How To Access 2016 Tax Return? (TOP 5 Tips)

Here’s how to get a transcript:

  1. Order Online. The fastest way to get a Tax Return or Account transcript is through the ‘Get Transcript’ tool available on IRS.gov.
  2. Order by phone. You can also order by phone at 800-908-9946 and follow the prompts.
  3. Order by mail.
  • If you used the online version, you can get copies of your returns by accessing your online TurboTax account. Once you log in to your account, go to tax timeline and choose 2016. If you used the desktop (download or CD) version, you can access your returns by opening the TurboTax program and opening the tax return.

Can you view your old tax returns online UK?

Online tax returns From ‘Your tax account’, choose ‘ Self Assessment account’ (if you do not see this, skip this step). Choose ‘More Self Assessment details’. Choose ‘At a glance’ from the left-hand menu. Choose ‘Tax return options’.

How do I get copies of old tax returns?

Taxpayers can request a copy of a tax return by completing and mailing Form 4506 to the IRS address listed on the form. There’s a $43 fee for each copy and these are available for the current tax year and up to seven years prior.

How do I find old tax returns online for free?

The IRS offers two ways for you to receive your tax information via transcript free of charge – online or by mail with it’s Get Transcript service. With either option, you’ll need to supply personal information, such as your Social Security number (SSN), date of birth and your mailing address.

Can I access my tax return online?

Taxpayers may also obtain a tax transcript online from the IRS. Use Get Transcript Online to immediately view the AGI. Select the “Tax Return Transcript” and use only the “Adjusted Gross Income” line entry. Use Get Transcript by Mail or call 800-908-9946.

How do I download previous years tax returns?

It is summed up in the following steps.

  1. Step 1: Go to the income tax India website at www.incometax.gov.in and log in.
  2. Step 2: Select the ‘e-File’>’Income Tax Returns’>’View Filed Returns’ option to see e-filed tax returns.
  3. Step 3: To download ITR-V click on the ‘Download Form’ button of the relevant assessment year.

How do I download my tax return from HMRC?

Printing your Tax Calculation (SA302)

  1. Log in to your online account.
  2. Follow the link ‘tax return options’.
  3. Choose the year from the drop down menu and click the ‘Go’ button.
  4. Select the ‘view return’ button.
  5. Follow the link ‘view calculation’ from the left hand navigation menu.

How do I check to see if my taxes were filed?

Find out if Your Tax Return Was Submitted

  1. Using the IRS Where’s My Refund tool.
  2. Viewing your IRS account information.
  3. Calling the IRS at 1-800-829-1040 (Wait times to speak to a representative may be long.)
  4. Looking for emails or status updates from your e-filing website or software.

How can I get my tax transcript online immediately?

You can get your free transcripts immediately online. You can also get them by phone, by mail or by fax within five to 10 days from the time IRS receives your request. To view and print your transcripts online, go to IRS.gov and use the Get Transcript tool.

How do I find previous years tax returns?

You can call 1-800-829-1040 and follow the prompts for a live representative. The person that you speak with will have direct access to your tax return and be able to provide you with a status update. Tip: Request a tracking number when mailing your return.

Can you view your old tax returns online TurboTax?

You can request copies of your IRS tax returns from the most recent seven tax years. If you filed your taxes with a TurboTax CD/download product, your tax return is stored on your computer, so you can print a copy at any time. If you used TurboTax Online, you can log in and print copies of your tax return for free.

How long does the IRS keep your tax records?

Period of Limitations that apply to income tax returns Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return.

Get Transcript

Make a request for copies of tax documents, such as transcripts of previously filed tax returns, tax account information (including wage and income statements), and verification of non-filing letters.

Access Tax Records in Online Account

Using your Online Account, you may now access and examine your tax records. This is the quickest and most convenient method of:

  • Determine how much money you owe
  • Take a look at your payment record
  • Check your adjusted gross income (AGI) from the previous year. View further tax records

Request Online

To ensure the quickest turnaround time, submit your transcript request online.

What You Need

If you do not already have an IRS login or ID.me account, make sure you have your picture identification on hand.

What You Get

  • All forms of transcripts are available on the internet
  • Transcripts can be viewed, printed, or downloaded. Make a single verification of your identification, and you may quickly return later to obtain a transcript or to use additional IRS online services

To obtain a transcript online, click here.Caution: This service is intended for individual taxpayers who wish to obtain transcripts for their personal use. It is not permitted to be used by any other entity.

Alternative to Requesting a Transcript Online

We encourage that you request a transcript online because it is the most efficient option. If you are unable to obtain your transcript online, you can request a tax return or tax account transcript in the mail instead of online.

What You Need

If you want to obtain a transcript by mail, you’ll need your most recent tax return’s postal address.

What You Get

  • Types of tax returns and tax account transcripts that are delivered by mail In 5 to 10 calendar days, your transcripts will be delivered to the address that we have on file for you.

Transcripts can be obtained by mail. Transcripts are also available by mail, which may be requested by phoning our automated phone transcript service at 800-908-9946.

How do I get a copy of my 2016 tax return?

@emmaorangepeelwrote: There is nothing to be found. There is no pdf. However, I completed them using Turbo Tax. I have an email proving that they were submitted in this manner. You must sign into your online account using the exact same User ID that you used to create the online account in order to maintain consistency. Close all of the TurboTax windows that are open in your web browser (including this one). Run the account recovery tool by copying and pasting the account recovery website link into a new web browser window.

Examine any email addresses you may have used in the past with the program – If none of the user IDs you have received will allow you to log into your account, utilize the “Try something else” option on the account recovery page, which is highlighted in blue.

TurboTax does not keep any of the returns that are done using the desktop editions over the internet.

Select the year and month from the drop-down menu.

How to Obtain a Copy of Your Tax Return

Currently being updated for Tax Year 2021 / December 22, 2021 @ 3:09 PM OVERVIEW You may obtain copies of your IRS tax returns from the seven most recent tax years by contacting the IRS. The Internal Revenue Service (IRS) can supply you with copies of your tax returns from the seven most recent tax years if you request them. You can obtain more copies by completing Form 4506 and submitting a $50 payment for each additional copy requested. If you submit a request to the IRS, it may take the agency up to 60 days to respond and complete your request.

For those who used a TurboTax CD/download program to file their taxes, your tax return is saved on your computer, allowing you to print a copy of it whenever you need it. If you filed your taxes using TurboTax Online, you may log in and print free copies of your tax return.

Step 1: Download Form 4506

If you need copies of your tax returns from the IRS, you must file Form 4506 with the IRS, which is only available online. This form is available for download on the IRS website.

Step 2: Enter required data

First, fill out line 1 with your name and Social Security number. If you and your spouse filed a combined tax return for any of the years for which you are requesting copies, you must also provide your spouse’s name and Social Security number on line 2 of your request for copies.

Step 3: Enter address

Fill out line 3 with your current mailing address. If your present address is different from the one that you have previously reported on your tax returns, put the previous address on line 4 of your return. When filling out line 5, you can specify whether you want your tax return to be forwarded to a specific third party, such as a bank that is examining your mortgage application. If you leave line 5 blank, the Internal Revenue Service will mail your tax return to the address on file with them.

See also:  How To Get Copy Of Last Year'S Tax Return? (Solved)

Step 4: Enter form used

Line 6 should contain the name of the form that you used to file your federal income tax return. If you’re requesting a copy of your personal income tax return, it’s probable that you filed on Form 1040, 1040-SR, 1040A, 1040EZ, or another similar form. On line 7, you must also include the tax years for which you are requesting copies of your returns. For example, if you are seeking your 2017 tax return, you should use “12/31/2018” rather than just “2018.”

Step 5: Enter number of returns

The number of returns you require is entered on line 8b of the form. The Internal Revenue Service will collect $50 for each return starting in 2021. Calculate the total charge by multiplying the number of returns you are seeking on line 8b by the relevant fee on line 8a and entering the result on line 8c.

Step 6: Sign and mail

Fill out the form and send it to the proper IRS address via mail. Page 2 of Form 4506 directs you to submit your request to the address indicated on the form for the state in which you resided at the time of the initial return filing. Before shipping your request, double-check that you have included the entire amount; otherwise, the IRS will not accept your request. Always keep in mind that if you filed your tax return using TurboTax, you may skip these steps and either print or download your tax return from your TurboTax Online account instead of following these instructions.

  • If you are seeking copies of a joint return, it is not essential for your spouse to sign Form 4506
  • Nonetheless, it is recommended that you do so.

Remember, with TurboTax, we’ll ask you a few easy questions about your life and assist you in filling out all of the necessary tax paperwork. With TurboTax, you can be certain that your taxes will be completed correctly, whether they are basic or complex tax returns, regardless of your situation.

All you need to know is yourself

Provide straightforward answers to a few easy questions about your life, and TurboTax Free Edition will take care of the rest. Simple tax returns are all that are required. In the preceding article, generalist financial information intended to educate a broad part of the public is provided; however, customized tax, investment, legal, and other business and professional advice is not provided.

Whenever possible, you should get counsel from an expert who is familiar with your specific circumstances before taking any action. This includes advice on taxes, investments, the law, or any other business and professional problems that may affect you and/or your business.

Past Tax Returns

Have you ever filed anything and then forgotten about it? The majority of people do not consider the possibility of requiring previous year’s returns until they are in grave problems. It’s critical to understand how to access previous tax returns, whether you’ve been audited or require them in order to qualify for a special financial loan or government benefits. In fact, when major changes take place in your life and you may want evidence of income, understanding how to obtain copies of previous tax returns will be really beneficial.

In the event that you’re seeking for prior tax return transcripts, we have excellent news for you: we can tell you how to obtain old tax returns straight from the Internal Revenue Service.

For those who have finished their taxes with H R Block, you will also get access to previous tax return copies for the preceding three years.

How to get old tax return transcripts – from the IRS

When you use the IRS’s Get Transcriptservice, you can obtain your tax information through transcript at no cost in two ways: online or by mail, depending on your location. Personal information, such as your Social Security number (SSN), date of birth, and postal address, will be required for any option you choose. Providing extra personal information while seeking access to material online will necessitate the use of a separate registration form. The next step in figuring out how to collect prior tax returns is determining what form of transcript you require for your records.

Among the many line items provided by the Tax Return Transcript is your adjusted gross income, which is the most comprehensive.

And they arrive in a short period of time.

How to get copies of old tax returns – from H R Block

“How can I obtain copies of previous tax returns?” is a question we frequently receive from our clients. Fortunately, obtaining these forms is a straightforward procedure. Create or sign in to your MyBlock account to obtain return copies, regardless of whether you finished your taxes with us in an office or paid for us to do them online. You will be able to view your tax information at no additional cost to you. ChoosePrevious Yearsfrom the navigation bar at the top of your screen when you have accessed the Taxstab.

If you filed your tax return with H R Block Free Online, you can pay a small charge to have access to your prior-year return by paying a small fee.

While using our Free version to prepare your taxes, you may have to pay to view previous tax returns from your account if you used our Free version to do so. If your return does not appear under Previous Taxes, it might be because of one of the following reasons:

  • You didn’t finish and pay for your prior-year tax return because you didn’t finish. Incomplete returns are no longer available after the beginning of the following tax season. You’ve registered a new account with a different username, which is OK. The fact that you opened two or more accounts for the same tax year and logged into the account where you didn’t file your return

How to get past returns (actual copies)?

Despite your best efforts, you failed to complete and pay for your prior-year tax return. Until the beginning of the following tax season, incomplete returns will not be accepted. You have established a new account with a different username. The fact that you opened two or more accounts for the same tax year and logged onto the account where you did not file your return

Questions about obtaining tax return copies?

You didn’t finish and pay for your prior-year tax return, therefore you owe money. The ability to file incomplete returns is not accessible until the beginning of the following tax season. You created a new account with a different username; You opened two or more accounts for the same tax year and signed into the account where you didn’t file your return;

Tax Return Transcripts

For the award year 2018-2019, the following Department of Education verification requirements must be met: An individual who has not filed a 2016 income tax return and who is not obligated to submit a 2016 income tax return should do the following:

  • The fact that the individual has not filed and is not obliged to submit a 2016 income tax return
  • The sources of 2015 income gained from labor, as well as the amount of income generated from each source
  • Form W–2 from the IRS for each source of 2016 work income received, or a comparable document (IRS WageIncome transcript)
  • And

a letter from the Internal Revenue Service or other applicable taxation body confirming non-filing that was dated on or after October 1, 2017 (IRS Verification of Nonfiling Statement) Option1: Use the “Get Transcript Online” function at irs.gov/transcript to obtain your transcript. You will require the following items in order to make advantage of this feature:

  • It is necessary to have your social security number (SSN), date of birth, filing status, and mailing address from your most recent tax return, as well as access to your email account, your personal account number from a credit card, mortgage, home equity loan, home equity line of credit, or car loan, as well as a mobile phone with your name on the account.

Set up your account, log in, and print your Verification of Nonfiling statement all from the comfort of your own home or office. Option 2: File IRS Form 4506-T with the IRS.

  • Please fill out the form according to the directions on the front page. Make certain that box 7 on the form is checked. Completed forms should be sent or mailed to the proper fax number or mailing address. Your tax statement should arrive within 5 to 10 calendar days of the IRS receiving your 4506-T
  • However, this time frame is subject to change.

You will be required to utilize IRS Form 4506-T if you are unable to employ Option 1. You will not be able to seek the Verification of Nonfiling statement using any of the IRS’s other request methods, including the 800 number or the online “Get Transcript by Mail” option, since IRS systems do not allow it.

See also:  When Should I Get My Tax Return 2016?

Wage and Income Transcript

Option 1: Go to irs.gov/transcript and use the “Get Transcript Online” tool to obtain your transcript. You will require the following items in order to make advantage of this feature:

  • It is necessary to have your social security number (SSN), date of birth, filing status, and mailing address from your most recent tax return, as well as access to your email account, your personal account number from a credit card, mortgage, home equity loan, home equity line of credit, or car loan, as well as a mobile phone with your name on the account.

Create your WageIncome account, log in, and print your WageIncome transcript all from the comfort of your own home. Option 2: File IRS Form 4506-T with the IRS.

  • Please fill out the form according to the directions on the front page. Make certain that box 8 on the form is checked. Completed forms should be sent or mailed to the proper fax number or mailing address. Once the 4506-T is received by the IRS, it should take roughly 5 to 10 calendar days for you to get your transcript.

You will be required to utilize IRS Form 4506-T if you are unable to employ Option 1. If you try to get the WageIncome Transcript using any of the IRS’s other ways, such as the 800 number or their online “Get Transcript by Mail” option, you will be denied access.

Tax Return Transcript

Using the IRS Data Retrieval Tool to make modifications to your FAFSA and submit it to the Financial Aid Office for verification reasons is the appropriate course of action if you have filed taxes and are required to give that information to the Financial Aid Office. When completing your FAFSA, you will not be required to submit your tax return transcript if you are able to transmit your tax information to your FAFSA using the data retrieval tool (as long as you do not change any of the transferred data).

The Financial Aid Office will want a copy of your tax return transcript if you are unable to access the data retrieval feature on the FAFSA. There are several possible reasons why you may be unable to access the data retrieval tool:

  • If you filed under the heading “Married Filing Separately”
  • If you submitted a foreign or Puerto Rican tax return
  • If you updated your tax return (by filing a 1040X)
  • If you filed a joint tax return with another person
  • If you filed electronically less than 2 to 4 weeks ago
  • If you filed by mail less than 6 weeks ago
  • If you filed electronically less than 2 to 4 weeks ago
  • It is possible that your filing status does not correspond to the marital status shown on your FAFSA
  • (For parents who are reporting tax information on the student’s FAFSA) If your parents are not married, but are living together, you must include this on the FAFSA.

There are several options for receiving a Tax Return Transcript (TRT), including: Option 1: Go to irs.gov/transcript and use the “Get Transcript Online” tool to obtain your transcript. You will require the following items in order to make advantage of this feature:

  • It is necessary to have your social security number (SSN), date of birth, filing status, and mailing address from your most recent tax return, as well as access to your email account, your personal account number from a credit card, mortgage, home equity loan, home equity line of credit, or car loan, as well as a mobile phone with your name on the account.

Create an account, log in, and print your TRT all from the comfort of your own home. Second option is to use the “Get Transcript by Mail” service available at irs.gov/transcript. Please keep in mind that this choice will only be effective if you are the principal taxpayer (your name must be the first listed on your tax return). Option 3: Make an automated request by phone by dialing (800) 908-9946. This is the fastest and most convenient option. *Follow the on-screen instructions to obtain a Return Transcript.

Option 4: File IRS Form 4506-T with the Internal Revenue Service.

  • Please fill out the form according to the directions on the front page. Make certain that box 6a on the form is checked. Completed forms should be sent or mailed to the proper fax number or mailing address. Once the 4506-T is received by the IRS, it should take roughly 5 to 10 calendar days for you to get your transcript.

Amended Tax Return Requirements

If you filed an IRS Form 1040X (Amended United States Individual Income Tax Return), you will be required to provide the following documents:

  • The following documents are required: a completed Verification of an Amended Tax Returnform
  • A signed copy of the two-page 1040X form that was submitted with the IRS
  • And a copy of your original IRS Tax Return Transcript.

Requirements for Victims of Tax-Related Identity Theft

If you believe you have been a victim of tax-related identity theft, you must turn in the following documents:

  • Income Verification for Victims of Tax-Related Identity Theftform (the 18/19 version of this form includes the signed statement confirming that you have informed the IRS of the tax-related identity theft)
  • A completed IRS Tax Return Data Base View (TRDBV)
  • A signed statement confirming that you have informed the IRS of the tax-related identity theft
  • In order to get an IRS Tax Return Data Base View (TRDBV) of your tax information, call the Identity Protection Specialized Unit (IPSU) at (800) 908-4490*Note: This phone number is not the same as the number used to request a Tax Return Transcript.

How Do I Know if I Need to Order Tax Return Transcripts?

If you have any of the following circumstances, you will need to get a free tax return transcript:

  • You were chosen for verification because you utilized the IRS Data Retrieval Tool and made changes to the information that was loaded into the FAFSA
  • You were chosen for verification because you were unable to utilize or refused to use the IRS Data Retrieval Tool. If you had filed the following documents, you would not have been allowed to utilize the Data Retrieval Tool:
  • The IRS Data Retrieval Tool was used to alter the imported data on the FAFSA once you were selected for verification. It was determined that you could not or did not use the IRS Data Retrieval Tool, and you were chosen for verification as a result. Following are examples of situations in which you would not be able to utilize the Data Retrieval Tool:

NOTE: If you are eligible to use the Internal Revenue Service (IRS) Data Retrieval Tool but choose not to do so at the time, you can log back into your FAFSA (make any necessary corrections) and use the Data Retrieval Tool transfer your tax information to the FAFSA rather than submitting a Tax Return Transcript and the applicable Income Verification Form. Make certain that you submit your adjustment and receive a new confirmation page after doing so.

How Do I Order My Tax Return Transcripts?

When it comes to obtaining your tax return transcripts, you have three options:

  • On the IRS website, you can obtain a transcript ONLINE (which you can then download and print): Transcripts can be obtained online.
  • *Make sure that pop-up blockers are turned off before downloading
  • Obtain a transcript by MAIL by submitting an online request at the IRS website: Transcripts can be obtained through the mail or by calling 1-800-908-9946.

If I’m having problems with my shipping address or security questions while ordering online, what should I do? The IRS’s address matching/security system, which is used to log onto their website, is quite demanding, and it must match the information on file with them perfectly in order to be accepted. The address is generally the same as the one listed on your latest tax return. We recommend that you have your taxes in front of you so that you may properly copy that address. Using the term “Street” rather of the abbreviation “St” might result in an error in their system if the word is not spelled correctly.

to 8:00 p.m., Monday through Friday (Eastern Time).

When Can I Order My Tax Return Transcripts?

The timing of when you may successfully seek a copy of your Tax Return Transcripts is dependent on whether or not you owe taxes at the time of filing, as well as whether or not you filed online or on paper. More information may be found in the section below.

Electronic Filing Paper Filing
Filer who either did not owe an amount, or is expecting a refund 2-3 weeks after submission in most cases 8-11 weeks later in most cases
Filer who owed an amount, and made a full payment while filing 2-3 weeks after submission in most cases IRS will start processing the tax return in June, Tax Return Transcript requests can be made successfully 2-3 weeks later in most cases
Filer who owed an amount, and made a full payment after filing 3-4 weeks after the payment is processed by the IRS in most cases IRS will start processing the tax return in June, Tax Return Transcript requests can be made successfully 2-3 weeks later in most cases
Filer who owed an amount, and have not yet paid in full IRS will start processing the tax return in May, Tax Return Transcript requests can be made successfully 2-3 weeks later in most cases IRS will start processing the tax return in June, Tax Return Transcript requests can be made successfully 2-3 weeks later in most cases
See also:  Where To File Income Tax Return? (Solved)

Who Can Order the Tax Return Transcript?

Only the first individual who was named on the federal tax return (the principal taxpayer) will be eligible to get a transcript using the “Get Transcript” online service or automated phone services, according to the IRS.

Everyone else will be required to complete an IRS Form 4506-T.

How Much Does it Cost?

It is completely free to obtain or read a transcript of your tax return.

How Long Does it Take to Receive my Tax Return Transcript?

Please refer to the section above that specifies when a request may be submitted, since all requests must be submitted after the proper waiting period has elapsed before they can be successfully submitted and processed. If all of the prerequisites are completed, requests to access the transcript online can be answered almost instantly. It takes an average of 5-10 calendar days to fulfill requests submitted through the online purchase form or by phone, assuming that all conditions are completed.

What is a Tax Account Transcript?

If you are placing an order, you may see that you have the option to obtain a tax account transcript. Please keep in mind that this will not meet the need; instead, you must order a copy of your tax return.

Can I Just Send a Copy of My Tax Return Transcripts?

No, the United States Department of Education no longer accepts a tax return for the purpose of verification.

What Do I Do if I Filed Amended Returns?

The IRS Tax Return Transcript and a signed copy of your IRS Form 1040X must be included with your modified tax return if you filed an amended tax return. Here are some other resources for your consideration.

  • IRS Transcript FAQs
  • Transcript Types and Ordering Procedures
  • IRS Transcript FAQs

Tax Return Copies Can Be Downloaded From eFile.com Account

To see a larger version of this photograph, please click here. As a tax preparer or e-Filer with eFile.com, you have the benefit of having access to your previous year’s tax returns for a period of up to seven years. Your account on eFile.com contains information on the current and previous two tax years as well as the current tax year. Enter your eFile.com username and password, then follow the steps outlined below:

  1. ClickMy Accounton the top right-hand side of your account page
  2. Then, under the “Your Return” title, select the relevant tax year from the drop-down menu. Your completed return will be presented as a PDF file, which you may download and print at your convenience.

Your current tax year’s return, as well as two previous years’ returns, are stored in your current eFile.com account at no additional cost to you. Tax returns submitted with eFile.com prior to these years are preserved, and if you filed these returns with eFile.com, you may access them through your Personal Support Page. For older eFile.com return copies, speak with a member of the eFile Taxpert team. They are available for purchase for $9.95 per return copy. In contrast, the Internal Revenue Service (IRS) levies $50.00 per return copy for each return, regardless of the year.

Returns for tax year 2013 that have been archived can be accessed for $49.00 per copy, as these cannot be received directly from the IRS.

  • You can receive a free online IRS tax transcript if you utilized other platforms or professional tax preparers and you don’t have a copy of your tax return data (for example, your Adjusted Gross Income), which you can get below. As opposed to a tax return copy, transcripts will just summarize your tax returns and will not contain any information about your tax returns. As a result, you will not receive an exact duplicate of your tax return.

Get a Free IRS Tax Transcript on the Internet.

  • The following is an example of a paper-based tax return: To obtain an IRS paper-based return, follow the steps outlined in this document. In the event that you are required to prepare for a tax audit, you may require a copy of your tax return. According to IRS policy, tax return copies are available for seven years from the day they were originally filed before they are destroyed in accordance with law. Copies of state tax returns: To obtain a copy of your state tax return, go to the website of your state tax department.

Please keep in mind that a transcript does not reflect any modifications or adjustments that you or the IRS may have made after the IRS approved your tax returns. When completing Form 4506-T, you have the option of having transcripts sent to a third party at your request. If you submit your transcript request by phone or online, transcripts will not be distributed to a third party.

It is only possible to request transcripts online, and they will be shipped to the address listed on your most recent tax return. TurboTax ® is a trademark of Intuit, Inc. and is used under license. HRB Innovations, Inc. owns the trademark H R Block ®, which is a registered trademark of the company.

How To Get a Copy of Previous Year’s Tax Information

Whether it’s because you haven’t filed in two years, or because you forgot about a job you had, or for any number of other reasons – you need tax information from a year or more ago. and you don’t have access to it. What are your alternatives? The alternative that involves a lot of work is recalling what happened and contacting each individual organization (job, investment, bank, and so on) to request a new copy of your tax form for that particular year. It’s likely that most of us don’t have flawless recall and that we’ll miss anything important – which is terrible news for your tax return!

What is a Transcript?

The word “transcript” is a magic word when it comes to the Internal Revenue Service. When it comes to the IRS, they take their word for it when it comes to the electronic copy of your information. It is possible that they have tax return transcripts, wage and income transcripts (and account transcripts, but that is not relevant in this case). A tax return transcript can assist you in obtaining a copy of your return or in recalling whether or not you filed a tax return for the year in question.

There are a number different options for obtaining transcripts.

This process typically takes 7-10 business days.

It is a one-page form that is rather simple to complete.

Getting Your Transcript Electronically

You can also obtain your transcript the same day if you request it electronically. It is necessary to have a login on IRS.GOV – please be certain that you are on the.gov website. An option to search for information may be found in the top right corner of the IRS homepage. If you search for the word ‘transcript’ in Google, the first few results are exactly what you’re looking for. To obtain a transcript, select ‘Get Transcript’. There will be information presented that is identical to what I have posted here, but on the left side of the screen will be an option to obtain your transcript electronically.

A word of warning, however: even if there is a “forgot my password” option, the processes necessary to prove your identity will be quite thorough (as they should be), so please make a note of your IRS login credentials and keep it safe.

The taxpayer (that is, you) always has the most power, and you will obtain the quickest results while dealing with the Internal Revenue Service.

Information Requested From The IRS

The information requested from the IRS is social security sensitive, which means that one social security number cannot get information on another social security number – which includes information about married couples. In the case of a married couple that need transcripts for the same year, each of you must seek your own pay and income transcript for that year. Because you both have a copy of your tax return transcript associated to your social security number, if you filed jointly, either of you can get it.

3 years are always available, and up to 7 years are frequently available; but, if you have been out of the country for 10 years or longer, you are out of luck in terms of IRS transcripts.

Tax Professional Charles Steinmetz is a Senior Tax Professional.

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