How to Retrieve Old Tax Returns and Transcripts from the IRS

Recovering old tax returns and transcripts is a critical process, especially when you need specific information from previous filings. Whether you need this for personal record-keeping, verifying income details, or other legal or financial purposes, this guide will walk you through the steps to request these documents from the Internal Revenue Service (IRS).

What You Need to Know About Old Tax Returns and Transcripts

Old tax returns and transcripts are not always easily accessible. Typically, you cannot obtain these directly from the IRS, with the notable exception being federal tax returns and federal tax transcripts. State tax records are usually kept by the state tax authority, not the IRS. If you're looking for state tax information, you should contact the relevant state tax department.

Requesting Official Tax Transcripts from the IRS

The easiest way to request a federal tax transcript from the IRS is through their official website. By logging in to your account, you can request the transcript directly and print it right away. Here are the detailed steps:

Visit the official IRS website. Log in to your account using your IRS credentials. Navigate to the section for tax records. Request a tax transcript through the online portal. Print the transcript immediately if you choose to do so.

Alternatively, you can request an official transcript by phone. Call the IRS at 1-800-908-9946 and follow the instructions to have your transcript sent to you by mail. It is important to note, however, that if you need state-specific information, you will need to contact the respective state tax authority directly.

Requesting Tax Returns Directly from the IRS

For copies of your actual tax return, the process is a bit more cumbersome. The IRS generally does not keep copies of the returns for extended periods, as they are purged after six years. If you need an actual copy of a tax return that is more than six years old, you can still request a copy by completing IRS Form 4506.

IRS Form 4506 allows you to request a copy of your tax return for the current tax year and as far back as six years. Each copy costs $50. Here’s how to request a copy:

Visit the official IRS website and navigate to the section for Forms and Publications. Download and complete IRS Form 4506. Mail the completed form to the appropriate IRS office, as specified on the form.

Be aware that processing times can vary significantly. Online and phone orders are processed within 5 to 10 days, but requests sent by mail typically take up to 75 days for delivery. This is important to consider if you need these documents quickly.

Other Methods and Considerations

In certain cases, it might be possible to obtain copies of your tax returns over six years old, but you will need to wait approximately six months for the IRS to complete the process. However, this is not a guaranteed method and should be considered a last resort.

For detailed instructions, you can refer to the official IRS website, which provides comprehensive guides and tools for requesters:

Order a Tax Transcript IRS Form 4506

Remember to keep all your tax documents and transcripts in a secure and organized manner. They are valuable for a variety of personal and professional reasons, including audit purposes and tax planning.

Conclusion

While retrieving old tax returns and transcripts can be challenging, it is a necessary and frequently required process. By following the steps outlined in this guide, you can easily access the information you need. Always consult the official IRS website for the most accurate and up-to-date information.