Return Transcripts

[Jack from Ohio]

Has anyone had success with e-services obtaining transcripts for clients?  I know that form 2848 must be on file, but I have not needed to obtain a transcript for quite a while.

I have heard so many different answers to my question, I thought I would go the the Think Tank Brain Trust of the internet and get some honest and accurate answers.

[Abby Normal]

I get them all the time including recently around the 4/18 deadline. Also, if the client is there you can try the irs.gov Get Transcript page. The client has to answer a lot of questions about past finances, address, phone numbers, etc. to ensure their identity.

[TaxCPANY]

I also get them all the time -- using 8821 sometimes, instead of 2848, when I anticipate no future negotiation.  Where it formerly took as little as two business days for the faxed-in authorization to have an effect, it's usually a full week now.  (Gawd how I miss the days when one could apply and get access on-line immediately!)  When it takes longer and I have the time, I call Practitioner Priority Hotline; once an agent answers, he or she will accept your faxed-in form within minutes and fax or snail-mail you back the transcript(s).