I Need a Copy of My Tax Return

Retaining copies of your federal tax return is important. Not only will you need the return in case of audit, but the tax return is often used to secure student aid, obtain loans, purchase a home or business, plus much more. What can you do if you cannot find a copy of your tax return?

• E-filed tax returns have their data stored in software. This means, if necessary another digital copy could be produced.
• IRS requested transcript. The IRS can provide you with a transcript of your current tax return from the prior three years. You can request a transcript of these tax return’s data from the IRS using their online tool at: www.irs.gov by going to their “order a transcript tool“. Information will be provided to you within approximately 5 to 10 business days.
• Request an actual copy. If you require an actual copy of your tax return, one can be provided for $57 by filling out Form 4506. But plan accordingly as this can take up to 60 days to process.