How to get the Tax Transcripts? (Merged threads)

[Visitor User 253]

For mail it’s 4506-T?

[Visitor User 253]

I called IRS. They cannot get it for 2018-2019. 
 

So my only option is to get the PDF from the online company I used?

[Rocio0010 5,579]

6 hours ago, Visitor User said:

What about the PDF file printout from the online service I used? 

Yes but you SSA office would have that?

No!!!! The IRS office!!!!!

[Visitor User 253]

4 hours ago, Rocio0010 said:

No!!!! The IRS office!!!!!

I called IRS and said they don’t know have it. 

[Visitor User 253]

I logged into H&R Block online (this is what I used to file my Federal Tax Return for 2018 and 2019) and was able to get the PDF file for both years. Will this be good enough along with 2020-2022 IRS Return Transcript?

[Rocio0010 5,579]

7 hours ago, Visitor User said:

I called IRS and said they don’t know have it. 

Nothing like going to the office in person. 

 

There is no way the IRS doesn't have them.

[Visitor User 253]

6 hours ago, Rocio0010 said:

Nothing like going to the office in person. 

 

There is no way the IRS doesn't have them.

They said they only keep 3 years. 

[Visitor User 253]

Has anyone visited the IRS office and got the older years print out?

[Visitor User 253]

3 hours ago, PVR Bound said:

8701 S Gessner Dr, Houston, TX 77074, USA
 

10-20 mins drive from Sugar Land. Might have to call to get an appointment (tel:844-545-5640) and they should be able to answer all your questions while on the phone. 
 

good luck. Or you can PM me your social security number and I’ll go get them for you..

I know where the office is so do I fill out form 4056-T and take it there?

[yuna628 9,671]

What we did for naturalization when the following things did not work:

 

1) Making an account and looking for them. They won't have all the older transcripts you're looking for. Ironically I needed 2018, and I had 2017 because I had printed it out back then. Could have kicked myself for missing out on that transcript. They will not have them on the website past three years. If you are missing some before that date then you'll certainly need to contact the IRS about it, likely by going into the office.

2) sending in a form to the IRS to request they go looking for it. didn't work, they sent it back denied.

3) calling them, also got the runaround.

In lieu of going to an office directly and not wanting to keep doing this song and dance. I simply got the entire copy of 2018 tax return with w2 and uploaded it onto our N400 along with the tax transcripts for the other years we did have. We also uploaded a letter explaining why we chose a tax return instead of a transcript and explained the IRS rules.

 

There was absolutely no problem. The officer did not ask or care about it.

Edited February 28 by yuna628

[Visitor User 253]

3 hours ago, yuna628 said:

What we did for naturalization when the following things did not work:

 

1) Making an account and looking for them. They won't have all the older transcripts you're looking for. Ironically I needed 2018, and I had 2017 because I had printed it out back then. Could have kicked myself for missing out on that transcript. They will not have them on the website past three years. If you are missing some before that date then you'll certainly need to contact the IRS about it, likely by going into the office.

2) sending in a form to the IRS to request they go looking for it. didn't work, they sent it back denied.

3) calling them, also got the runaround.

In lieu of going to an office directly and not wanting to keep doing this song and dance. I simply got the entire copy of 2018 tax return with w2 and uploaded it onto our N400 along with the tax transcripts for the other years we did have. We also uploaded a letter explaining why we chose a tax return instead of a transcript and explained the IRS rules.

 

There was absolutely no problem. The officer did not ask or care about it.

So setup appointment time and fill 4506-T form and take it to the IRS office?

 

I do have my Federal Tax Return for 2018-19 as a PDF from H&R Block online file. Will that be good enough?

My lawyer submitted my N-400 on paper mail but we never submitted any tax returns since it is not required to send that in.

 

[Rocio0010 5,579]

7 hours ago, Visitor User said:

So setup appointment time and fill 4506-T form and take it to the IRS office?

That's not what she said. Quite the contrary:

 

10 hours ago, yuna628 said:

In lieu of going to an office directly and not wanting to keep doing this song and dance. I simply got the entire copy of 2018 tax return with w2 and uploaded it onto our N400 along with the tax transcripts for the other years we did have. We also uploaded a letter explaining why we chose a tax return instead of a transcript and explained the IRS rules.

 

There was absolutely no problem. The officer did not ask or care about it.

 

[yuna628 9,671]

9 hours ago, Visitor User said:

So setup appointment time and fill 4506-T form and take it to the IRS office?

 

I do have my Federal Tax Return for 2018-19 as a PDF from H&R Block online file. Will that be good enough?

My lawyer submitted my N-400 on paper mail but we never submitted any tax returns since it is not required to send that in.

 

I can only attest to what worked for us.

 

If you are missing tax return transcripts that should be there, you're going to have to go into the office to get them or at the very least they can offer some suggestion by directly speaking to an agent. If you have the full tax forms and w2s that may be fine - but I cannot attest to what the USCIS officer will ask of you during interview. I felt we were very proactive on the subject of letting our officer know the IRS rules and providing them what we had ahead of time. The officer wasn't concerned, but I can't say what yours will request.

 

It is not uncommon for years to be missing on the IRS since they implemented this new rule. If you have years missing under the three year period (what the IRS is supposed to collect and save online) there are reasons why they may be missing as the IRS states:

 

Quote

The method you used to file your tax return (e-file or paper) and whether you had a balance due affects your current year transcript availability. 

 

 

If you are concerned perhaps make a visit? https://www.irs.gov/help/contact-your-local-irs-office

[Visitor User 253]

8 hours ago, Rocio0010 said:

That's not what she said. Quite the contrary:

 

 

 Elaborate?

[Visitor User 253]

My lawyer said 2018-19 Federal Tax Return PDF from H&R Block online is good enough along with 2020-2022 Return Transcript from IRS.