Requesting Copies of Prior Year Tax Returns from the IRS

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Have you ever misplaced a tax return?  It may not seem like a big deal until you try to provide data for a refinance of your home mortgage or try to fill out a financial aid form.  We often have clients ask how they can get prior year tax information from the IRS.

Taxpayers needing information from previously filed returns that are lost or missing may order tax return transcripts that show most line items from the originally filed tax return (including forms and schedules) from the IRS.

Believe it or not, this is a fairly simple process by either: 

  1. The online ordering tool
  2. Phone
  3. Mail using Form 4605T-EZ or Form 4506T.

Quick tip: Ordering online or by phone results in much faster receipt (five to 10 calendar days) compared to 30 calendar days for mail requests. To obtain actual copies of old returns costs $57, requires completion of Form 4506 , and takes 60 days to receive.

 

Author: Betsy Hastings
Source: IRS


The information contained within this article is provided for informational purposes only and is current as of the date published. Online readers are advised not to act upon this information without seeking the service of a professional accountant, as this article is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant.


About the Author

Keiter CPAs is a certified public accounting firm serving the audittax, accounting and consulting needs of businesses and their owners located in Richmond and across Virginia. We focus on serving emerging growth businesses and companies in the financial servicesconstructionreal estatemanufacturingretail & distribution industries and nonprofits. We also provide business valuations and forensic accounting servicesfamily office services, and inbound international services.

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