How to Get Copies of Your Tax Returns for an Affidavit of Support
Getting your Transcripts onlineThere are two ways to request Tax Transcripts. First you can fill out the form 4506-T Request for Tax Transcripts form found at this link. http://www.irs.gov/pub/irs-pdf/f4506t.pdf. You will need to mail the form into the IRS. You will need basic information such as your name, address, and social security number to request the form. For the purposes of the Affidavit of Support you want to check box 6a for a Transcript. You can also request a transcript of your W-2 by checking box 8.
You need to enter the form number that you filed (1040A, 1040EZ, etc.). You will also need to enter the years you are requesting. For the affidavit of support, you are only required to submit the previous year's return, but it is generally better to submit transcripts from the previous 3 years. Finally, you need to sign the form and mail it to the address on the second page. Allow about 10 working days.
Getting your Transcript over the phoneTo order your transcript over the phone call 800-829-3676 and be prepared to wait. It is usually better to call in the middle of the week than on Monday as you will have less wait time. Allow about 10 working days.
Frequently Asked QuestionsI'm divorced, do I need my spouse's permission to get the transcript? No. If you filed jointly you only need your own signature to obtain the return.
I am self-employed, what should I do? If you were self-employed may need to submit complete copies of your returns because you may be required to submit all of the schedules filed along with your return. If you need an exact copy of a previously filed and processed tax return and all attachments (including Form W-2), you should complete Form 4506 (PDF) (http://www.irs.gov/pub/irs-pdf/f4506.pdf) Request for Copy of Tax Return, and mail it to the address listed in the instructions, along with a $57.00 fee for each tax year requested. The check or money order for the fee should be made payable to the "United States Treasury". Copies are generally available for returns filed in the current and past six years. Allow 60 calendar days.