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How to Log In as a Recipient and View Forms

Note:  All screen shots provided in the instructions are from test accounts created for this purpose

 

Step 1

Recipient clicks the link 'Get Your Copy' in their filing confirmation email

Enter your email address (recipient email) and the last 4 of your social or EIN number.

Click Submit.

recipient_login_page.png

 

Step 2

Agree to receive your tax statements electronically or modify to receive a paper copy.

If choosing electronic copy, continue to Step 3A, if choosing paper move on to Step 3B.

 choose_recipient_selection.png

 

Step 3A 

If you chose to receive your copies electronically, then click Proceed button to continue.

 electronic_selection.png

 

Step 3A (cont’d)

Select the form type (if you have various tax forms you re receiving) then click the copy you wish to print or instructions.

Note:  you MUST have adobe to view and/or print your tax forms.

select_form_and_print.png

If you don't have Adobe, you can download it for free by clicking here.

 

Step 3A (cont'd)

Once you click the copy  you wish to print (or the instructions) a PDF will open and display  your form.

form_pdf.png

 

Step 3B

If you choose to have your copies sent by paper click the Modify button.

modify_button.png

 

Step 3B (cont'd)

Select "I want a paper copy of my statement" then click Submit.

select_paper_copy.png

 

Step 3B (cont'd)

Confirm the following message is displayed.

'Your choice has been saved.  You will receive a paper statement.  An email confirmation has been sent to you as well.'

Click Close Window.

 paper_copy_final_message.png

 

  

 

 

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