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Archive for February, 2019

How to Obtain Your Prior Year Tax Records

Saturday, February 16th, 2019

Taxpayers often need their prior year tax return information for a number of different reasons but may experience a little trouble trying to get it. A great way to obtain this information is to request a transcript from the IRS, a transcript is a record of what was filed on the tax return. Taxpayers should always keep a copy of their tax returns as soon as they complete them but if for some reason you were unable to, getting a transcript is the next best thing.

The best way to obtain a copy of your transcript is to obtain it online from the IRS. The link to do this is the following:

https://www.irs.gov/individuals/get-transcript

There is also an option within the above link to obtain your transcript by regular mail as well. A third option you can use is to call the IRS directly at 800-908-9946.

Please consult your tax advisor on all the above information.

IRS Tools to Check Status of Refunds

Saturday, February 9th, 2019

As a reminder, the IRS has a link on their website where taxpayers can check the status of their refund. This allows the taxpayer to follow where their refunds are at anytime. The three pieces of information that taxpayers will need in order to get the refund status update are:

• Their filing status
• Their social security number
• The exact whole dollar amount of their refund

The “Where’s My Refund?” link is:

https://www.irs.gov/refunds

Taxpayers can start checking their refund status 24 hours after efiling their returns or four weeks after a paper file (the status updates on the IRS website once per day).

Taxpayers can also check the status of their amended returns at the following link:

https://www.irs.gov/filing/wheres-my-amended-return

Please consult your tax advisor on all the above information.