Upload a client transcript, get the citation behind every code
Free. Runs in your browser. Nothing leaves your machine.
Two weeks ago I wrote about which transcript actually answers which question. The follow-up I got most: fine — now what do all these codes mean?
You already know the answer. You look them up. One at a time, across Document 6209 and whatever bookmarks you’ve collected, for every code on every year of every account.
So I built the lookup.
What it does
Upload the PDF straight from Transcript Delivery System, or paste the text. Either way you get back a chronological timeline of every transaction code, each one carrying the citation it came from — Document 6209 (2023) §8A.2, plus the governing IRM section where one applies. Copy the whole thing into your file.
It also flags assessment-date candidates and prefills the CSED Calculator so you aren’t retyping dates you just read.
Open the IRS Transcript Analyzer →
No account. No email. No paywall. It runs entirely in your browser — the transcript text never reaches my server.
What it doesn’t do yet
Business (941/940) transcripts are on hold. Every other transcript type here runs against real IRS documents I’ve tested. This one doesn’t yet, and I won’t ship a tax analysis that I can’t verify.
You can change that. Send a redacted 941 or 940 account transcript to forrest@federaltaxdesk.com — black out the EIN, business name, address, and every dollar figure. The document’s structure is what I need to finish the analysis tool, not the numbers. I read every email personally and will reply within two working days. Once I’m able to verify that everything works properly, I’ll send you the completed analysis.
If something breaks
Every screen carries a report link that reaches me directly. A transcript that parses wrong is worth more to me than one that parses right — send it and I’ll fix it.
Forrest Baumhover, CFP, EA
The Federal Tax Desk