At this time of the year, some of your clients are seeking their Identity Protection PINs or are in need of a tax transcript. For inquiries about IP PIN and transcripts, guide them to the most appropriate service options on IRS.gov:
Identity Protection PIN (IP PIN) - If your client lost a CP01A letter and needs an IP PIN, he or she can go to Get an IP PIN or Retrieve Your IP PIN on IRS.gov for retrieval options. Users must validate their identities. If unable to validate, your client should call the Identity Theft toll-free line to have the information mailed. If your client moved after Jan. 1, 2017, he or she will need to file a paper return without an IP PIN.
Tax Transcripts - If your client needs a tax transcript, suggest www.IRS.gov/transcript. The IRS Get Transcript tool allows taxpayers who can validate their identities to view and download transcripts. Alternatively, transcripts can be sent by mail in five to 10 days. Taxpayers may also order a transcript by mail by calling the automated phone transcript service at 800-908-9946. Tax professionals with a power of attorney form on file also may access their clients’ transcripts via e-Services.
Reminder: All Taxpayer Assistance Centers (TACs) nationwide now operate by appointment. Most questions can be answered online at IRS.gov without visiting a TAC. Taxpayers who need in-person assistance can make an appointment online.