Financial documents - which should be original?

[Keisha 0]

I got confused which original financial documents I have to bring for the interview. Form 134, letter from employer, letter from the bank officer - yes. Should any tax documents from my fiance be originals?

[payxibka 10,047]

Should any tax documents from my fiance be originals?

That actually would be a little difficult as the originals are on file with the IRS. Your fiance can receive tax transcripts from the IRS which still are not originals, but indicate the amounts reported by your fiance when the return was filed.

[Keisha 0]

Should any tax documents from my fiance be originals?

That actually would be a little difficult as the originals are on file with the IRS. Your fiance can receive tax transcripts from the IRS which still are not originals, but indicate the amounts reported by your fiance when the return was filed.

Thank you!

[sbgagne 0]

Should any tax documents from my fiance be originals?

That actually would be a little difficult as the originals are on file with the IRS. Your fiance can receive tax transcripts from the IRS which still are not originals, but indicate the amounts reported by your fiance when the return was filed.

Thank you!

Someone else posted (I don't remember who) this in another post on how to order your tax transcripts.

http://www.irs.gov/faqs/faq1-6.html

1.6 IRS Procedures: Copies & Transcripts

How do I request a copy of my tax return for last year?

If you need an exact copy of a previously filed and processed return and all attachments (including Form W-2 (PDF)), you must complete Form 4506 (PDF), Request for Copy of Tax Return and mail it to the IRS address in the instructions along with a $39 fee for each tax year requested. Copies are generally available for returns filed in the current and past 6 years.

In cases where an exact copy of the return is not needed, tax return and transcripts may be ordered. The tax return transcript shows most line items contained on the return as it was originally filed, including any accompanying forms and schedules. In most cases, a tax return transcript will meet the requirements for lending institutions for mortgage verification purposes.

The transcript can be ordered by completing a Form 4506-T (PDF) or calling (800) 829-1040 and following the prompts in the recorded message. There is no charge for the transcript and you should receive it in 10 business days from the time we receive your request. Tax return transcripts are generally available for the current and past three years. If you need a statement of your tax account which shows changes that you or the IRS made after the original return was filed, you must request a "Tax Account Transcript". This transcript shows basic data including marital status, type of return filed, adjusted gross income, taxable income, payments and adjustments made on your account. Tax return and account transcripts are generally available for the current and past 3 years.

Form 4506-T (PDF) can also be used to get proof from the IRS that you did not file a tax return for a particular tax year.

Forms can be downloaded at irs.gov/forms/pubs or ordered by calling (800) 829-3676.

References:

Form 4506 (PDF) Request for Copy of Tax Return

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

Can I get copies of my prior year Forms W-2 from the IRS?

The quickest way to obtain a copy of a prior year Form W-2 (PDF) is through your employer. If that is not possible, you can order and pay for copies of your entire return (attachments include Form W-2 (PDF)) from IRS, or order Form W-2 (PDF) information at no charge from the IRS. The IRS can provide Form W-2 (PDF) information for up to 10 years. Information for the current year is generally not available until the year after it is filed with the IRS. For example, Form W-2 (PDF) information for 2005, filed in 2006, will not be available from IRS until 2007.

To receive a copy of your return or transcript, complete and mail Form 4506 (PDF), Request for Copy of Tax Return or Form 4506-T (PDF) Request for Transcript of Tax Return. You should allow 60 calendar days for a response.

References:

Form 4506 (PDF), Request for Copy of Tax Return

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

More Frequently Asked Tax Questions