Quick principle
Use the official online or phone route first when it can solve the task. If you need in-person help, schedule the appointment and bring a complete file.
Choose the right transcript
A tax return transcript shows most original return items. An account transcript focuses on later account activity, while a wage and income transcript reports forms such as W-2 and 1099.
Try the online service first
Get Transcript Online is usually the fastest route if you can complete identity verification. You can also request delivery by mail.
When an office may help
If online or mail access fails and the record is time-sensitive, call the IRS before making an appointment. Bring photo ID and the taxpayer identification details tied to the account.