RFE regarding HElp Needed

dsat_12

Registered Users (C)
Hi guys
Attorney got the RFE, he is telling me that CSC has asked for Tax records then we need to send W2's and the actual 1040 document set. I told him i had e-filed the documetns and have copies that the software generated. The attorney is not agreeable to this. Can any of you share your experiences.
Regards
dsat
wac-02-100-5XXXX
ND : Jan 31, 2002
RD : Feb 07,2002
 
Similar RFE

I had a similar RFE and I just printed the 1040 forms uisng the tax software and submitted them. My attorney seemed ok with it.
 
RFE Regd

Guys

I have with me 2 years tax records filed using TurboTax software, and 1 year record which i e-filed with the help of H&R block. My attorney was telling me, that i need to have signed forms of the tax records. Any views on this. Does anyone know how to request IRS to send TAX transcripts ?

REgards

Satish
 
When you apply thru E-file thru Turbotax (May be other softwares too), it asks you to print out a couple of pages with some form (8453OL ... or something), and u have to sign on the paper. It is a proof of ur E-Filing. I think the print outs of 1040 and these 2 papers should be enough as W2 proof.

Find out more from other members too.
 
Here are the information. I used this and got the tax transcript within 10 days......

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SPAM: IRS Tax Transcripts - Requesting Copies of Tax Returns
IRS Tax Transcripts - Requesting Copies of Tax Returns

Occasionally people need tax return information, certified copies, or transcripts from the Internal Revenue Service (IRS).
For instance, BCIS (Bureau of Citizenship and Immigration Services) adjudicators at Service Centers may, on occasion,
request certified copies of tax returns. So, how can you obtain these?

One way that individuals have typically been able to get them is by walking into a local IRS office and making a request.
Well, there will be a slight change in this procedure beginning October 1, 2003. Starting next month, the IRS will require
requests for transcripts to be submitted by only fax, phone, or mail (no longer by a walk-in request).

There are several types of tax data available for taxpayers:

Tax return transcripts - shows most line items on a 1040-series tax return, as originally filed

Tax account transcripts - includes any adjustments made after the tax return was filed, along with basic data
(e.g. marital status, type of return filed, adjusted gross and taxable income)

Photocopies of tax returns

The IRS website states that transcripts are available for "the current and three prior calendar years," and
that one should allow two weeks for transcripts to be delivered by mail. There is no fee for transcripts.
To obtain photocopies of tax returns, however, there is a fee of $23 (which will increase to $39 on January 1, 2004),
and you should allow at least 60 days for delivery.

If the transcripts are needed in 10 or fewer days, it is possible to walk into a local IRS Taxpayer Assistance Center
with proper identification and documentation of the reason you cannot wait 10 days. This does not mean that you should
wait until the last minute. However, if you keep copies of documentation of when you faxed/mailed your request,
and it has not arrived when it is needed, then you have an alternative in an emergency situation. The IRS offers the
following examples of such documentation for requesting expedited copies: "an appointment letter from a governmental agency,
financial institution or university with a very short deadline, proof of an Immigration and Naturalization Service
[now BCIS] appointment within two weeks of your request, or an airline ticket showing a departure from the United States
within two weeks."

The phone number to request tax return information is (800) 829-1040, which is a recorded message with prompts to follow.

To request copies by mail, you fill out IRS Form 4506. Beginning January 1, 2004, use Form 4506T for transcripts and
Form 4506 for photocopies of tax returns.

There are several options for getting the form:

Call (800) TAX-FORM (800-829-3676)

Dial (703) 368-9694 using a fax machine handset to dial and have it faxed

Find the form online at the IRS website, http://www.irs.gov

Fill in the form directly online at http://www.irs.gov/pub/irs-fill/f4506.pdf (OLD)

http://www.irs.gov/pub/irs-pdf/f4506t.pdf
 
printout 1040 and supporting schedules, sign page 2 of 1040 and you are done.

or,

get a transcript of tax returns from IRS. it will probably take couple of weeks.
 
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