Everything You Need to Know About Tax Transcripts and the IRS’s New Mobile App
Hello! 👋🏻 Nyrie here -- I'm always digging in and deep diving through the latest newswires 🗞️on taxes and financial growth to stay ahead and help my clients as much as possible. 💗 So, let me take a moment to share two important updates that might fly under your radar but are definitely worth knowing 👀: the different types of tax transcripts and how to get them — plus the IRS’s new mobile app that makes managing your taxes simpler and more convenient than ever.
Tax Transcripts: What They Are and How to Get Them
You might need a tax transcript for all kinds of reasons — maybe you’re filing a tax return, applying for a mortgage, or sorting out a loan.
The good news? The IRS offers several types of tax transcripts, and they’re all free to taxpayers!
Here’s a quick overview of the main types, what they’re used for, and how to get them:
Types of Tax Transcripts
Tax Return Transcript: Shows most line items from your original tax return, including forms and schedules, but won’t reflect any changes made after you filed. Available for the current and prior three years, this one’s popular for mortgages and financial aid.
Tax Account Transcript: This shows basic info about your account like filing status, taxable income, payments, and any changes after filing. Available for the current and previous nine years.
Record of Account Transcript: Combines the tax return and account transcripts for a complete picture. Available for the current and three previous years.
Wage and Income Transcript: Lists data reported to the IRS — like W-2s, 1099s, and 1098s. Available for current and past nine years but only reflects what’s been filed to the IRS.
Verification of Non-Filing Letter: Confirms no tax return was filed for a year (after June 15 for the current year or anytime in the last three years). Important note: It doesn’t say if you were required to file or not.
How to Get Your Tax Transcripts
Want to grab a transcript? You’ve got options:
Online: Create an account on the IRS Individual Online Account portal to view, print, or download transcripts instantly.
By Mail: Call 800-908-9946 for automated transcript ordering or request by mail — delivery usually takes 5-10 days.
By Form: Fill out and send IRS Form 4506-T, “Request for Transcript of Tax Return.”
IRS Launches a New Mobile App — Here’s What You Need to Know
The IRS just rolled out a new mobile app, replacing the old IRS2Go app, to give taxpayers more ways to easily and securely handle their tax info on the go.
“The new IRS app puts more services at taxpayers’ fingertips,” said IRS CEO Frank J. Bisignano. Their goal is clear: to make IRS services accessible, consistent, and convenient whether you’re at home or on the move.
What You Can Do With the New IRS App:
Check your refund or amended return status
See available balance info
Make payments and review your payment history
View certain IRS notices and letters
Access tax records and transcripts
Manage your communication preferences
Request an Identity Protection PIN (IP PIN)
The app is free, available on Apple App Store and Google Play, and will continue to add new features. If you had IRS2Go, you don’t need to download a new app — it updated automatically. You can also visit IRS.gov’s app page for official links and info.
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