2002 Tax Help Archives  

Amended Returns & Form 1040X

This is archived information that pertains only to the 2002 Tax Year. If you
are looking for information for the current tax year, go to the Tax Prep Help Area.

What form do I use to correct my tax return that I have already filed?

The form needed to correct previously filed Forms 1040, 1040A, 1040EZ, as well as individual income tax returns submitted through TeleFile or e-file, is Form 1040X (PDF), Amended U.S. Individual Income Tax Return.

References:

Where can the forms be found to file an amended return?

Form 1040X (PDF), Amended U.S. Individual Income Tax Return, and instructions may be ordered by calling 800-829-3676, or visit the Forms & Pubs section of our web site.

References:

1.6 IRS Procedures: Copies & Transcripts
How do I request a copy of my tax return for last year?

There are two ways to obtain information that you listed on a tax return that was filed with the IRS:

  • You can request a photocopy of the actual return that you filed with the IRS;
  • You can obtain a computer transcript of the information that was listed on the tax return that was filed with the IRS.
The photocopy of the return would include the tax form itself, as well as all schedules that you submitted along with copies of the Forms W-2 that were attached to the return. The computer transcript will give you a line by line listing of the return information from the form that was filed for the tax year requested.

If you need an exact copy of a previously filed and processed return, or actual copies of Form W-2, you must complete Form 4506 (PDF), Request for Copy or Transcript of Tax Form. There is a $23.00 fee for copies of your previously filed tax forms and all attachments (including Form(s) W-2) for each tax period requested and you should allow 60 calendar days for a response. There is no charge for tax return transcripts or Forms W-2 information. Tax forms filed 6 or more years ago may not be available for making copies. However, "Tax Account Information" (see below) is generally still available for these periods.

Form 4506 can also be used to request W-2 information only. You may receive certain federal tax information that was reported by the employer on the Form W-2 free of charge. Current year W-2 information might not be available in all situations.

A "Tax Return Transcript" is available only for returns in the 1040 series (1040, 1040A, 1040EZ, etc.). It shows line item entries from the original return that you filed. In most cases, a transcript will meet the requirements for lending institutions for mortgage verification purposes. These transcripts are also widely accepted for financial aid and student loan purposes. The transcripts can be ordered on a Form 4506. There is no charge for the transcripts and you should receive them within about 10 business days from the time that we receive your request. If you need the information sooner, the tax return transcript and certain W-2 information can be received by visiting an IRS office (with proper ID) or by calling the IRS at 1-800-829-0922.

If you need a "statement" of your tax account which shows changes that you or the IRS made to the original return filed, you must request "Tax Account Information" which shows payments and tax adjustments on your account. You can request the "Tax Account Information" by writing to, or visiting an IRS office or by calling the IRS at 1-800-829-1040. You cannot use Form 4506 to request "Tax Account Information".

Form 4506 or a "Tax Return Transcript" can also be used to get proof from the IRS that you did not file a tax return for a particular tax year. Forms can be downloaded at Forms & Pubs or ordered by calling 1-800-829-0922.

References:

  • Form 4506 (PDF), Request for Copy or Transcript of Tax Form

I need a copy of last year's tax return for my college financial aid office. How can I get one?

If you need an exact copy of a previously filed and processed Federal return, you must file Form 4506 (PDF), Request for Copy or Transcript of Tax Form. There is a $23.00 fee for copies of your previously filed tax forms and all attachments (including Form(s) W-2) for each tax period requested. You should allow 60 calendar days for a response. If your school will accept a transcript, there is no charge for tax return transcripts or Form W-2 information.

References:

  • Form 4506 (PDF), Request for Copy or Transcript of Tax Form

Is it possible to make the request for a copy of my return via the Internet?

At the present time, it is not possible to request a copy of your return via the Internet. If you need an exact copy of a previously filed and processed Federal return, you must file Form 4506 (PDF), Request for Copy or Transcript of Tax Form. There is a $23.00 fee for copies of your previously filed tax forms and all attachments (including Form(s) W-2) for each tax period requested. You should allow 60 calendar days for a response. There is no charge for tax return transcripts or Form W-2 information.

References:

  • Form 4506 (PDF), Request for Copy or Transcript of Tax Form

What form do I need to get a copy of a previous year's federal tax return that I filed?

If you need an exact copy of a previously filed and processed Federal return, you must file Form 4506 (PDF), Request for Copy or Transcript of Tax Form. There is a $23.00 fee for copies of your previously filed tax forms and all attachments (including Form(s) W-2) for each tax period requested. You should allow 60 calendar days for a response. There is no charge for tax return transcripts or Forms W-2 information.

References:

  • Form 4506 (PDF), Request for Copy or Transcript of Tax Form

Can I get copies of my prior year Forms W-2 from the IRS?

The quickest way to obtain a copy of a prior year Form W-2 (PDF) is through your employer. However, you may also file Form 4506 (PDF), Request for Copy or Transcript of Tax Form. There is no charge for Form W-2 information, but there is a $23.00 fee for copies of your previously filed tax forms and all attachments (including Form(s) W-2) for each tax period requested and you should allow 60 calendar days for a response.

A "tax return transcript" is available only for returns in the 1040 series (Forms 1040, 1040A, 1040EZ, etc.). It shows line items from the original return. In most cases, a transcript will meet the requirement for lending institutions for the purpose of applying for student loans, etc. It takes about 10 workdays after the IRS receives your request to get a transcript.

If you need a "statement" of your tax account showing changes that you or the IRS made to the original return, you should request "tax account information." Tax account information shows payments and later tax adjustments. You can request account information by calling 1-800-829-0922, by visiting an IRS walk-in office, or by writing to the service center where you filed your return.

References:

  • Form 4506 (PDF), Request for Copy or Transcript of Tax Form
  • Tax Topic 156, Copy of your return - how to get one

1.8 IRS Procedures: Forms & Publications
How do I obtain forms (including prior year) and publications not available on your site?

By phone: Call 1-800-829-3676 (available 24 hours a day, 7 days a week).

Where can I find previous years' tax forms?

You can download the tax years 1992 through the current year on this web site at Forms & Pubs. You can also order tax forms by calling 800-829-3676.

References:

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