Need a Copy of Your Tax Return Information? Call The IRS

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. If you had your taxes prepared by a tax professional, you should contact them for copies. Alternatively, 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 shows payments and tax adjustments to your account. 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 IRS

Note: These tips are provided to help trigger ideas on ways to minimize your tax burden, not as a substitute for professional advice. There is no "one-size-fits-all" answer - each taxpayer's situation is different. You should contact your tax preparer to determine together how this may affect your unique situation.

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Even though any accounting auditor would tell you it seems like there are an awful lot of tax accountants out there, surely one-third of the country isn't made up of tax preparers, so it's rather startling news to learn that one-third of Americans like to do their taxes. Who knew?
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