How to get a Record of Account Transcript from the IRS

A Record of Account Transcript provides information about your tax return on file with the IRS. If your tax preparer asks you for one, here’s how to obtain it:

1. Log in to your IRS account
2. Click on “Records and Status” on the top menu
   
3. Click on “Tax Records” in the menu
   
4. Click the blue button that says “View Transcripts”
   
5. Scroll down to the box that says “Record of Account Transcripts”
6. Click the “EN” link next to the year you want (2024 in this example)
   
7. Save the PDF file on your computer
8. Attach it to an e-mail to your tax preparer

If you have any questions, please ask.