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Been trying to get “return transcript” for year ended 12/31/15
Q) Been trying to get “return transcript” for year ended 12/31/15 to apply for financial aid for daughter’s college. Efiled 12/31/15 return in late Feb., recd refund in mid-March. Irs.gov is telling me i) tax year 2015 cannot be ordered and ii) address does not match their records. I’ve been living at same address for 17 years. Should I make appt at tax office? If so, will I be able to leave their with the “return transcript”. Have time constraints to get info to financial aid office. Thank you.
A) Recommend that you make an appointment to visit your local IRS office for assistance. You can also request a transcripts online, go to IRS.gov and use the Order a Transcript tool. To order by phone, call 800-908-9946 and follow the prompts. To request a 1040, 1040A or 1040EZ tax return transcript by mail or fax, complete Form 4506T-EZ, Short Form Request for Individual Tax Return Transcript.
Because the IRS processes the first return it receives, if another person claims your dependent first, the IRS will reject your return. The IRS won’t tell you who claimed your dependent. But if you don’t suspect anyone who could have claimed the dependent, your dependent may be a victim of tax identity theft. You’ll need to take some steps to protect your right to claim the dependent and your refund if you don’t think that the other person was eligible to claim your dependent. First, double check that you meet all of the requirements to claim the dependent.
The IRS may delay your refund while the IRS looks into the issue, but you should still receive your refund. File a paper return. Note that when you file a paper return, it can take six to eight weeks for the IRS to process. This includes things like birth certificates and proof of identity, but also documents that show that your dependent lived with you at the same address for more than half of the year. This doesn’t mean that you can’t correct the situation. Don’t panic. The most important thing to remember is to prove with proper documentation that you are entitled to claim the dependent. Document your case as the IRS rules for claiming a dependent can get complicated.