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Tax Return Transcript Information

If you are unable or choose not to use the IRS Data Retrieval Tool you must obtain a 2012 tax return transcript and send copy to our office. Make sure to request the "IRS Tax Return Transcript" and not the "IRS Tax Account Transcript".

How do I request an IRS Tax Return Transcript?

You may request a 2012 tax return transcript from IRS, free of charge, in one of three ways:

  • Online
    • Go to http://www.irs.gov
      • Look in "Tools" Section
      • Click "Order a Tax Return or Account Transcript"
      • Follow instructions given
      • Receive your tax transcript within 5 to 10 working days

  • Telephone
    • Call IRS @ 1-800-908-9946
    • Follow instructions
    • Receive your tax transcript within 5 to 10 working days

  • Paper

If I file an extension for 2012, what will I need to provide?

You will need to send our office a copy of IRS form 4868 or a copy of IRS form 2350 (approval of an extension beyond the automatic 6 months extension)

Send copies of all W2s for each source of employment income received.

If you did not receive any W2's (self-employed) you will need to send our office a signed statement, by the self-employed individual, certifying AGI and taxes paid.

If I filed an amended tax return, what will I need to provide?

You will need to send our office a signed copy of the original 2012 IRS income tax return that was filed with the IRS or a 2012 IRS tax return transcript, and signed copy of the 2012 IRS Form 1040X, "Amended U.S. Individual Income Tax Return," that was filed with the IRS.

How do I/parent individualize a tax return transcript?

Please indicate beside each line on the 2012 tax return transcript the portion belonging to or attributed to you/your parent on each page of the tax return transcript. All lines must be corrected. The updated return must be signed. Note: you will also need to provide all W2s.

If I file a foreign tax return, what will I need to provide?

You must transfer your foreign tax return information to a 2012 IRS tax form 1040 converting all foreign currency amounts to U.S. dollars. Our office will need a copy of both your foreign tax return and a copy of the 1040 in order to complete the verification process.

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