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How-to · Benefits & money

Get a free IRS tax transcript

IRS tax transcripts are free; requesting a complete photocopy of a return is a different service.

Steps

3 steps
  1. Choose the transcript typeIf you need changes made after the original return was processed, request a record of account transcript. A return transcript does not show those later adjustments.
  2. Download or order the transcriptUse an IRS Individual Online Account to view, print or download transcripts. You can order return or account transcripts by mail or the automated 800-908-9946 service.
  3. Use Form 4506-T if neededYou can request any listed transcript type by submitting Form 4506-T. Allow 5–10 calendar days for mailed transcripts.
If your address changed, do not order using your old address: the transcript will not be forwarded. Follow the IRS address-change instructions first.

More benefits & money how-tos

  • How-to

    Apply for a VA burial allowance and transport refund

    Benefits & money
    1. Check that you qualifyYou must be paying the costs with no other reimbursement, and meet the relationship and Veteran requirements.
    2. Check the filing deadlineIf the death was not service connected, file within 2 years of burial unless an exception applies.
    3. Gather your documentsYou may need the death certificate and, if you paid for transport, an itemized receipt.
    + 2 more steps in the full guide
    BringVeteran's death certificateItemized transport receipt, if you paidVeteran's DD214 (recommended)
    U.S. Department of Veterans Affairs
    Full guideOfficial page
  • How-to

    Apply for Social Security disability (SSDI)

    Benefits & money
    1. Print the checklistThe Adult Disability Checklist helps you gather what the application asks for.
    2. Complete the applicationApply online at any time. No office visit or appointment needed.
    3. Fill out the medical releaseThe Medical Release Form is part of applying online.
    + 1 more step in the full guide
    BringDoctors, clinics and treatment datesYour medicines and who prescribed themUp to 5 jobs from the 5 years before you stopped workingBirth certificate or proof of birthLast year's W-2 or tax return
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    Full guideOfficial page
  • How-to

    Apply for Social Security survivor benefits

    Benefits & money
    1. Call or visit Social SecurityYou can't apply online. Call 1-800-772-1213 or contact your local office.
    2. Call on a weekdayMonday–Friday, 8 a.m.–7 p.m. local time.
    3. Ask about the $255 paymentApply for the one-time payment within 2 years of the death.
    Social Security Administration1-800-772-1213
    Full guideOfficial page