Copying your tax return is a straightforward process, and there are several ways to access and save a copy. Whether for personal records, loan applications, or other needs, here’s how you can do it:
Using the IRS “Get Transcript” Tool
The IRS offers a convenient online tool called Get Transcript. Follow these steps:
- Visit the IRS website and navigate to the “Get Transcript” page.
- Log in to your account or create one if you haven’t already.
- Select the type of transcript you need, such as a Tax Return Transcript.
- Download the file and save it securely to your device.
Through Your Tax Preparation Service
If you used a tax preparation service like TurboTax, H&R Block, or a CPA, you might be able to retrieve your return through their platform:
- Log in to your account on their website or app.
- Locate the section for past tax returns or documents.
- Download and save the file to your computer or device.
Save and Print Your Copy
Once you’ve downloaded your tax return, ensure you store it in a secure location, such as a password-protected folder or encrypted drive. If you need a physical copy, use a printer to create one and keep it in a safe place like a fireproof document box.
Final Tips
Always review your tax return to confirm you’ve downloaded the correct year and all necessary pages. Keeping a backup copy—both digital and physical—can save you time and hassle in the future.
