How to View Previous Tax Returns
Navigating through the complexities of tax returns can be a daunting task, especially when you need to access previous years’ documents. Whether you’re a small business owner, a freelancer, or an individual, having access to your past tax returns is crucial for various reasons, such as applying for loans, reviewing your financial history, or simply ensuring accuracy in your current tax filings. In this article, we will guide you through the process of how to view previous tax returns, making it easier for you to manage your financial records efficiently.
1. Accessing Your Tax Return Through the IRS
The Internal Revenue Service (IRS) is the primary source for retrieving your previous tax returns. Here’s how you can access them:
a. Visit the IRS website: Go to www.irs.gov and navigate to the “Get Transcript” section.
b. Create an account or sign in: If you don’t have an account, you’ll need to create one using your Social Security number, date of birth, filing status, and Adjusted Gross Income (AGI) from your most recent tax return. If you already have an account, simply sign in.
c. Request a transcript: Once logged in, you can request a transcript of your previous tax returns. The IRS offers different types of transcripts, including a tax return transcript, which contains all the information from your original tax return.
d. Wait for the transcript: It may take up to five to 10 business days for the IRS to process your request. Once the transcript is ready, you can download, print, or save it to your computer.
2. Using Tax Preparation Software
If you used a tax preparation software in the past, such as TurboTax, H&R Block, or TaxAct, you may be able to access your previous tax returns through their services:
a. Visit the tax preparation software’s website: Go to the website of the tax preparation software you used in the past.
b. Sign in to your account: Enter your username and password to access your account.
c. Retrieve your tax return: Look for a section or link related to previous tax returns, and follow the instructions to view or download your documents.
3. Contacting Your Tax Professional
If you hired a tax professional or an accountant to prepare your tax returns, they may have stored your documents securely. Here’s how to retrieve them:
a. Reach out to your tax professional: Contact your accountant or tax preparer, and request a copy of your previous tax returns.
b. Provide necessary information: Your tax professional may require additional information, such as your Social Security number or filing status, to locate your tax returns.
c. Wait for the documents: Once your tax professional locates your tax returns, they will provide you with the necessary copies.
4. Using a Tax Service or Document Retrieval Service
In case you can’t access your tax returns through the IRS, tax preparation software, or your tax professional, you can consider using a tax service or document retrieval service:
a. Research reputable services: Look for a reliable tax service or document retrieval service that can help you obtain your previous tax returns.
b. Provide necessary information: The service will require your Social Security number, filing status, and other relevant details to locate your tax returns.
c. Pay for the service: Some services may charge a fee for retrieving your tax returns. Be sure to inquire about any costs before proceeding.
In conclusion, viewing previous tax returns is essential for maintaining accurate financial records and managing your tax obligations. By following the steps outlined in this article, you can easily access your past tax returns and ensure a smooth tax filing process.
