Keyword: Copy of Return
This is archived information that pertains only to the 2003 Tax Year. If you are looking for information for the current tax year, go to the Tax Prep Help Area.
1.6 IRS Procedures: Copies & Transcripts
How do I request a copy of my tax return for last year?
If you need an exact copy of a previously filed and processed return and
all attachments (including Forms W-2), you must complete Form 4506 (PDF) , Request for Copy or Transcript of Tax Form and mail
it to the IRS address in the instructions along with a $23 fee (increases
to $39 Jan. 1, 2004) for each tax year requested (Form 4506 changes Jan. 1,
2004 to Request for Copy of Tax Return. Copies are generally available for
returns filed in the current and past 6 years.
In cases where an exact copy of the return is not needed, tax return and
tax transcripts my be ordered, to be sent to you at your address of record,
by calling (800) 829-1040 or completing and mailing Form 4506. Effective Jan.
1, 2004, use, Form 4506 (PDF)T, Request for
Transcript of Tax Return. The tax return transcripts shows most line
items contained on the return as it was originally filed, including any accompanying
forms and schedules. In most cases, a tax return transcript will meet the
requirements for lending institutions for mortgage vertification purposes.
The transcript can be ordered by completing a Form 4506 (effective January
1, 2004, use Form 4506T to request all types of transcripts) or calling (800)
829-1040 and following the prompts in the recorded message. There is no charge
for the transcript and you should receive it in 10 business days from the
time we receive your request. Tax return transcripts are generally available
for the current and past three years. If you need a statement of your tax
account which shows changes that you or the IRS made after the original return
was filed, you must request a "Tax Account Transcript". This transcript shows
basic data including marital status, type of return filed, adjusted gross
income, taxable income, payments and adjustments made on your account. Tax
return and account transcripts are generally available for the current and
past 3 years.
Form 4506 can also be used to get proof from the IRS that you did not file
a tax return for a particular tax year (Effective Jan. 1, 2004, use Form 4506-T).
Forms can be downloaded at Forms & Pubs or ordered by calling (800)
829-1040.
References:
- Form 4506 (PDF), Request for
Copy or Transcript of Tax Form
- Form 4506 (PDF), Rev 1-1-2004, Request
for Copy or Transcript of Tax Form
- Form 4506 (PDF)T available January
1, 2004 - Request for Transcript of Tax Return
Is it possible to make the request for a copy of my return via the
Internet?
At the present time, it is not possible to request a copy of your return
via the Internet. If you need an exact copy of a previously filed and processed
Federal return, you must file Form 4506 (PDF), Request
for Copy or Transcript of Tax Form (Form 4506 changes Jan. 1, 2004 to
Request for Copy of Tax Return). In cases where an exact copy of the return
is not needed, tax return and tax account transcripts may be ordered, to be
sent to you at your address of record, by calling (800) 829-1040 or completing
and mailing Form 4506 (Effective Jan. 1, 2004, use Form 4506 (PDF)T, Request for Transcript of Tax Return.) There is a
$23 (increased to $39 January 1, 2004) fee for copies of your previously filed
tax forms and all attachments (including Form(s) W-2) for each tax period
requested. You should allow 60 calendar days for a response. There is no charge
for tax return transcripts or Form W-2 information.
References:
- Form 4506 (PDF), Request for
Copy or Transcript of Tax Form
- Form 4506 (PDF), Rev. 1-1-2004, Request for
Copy or Transcript of Tax Form
- Form 4506 (PDF)-T, Rev. 1-1-2004, Request for
Copy or Transcript of Tax Form
What form do I need to get a copy of a previous year's federal tax
return that I filed?
At the present time, it is not possible to request a copy of your return
via the Internet. If you need an exact copy of a previously filed and processed
Federal return, you must file Form 4506 (PDF), Request
for Copy or Transcript of Tax Form (Form 4506 changes Jan. 1, 2004 to Request
for Copy of Tax Return). In cases where an exact copy of the return is
not needed, tax return and tax account transcripts may be ordered, to be sent
to you at your address of record, by calling (800) 829-1040 or completing
and mailing Form 4506 (Effective Jan. 1, 2004, use Form 4506-T, Request for
Transcript of Tax Return.) There is a $23 fee (increased to $39 January 1,
2004) for copies of your previously filed tax forms and all attachments (including
Form(s) W-2) for each tax period requested. You should allow 60 calendar days
for a response. There is no charge for tax return transcripts or Forms W-2
information.
References:
- Form 4506 (PDF), Request for
Copy or Transcript of Tax Form Form 4506 (PDF), Rev. 1-1-2004, Request for Copy of Tax Form
- Form 4506 (PDF)-T, Rev1-1-2004,
Request for Copy or Transcript of Tax Form
Can I get copies of my prior year Forms W-2 from the IRS?
The quickest way to obtain a copy of a prior year Form W-2 (PDF) is through your employer. If that is not possible,
you can order and pay for copies of your entire return (attachments include
Form W-2) from IRS, or order W-2 information at no charge from IRS. IRS can
provide W-2 information for the current and past 9 years. Complete and mail Form 4506 (PDF), Request for Copy or Transcript of Tax
For (Effective Jan. 1, 2004, use Form 4506 (Rev. 1-1-2004, Request for Copy
of Tax Return, for a copy of a return and Form 4506-T Rev. 1-1-2004, Request
for Transcript or Tax Return, for W-2 information. You should allow 60
calendar days for a response.
References:
- Form 4506 (PDF), Request for
Copy or Transcript of Tax Form
- Form 4506 (PDF), Rev. 1-1-2004
Request for Copy of Tax Form
- Form 4506 (PDF)-T Rev. 1-1-2004 Request for
Transcript of Tax Form
1.8 IRS Procedures: Forms & Publications
Are copies of tax forms available at local libraries?
If you need tax forms or would like instructions for completing your federal
income tax return, your local library may have just what you need. For further
information, refer to Tax Topic 105, Public Libraries - Tax Information
Tapes and Reproducible Tax Forms.
References:
- Tax Topic 105, Public Libraries - Tax Information
Tapes and Reproducible Tax Forms
Tax Topics & FAQs | 2003 Tax Year Archives | Tax Help Archives | Home
|