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Need last year’s tax return? There are several options!

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From the Internal Revenue Service:

Help is available for taxpayers, who need tax information for prior years, but who didn’t keep copies of their returns. There are options for helping taxpayers get the information they need, whether it is for a home mortgage or business loan application, court proceeding, or otherwise.

While taxpayers should generally keep copies of their tax returns and any supporting documentation for at least three years after they file, according to the IRS, here are some things they can do if they did not, the documents were destroyed by fire or disaster, or it is otherwise missing for whatever reason:

Ask software provider or tax preparer
Those who need a copy of their tax return should check with their software provider or tax preparer first. Prior-year tax returns are available from the IRS for a fee.

Get a transcript
Taxpayers who can’t get a copy of a prior-year return may order a tax transcript from the IRS. To protect taxpayers’ identities, this document partially masks personally identifible information such as names, addresses and Social Security numbers. All financial entries, including the filer’s adjusted gross income, are fully visible. These are free and available for the most current tax year after the IRS has processed the return. People can also get them for the past three years.

Taxpayers ordering a transcript should allow time for delivery. Here are the three ways to get transcripts:

Request a copy of a tax return from the IRS
If necessary, taxpayers can request a copy of a tax return by completing and mailing Form 4506 to the IRS address listed on the form. There is a fee for each copy — currently fifty dollars — and these are available for the current tax year and up to six years prior.

Featured photo by Markus Winkler from Pexels

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