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Lane
Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 10146
Experience:  Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial & Tax advice since 1986
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How do I get a copie of my last year taxstatement? I have to

Customer Question

How do I get a copie of my last year taxstatement?
JA: The accountant will know how to help. Please tell me more, so we can help you best.
Customer: I have to send a statement to NYC Dept of Finance
JA: Is there anything else important you think the accountant should know?
Customer: I must send this because NYC is renewing my Senior Citzen Homeowner Exemption
Submitted: 1 month ago.
Category: Tax
Expert:  Lane replied 1 month ago.

Hi. My names Lane ... I can help here.

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You can go here: https://www.irs.gov/individuals/get-transcript and get a tax transcript, which has everything on the return (it's just not a mirrir image of the return)

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(You can also ask for a "wage and income transcript" there, which will show every 1099, W-2, K-1, essentially all the income reported to IRS by others.) These are free.

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If you need an actual photocopy of the return you cna request via the form 4506, but there s a $50 fee.

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Here's the 4506 -> Form 4506

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Depending on what you need this for, the transcriupt is typucally enough... For example, when applying for a loan most underwriters use the transcript

Expert:  Lane replied 1 month ago.

Sorry, I now see the Senior Citizen homeowner exemption. Yes the transcript will do it.

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Again, here's the site .. just click on the blue button that says "GET TRANSCRIPT Online."

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Please let me know if you have any questions at all, before you rate me

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If this has helped, and you DON’T have other questions … I'd appreciate a positive rating (using the stars or faces on your screen, and then clicking “submit").

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Thanks!

Lane

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I have a law degree, with concentration in Tax Law, Estate law & Corporate law, an MBA, specialization in financial accounting & tax, a BBA, and CFP & CRPS designations, as well - I’ve been providing financial, Social Security/Medicare, estate, corporate, non-profit, and tax advice, since 1986.

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