I. Introduction

Losing old tax returns can be a nightmare for many people, especially if they need them for important reasons such as applying for a mortgage or student loan. Fortunately, there are a variety of ways to obtain old tax returns for free. This article will provide a guide for accessing old tax returns through the IRS website, utilizing third-party software, contacting state tax agencies, and more.

II. Research the IRS website for free tax return transcripts

The IRS website offers free tax return transcripts for up to ten years. Tax return transcripts provide a summary of your tax return information, including adjusted gross income (AGI), tax liability, and payments. Here are the steps to access your transcripts:

1. Visit the IRS “Get Transcript” website.
2. Click on “Get Transcript Online.”
3. Enter your personal information to verify your identity.
4. Select “Return Transcript” and the appropriate tax year.
5. Click “Download” or “Print.”

III. Contact the IRS toll-free number to request old tax return transcripts

If you prefer to request transcripts over the phone, you can call the IRS toll-free number at 1-800-908-9946. The phone line is available from Monday to Friday, 7 a.m. to 7 p.m. local time. Here are the steps to request transcripts:

1. Call the IRS toll-free number.
2. When prompted, select option 2 to request transcripts.
3. Enter your personally identifying information to verify your identity.
4. Select “Return Transcript” and the appropriate tax year.
5. The transcript will be mailed to the address on file for you within 5 to 10 business days.

IV. Apply for a free Transcript Delivery System (TDS) for instant access to old tax returns

The Transcript Delivery System (TDS) is a free service provided by the IRS that allows taxpayers to instantly access their old tax returns online. Here are the steps to apply for TDS:

1. Visit the IRS TDS website.
2. Click on “Get started with TDS.”
3. Enter your personal information to verify your identity.
4. Create an account and select a user ID and password.
5. Log in to TDS and select “Get Transcript” to access old tax returns.

V. Utilize third-party software such as TurboTax or H&R Block to obtain old tax returns

Some tax preparation software companies offer free access to old tax returns filed through their software. Here are a few popular options:

• TurboTax – Provides up to three years of access to old tax returns. Pros: easy to use interface, intuitive navigation. Cons: additional features and services may require payment.
• H&R Block – Provides up to six years of access to old tax returns. Pros: user-friendly interface, access to tax professionals for questions and assistance. Cons: additional features and services may require payment.
• TaxAct – Provides access to old tax returns for up to seven years. Pros: low cost options, user-friendly interface. Cons: limited assistance for complex tax situations, additional features and services may require payment.

To access old tax returns through third-party software, simply log in to your account and select the appropriate tax year.

VI. Request old tax returns from the state tax agency if they were filed electronically

If you filed your tax return electronically, it may be accessible through your state tax agency. Here are a few state agencies and how to request old tax returns:

• California Franchise Tax Board – To request old returns, fill out and mail the FTB 3516 form.
• Georgia Department of Revenue – To request old returns, fill out and mail the Form 4506T.
• New York State Department of Taxation and Finance – To request old returns, fill out and mail the IT-2 form.

VII. Check with previous employers to see if they have copies of old W-2 forms

Employers are legally required to keep copies of W-2 forms for at least four years. If you need old tax returns that include W-2 information, try contacting previous employers. Here are the steps:

1. Determine the appropriate employer(s) for the tax year in question.
2. Contact the employer’s human resources or payroll department.
3. Provide your name, social security number, and the tax year in question.
4. Request a copy of the W-2 form.

VIII. Conclusion

In conclusion, obtaining old tax returns for free can be accomplished through a variety of methods, including the IRS website, TDS, third-party software, state tax agencies, and previous employers. Remember to have your personal identifying information readily available when making requests. For further assistance, visit the IRS website or contact a tax professional.