Introduction
Obtaining old tax returns is important for various reasons such as applying for a loan, proving income for government assistance, or determining your tax history. Different methods exist for obtaining old tax returns, and this article will explore some of the options.
Contacting the IRS Directly
Contacting the IRS directly is a reliable method for obtaining old tax returns. One option is to request a tax transcript from the IRS. Tax transcripts summarize your tax return and include information like your adjusted gross income, marital status, and taxable income. You can request a tax transcript for free online, by phone, or by mail.
To request a tax transcript online, go to the IRS website and complete the “Get Transcript Online” service. You will need to provide information like your Social Security Number, date of birth, and other identifying information. Once you have verified your identity, you can download your tax transcript in PDF form.
Visiting IRS Taxpayer Assistance Centers
If you prefer a more personal approach, you can visit an IRS Taxpayer Assistance Center to obtain old tax returns. These centers are located throughout the country, and you can visit them to request tax transcripts or other information about your tax history.
To find the nearest Taxpayer Assistance Center, access the IRS website and use the “Contact Your Local IRS Office” tool. You’ll enter your zip code and receive the contact information for the corresponding center. You can then schedule an appointment to speak with an IRS professional in person.
You can also call the IRS toll-free number to get answers to your tax questions and assistance in obtaining your old tax returns. The telephone number is 1-800-829-1040.
Form 4506-T Request
If you cannot access your tax returns through Tax Transcript or Taxpayer Assistance Center, you can file Form 4506-T to request a transcript of your tax return. Form 4506-T is available on the IRS website and requires you to provide personal information about yourself and the year(s) you need old tax return copies of.
Fill out the form carefully and follow all instructions on the form. You must sign and date the form and then mail it to the address listed. Processing times vary, and can take up to 75 calendar days. You can request processing updates by calling 1-800-829-1040.
Obtaining Old Tax Returns Through Tax Preparers or Online Filing Services
Another option for obtaining old tax returns is to contact your previous tax preparer or online filing service provider. This option is most useful if you used a professional or online service to file your taxes in the past.
Many tax preparers retain copies of their clients’ tax returns and can provide you with the copies you need. Similarly, some online filing services allow users to access old tax returns for free or for a fee. To obtain old returns through a tax preparer or online filing services, you will need to provide identifying information and proof of your identity.
Conclusion
Obtaining old tax returns can be crucial when applying for loans or government assistance, among other reasons To obtain your previous returns, different methods exist and the IRS route is the most preferred. You can contact the IRS directly, visit an IRS Taxpayer Assistance Center, or file Form 4506-T. If you used a tax preparer or online filing service previously, you can contact them to obtain copies. Whichever method you choose, it is important to keep your old tax returns organized and access them easily in the future.
Tips: Always keep a copy of your tax returns and make sure to keep them organized. You can store your returns in a folder, a dedicated filing cabinet, or in a digital record-keeping system.
