Need a Copy of Your Tax Return Information? Look No Further
Taxpayers have two easy and convenient options for getting copies of their federal tax return information - tax
return transcripts and tax account transcripts - by phone or by mail.
A tax return transcript shows most line items from the tax return (Form 1040, 1040A or 1040EZ) as it was originally filed, including any accompanying forms and schedules. It does not reflect any changes you, your representative or the IRS made after the return was filed. In many cases, a
return transcript will meet the requirements of lending institutions such as those offering mortgages and student loans.
A tax account transcript shows any later adjustments either you or the IRS made after the tax return was filed. This transcript shows basic data, including marital status, type
of return filed, adjusted gross income and taxable income.
Request transcripts by calling 1-800-829-1040, or order by mail using Form 4506-T, "Request for Transcript of Tax Form." Specify the type of transcript you are requesting. The IRS does not charge a fee for transcripts, which are
available for the current and three prior calendar years. Allow two weeks for delivery.
If you need a photocopy of a previously processed tax
return and attachments, complete Form 4506, "Request for Copy of Tax Form," and mail it to the IRS address listed on the form for your area. There is a fee of $39.00 for each tax period requested. Copies are generally available
for the current and past 6 years.
Forms 4506-T and 4506 can be found on this Web site under "Forms and Publications" or can be ordered by calling
the toll-free forms and publications order line at 1-800-TAX-FORM (1-800-829-3676).
Voice of the Editor
Which isn’t completely true. I mean, occasionally I drop by when I manage to sneak out of the nonstop frat party over at Going Concern, but I’m mostly a wallflower over there. I’m happy to say that I’ve been given express permission (or explicit orders, if you like) to wander over here to AccountingWEB more often.
Why is that, you might ask? My job is to replace the irreplaceable Gail Perry as Editor-in-Chief. What does that mean? I don’t really know! I think it’ll be fun getting a feel for things, throwing in my own thoughts here and there, and listening to the discussions you’re having about the accounting profession.