How to Obtain a Copy of Your Tax Return

Multiply the number of returns you are requesting on line 8b by the applicable fee on line 8a and enter the total fee on line 8c. Enter your name and Social Security number on line 1. If you filed a joint return for any of the years you are requesting copies, then you must also provide your spouse’s name and Social Security number on line 2. The Ascent is a Motley Fool service that rates and reviews essential products for your everyday money matters. Business-related purchases may count toward your deductions. TurboTax will calculate whether you should use itemized deductions or the Standard Deduction to lower your taxable income as much as possible.

To speak to the bot, click “Help” in the top-right corner of the desktop platform. You can ask the chatbot anything in natural language. If it doesn’t know the answer, it will direct you to the TurboTax community forums or offer expert (human) help. Once your check clears, expect your return(s) to arrive in about 2 months. Note that if you are impacted by a federal disaster area, you probably won’t have to pay any fees.

Get unlimited live help from tax experts plus a final review with TurboTax Live Assisted Basic. With TurboTax Live Full Service, a local expert matched to your unique situation will do your taxes for you start to finish. Or, get unlimited help and advice from tax experts while you do your taxes with TurboTax Live Assisted. And if you want to file your own taxes, you can still feel confident you’ll do them right with TurboTax as we guide you step by step.

If you used TurboTax Online to prepare your taxes, you can access your tax return by signing in to your TurboTax account and navigating to the “Your tax returns & documents” section. To obtain a full copy of your filed and processed tax return (including income forms such as W-2s and 1099s), print and complete IRS Form 4506, Request for Copy of Tax Return. Be sure to follow the instructions on page 2 of the printout. A Form 1040 return with limited credits is one that’s filed using IRS Form 1040 only (with the exception of the specific covered situations described below).

• The method you used to file your tax return (e-file or paper) and whether you had a balance due affects your current year transcript availability.
• He has a degree in English with a Certificate in Professional and Technical Communication from California Polytechnic University, SLO.
• Page 2 of Form 4506 requires you to mail your request to the address listed for the state you lived in when you filed the original return.
• Turbotax Premium users, including freelancers and small business owners, sometimes pay hundreds of dollars to file.
• To obtain a full copy of your filed and processed tax return (including income forms such as W-2s and 1099s), print and complete IRS Form 4506, Request for Copy of Tax Return.
• Cash App users can file taxes free through the app; it doesn’t attempt to upsell you.

You should always retain a copy of your tax return. If you have an Identity Protection (IP) PIN (via a CP01A or the Get an IP PIN Tool), you must enter it when prompted by your turbotax copy of tax return software. It will serve to verify your identity instead of your prior-year AGI or prior-year Self Select PIN. You can opt into the IP PIN program through the online tool.

The federal tax-filing deadline in 2024 is April 15. If you want to start early, now is the time. Even if you’re lacking forms, you can begin right now on TurboTax because it automatically saves your progress. In the event you may have misplaced your documentation or it isn’t complete, you may need to pull your transcript to provide an official record of your tax information.

Our Research Expert

Tax return access services are also available in all PLUS products for both 2017 and 2018 tax years. Tax return access services are also available in all paid and PLUS products for both 2017 and 2018 tax years. Or you can get started with a free tax-filing software alternative. TurboTax isn’t the only player out there. Cash App users can file taxes free through the app; it doesn’t attempt to upsell you. Plus, the IRS is rolling out Direct File in some states, 100% free.

IRS Updates “Where’s My Refund?”

If you need a tax transcript, you can request one any time for free through the IRS Get Transcript website. The PDF feature isn’t available in TurboTax Free unless you added PLUS to your return. If you added PLUS, we save PDF copies of all your returns (from 2017 to current) in your TurboTax Online account for a seven-year period. Actual return documentation is saved for a two-year period. We save PDF copies of all your returns (from 2017 to current) in your TurboTax Online account for a seven-year period.

However, the printout won’t include copies of the entry forms you got in the mail, such as W-2s or 1099s. Have you ever needed a tax return from a prior year, but either forgot where you put your copy or just https://turbo-tax.org/ didn’t have one to begin with? TurboTax calculations are 100% accurate so your taxes will be done right, guaranteed, or we’ll pay you any IRS penalties. Have an expert do your taxes or do them yourself.

Unlike a full tax return, transcripts are available for the previous three years only. If you need to recover a tax return from previous years, you have a few options. Watch this video to find how about recovering past years’ tax returns. 100% accurate calculations, audit support, and your max refund. All backed for the full 7-year life of your tax return.

How to Obtain a Copy of Your Tax Return

No matter which way you file, we guarantee 100% accuracy and your maximum refund. Do you need information from a tax return you filed three years ago because you’re making a major purchase and the lender wants to see your tax history? Maybe you need to provide your adjusted gross income (AGI) from the past three years to demonstrate your financial picture but can’t find your tax return paperwork. Sign the form and mail to the appropriate IRS address. Page 2 of Form 4506 requires you to mail your request to the address listed for the state you lived in when you filed the original return. Before mailing, insure you enclose full payment; otherwise, the IRS will not process your request.

If you used TurboTax Online, you can log in and print copies of your tax return for free. Luckily, the Internal Revenue Service can provide you with copies of your original tax returns. As long as you filed the original tax return on Form 1040, 1040-SR, 1040A or 1040EZ, you can request a copy by filing Form 4506 with the IRS. If your current address is different than the address you report on your past-filed returns, enter that previous address on line 4. If you want your tax return sent directly to a third party, such as a bank evaluating your mortgage application, you can enter their name, address and phone number on line 5. If you leave line 5 blank, the IRS will mail your tax return to your current address.

These requests can take up to 75 days to process. So, you’ll want to make sure a tax transcript won’t cut it before starting this process. If your tax transcript won’t meet your needs, you can still access your tax return in other ways.

File 100% FREE with Expert Help

TurboTax offers a 24/7 chatbot that answers your tax-related questions. Use our Taxcaster calculator to preview your refund, or see what you’ll owe. Security Certification of the TurboTax Online application has been performed by C-Level Security.

How can you get your tax transcript?

If you need to print a single tax form or two, here’s how to do it without printing out your whole return. On the screen that lists all the returns, select Continue next to the one you want to print. TurboTax displays the screen where you last left off. You can also print directly from a saved PDF of your return by double-clicking the PDF to open it and then following the instructions in step 4. Keep track of which docs you’ll need when it’s time to file taxes. Get matched with a local tax expert who can do your taxes, start-to-finish, the same day.