vpFREE2 Forums

FYI: Getting tax info from IRS

#1

One of the reasons I never make the April 15th filing date is I want to
make sure that my 1099s & W-2s match what the IRS has so I wait till they get
their run (used to be around Sep, this yr it was Jun) & have them print
out copies for me. Usually every yr, I have at least one item that IRS
doesn't have (I include it anyway) but sometimes there's one that I didn't have.
Like last yr, IRS had 4 W-2s from Peppermill that all were $20 or less. I
asked IRS if I should include it because these were obvious errors by
Peppermill (probably left off 2 decimals when typing it). They said to include it
to avoid any flags.

Anyway, I learned that IRS has a system to obtain forms which is accessed
online or phone call.

1. Online:
     a. _www.irs.gov_ (http://www.irs.gov)
     b. Click on ORDER A TAX RETURN or ACCOUNT TRANSCRIPT

2. Call 800-908-9946 & follow prompts

3. Mail - IRS form 4506-T or from 4506-T-EZ (Request for Transcript of
Tax Return)

[Non-text portions of this message have been removed]

#2

Thank you. You just saved me a half-hour a year.

···

-----Original Message-----
From: vpFREE@yahoogroups.com [mailto:vpF…@…com] On Behalf Of
TedChee@aol.com
Sent: Monday, July 23, 2012 4:54 PM
To: vpFREE@yahoogroups.com; harrahscasinos@yahoogroups.com
Subject: [vpFREE] FYI: Getting tax info from IRS

One of the reasons I never make the April 15th filing date is I want to make
sure that my 1099s & W-2s match what the IRS has so I wait till they get
their run (used to be around Sep, this yr it was Jun) & have them print out
copies for me. Usually every yr, I have at least one item that IRS doesn't
have (I include it anyway) but sometimes there's one that I didn't have.
Like last yr, IRS had 4 W-2s from Peppermill that all were $20 or less. I
asked IRS if I should include it because these were obvious errors by
Peppermill (probably left off 2 decimals when typing it). They said to
include it to avoid any flags.

Anyway, I learned that IRS has a system to obtain forms which is accessed
online or phone call.

1. Online:
     a. _www.irs.gov_ (http://www.irs.gov)
     b. Click on ORDER A TAX RETURN or ACCOUNT TRANSCRIPT

2. Call 800-908-9946 & follow prompts

3. Mail - IRS form 4506-T or from 4506-T-EZ (Request for Transcript of
Tax Return)

[Non-text portions of this message have been removed]

------------------------------------

vpFREE Links: http://www.west-point.org/users/usma1955/20228/V/Links.htm

Yahoo! Groups Links

#3

The online ordering of transcripts is fairly new but very effective. I am a bankruptcy lawyer and I have clients order these at least a couple times each month. They will arrive by mail within two weeks of the request.

···

________________________________
From: Cogno Scienti <cognoscienti@hotmail.com>
To: vpFREE@yahoogroups.com
Sent: Monday, July 23, 2012 7:15 PM
Subject: RE: [vpFREE] FYI: Getting tax info from IRS

Thank you. You just saved me a half-hour a year.

-----Original Message-----
From: vpFREE@yahoogroups.com [mailto:vpF…@…com] On Behalf Of
TedChee@aol.com
Sent: Monday, July 23, 2012 4:54 PM
To: vpFREE@yahoogroups.com; harrahscasinos@yahoogroups.com
Subject: [vpFREE] FYI: Getting tax info from IRS

One of the reasons I never make the April 15th filing date is I want to make
sure that my 1099s & W-2s match what the IRS has so I wait till they get
their run (used to be around Sep, this yr it was Jun) & have them print out
copies for me. Usually every yr, I have at least one item that IRS doesn't
have (I include it anyway) but sometimes there's one that I didn't have.
Like last yr, IRS had 4 W-2s from Peppermill that all were $20 or less. I
asked IRS if I should include it because these were obvious errors by
Peppermill (probably left off 2 decimals when typing it). They said to
include it to avoid any flags.

Anyway, I learned that IRS has a system to obtain forms which is accessed
online or phone call.

1. Online:
a. _www.irs.gov_ (http://www.irs.gov)
b. Click on ORDER A TAX RETURN or ACCOUNT TRANSCRIPT

2. Call 800-908-9946 & follow prompts

3. Mail - IRS form 4506-T or from 4506-T-EZ (Request for Transcript of
Tax Return)

[Non-text portions of this message have been removed]

------------------------------------

vpFREE Links: http://www.west-point.org/users/usma1955/20228/V/Links.htm

Yahoo! Groups Links

[Non-text portions of this message have been removed]

#4

If you owe money and don't file by 4/15 you will owe a penalty and interest. Be very sure you are due refunds from Federal and state before using this approach. I just keep track of my W-2s and 1099s and get my refunds without a problem.

···

--- In vpFREE@yahoogroups.com, Greg <greg8328@...> wrote:

The online ordering of transcripts is fairly new but very effective. Â I am a bankruptcy lawyer and I have clients order these at least a couple times each month. Â They will arrive by mail within two weeks of the request. Â

________________________________
From: Cogno Scienti <cognoscienti@...>
To: vpFREE@yahoogroups.com
Sent: Monday, July 23, 2012 7:15 PM
Subject: RE: [vpFREE] FYI: Getting tax info from IRS

Â
Thank you. You just saved me a half-hour a year.

-----Original Message-----
From: vpFREE@yahoogroups.com [mailto:vpF…@…com] On Behalf Of
TedChee@…
Sent: Monday, July 23, 2012 4:54 PM
To: vpFREE@yahoogroups.com; harrahscasinos@yahoogroups.com
Subject: [vpFREE] FYI: Getting tax info from IRS

One of the reasons I never make the April 15th filing date is I want to make
sure that my 1099s & W-2s match what the IRS has so I wait till they get
their run (used to be around Sep, this yr it was Jun) & have them print out
copies for me. Usually every yr, I have at least one item that IRS doesn't
have (I include it anyway) but sometimes there's one that I didn't have.
Like last yr, IRS had 4 W-2s from Peppermill that all were $20 or less. I
asked IRS if I should include it because these were obvious errors by
Peppermill (probably left off 2 decimals when typing it). They said to
include it to avoid any flags.

Anyway, I learned that IRS has a system to obtain forms which is accessed
online or phone call.

1. Online:
a. _www.irs.gov_ (http://www.irs.gov)
b. Click on ORDER A TAX RETURN or ACCOUNT TRANSCRIPT

2. Call 800-908-9946 & follow prompts

3. Mail - IRS form 4506-T or from 4506-T-EZ (Request for Transcript of
Tax Return)

[Non-text portions of this message have been removed]

------------------------------------

vpFREE Links: http://www.west-point.org/users/usma1955/20228/V/Links.htm

Yahoo! Groups Links

[Non-text portions of this message have been removed]

#5

<<If you owe money and don't file by 4/15 you will owe a penalty and
interest. Be very sure you are due refunds from Federal and state before
using this approach. I just keep track of my W-2s and 1099s and get my
refunds without a problem.>>

Not true. You can send a check with your extension and file in October.

Cogno

#6

Copied below is TedChee's informative email from last year re requesting w-2g confirmation from the IRS. I'm adding brief comment based on my experience this year:

Ted outlines three means for a request. Of these, I found "online" ineffective.

The necessary transcript includes w-2 detail, and can be obtained via a "Wage & Income Transcript". You can request this by phone (as he notes, typically not available until late summer), Or by mailed form request.

However, I couldn't find this transcript available by online request; the only transcript requests I located were a "Return Transcript" (details content of a filed return) and an "Account Transcript" (details any liability and subsequent payments/adjustments). Neither will detail w-2g's for an unfiled return.

Aside from this minor "detour", TedChee's post is both helpful and appreciated!

···

--- In vpFREE@yahoogroups.com, TedChee@... wrote:

One of the reasons I never make the April 15th filing date is I want to
make sure that my 1099s & W-2s match what the IRS has so I wait till they get
their run (used to be around Sep, this yr it was Jun) & have them print
out copies for me. Usually every yr, I have at least one item that IRS
doesn't have (I include it anyway) but sometimes there's one that I didn't have.
Like last yr, IRS had 4 W-2s from Peppermill that all were $20 or less. I
asked IRS if I should include it because these were obvious errors by
Peppermill (probably left off 2 decimals when typing it). They said to include it
to avoid any flags.

Anyway, I learned that IRS has a system to obtain forms which is accessed
online or phone call.

1. Online:
     a. _www.irs.gov_ (http://www.irs.gov)
     b. Click on ORDER A TAX RETURN or ACCOUNT TRANSCRIPT

2. Call 800-908-9946 & follow prompts

3. Mail - IRS form 4506-T or from 4506-T-EZ (Request for Transcript of
Tax Return)

[Non-text portions of this message have been removed]