Misplaced your tax return from last year? Don’t worry—there are simple ways to access past returns. While it’s best practice to keep records for at least three years, the IRS and your tax preparer provide options to retrieve what you need.
1. Ask Your Software Provider or Tax Preparer
The quickest option is to request a copy directly from the software provider you used to file or from your tax preparer. Many professionals securely keep client records on file.
2. Get a Tax Transcript from the IRS
If your preparer doesn’t have it, you can request a tax transcript from the IRS. Transcripts are free, show most line items (including your adjusted gross income), and cover the last three years.
Ways to request a transcript:
- Online: Use Get Transcript Online to view, print, or download.
- By Phone: Call 800-908-9946 to order by phone; mailed in 5–10 days.
- By Mail: Submit Form 4506-T or 4506-T-EZ to the IRS.
3. Request a Full Copy from the IRS
If you need an exact copy (with all attachments), complete and mail Form 4506 to the IRS. Each copy costs $43 and is available for the current year and up to seven years prior.
When You Might Need a Copy
- Applying for a mortgage or loan
- Verifying income for financial aid
- Keeping accurate personal or business records
Whether you need a simple transcript or a full return, these resources ensure you’ll have the right documentation when it matters most.
At Grants Pass Tax Service, we can guide you through the process of requesting past returns and answer your tax record questions. Contact us today for help managing your tax records with confidence.
