How To Download Your Tax Return Transcripts

You will need the following informationĀ 

Contact Information
  • Your e-mail address
  • Your cell phone number

 

Personal Information
  • Full Name
  • Email
  • Birthday
  • Social Security Number
  • Tax Filing status (which is if you filed in the last 7 years and how Single, head of household, Married Filing Jointly, etc.) This is listed on the top of the first page of your return.
  • Current Address

 

You will need an account number from ONE of the following
  • The last 8 digits of you credit card
  • Student loan account number
  • Mortgage or home equity loan account number
  • Auto loan account numb

When you have finished reading this tutorial click here to get your Tax Return Transcripts

Step 1

Scroll to the bottom of the page and click Get Transcripts Online

Step 2

Click Create Account

Step 3

Click Continue

Step 4

Have all the information ready then click Yes

You will needĀ 

  • Full Name
  • Email
  • Birthday
  • Social Security Number
  • Tax Filing status (which is if you filed in the last 7 years and how Single, head of household, Married Filing Jointly, etc.) This is listed on the top of the first page of your return.
  • Current Address

Step 5

Enter your name and email address. Then click Send Code

*** A code will be emailed to you and you will be asked to enter it on the next page.

Step 6

After you’ve entered your information you will need one of the following:

  • The last 8 digits of you credit card
  • Student loan account number
  • Mortgage or home equity loan account number
  • Auto loan account number

Step 7

You will need a cell phone number that can receive text messages on. After you have this click continue, enter your phone number and click send code.

Step 8

You are now able to access your transcripts! You can click the year and follow the steps in the next step to download them

Step 9

After you click on a year your browser will open a new tab showing the transcript.

Click Print

Step 10

1.) Click the printer selection dropdown

2.) Select the printer as “Save as PDF”

3.) Click Save

The Peres Team at Meadowbrook Financial Mortgage Bankers