Colorado Society of Enrolled Agents - Resources for EAs and Taxpayers

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Overview of the new IRS "Get Transcript" system (for all taxpayers)

This is a method by which any taxpayer can view, print or download their own IRS transcripts on-line in real time using a computer or Smart Phone. Once your account is set up, you’ll have immediate access to your transcript data.

The quick access overview:

· Visit http://www.irs.gov/Individuals/Get-Transcript# (or search for ‘get transcript’ at IRS.gov)

· Answer some interesting questions to allow verification of your identity

· Create a secure user profile

· Access your transcripts

· View, print, or create PDF (there’s also an option up front to have it mailed to you if you go down that path)

If you decide to forgo the link above and negotiate the IRS.gov site manually, here's a brief overview to get you to the right place.         

These transcripts can be used for a variety of purposes, such as applying for a mortgage or a student loan or simply reviewing the wage and salary info the IRS has collected for you. Here's a list of the types of transcripts you will find. 

Once your in, here’s what the menu looks like. If you have a specific purpose, it can point you in the right direction for the appropriate transcript.

And finally, if you're curious what you might find, here’s an example of an ‘account’ transcript.

 

Procedure to Check Continuing Education credited with the IRS...

This is really pretty simple...

  1. Log into your IRS.gov PTIN Account.
  2. Select "View My Continuing Education Credits".
  3. You're there. 

If you find that there is something missing in your record, the best course of action is to contact the provider and ask them to investigate. If that's unsuccessful, the IRS does have a form 14360 to file a complaint. 

If you'd prefer a nicely done 12 page NAEA Power Pointpoint presentation, click the link. You'll be asked to log in with your NAEA id and password. 


 


NAEA Phone Numbers: 
202-822-6232 or Toll Free:  855-880-6232

Join the Nat'l Association of Enrolled Agents
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Do you ever have questions about record retention? Refresh your record retention knowledge with a review of the new NAEA retention brochure?



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