Tax transcript / TurboTax

[katmert 0]

Hi everyone -

For the AOS, does anyone know if an official tax transcript ordered from the IRS is required or if we can send in a printout from an accepted return filed via Turbotax?

Thanks!

kat

[Anh map 2,098]

They will take a copy of your tax return. Be sure to include all pages, all schedules, W2's, 1099's, etc. Don't just send the first page of a 1040. They want it all. That is why the transcript works better for them. The transcript is generated based on your submissions.

[baron555 934]

Hi everyone -

For the AOS, does anyone know if an official tax transcript ordered from the IRS is required

This will work.

or if we can send in a printout from an accepted return filed via Turbotax?

No, you will also need a copy of all 1099s and the W2(s).

Thanks!

kat