Helpful information tax return copies and transcripts:
The IRS recommends that taxpayers keep a copy of tax returns for at least three years. Doing so can help taxpayers prepare future tax returns or even assist with amending a prior year’s return. If a taxpayer is unable to locate copies of previous year tax returns, they should check with their software provider or tax preparer first. Tax returns are available from IRS for a fee.
Even though taxpayers may have a copy of their tax return, some taxpayers need a transcript. These are often necessary for a mortgage or college financial aid application.
Here is some information about copies of tax returns and transcripts that can help taxpayers know when and how to get them:
To get a transcript, taxpayers can:
• Order online. They can use the Get Transcript tool on IRS.gov.Users must authenticate their identity with the Secure Access process.
• Order by mail. Taxpayers can use Get Transcript by Mail or call 800-908-9946 to order a tax return transcripts and/or tax account transcripts.
• Complete and send either Form 4506-T or Form 4506T-EZ to the IRS.
They should use Form 4506-T to request other tax records, such as a tax account transcript, record of account, wage and income, and a verification of non-filing.
Transcripts are free and available for the current tax year and the past three years. A transcript usually displays most line items from the tax return. This includes marital status, the type of return filed, adjusted gross income and taxable income. It also includes items from any related forms and schedules filed. It doesn’t reflect any changes the taxpayer or the IRS may have made to the original return.
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