TSCPA News

IRS Issues Updates to Individual and Business Transcripts

August 8, 2024

The IRS recently announced that as of July 26, 2024, Get Transcripts tools on IRS.gov have been removed.

Individual Online Account will be the only application on IRS.gov that individual taxpayers can use to access their Transcript Delivery System (TDS) transcripts online. For more details, please review information on individual transcripts on IRS.gov.

Business entity transcripts will not be available for mail delivery until Sept. 29, 2024. Selecting online as the delivery method and Secure Mailbox as the alternate delivery method is available.

The IRS is resolving the programming issues with the Form 94X Series tax return transcripts listed below, and they can be ordered beginning Sept. 29, 2024, including using the postal mail delivery method:

  • Form 940, Employer's Annual Federal Unemployment (FUTA) Tax Return
  • Form 941, Employer's Quarterly Federal Tax Return
  • Form 943, Employer's Annual Tax Return for Agricultural Employees
  • Form 944, Employer's Annual Federal Tax Return
  • Form 945, Annual Return of Withheld Federal Income Tax

To lessen the impact on clients, the IRS urges tax professionals to help their clients establish their IRS online accounts via ID.me.

For more information, see Access Your IRS Individual Online Account and Access your Business Tax Account.

This will not impact tax professionals who order transcripts using the E-Services Transcript Delivery System (TDS).