How to request your tax return transcript using your IRS online account 

Once you select 'Adjusted Gross Income,' you should see the following categories: Return Transcript, Account Transcript, Record of Account Transcript, and Wage & Income Transcript. If you need your AGI and you never amended your tax return, then you should select Return Transcript for the tax year in question. If you did file an amended return, then you should select Account Transcript. If you need both your original AGI and new AGI after amending a return, then you should select Record of Account Transcript.

There's not really a loophole. The SSA has a limitation of 3 years, 3 months, and 15 days from the end of the tax year that you're missing information in order to submit supporting documentation on Form SSA 7008. Below is the page link...I'm not aware of any possible exceptions that might apply to your case, but perhaps you can find one. faq.ssa.gov/en-us/Topic/article/KA-02603

That's a great question. When I set up my account (I'm also MFJ), I was able to see all of the tax information for our joint return. I think one parent could do this, with the same result.

I'm sorry for the late response. You may be able to request copies of actual tax returns (with a fee for each return) by filing IRS Form 4506: IRS Form 4506, Request for Copy of Tax Return Article: www.teachmepersonalfinance.com/irs-form-4506-instructions/ Video: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-E6GD1j7ZgBo.html

Generally, you can only get your for the current tax year and prior tax years. However, you can obtain your or going back to prior tax years. You can request this information either through the online account, or by filing IRS Form 4506-T: www.teachmepersonalfinance.com/irs-form-4506-t-instructions/ If you need information that can only be found in your tax return, you can file IRS Form 4506 to obtain your . Tax returns are generally available for up to 7 tax years, before they are destroyed: www.teachmepersonalfinance.com/irs-form-4506-instructions/

The customer file number is not generated by the IRS, but usually a third party, such as a lender, to identify your tax return transcript. Here is some additional detail from the IRS website: Customer File Number Because the full Taxpayer Identification number is no longer visible on most transcripts, the IRS created an optional field where a Customer File Number can be entered and will display on the transcript. This number can be up to 10 digits but cannot be a taxpayer identification number, such as a Social Security number. The number is usually provided by third parties to assist with matching a transcript to a taxpayer. Forms 4506-T and 4506-T-EZ include a field where a Customer File Number can be entered to display on the transcript. Individual taxpayers using Get Transcript or calling the automated phone transcript service at 800-908-9946 can enter a Customer File Number to display on the transcript. Tax professionals, with proper authorization to access the Transcript Delivery System, can also enter a Customer File Number to display on the transcript. Here's how it would work for a taxpayer seeking to verify income for a lender: the lender will assign a 10-digit number, for example, a loan number, and it will be entered on Form 4506-C. When the form is processed by the IRS, that number will display on the transcript. The lender will use that number to match the transcript to the taxpayer's loan number.

From the comment below: The customer file number is not generated by the IRS, but usually a third party, such as a lender, to identify your tax return transcript. Here is some additional detail from the IRS website: Customer File Number Because the full Taxpayer Identification number is no longer visible on most transcripts, the IRS created an optional field where a Customer File Number can be entered and will display on the transcript. This number can be up to 10 digits but cannot be a taxpayer identification number, such as a Social Security number. The number is usually provided by third parties to assist with matching a transcript to a taxpayer. Forms 4506-T and 4506-T-EZ include a field where a Customer File Number can be entered to display on the transcript. Individual taxpayers using Get Transcript or calling the automated phone transcript service at 800-908-9946 can enter a Customer File Number to display on the transcript. Tax professionals, with proper authorization to access the Transcript Delivery System, can also enter a Customer File Number to display on the transcript. Here's how it would work for a taxpayer seeking to verify income for a lender: the lender will assign a 10-digit number, for example, a loan number, and it will be entered on Form 4506-C. When the form is processed by the IRS, that number will display on the transcript. The lender will use that number to match the transcript to the taxpayer's loan number.