, or

 Home equity loan, or

 Car loan.

 Mobile phone. Only US-based mobile phone may be used. User’s name must be associated with the mobile phone account. Landlines, Skype, Google Voice, or similar virtual phones as well as phones associated with pay-as-you-go plans cannot be used.

 A “credit freeze” on the records through Equifax must be temporarily lifted before the process can be completed successfully.

Because the process involves verification using financial records, there may be a “soft notice” placed on the credit report. This does not affect the credit score.

To securely access Get Transcript Online, first-time users must:

 Submit their name and email address to receive a confirmation code;

 Enter the emailed confirmation code;

 Provide their SSN, date of birth, filing status, and address on the last file tax return;

 Provide some financial account information (see account numbers above);

 Enter a mobile phone number to receive a 6-digit activation code via text message;

 Enter the activation code;

 Create a username and password, create a site phrase, and select a site image.

Returning taxpayers who have completed the new secure access process:

 Log in with their username and password;

 Receive a security code text via mobile phone provided with the account;

 Enter the security code into secure access.

If you cannot validate your identity, you may use Get Transcript by Mail. Get Transcript by Mail allows the user to go online and select the mail option. The transcript will be mailed to the address of record and will be delivered within 5 to 10 days.