IRS will extend its transcript faxing service beyond the planned February 4 end date and is reviewing options for a new time frame. We are committed to providing you with advance notice of the new date. As a reminder, you can now have unmasked Wage and Income Transcripts sent to your e-Services secure mailbox if you follow certain procedures. This should help bring clients into compliance and allow for electronic filing. For details, please see Fact Sheet 2018-20, “Steps for tax professionals to obtain wage and income transcripts needed for tax preparation.”
Starting January 7, 2019, tax professionals who meet certain requirements may request an unmasked Wage and Income Transcript. The unmasked transcript will only be sent to the practitioner’s e-Services Secure Object Repository (SOR), a secure electronic mailbox.
Tax professionals who lack access to the secure SOR mailbox are encouraged to create an e-Services account as quickly as possible. IRS e-Services offers a suite of tools for tax professionals including the Transcript Delivery System that offers immediate access, with proper authorization, to clients’ masked transcripts, and the Secure Object Repository (SOR) which is a secure mailbox for e-Services users only. The SOR is available from the e-Services page or from the TDS menu.
The Wage and Income Transcript shows data from information returns received by the IRS such as Forms W-2, 1099, 1098 and Form 5498, IRA Contribution Information. It also shows the full employer name, address and Employer Identification Number (EIN) needed by tax preparation software in order to e-file.
Additionally, due to the government shutdown, we are working hard to catch up on processing third-party authorization forms. We may also experience longer than normal wait times on our toll-free telephone lines as our employees return to duty and we resume training and other filing season readiness activities. We ask for your patience as we work to resume normal operations. Please be alert to upcoming communications regarding transcript issues.