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How to Get a Copy of your Tax Return Information
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Getting a copy of your tax return information can vary depending on whether you're looking for a copy of your federal tax return, state tax return, or both. Here’s a guide for obtaining copies of your tax returns:
For Federal Tax Returns (IRS)
1. Online Access via IRS.gov:
- If you have an IRS Online Account, you can log in and access your tax documents. This includes copies of your tax returns from the last few years.
- To set up an account, visit the IRS website and follow the instructions for creating an account.
2. Request a Copy of Your Tax Return:
- If you need a full copy of your return, you can request it using IRS Form 4506, Request for Copy of Tax Return.
- Complete the form and mail it to the address specified for your location. There is a fee for each copy of the return.
3. Request a Transcript:
- Instead of a full copy of your return, you might opt for a tax transcript, which is a summary of your tax return.
- You can request a transcript online via your IRS account, by phone at 1-800-908-9946, or by submitting Form 4506-T, Request for Transcript of Tax Return.
- Transcripts are usually available for the current tax year and the past three years.
For State Tax Returns
1. Check the State Tax Agency Website:
- Most state tax agencies allow you to access your tax records online. Visit your state’s department of revenue or taxation website for specific instructions.
- You may need to create an account to access your records.
2. Contact the State Tax Office:
- If you cannot access your information online, you can call or visit your state tax office for further assistance.
- Be prepared to provide personal identification information, such as your Social Security number.
3. Request a Copy:
- Some states may require you to submit a specific form or written request to obtain a copy of your tax return.
- Check your state agency’s guidelines for any fees or processing times.
Additional Tips
- Keep Records: It’s a good practice to keep copies of your tax returns and supporting documents for at least three to seven years in case of audits.
- Security: When requesting sensitive information, ensure that you’re submitting requests through secure means to protect your personal information.
- Assistance: If you're having trouble, consider reaching out to a tax professional for assistance.
By following these steps, you should be able to obtain a copy of your tax return information efficiently.
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