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How to Get Old W-2 and 1040 Tax Forms
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If you ever need a copy of old 1040 tax forms, there are a few options for you to pursue.
Transcript or Full Return?
Depending on what you need the return for, you can sometimes get away with providing only a transcript. A transcript is just a listing of all the line items from your tax return and won’t include copies of your W-2, 1099s, or other documents filed. These usually satisfy the needs of most requests, such as a bank, and are provided free of charge from the IRS via Form 4506-T: Request for Transcript of Tax Return or by calling 1-800-829-1040 to place your order.
If you need the whole thing, there are two options.
Tax Preparer
If you used a tax preparer, such as H&R Block, you should call them first. They usually will keep copies of your tax returns on record for a few years and can provide a copy for you. They may or may not charge a fee but it’s often the quickest way you get a copy of your return.
IRS
If the preparer doesn’t have a copy or you didn’t use one, you can submit a request directly to the IRS on Form 4506: Request for Copy of Tax Return for $39 a piece, paid with the form, and up to 60 days.
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Thanks! I saw some dip$h*t lawyer’s site where he was trying to chargefor this information.
I NEED A COPY OF MY RETURNS 1040A 2008. I DID NOT MAKE A COPY. IS THERE ANY WAY I CAN GET A COPY FOR MY DAUGHTER SHE IS ENROLLING IN COLLEGE AND NEEDS A COPY
MY DAUGHTER IS TRYING TO ENROLL IN COLLEGE AND SHE HAS NOT LIVED WITH ME IN 3 YEARS BUT SHE SAID SHE NEEDS MY TAX RETURNS WHY? SHE HAS BEEN TAKING CARE OF HERSELF FOR 3 YEARS
Whether or not she’s lived with you, the school uses your tax information to determine how much financial aid she can get. Even if you will not be helping her at all financially, the school is going to determine an EFC (estimated family contribution) based on your income, which is then deducted from the overall cost of tuition. The difference is what she will likely be eligible for in financial aid (i.e. student loans).