How To Download An IRS Account Transcript – UPDATED 2/6/2022
Nancy McClelland, LLC
FEBRUARY 6, 2022
Last year we began requiring all clients to submit a copy of their IRS Account Transcript along with their Tax Organizer and other annual tax prep documentation. The initial issue was that not everyone kept the Form 1444 notices regarding how much stimulus was received. Why would this matter? If a taxpayer did not receive the full amount, then they are entitled to recoup the difference on their annual tax return.
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