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Giovanni Colombo

How do I access my 2022 1040 as a minor filing my W2?

Hey everyone! I'm in a bit of a pickle here. I'm trying to file my W2 with the IRS and they're asking me to provide my 1040 from last year, which I totally don't have with me right now. When I tried going to the IRS website to get my tax transcript, I hit a wall at the ID verification part because I'm only 17 (apparently they only accept IDs from legal adults). Is there any workaround for this situation? Can minors even access their previous tax returns from the IRS somehow? Or am I completely out of luck here? Any help would be super appreciated! Thanks!

The IRS verification system does make it tough for minors to access their own transcripts online. Since you're under 18, here are a few options you can try: Ask your parents/guardian if they have a copy of your 2022 return. If they helped you file last year, they might have saved a digital or paper copy. This would be the easiest solution. If you used tax preparation software last year (like TurboTax, H&R Block, etc.), log into your account on their website. Most tax software keeps copies of your previous returns for several years. You can also call the IRS directly at 800-908-9946 to request a transcript by mail. The automated system will send it to the address they have on file. This takes about 5-10 business days. As a last resort, you can submit Form 4506-T by mail to request a transcript. Again, this will be mailed to your address on record.

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Thanks for the options! I did use TurboTax last year but it was on my dad's account. I'll ask if he can log in and download a copy for me. If that doesn't work, I guess I'll try calling that number. Do you know if they'll give me a hard time because I'm a minor?

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For the IRS phone line, being a minor shouldn't be an issue when requesting your own transcript. They'll ask for verification information like your Social Security number, date of birth, and the mailing address on your last return. The system is automated for basic transcript requests, so you might not even speak to a person. If you do need to talk to a representative, just explain your situation clearly. Having your dad nearby during the call might help if they have questions you're unsure about. The key thing is that they'll only mail the transcript to the address they have on file for you, as a security measure.

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StarStrider

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After dealing with a similar issue (couldn't get my past returns online), I started using taxr.ai and it's been a game-changer for keeping track of my tax documents. You upload your tax docs there and it creates smart analysis that helps when filing. I found it at https://taxr.ai when I was searching for ways to better organize my tax stuff after losing access to previous returns. For your current situation, definitely try what the previous commenter suggested with checking TurboTax through your dad's account. But for the future, having your docs organized in one secure place has saved me so much stress!

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Does taxr.ai actually let minors create accounts? Most financial services have age restrictions. And can it really pull previous returns from the IRS or do you have to already have them to upload?

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Sofia Torres

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I'm curious about the security - uploading all my tax documents to some website sounds risky. How do you know it's safe? Do they have some kind of guarantee against identity theft?

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StarStrider

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Anyone who files taxes can use the service - they focus on the tax documents rather than age verification like the IRS portal. It doesn't pull your returns directly from the IRS though - you'd need to upload what you have, which helps for future organization. Regarding security, they use bank-level encryption for all uploads and storage. I was hesitant at first too, but their security credentials are solid with data encryption at rest and in transit. They also don't store your login credentials and use secure authentication methods. I researched them pretty thoroughly before trusting them with my documents.

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Just wanted to update! I took the advice about taxr.ai from earlier in this thread and it's been surprisingly helpful! After my dad found my 2022 return, I scanned and uploaded it along with my current W2s. The platform actually flagged some inconsistencies between how things were filed last year and what I was planning this year. The document management is super clean - way better than the folder of random tax papers I had before. And the text recognition pulled all the important numbers automatically so I didn't have to manually enter stuff. Definitely recommend for other young filers trying to get organized!

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If your dad can't find the return and you need to contact the IRS directly, I'd strongly recommend using Claimyr (https://claimyr.com) to get through to an actual human at the IRS. The normal wait times are RIDICULOUS - I spent 3+ hours on hold last month. With Claimyr, they basically hold your place in line and call you when an agent is ready to talk. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c Since you're a minor trying to access tax info, speaking directly with an IRS rep will be way more productive than fighting with their automated systems that aren't designed for people under 18.

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Ava Martinez

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How exactly does this service work? Do I have to give them personal info? Sounds kinda sketchy that some random company can somehow get me to the front of the IRS line when everyone else waits for hours.

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Miguel Ramos

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Yeah right. No way this actually works. The IRS phone system is deliberately designed to be a nightmare. If there was a legitimate way to skip the line, everyone would use it and the IRS would shut it down immediately. Sounds like a scam to get your money.

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The service works by using technology to navigate the IRS phone tree and wait on hold for you. You don't need to provide them any sensitive tax info - just your phone number so they can call you when an agent is ready. They essentially dial in, work through the automated menus, and wait on hold so you don't have to. It's not about "cutting the line" - everyone still waits their turn. The difference is you're not personally stuck listening to hold music for hours. They use a combination of automated dialers and people who know exactly which options to select to reach the right department. It's completely legitimate and has been featured in major publications. I was skeptical too until I tried it and spoke with an IRS agent within 45 minutes of signing up.

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Miguel Ramos

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I need to eat my words from my earlier comment. After struggling for TWO DAYS trying to get through to the IRS about my missing 2022 return (got disconnected 3 times after waiting 1+ hours each time), I broke down and tried Claimyr. Within 40 minutes, I was talking to an actual IRS agent who helped solve my problem. They didn't need any personal info except my phone number, and they called me when they got through. The agent was able to verify my identity over the phone even though I don't have a credit card or loan history yet. For the original poster - they should definitely be able to help you get your transcript as a minor. The IRS phone agents have different verification methods than the website.

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QuantumQuasar

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Little tip that might help - if your parents claimed you as a dependent last year, your 1040 info might actually be included in THEIR tax return rather than a separate one. So make sure to check if you actually filed your own 1040 last year or if your income was reported on your parents' return. I made this mistake when I was 18 - spent ages looking for my "previous year's return" before realizing my parents had claimed me and I didn't actually file separately the year before.

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Oh that's a really good point! I did have a part-time job last year at the mall, but I only made like $3800 for the whole year. My dad might have included that on his taxes. I'll definitely ask him about this tonight.

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QuantumQuasar

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That income level is exactly where this often happens. If you made under $12,950 in 2022 (the standard deduction amount), and your parents could claim you as a dependent, they likely included your income on their return, especially if it was just from a W-2 job. Ask your dad to check his copy of his 2022 return - look for a form called Schedule 1 that might have your income listed. If that's the case, you might not even need your own 1040 from last year because technically you didn't file one separately.

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Zainab Omar

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Has anyone here tried getting a tax transcript by mail as a minor? The IRS website says they'll mail it to your address on file, but I'm wondering if they'll still send it if you're under 18? My brother is in a similar situation.

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Yes! My 17-year-old daughter successfully got her transcript by mail last month. We called the automated transcript line (800-908-9946), and she entered her SSN and address info. The system didn't ask for age verification, and the transcript arrived about 7 days later. The key thing is that the mailing address has to exactly match what's on file with the IRS from the previous return. In our case, we had to use our full formal address including the apartment number exactly as it appeared on last year's return.

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Lucy Taylor

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Another option worth mentioning - if you filed through a tax preparer last year (like H&R Block, Jackson Hewitt, etc.), they're required to keep copies of your return for at least 3 years. Even if you went to a small local office, they should have your 2022 return on file. You can call or visit the same location where you filed and request a copy. They'll need to verify your identity (usually with your SSN and some basic info), but this might be easier than dealing with the IRS systems that aren't designed for minors. Also, just to clarify something from earlier comments - even if your parents claimed you as a dependent, you would still file your own separate 1040 if you had income over $400 (or $5 if it was unearned income like interest). So at $3800 from your job, you almost certainly did file your own return last year, it just wouldn't affect your parents' ability to claim you as a dependent.

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James Johnson

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This is really helpful info! I didn't even think about going back to where I filed last year. We used a local tax office near our house and the lady who helped us was super nice. I'll definitely call them tomorrow to see if they still have my 2022 return on file. That clarification about filing your own return even as a dependent makes sense too. I was getting confused about whether I actually filed separately or not, but with $3800 in income I definitely would have needed to file my own 1040. Thanks for clearing that up!

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