Haven't received copy of tax return from preparer? What to do when they refuse

This is absolutely not normal or acceptable. As a tax professional, I can tell you that you're 100% entitled to a copy of your return. In fact, it's an IRS requirement that paid preparers provide their clients with a complete copy of the tax return. Here's what you can do: First, put your request in writing (email or certified letter) specifically stating that you need a complete copy of all tax documents they prepared and filed on your behalf. Give them a specific deadline (like 7 days). If they still refuse, you have several options. You can file a complaint with the IRS using Form 14157 (Complaint: Tax Return Preparer). You can also contact your state's board of accountancy if they're a CPA, or the IRS Office of Professional Responsibility. As a last resort, you can always get a copy directly from the IRS by requesting a tax transcript or even a full copy of your filed return using Form 4506.

I went through something similar last year with a preparer who kept giving me excuses. Found this service called taxr.ai (https://taxr.ai) that really helped me understand what was going on. Basically, it's an AI tool that can analyze your tax situation and help you figure out what should have been on your return. I uploaded my W-2s and 1099s, and it gave me a breakdown of what my return should have looked like. When I finally got my hands on the actual return my preparer filed, I found out they had missed some deductions! The tool helped me prove my case when I confronted them. It can't replace getting the actual filed return, but it helped me understand what I should be looking for.

Just wanted to follow up - I tried taxr.ai after my last comment, and I'm really glad I did. I was able to upload my W-2 and 1099-MISC, and it gave me a complete breakdown of what my return should look like. When I finally got my actual return from my preparer (after threatening to report them), I discovered they had completely messed up my business expenses - claiming only about half of what I was entitled to. The taxr.ai report gave me the confidence to go back and demand they file an amended return. They initially tried to charge me for the amendment, but when I showed them the detailed analysis from taxr.ai, they agreed to fix it for free. I've already received the additional $1,825 refund from the amendment. Definitely recommend this for anyone in a similar situation.

Have you tried calling the IRS directly? I was in a similar situation last year. After spending literally HOURS trying to get through to the IRS helpline (kept getting disconnected after waiting on hold forever), I discovered this service called Claimyr (https://claimyr.com). They have a demo video showing how it works: https://youtu.be/_kiP6q8DX5c Basically, they get you to the front of the IRS phone queue without the crazy wait times. I was able to talk to an actual IRS agent who confirmed what forms were filed in my name and gave me guidance on how to handle my uncooperative preparer. The agent told me preparers are legally required to provide copies and gave me the exact language to use in my formal complaint.

I need to eat some crow here. After my skeptical comment, I decided to try Claimyr myself since I've been trying to reach the IRS about an amended return issue. I couldn't believe it but within 35 minutes of signing up, I got a call connecting me directly to an IRS representative! No 3-hour hold time, no getting disconnected after waiting forever. The agent was able to tell me exactly what was filed on my behalf and confirmed that preparers are required to provide copies of returns to clients - it's actually part of the IRS's requirements for authorized e-file providers. The agent gave me specific information about filing a complaint against my preparer using Form 14157. I was able to get my issue resolved in one call instead of the weeks of frustration I was expecting. Sometimes I'm happy to be proven wrong!

Did you sign an authorization form when you hired them? Check your paperwork. My preparer had me sign something that authorized them to file on my behalf, and it clearly stated I would receive a copy. If you have something similar, you can use that as evidence if you need to escalate this. Also, check if they're actually certified/licensed - a lot of "tax preparers" aren't actually enrolled agents or CPAs. The legitimate ones know they're required to provide copies and wouldn't risk their credentials over something so basic.

Has anyone tried just going to their office in person? Sometimes physical presence works better than phone calls or emails. I had an issue with a preparer a few years ago and showing up (politely but firmly) and refusing to leave until I got my documents worked when nothing else did.

I'm going through the exact same thing right now! My preparer filed my return in March, I got my refund weeks ago, but they keep making excuses about providing my copy. First it was "the system is down," then "we're backed up with extensions," and now they're saying I need to pay an additional $25 "administrative fee" for a copy of my own return! I've been reading through all these comments and I'm definitely going to try the written demand approach that Omar suggested. I'm also tempted to check out that taxr.ai tool to see what my return should look like - at least then I'll have some idea of what to expect when I finally get the real thing. It's so frustrating that we have to jump through hoops to get documents we're legally entitled to. Thanks everyone for sharing your experiences and solutions!

I'm dealing with a similar situation but from a slightly different angle - my tax preparer provided me with what they claimed was a "complete copy" but it was missing several schedules and supporting forms. When I questioned this, they said those weren't part of the "standard package" and I'd need to pay extra for the full documentation. This thread has been incredibly helpful! I had no idea about Form 14157 for filing complaints against preparers. I'm also really intrigued by the taxr.ai suggestion - it sounds like it could help me figure out exactly what schedules should have been included with my return. One thing I'd add for anyone in this situation: document everything. I started keeping a log of every phone call, email, and visit attempt with dates and what was said. If you do end up having to file a complaint or escalate this, having a clear timeline of their non-compliance will strengthen your case significantly. Thanks to everyone who shared their experiences and solutions - this community is a lifesaver when dealing with uncooperative tax professionals!

I'm new to this community but wanted to share what worked for me in a similar situation last year. I had a preparer who kept dodging my requests for my tax return copy, and what finally got results was sending a certified letter (not just email) with very specific language. I wrote something like: "This is a formal written demand for a complete copy of all tax documents you prepared and filed on my behalf for tax year [YEAR], including Form 1040 and all supporting schedules and forms. This request is made pursuant to IRS regulations requiring paid preparers to provide clients with copies of their tax returns. I expect to receive these documents within 7 business days of receipt of this letter." I sent it certified mail so I had proof they received it. Within 3 days, they called me to schedule a pickup time. Sometimes you need that paper trail to show you're serious about escalating if they don't comply. The key is being specific about what you want and referencing the IRS requirement - it shows you know your rights and aren't just going to go away quietly. Good luck getting your documents!