How do I request a copy of my tax returns and W-2 forms?
Rev 3-5-2005
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 , Request for Copy of Tax Return and mail it to the IRS address in the instructions along with a $39 fee for each tax year requested. Copies are generally available for returns filed in the current and past 6 years. PLEASE NOTE that often a “transcript” (a computer print-out showing basic data) is sufficient.
To receive a copy of your return, complete and mail Form 4506 Request for Copy of Tax Return. You should allow 60 calendar days for a response.
Transcript of 1040 return and W-2
In cases where an exact copy of the return is not needed, tax return transcripts may be ordered. The tax return transcript shows most line items contained on the return as it was originally filed, including any accompanying forms and schedules such as W-2 forms. In most cases, a tax return transcript will meet the requirements for lending institutions for mortgage verification purposes.
The transcript can be ordered by completing a Form 4506-T 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. PLEASE NOTE that item 6 should reflect the return being requested (example: 1040) and the box at item 6a should be checked and the box at item 6e should also be checked when requesting a transcript of the W-2 and 1099 Forms. Please further note that you can FAX the request to the fax number indicated in the instructions. You can request both a copy of the 1040 and W-2 on the same form.
To receive a transcript of your return and W-2, complete and mail or fax 4506-T Request for Transcript of Tax Return..
Please note that 4506-T can be used to request returns other than 1040’s (such as 941’s, 1120’s, etc).
LINKS TO IRS AND FORMS
Visit the IRS site at:
http://www.irs.gov/
Form 4506 (PDF), Request for Copy of Tax Return
http://www.irs.gov/pub/irs-pdf/f4506.pdf
Form 4506-T (PDF) Request for Transcript of Tax Return
http://www.irs.gov/pub/irs-pdf/f4506t.pdf