Tax Transcripts
Investors Policies with Tax Transcripts
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This will outline which investor requires tax transcripts, which one does not, as well as each investor's specific policy on tax transcripts.
Self Employed: (>25% Ownership, Rental Income & Fixed Income) Tax Transcripts Are Required By All Investors
Processors: if you are ordering transcripts for Wells Fargo, only order W-2 if they are a W-2 Borrower.
- Be sure to follow guidelines depending on the investor stated above!
- Ordering all transcripts may cause trouble if the tax return or something has not been filed yet.
- Again, Planet Home does NOT require transcripts unless required by DU!