Most mortgage underwriters will only need that last 2 to 4 years of the Return Transcripts from the Borrower.
Instructions
Select the Years of the Transcripts
that you wish us to retrieve.
Fill in all of the required fields for the Tax Payer.
These will be inserted into the IRS Authorization Form 8821. This form gives us authority to retrieve Transcripts from the IRS for the Tax Payer.
Enter the Tax Payers email and/or mobile phone.
We will use this to send a signature request so that they can sign the IRS Form 8821.
After they sign the IRS Form 8821,
then we will start the process of retrieving the transcripts from the IRS.
IRS Individual Transcripts
Return Transcripts
Shows information from the original Form 1040 tax return filed with the IRS.
Account Transcripts
Shows basic data such as filing status, taxable income, and payments.
Record of Account Transcripts
Combines the information from the Return & Account transcripts
Wage & Income Transcripts
Shows wage and income information such as Forms W-2, 1098, 1099 and 5498.