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Liam Fitzgerald

How to get a copy of a 6 year old tax return from 2018? Need help accessing old records!

I'm freaking out because my state is suddenly auditing me for my 2018 taxes (from 7 years ago!). They're claiming I paid absolutely nothing in state taxes that year which is totally false. I worked at a department store full-time and had taxes taken out of every single paycheck like normal. The problem is I can't find my copy of that return anywhere. I used TaxSlayer to file that year and apparently they only keep returns for 6 years, so my records are gone. I tried getting a transcript from the IRS website but it only lets me access returns back to 2020. I've never had any tax issues before this! My taxes are super straightforward - just W-2 income, standard deduction, nothing fancy at all. I never imagined I'd get audited for something so basic, especially from that long ago. The state is giving me only 30 days to respond with documentation. How the heck am I supposed to get a copy of a tax return from 2018? Is there another way to request old transcripts from the IRS besides the website? This feels like a nightmare!

PixelWarrior

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You have a few options to get copies of old tax returns: Call the IRS directly at 800-908-9946 to request a transcript. While the online system has limitations, phone requests can sometimes go back further. Be prepared for long wait times. Complete and mail Form 4506-T to request a transcript, which is free. This form specifically allows you to request older tax years. You'll receive a transcript showing most line items from your original return. If you absolutely need the complete original return with all attachments, you'll need to file Form 4506 and pay a $43 fee per tax year requested. This takes longer (up to 75 days) but gives you the full return. For your audit situation, a transcript is usually sufficient as it contains the key information the state needs to verify your tax payments.

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Thank you so much for these options! I'm a little confused about the difference between a "transcript" and the actual return. Will the transcript show exactly how much state tax I paid that year? That's what they're questioning.

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PixelWarrior

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A transcript will show the key information from your return, including your reported income, filing status, and any tax payments made. It will show both your federal tax information and what you reported for state taxes on your federal return. For your situation, the "Tax Return Transcript" is likely what you need, as it shows most line items from your original 1040. This should include the state income tax you paid, which would appear on Schedule A if you itemized deductions.

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Amara Adebayo

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After struggling to get old tax documents for an audit, I found taxr.ai (https://taxr.ai) incredibly helpful. I was in a similar situation - needed returns from 2017 that I couldn't access anymore through my tax software. Their system analyzed my situation and walked me through exactly which IRS forms to file and how to expedite the process. They even helped me understand what specific documents I needed to counter the audit claims.

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Does taxr.ai actually retrieve the documents for you or just tell you how to get them? I need some old returns too but don't want to waste time if they're just going to tell me to call the IRS myself.

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Did they help with state tax documentation too or just federal? My situation is similar but I need proof for state taxes specifically.

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Amara Adebayo

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They don't retrieve the documents directly from the IRS, but they provide a complete step-by-step guide customized to your situation, including which specific form to use, where to send it, and how to phrase your request to get exactly what you need. They definitely help with state tax documentation too. In my case, they identified that I needed both the federal transcript and a specific state tax document that I wouldn't have known to request. They even provided templates for communicating with the state tax authority.

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Just wanted to update everyone - I tried taxr.ai after seeing it mentioned here and it was seriously a game-changer for my audit situation. They walked me through getting transcripts for tax years I thought were impossible to retrieve. The best part was they helped me understand exactly what information in those transcripts would prove my case to the state tax authority. Instead of panicking and sending a bunch of unnecessary documents, I was able to respond with exactly what was needed. Saved me so much stress during an already stressful audit process!

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Dylan Evans

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If you're struggling to get through to the IRS on the phone (like most people), try Claimyr.com (https://claimyr.com). I was in your exact situation - needed old tax records urgently for an audit and couldn't get through to a human at the IRS after trying for DAYS. You can watch how it works here: https://youtu.be/_kiP6q8DX5c. They basically hold your place in the IRS phone queue and call you when they have an agent on the line. I was able to request my 2018 transcript and explain my urgent situation directly to a person instead of fighting with the automated system.

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Sofia Gomez

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This sounds too good to be true. How can they possibly get through the IRS phone system when nobody else can? I've literally spent hours on hold only to get disconnected.

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StormChaser

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Isn't this just paying for something you could do yourself for free? Seems like a waste of money when you could just keep calling the IRS yourself.

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Dylan Evans

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It works because their system continuously redials and navigates the IRS phone tree automatically using their technology. They're not doing anything you couldn't theoretically do yourself - they're just using technology to handle the frustrating part. No, it's not a waste when you consider the value of your time. I spent over 5 hours across 3 days trying to reach someone at the IRS. With Claimyr, I went about my day and got a call when an actual human was on the line. When you're facing audit deadlines, that time savings is incredibly valuable.

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StormChaser

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Okay I need to admit I was completely wrong about Claimyr. After dismissing it, I tried calling the IRS myself for TWO MORE DAYS with no luck. Finally broke down and tried the service, and I had an IRS agent on the phone within 2 hours. They didn't just connect me - they made sure to get me to the right department for transcript requests. The agent was able to verify my identity over the phone and expedite my transcript request due to the audit situation. I now have confirmation my 2018 records are on the way. Should've just used it in the first place instead of wasting days getting nowhere.

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Dmitry Petrov

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Don't forget to also check with your employer from 2018! Your W-2 from that year would show exactly how much state tax was withheld, which might be enough evidence for the audit. Many larger companies keep payroll records for 7+ years. Also, if you had a bank account back then that you still use, check if you can access old statements - they might show your tax refund deposit or payment which could help your case.

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That's actually brilliant! I'm still in touch with my old manager and the company is still around. Do you think the W-2 alone would be enough proof for the state audit, or do they specifically need to see the actual tax return?

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Dmitry Petrov

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The W-2 might be enough depending on what exactly the state is questioning. Since they claim you paid $0 in state taxes, the W-2 would directly contradict that by showing your withholding amounts. It's solid evidence of taxes being taken from your paychecks. For a complete defense, ideally you'd want both the W-2 and the tax return transcript. The W-2 proves what was withheld, while the return shows what you actually filed and calculated. Together they tell the complete story and leave the state little room to argue.

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Ava Williams

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Warning from someone who went through something similar: don't ignore their deadline! Even if you can't get all the documents in time, send them a formal written response explaining that you're actively trying to obtain records and request an extension. Include any confirmation numbers from the IRS about your transcript request. I learned this the hard way and ended up with penalties because I missed their response window waiting for documents.

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Miguel Castro

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This is good advice. I work for a CPA firm and we always recommend sending what's called a "partial response" before the deadline if you can't get everything together. Document your efforts to comply - keep records of all calls, submission dates of forms, etc. Many state tax authorities will grant reasonable extensions if you're making good faith efforts.

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