How to Access Old Tax Returns: 9 Steps
1. Gather Personal Information
Before you begin, gather all relevant personal information that may be needed to access your old tax returns. This includes your Social Security number, date of birth, and full legal name.
2. Log Into the IRS Website
Visit the Internal Revenue Service (IRS) website at www.irs.gov and create an account if you don’t already have one. You’ll need to provide your personal information, including a valid email address.
3. Request a Transcript
Once logged in, navigate to “Get Your Tax Records” and then click on “Get Transcript.” You’ll have the option to either view or download a PDF of your tax transcripts.
4. Choose the Relevant Tax Year
Select the tax year for which you need the return. The IRS typically holds tax records for up to six years.
5. Select the Type of Transcript
You can choose between two types of transcripts when accessing old tax returns: a Tax Return Transcript or a Tax Account Transcript. A Tax Return Transcript provides most line items from your original tax return, while a Tax Account Transcript shows any adjustments made by you or the IRS during processing.
6. Receive Your Transcript
Depending on whether you chose to view or download your transcript, it will either open in your web browser or be sent as a PDF attachment through email.
7. Check Your Mail
If you prefer to receive your old tax returns by mail, simply request this option when prompted on the IRS website. You should receive your transcript within 5-10 business days.
8. Contact a Professional Tax Preparer
If you’re having trouble accessing your old tax returns online, reach out to the professional who helped you file them initially. They may have copies or can assist you further.
9. Make Copies for Safekeeping
Finally, make multiple copies of your old tax return and store them securely in both digital and physical formats. This ensures that you’ll always have access to your old tax information when needed.
Following these straightforward steps can help you quickly and easily access your old tax returns. Remember, keeping accurate tax records is crucial for financial planning and dealing with any potential tax issues down the line.