My name is John and I want to prepare your taxes.

Saturday, October 22, 2011

Your Tax Question - 077

Dear John, My son just moved out on his own last year and he assured me that he had "everything covered" where his taxes were concerned.  Now, he found out that his friend who was "helping him out" actually boogered up a few other buddie's taxes.  Now he wants to check his out but he can't seem to find them.  Does the IRS keep copies and can we get them if they do?  Thanks, Melvin
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Hi Melvin,


Don't fret this situation too much - yours would not be the first son who had inadvertently misplaced his tax files.  Think of it this way, he'll be more apt to keep a hold of them going forward.


The IRS has 3 ways that you may get your tax records from them.  You can order a copy online, you can call them at 1-800-908-9946, or you can fill out form 4506-T to request a copy by mail.  I prefer the online method as sitting on the phone with the IRS is only slightly longer than doing things by snail-mail.  Whatever option you choose it should not be too difficult.


Good Luck,
John


PS.  If your son needs someone who is a little better than a buddy who is "doing him a favor" with his upcoming taxes suggest that he email me.

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