How to Get a Copy of Your Tax Return Information

There may be times when you need a copy of your prior year federal tax return, a transcript of a return or tax account information. A phone call to the IRS or a visit to the IRS Web site may easily solve your problem.

There are several different options available depending on how quickly you need the information.

If you need a photocopy of a previously processed tax return, complete Form 4506, "Request for Copy or Transcript of Tax Form," and mail it to the IRS address listed on the form for your area. There is a fee of $23.00 for each tax period requested. It may take up to 60 days for you to receive the copy, but there are several other options if you need some of the information sooner.

A tax return transcript, while not a photocopy of your actual return, will list line items from your original tax return. These may be available to you within 7-10 work days. Transcripts are available only for returns in the 1040 series (Forms 1040, 1040A or 1040EZ). In many cases, a transcript will meet the requirement for lending institutions for purposes of student loans, mortgages, etc. There is no charge for tax return transcripts. Use Form 4506 to request a transcript.

If you need a "statement" of your tax account showing changes that you or the IRS made to your original return, request "Tax Account Information," which gives your basic tax data, including your marital status, type of returns filed, adjusted gross income and taxable income. This information can be obtained free of charge by visiting any IRS office or by calling 1-800-829-1040. Allow 15 days for delivery. Do not use Form 4506 to request this information.


This daily Tax Tip has been provided by the Internal Revenue Service.

You may like these other stories...

School tax breaks get House support as Democrats objectRichard Rubin of Bloomberg reported that the House of Representatives on Thursday voted to expand and simplify tax breaks for education as Republicans continue to pass...
Many senior US tax professionals believe that a streamlined audit process will be the top benefit resulting from the IRS Transfer Pricing Audit Roadmap, a new toolkit organized around a notional 24-month audit timeline,...
Tax accounting to be simplified for money-market fundsThe US Securities and Exchange Commission (SEC) voted 3-2 on Wednesday for sweeping changes to institutional money-market funds, Emily Chasan, senior editor of...

Upcoming CPE Webinars

Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.