Tax transcript question?

[saratara 0]

Please help, I have to order transcript of our tax return for 2007 and 2008 but I am not sure which form to fill?

Form 4506-T-EZ, Short Form Request for Individual Tax Return Transcript

Form 4506-T, Request for Transcript of Tax Return (PDF 45.3K)

Form 4506, Request for Copy of Tax Form (PDF 42.3K)

http://www.irs.gov/individuals/article/0,,....html?portlet=1

Thank you so much

Edited November 28, 2009 by saratara

[Dakine 26]

Please help, I have to order transcript of our tax return for 2007 and 2008 but I am not sure which form to fill?

Form 4506-T-EZ, Short Form Request for Individual Tax Return Transcript

Form 4506-T, Request for Transcript of Tax Return (PDF 45.3K)

Form 4506, Request for Copy of Tax Form (PDF 42.3K)

http://www.irs.gov/individuals/article/0,,....html?portlet=1

Thank you so much

Call them at 800 829 1040. They will fax the transcripts while you wait. Short form

[meowmeowmeow 0]

Please help, I have to order transcript of our tax return for 2007 and 2008 but I am not sure which form to fill?

Form 4506-T-EZ, Short Form Request for Individual Tax Return Transcript

Form 4506-T, Request for Transcript of Tax Return (PDF 45.3K)

Form 4506, Request for Copy of Tax Form (PDF 42.3K)

http://www.irs.gov/individuals/article/0,,....html?portlet=1

Thank you so much

Call them at 800 829 1040. They will fax the transcripts while you wait. Short form

exactly!

[trillium13 84]

It's much faster and easier to just call them. They can fax or mail them to you. The hardest part is the hold time with the crappy music.

[saratara 0]

OK Thank you so much guys, then I should just call and look for Tax transcripts for 2007 and 2008 I guess...

[Kathryn41 3,205]

Yes, that will do fine. You just want the basic tax transcripts for 2007 and 2008. When I ordered them it was from a menu driven list that allowed me to choose what I wanted and the years I wanted. I had to select each year individually.

[Maurice and Mila 0]

Yes, that will do fine. You just want the basic tax transcripts for 2007 and 2008. When I ordered them it was from a menu driven list that allowed me to choose what I wanted and the years I wanted. I had to select each year individually.

There are offices for the IRS just about everywhere. I walked in and came out 10 minutes later with 3 years of records. Good Luck...

[Udella&Wiz 325]

We called and got them with about a week and a half in the mail - easy peasey

[Nubby 0]

As a wife, can i contact the IRS and get them to send me my husbands tax transcripts? or does he need to be the one to talk on the phone???

[TracyTN 237]

Shouldn't matter as long as you are both on the return. But you'll need to know which spouse was listed first on the return (and that spouse's social security number). I believe that's how they pull it up.

[trillium13 84]

Shouldn't matter as long as you are both on the return. But you'll need to know which spouse was listed first on the return (and that spouse's social security number). I believe that's how they pull it up.

Yes, make sure you have that info. There are other questions they can ask you, but they really don't like having to do that so much. It puts them in a bad mood. Ask me how I know this.

[TracyTN 237]

[Nina+Matt 0]

are the actual transcripts from the irs really necessary? i was under the impression its enough to sent copies of the filing forms, you know the ones you get from your tax prep person?

thats all i send in and now im a little worried about my application.......

[TracyTN 237]

They're not necessary, but I think it 'greases the wheels' (so to speak) just a bit. It's what they prefer (and suggest, I believe). If you send in the form from your tax prep person, you must also include all the supporting documentation - all W2s, 1099s, etc. Honestly I just think the transcripts are easier.

[rebeccajo 14]

I'm a very '#######' record-keeper so I've always kept copies of my tax returns and the attachments.

So I've never ordered transcripts for any of our immigration paperwork. I've always included a signed copy of the return along with the W-2's etcetera and never had any bother with USCIS. This includes the ROC petition we filed in January of this year.

Just sayin' that IF you have the complete return and attachments, you should be fine.