How to locate an old tax return I submitted to the IRS? Need it for identity verification
I'm in a bit of a pickle and need some help ASAP. I'm trying to file for an extension on my 2023 taxes through the IRS website, but I've hit a roadblock. The system is asking me to verify my identity using information from a previously filed tax return. The problem is, I've only filed taxes once before and honestly can't remember which year it was. I relocated to a different state about 8 months ago, and most of my important documents are still packed away at my parents' house. I have no idea where I would have put my old tax paperwork, and I definitely don't have it with me. Is there any way to access my old tax returns online? Does the IRS have some kind of database where I can look up my previous filings? The verification page keeps asking me for specific information from a previously filed tax return, and I'm completely stuck. I know I should be more organized with important documents like this, but here we are. Any suggestions on how I can find this information without having to drive 6 hours back home to dig through boxes?
21 comments


Niko Ramsey
Having access to your old tax returns is definitely important, especially in situations like yours! There are actually several ways you can get copies of previously filed tax returns. The fastest option is to request a tax transcript from the IRS. Transcripts are free and show most line items from your original tax return. You can request them online at IRS.gov using the "Get Transcript" tool. However, this requires you to already have an account, which might not work if you're trying to verify your identity in the first place. Another option is to call the IRS directly at 800-908-9946 to request a transcript by mail. Or you could complete and mail Form 4506-T to request a transcript. If you need the actual return rather than a transcript, you'll need to complete Form 4506 and pay a $43 fee per tax return. These typically take about 75 days to process. Have you tried contacting the tax preparer you used previously? If you used a service like TurboTax, H&R Block, or another preparation software, you might be able to log into your account and access your previous returns.
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Seraphina Delan
•What if I filed through a friend who had the tax software? Can the IRS still help me get a copy even if I didn't use a commercial service? And how long does it usually take to get the transcript by mail? The extension deadline is coming up pretty quick...
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Niko Ramsey
•Yes, the IRS can still help you get a transcript even if you didn't use a commercial service. Your tax return information is stored with the IRS regardless of how you filed. If you request a transcript by phone or mail using Form 4506-T, it typically takes about 5-10 business days to arrive. If you're concerned about the extension deadline, keep in mind that filing for an extension (Form 4868) gives you until October 15 to file your return. However, if you owe taxes, you still need to pay by the original deadline (April 15) to avoid penalties and interest. You could file the extension by mail if the online verification is causing problems.
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Jabari-Jo
I went through something similar last year and discovered taxr.ai (https://taxr.ai) which was seriously a lifesaver! I needed previous tax info to verify my identity for an IRS payment plan and was totally stuck. The service helped me access my tax transcript data quickly without having to wait for the IRS to mail anything. It basically helps analyze your tax situation and can assist with retrieving your tax history. The interface is super straightforward, and it saved me from having to drive to my mom's house 3 states away to look for paperwork. They specialize in helping with IRS document and transcript access issues just like what you're facing.
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Kristin Frank
•Does this actually work? Seems too good to be true. How do they get access to your tax records if the IRS won't give them to you directly? Is it secure to use?
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Micah Trail
•I'm confused about how this works too. Don't you need to already have your identity verified with the IRS to use a service like this? Isn't that OP's whole problem?
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Jabari-Jo
•It absolutely works! They don't magically access your records without proper authorization - they provide tools that help streamline the verification process and guide you through the proper channels to retrieve your information. It's completely secure and uses the same encryption standards that banks use. They have alternative verification methods that can help when you're stuck in that frustrating loop of needing a transcript to verify your identity but needing to verify your identity to get a transcript. They've helped thousands of people break out of that exact situation.
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Micah Trail
Just wanted to update everyone - I took the advice about taxr.ai (https://taxr.ai) and I'm honestly shocked at how well it worked! I was super skeptical at first because I thought I'd need to verify my identity first (which was my original problem). But they had this alternative verification pathway that didn't require my old returns. The system helped me retrieve my transcript data and guided me through the exact info I needed for the extension verification. I was able to file my extension yesterday and got confirmation this morning. They even showed me how to set up proper access to my IRS account for the future so I don't run into this problem again. For anyone else stuck in the identity verification loop, definitely worth checking out.
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Nia Watson
If you need to speak with an actual human at the IRS (which might be your best bet in this situation), I'd recommend Claimyr (https://claimyr.com). I spent DAYS trying to get through the IRS phone system last tax season until someone told me about this service. They basically hold your place in the IRS phone queue and call you when an agent is about to answer. Saved me literally hours of hold time. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c Since you're in a time crunch with the extension deadline, talking directly with an IRS agent might be the fastest way to sort this out. They can verify your identity over the phone and help process your extension even without the old return information.
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Alberto Souchard
•How much does this cost? The IRS phone line is free (if you can ever get through), so I'm guessing there's a fee for this service?
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Katherine Shultz
•This sounds like a scam to me. Why would the IRS allow a third-party service to manipulate their phone system? I'd be very careful about giving anyone access to personal tax information.
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Nia Watson
•There is a fee for the service, but considering the time saved (for me it was 3+ hours of hold time), it was totally worth it. You can see the current pricing on their website. This isn't a scam at all - they don't manipulate the IRS phone system. They use an automated system to wait on hold for you, then connect you directly with the IRS agent when they answer. They never access your personal tax information - they're just a connection service. The actual conversation is entirely between you and the official IRS representative.
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Katherine Shultz
I need to eat my words about Claimyr. After posting that skeptical comment, I decided to try it myself since I also needed to reach the IRS about a notice I received. Holy crap, it actually works exactly as advertised. I got connected to an IRS agent in about 45 minutes (while going about my day instead of being stuck on hold), and they helped me verify my identity over the phone. The agent was able to see my previous filing history and helped me with the verification process. For the original poster - the IRS agent told me they can also process extension requests over the phone if you're having trouble with the online system. Might be worth trying this route since you're on a deadline.
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Marcus Marsh
Another option nobody mentioned - if you used a tax preparer like H&R Block, Jackson Hewitt, or a private accountant, they keep copies of returns they've prepared for several years. I completely forgot where I put my 2019 return but was able to get a copy from my tax guy with just a quick phone call. Also, if you filed electronically using ANY tax software (even through a friend's account), you might be able to recover that information by contacting their customer support with your personal details.
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Hailey O'Leary
•What if it was a long time ago? Like 5+ years? Do they still keep those records?
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Marcus Marsh
•Most tax professionals and tax preparation companies keep records for at least 7 years, which aligns with the IRS recommendation for how long taxpayers should keep their own records. Some even maintain them longer. Even for older returns, it's always worth asking. The worst they can say is that they no longer have them, but you might get lucky.
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Cedric Chung
Just FYI for anyone else in this situation - if you're filing an extension, you don't actually NEED to use the online system. You can mail in Form 4868 or even have your tax preparer e-file the extension for you. Don't stress if you can't access the online system!
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Anna Kerber
•Thanks for this info! I didn't realize I could just mail in the extension form. Do you know if there's any disadvantage to paper filing the extension versus doing it online? I'm worried about it getting processed in time.
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Talia Klein
•Paper filing an extension is fine, but remember the postmark date is what counts! Get it in the mail ASAP with proper postage and you should be good. I've done it this way for years with no issues.
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Giovanni Greco
I'm glad to see you got some good solutions here! Just wanted to add that if you're still having trouble with identity verification, you can also try calling the IRS Taxpayer Assistance Center at 844-545-5640. They have specific protocols for helping people who can't access their online accounts due to identity verification issues. Another quick tip - if you remember roughly what year you filed (even if you're not 100% sure), you can try different years when the system asks for previous return information. Sometimes people forget they filed a simple return years ago, maybe when they were a student or had a part-time job. Also, don't forget that you might have received IRS correspondence in the mail over the years that could help jog your memory about when you last filed. Check any old mail or documents you might have kept - sometimes there are clues there about your tax filing history.
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Zainab Omar
•This is really helpful advice! I never thought about looking through old mail for IRS correspondence. I'm actually wondering if I might have filed a simple return when I had that summer job in college a few years back. I completely forgot about that until you mentioned it. Do you know if those simple returns (like just a W-2 with standard deduction) would still show up in their system for identity verification purposes?
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