Have you lost an old tax return that you really need? It happens all the time. You probably have many reasons you both need and lost an old tax return but can’t find. Below we will show you 4 ways to obtain old tax returns.
1. Contact Your Bookkeeper
Those of you who use a bookkeeper or an accountant to prepare their tax returns are in luck. Thanks to the digital era, we have the capability to store the information of many present and past clients. Contact your accountant or bookkeeper to get any old tax returns you may have misplaced. But be aware, we are crazy busy this time of year. Give it a try after tax time if you don’t need the return right away.
2. Go Through the IRS to Get Your Old Tax Returns
The IRS itself actually allows you to contact them for your old tax returns. Simply fill out Form 4506 to request old tax returns yourself or give them to an authorized third party. You will need:
- Name on the tax return.
- Social security number.
- Current and previous addresses.
- Year or period requested.
- Type of tax return such as 1040, 941, 1120, etc.
There is also currently a charge of $30 for each tax return requested, which has been reduced from $50.
Did you know? The IRS collected approximately 260 million tax returns in the year 2022? Source: IRS
3. Go Through the IRS to Get Your Old Tax Return Transcripts
However, there are instances where you need just the numbers and not necessarily the old tax return. In this case, you can request a tax transcript. Just click here to find out all the ways you can get a transcript online. They claim to have “all transcript types” available online for individuals and that you can view, print, or download. You will need an id.me account created or logged into. Identity can be verified a number of ways from a government ID to a live call.
4. Obtain Old Tax Returns Via Phone
Finally, if you need an old tax return and only have a landline, you can always call. You may order a transcript via the official phone number of 800-908-9946. However, we don’t recommend as hold times can be insane. Get a family member or friend to help if you don’t have access to a smart phone or computer.
Use a Bookkeeper in Houston to Obtain Old Tax Returns
Last of all, one of the best ways to file and access new and old tax returns is with the help of an experienced bookkeeper. Contact our B&J Bookkeeping to learn more about our tax return preparation and other bookkeeper services.
