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Need to file your tax returns but you cannot find any of your tax information? Look no further - call us to request a Wage and Income transcript. The wage and income transcript will provide all your third party reporting including employer W-2, 1099-Misc, stock brokers, mortgage information, partnership reporting, and various third party report.  

You may need copies of your filed tax returns to refinance your mortgage, apply for loans, school loans, or other reasons.  For example, they can help you prepare future tax returns. You’ll need them if you have to amend a prior year tax return.  If you can’t find your copies, call us to request a transcript on your behalf. 

  • Transcripts  includes the tax information you need. The wage and income transcript can be used to amend your existing tax returns.
     
  • A tax return transcript shows most line items from the tax return that you filed. It also includes items from any accompanying forms and schedules that you filed. It doesn’t reflect any changes you or the IRS made after you filed your original return.
     
  • A tax account transcript includes your marital status, the type of return you filed, your adjusted gross income and taxable income. It does include any changes that you or the IRS made to your tax return after you filed.

The are various types of account transcripts. The most common is the tax account transcript and wage and income transcript. The wage and income transcript can be used to prepare and income tax return in cases where a taxpayer does not have any source documentation. Below is a brief discussion of each type of transcript. 

Tax Return Transcript: A return transcript shows most line items from your tax return just as you filed it, and also includes forms and schedules you filed. However, it does not reflect changes made to the return after you filed it. In most cases, your return transcript will have all the information a lender or other agency needs to validate your income or tax reporting compliance.

Tax Account Transcript: This transcript shows any adjustments made by you or the IRS after you filed your return. It shows basic data, like marital status, type of return, adjusted gross income and taxable income.

Record of Account Transcript: This combines the information from both the tax account and tax return transcripts.

Wage and Income Transcript: This shows data from information returns reported to the IRS, such as W-2s, 1099s and 1098s. Current tax year information may not be complete until July.

Verification of Non-filing Letter: This is proof from the IRS that you didn’t file a return this year. Current year requests aren’t available until after June 15. This letter doesn’t address whether you, the taxpayer, are required to file a tax return for a given tax year. A taxpayer may fail to file a tax return even though he/she is required to do so.

Request a Transcript or Copy of a Prior Year Tax Return

You may need copies of your filed tax returns for many reasons. For example, they can help you prepare future tax returns. You’ll need them if you have to amend a prior year tax return. You often need them when you apply for a loan to buy a home or to start a business. You may need them if you apply for student aid. If you can’t find your copies, the IRS can give you a transcript of the information you need, or a copy of your tax return. Here’s how to get your federal tax return information from the IRS:

  • Transcripts are free and you can get them for the current year and the past three years. In most cases, a transcript includes the tax information you need.
     
  • A tax return transcript shows most line items from the tax return that you filed. It also includes items from any accompanying forms and schedules that you filed. It doesn’t reflect any changes you or the IRS made after you filed your original return.
     
  • A tax account transcript includes your marital status, the type of return you filed, your adjusted gross income and taxable income. It does include any changes that you or the IRS made to your tax return after you filed it.
     
  • You can get your free transcripts immediately online. You can also get them by phone, by mail or by fax within five to 10 days from the time IRS receives your request.
     
    • To view and print your transcripts online, go to IRS.gov and use the Get Transcript tool.
       
    • To order by phone, call 800-908-9946 and follow the prompts. You can also request your transcript using your smartphone with the IRS2Go mobile phone app.
       
    • To request an individual tax return transcript by mail or fax, complete Form 4506T-EZ, Short Form Request for Individual Tax Return Transcript. Businesses and individuals who need a tax account transcript should use Form Form 4506-T, Request for Transcript of Tax Return.
       
  • If you need a copy of your filed and processed tax return, it will cost $50 for each tax year. You should complete Form 4506, Request for Copy of Tax Return, to make the request. Mail it to the IRS address listed on the form for your area. Copies are generally available for the current year and past six years. You should allow 75 days for delivery.  
     
  • If you live in a federally declared disaster area, you can get a free copy of your tax return. Visit IRS.gov for more disaster relief information.