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Category: Non-Local News Releases Non-Local News Releases
Published: 05 August 2015 05 August 2015

PHOENIX - -The IRS recommends that you always keep a copy of your tax return for your records. You may need copies of your filed tax returns for many reasons. For example, they can help you prepare future tax returns. You will also need them if you have to amend a prior year tax return. You often need them when you apply for a loan to buy a home or to start a business. You may need them if you apply for student financial aid.

If you can't find your copies, the IRS can provide a transcript of the tax information you need, or a copy of your tax return. Here is more information, including how to get your federal tax return information from the IRS:

O To order your transcript online and have it delivered by mail, go to IRS.gov and use the Get Transcript tool.

O To order by phone, call 800-908-9946 and follow the prompts.

O To request an individual tax return transcript by mail or fax, complete Form 4506T-EZ (http://www.irs.gov/uac/About-Form-4506T-EZ), Short Form Request for Individual Tax Return Transcript. Businesses and individuals who need a tax account transcript should use Form 4506-T (http://www.irs.gov/uac/About-Form-4506T), Request for Transcript of Tax Return.

Mortgage Applicants. If you are applying for a mortgage, most mortgage companies only require a tax return transcript for income verification purposes and participate in our IVES (Income Verification Express Service) program. If you need to order a transcript, please follow the process described above and have it mailed to the address we have on file for you. Please plan accordingly and allow for time for delivery.

Disaster Victims. If you live in a federally declared disaster area, you can get a free copy of your tax return. Visit IRS.gov for more disaster relief information (http://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Disaster-Assistance-and-Emergency-Relief-for-Individuals-and-Businesses-1).

Financial Aid Applicants. If you are applying for financial aid, you can use the IRS Data Retrieval Tool (https://fafsa.ed.gov/help/irshlp9.htm) on the FAFSA website to import your tax return information to your financial aid application. The temporary shutdown of the Get Transcript tool does not affect the Data Retrieval Tool. You may also click on their help page (https://fafsa.ed.gov/help.htm) for more information.

If you need a copy of your transcript you should follow the information above to request it as soon as possible. It takes five to 10 calendar days for transcripts to arrive at the address the IRS has on file for you.

Identity Theft Victims. Did you receive a notice from the IRS about a suspicious return? Has the IRS notified you that it did not accept your e-filed return because of a duplicate Social Security Number? If you answered yes to either question, then you may be a victim of tax-related identity theft. If you are a tax-related identity theft victim you first need to file the Identity Theft Affidavit (http://www.irs.gov/pub/irs-pdf/f14039.pdf). If you are waiting for the IRS to resolve your case but need a transcript, you will need to call our Identity Protection Specialized Unit line to process your request. You can call the Unit at 800-908-4490. For more information, please review our Taxpayer Guide to Identity Theft (http://www.irs.gov/uac/Taxpayer-Guide-to-Identity-Theft).

Tax forms are available 24/7 on IRS.gov/forms (http://www.irs.gov/Forms-&-Pubs). You can also call 800-829-3676 to get them by mail.

Additional IRS Resources:

Tax Topic 156 (http://www.irs.gov/taxtopics/tc156.html) - Copy or Transcript of Your Tax Return - How to Get One