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E-NEWSLETTER
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How to Get a Copy of Your Tax Return InformationWe can generally provide you with copies of tax returns prepared by the office for current and three prior calendar years. There may be a nominal reproduction charge. Please keep in mind, that due to privacy laws, we can only provide the copy to you and not to a third party. If you would like copies of returns that were not prepared by this firm, you can easily obtain tax return or tax account transcripts by phone or mail directly from the IRS.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. You should receive your tax return transcript within 10 working days from the time the IRS receives your request. 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. The IRS does not charge a fee for transcripts, which are available for the current and three prior calendar years. Allow 30 calendar days for delivery of a tax account transcript. To request either transcript: • By phone: Call 800-829-1040 and follow the prompts in the recorded message. • By mail: Complete IRS Form 4506-T, Request for Transcript of Tax Return. 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 six years. Forms 4506-T and 4506 can be found on the IRS Web site at IRS.gov or by calling the IRS forms and publications order line at 800-829-3676. If you need assistance in obtaining past returns, please give our office a call.
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