Transcript of Account

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Transcript of Account

A listing of all prior and present registered securityholder account information.

Transcript of Account

A list of information all current and past holders of a security.

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You will need to obtain transcripts of account (also known as a record of account or summary record of assessment) and "payer transcripts" (which include forms W-2, 1099, 5498, etc.) for at least the prior 10 years.

Representing clients with tax delinquencies and deficiencies

Benefits of the website include: resolving taxpayer problems expeditiously through electronic exchange of data; viewing, completing, and filing either Form 2848 (Power of Attorney and Declaration of Representation) or Form 8821 (Tax Information Authorization) online; and inquiring (with an appropriate power of attorney) about an individual's or business client's account, problems, refunds, installment agreement, missing payments, or account notices, including transcripts of accounts as well as a new product called "record of account," which combines the return transcript and the account transcript into one product.

E-filing benefits and requirements

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