How to Get a Copy of your Tax Return Information

Getting a copy of your tax return information can vary depending on whether you're looking for a copy of your federal tax return, state tax return, or both. Here’s a guide for obtaining copies of your tax returns:

For Federal Tax Returns (IRS)

1. Online Access via IRS.gov:

• If you have an IRS Online Account, you can log in and access your tax documents. This includes copies of your tax returns from the last few years.
• To set up an account, visit the IRS website and follow the instructions for creating an account.

2. Request a Copy of Your Tax Return:

• If you need a full copy of your return, you can request it using IRS Form 4506, Request for Copy of Tax Return.
• Complete the form and mail it to the address specified for your location. There is a fee for each copy of the return.

3. Request a Transcript:

• Instead of a full copy of your return, you might opt for a tax transcript, which is a summary of your tax return.
• You can request a transcript online via your IRS account, by phone at 1-800-908-9946, or by submitting Form 4506-T, Request for Transcript of Tax Return.
• Transcripts are usually available for the current tax year and the past three years.

For State Tax Returns

1. Check the State Tax Agency Website:

• Most state tax agencies allow you to access your tax records online. Visit your state’s department of revenue or taxation website for specific instructions.
• You may need to create an account to access your records.

2. Contact the State Tax Office:

• If you cannot access your information online, you can call or visit your state tax office for further assistance.
• Be prepared to provide personal identification information, such as your Social Security number.

3. Request a Copy:

• Some states may require you to submit a specific form or written request to obtain a copy of your tax return.
• Check your state agency’s guidelines for any fees or processing times.

Additional Tips

• Keep Records: It’s a good practice to keep copies of your tax returns and supporting documents for at least three to seven years in case of audits.
• Security: When requesting sensitive information, ensure that you’re submitting requests through secure means to protect your personal information.
• Assistance: If you're having trouble, consider reaching out to a tax professional for assistance.

By following these steps, you should be able to obtain a copy of your tax return information efficiently.