How to get a copy of your taxes from IRS online - Request online transcript of your tax return. EIDL

  görünümler 16,711

Katie St Ores CFP, ChFC, EA

11 aylar önce

Form 4506 is needed for EIDL, SBA Disaster loan, mortgages, by lenders, banks..
How to get a copy of your taxes online, by mail, by phone or a copy of your tax information from the IRS - IRS Form 4506, Form 4506T, 4506EZ - Request transcript of your tax return, Tax information.

Your Mortgage lender will request a Copy of IRS Tax Return 1040.
PPP Loan Forgiveness might require an IRS Tax Return copy.
SBA Loans require a copy of 1040 Tax Return using 4506T.
Apply for a loan - Lender will request a 4506T

Step by Step of how to request a copy of your tax return from the IRS using form 4506

Request for a Copy of Tax information Log:
00:24 How to find Request for Tax Records IRS form 4506
00:34 IRS.gov website for Income tax request
00:41 IRS.gov Get Your Tax Record
01:00 1-800-908-9946 Request Transcript by phone
01:29 Tax Transcript by Online
01:54 Transcript by Mail
02:09 Request for transcript of tax return Download PDF
02:39 3 Types of IRS Form 4506
02:44 Form 4506 Request for Tax Return
03:22 Form 4506 $50 for each year
03:37 4506T request is free Transcript of taxes
03:51 Lender will want Form 4506
04:15 Form 4506EZ short form for Tax Transcript
05:30 Form 4506T Step by Step
06:42 Change of address form 8822, 8822B
07:26 Use 4506 for Tax Transcript to be sent to Bank
07:57 Business Transcript 1120, 1065
08:01 Corporation transcript, Partnership Transcript
10:16 Maximum of 4 years per 4506 form
11:15 Request Joint or Business Tax return
12:03 Address to send Tax Return Request

Please understand that these videos are for EDUCATIONAL purposes only and are very general.. All people and their financial situations are different. So it is important to consult your tax or financial professional.
_________________________________________________

Katie St. Ores CFP®, ChFC®, EA, LTC

• 97 Hours of Continuing Education each year to maintain Professional designations
• CFP® - Certified Financial Planner
• ChFC® - Chartered Financial Consultant
• EA - Enrolled Agent - Empowered by the U.S. Dept of the Treasury
• Licensed Tax Consultant -Licensed by the State of Oregon
• Registered Investment Adviser- Oregon Div. of Financial Regulation
• Tax Accountant - Markusen & Schwing CPA's
• Certified Investment Management Analyst program -Wharton - University of Pennsylvania
• Certified Mergers & Acquisition Advisor program - Loyola University
• Certificate in Accounting - UC Berkeley
• Master of Science in Project Management - University of Wisconsin
• Master’s in Administrative Management with Honors - Moscow State University
• ACAMS - Anti-Money Laundering Specialist Program
• TRshow - Educational Channel-Finance, Investment, Taxes
• Series 63 - Uniform Securities Agent State Law Exam
• Financial Advisor, Tax Consultant - St. Ores Wealth Management

Katie St. Ores
Virtual Services
or Offices in McMinnville
McMinnville, Oregon 97128
Katie St. Ores CFP®, ChFC®, EA, LTC
St. Ores Wealth Management llc
www.SaintOres.com
Medicare Explained MedicarebyKatie.com
Independent Medicare Agent
Oregon Medicare Advantage Plans at healthcare.oregon.gov
Oregon Medicare Health Plans can also be found at Medicare.gov
Oregan Medicare and You www.medicare.gov/Pubs/pdf/100...


Please understand that these videos are for EDUCATIONAL purposes only and are very general.. All people and their financial situations are different. So it is important to consult your tax or financial professional.
_________________________________________________

Katie St Ores CFP®, ChFC®, EA, LTC


2020 Women’s Initiative (WIN) CFP® Board
2020 Financial Women to Watch on TRshow
Medicare Health Plans Oregon County:
Yamhill Washington Polk Marion Baker Benton Clackamas Clatsop Columbia Coos Crook Curry Deschutes Douglas Gilliam Grant Harney Hood River Jackson Jefferson Josephine Klamath Lake Lane Lincoln Linn Malheur Marion Morrow Multnomah Polk Sherman Tillamook Umatilla Union Wallowa Wasco Washington Wheeler Yamhill

YORUMLAR
leon w
leon w 8 gün önce
Thank you. Finally, someone who has made things clear.
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 8 gün önce
[9:42am PST] @SaintOres.com Thanks Leon, Glad it helped!
Keira Foster
Keira Foster Aylar önce
Hello what if i need w2 for 2014
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA Aylar önce
[4:53pm PST] @SaintOres.com Hey Keira, If you need a copy of Form W-2 from 2014, you should first contact the employer. To get a copy of the Form W-2 filed with your 2014 return, you must use Form 4506 and request a copy of your return, which includes all attachments.
Jubilated For Coffee
Jubilated For Coffee Aylar önce
Hello Katie! Very helpful video. I wanted to ask- for the years we are requesting can we choose the four years we are actually needing for example 2016,17,18,19. or does it have to start with the current year we are on and fill out more than one form ? I specifically need 2017 ,2018, and 2019. Thank you very much
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA Aylar önce
@Jubilated For Coffee [3:43pm PST] @SaintOres.com You're Welcome....
Jubilated For Coffee
Jubilated For Coffee Aylar önce
@Katie St Ores CFP, ChFC, EA Thank you for your help much appreciated!
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA Aylar önce
[12:21pm PST] @SaintOres.com Hey Jubilated, You can choose the 4 years you need, it doesn't have to start with the most current year.
Yvette White
Yvette White Aylar önce
Thanks Katie! Very clear and easy to follow video. I was able to complete Form 4506-T with your help..
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA Aylar önce
[10:13am PST] @SaintOres.com Thanks Yvette, I'm glad the video was helpful....
Wen Zhao
Wen Zhao Aylar önce
Hi, I need to provide tax return form to my lawyer for my husband’s green card. The transcript forms I found online were all masked versions. I need unmasked version. If I mail in the 4506-T form, will I get a unmasked version? Thank you!
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA Aylar önce
[10:59am PST] @TaxesbyKatie.com Hey Wen, The IRS started a new transcript format that partially masks the personally identifiable information of everyone listed on the tax return. According to the IRS, taxpayers who require an unmasked transcript should contact the IRS, present proper authentication to prove their identities, and an unmasked transcript will be mailed to the taxpayer’s address of record.
april musa
april musa 3 aylar önce
On the down part of the form what is the title CFO meaning?.. Where just requesting my husband tax?? His 3recent year??if requesting his irs what the right of tittle we need to put??
april musa
april musa 3 aylar önce
Hi can I ask more in the down part of 4506 requesting for copy of tax return I look closely our form if we missed something my concern is..look the down part of that form do we need to put check the little square box it said in the down part of the form,what if we missed to put check the little square box,look down your form saying, Signatory attest that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the form 4506.See instruction
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 3 aylar önce
[10:33am PST] @SaintOres.com You're welcome April, glad I could help.
april musa
april musa 3 aylar önce
@Katie St Ores CFP, ChFC, EA thank you for your kindly concern and replied what a big help to know soon as I needed your such kind and nice thank you again.
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 3 aylar önce
[9:42am PST] @SaintOres.com Hey April, CFO is the chief financial officer (a person who has a primary responsibility for managing the company's finances). If you are requesting your personal tax return, you do not need a title.
Bailey Brasseur
Bailey Brasseur 4 aylar önce
Hey Katie! I was wondering if you had more input on how to log into and creating an account, I don't know how to prove I am me and need to get a non-filing tax form. This is a long shot but do need help, hope to hear back! -Bailey
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 3 aylar önce
[9:58am PST] @TaxesbyKatie.com Hey Bailey, The IRS uses specific questions to verify your identity, like info from your home mortgage loan, car loan or student loan. So have that information on hand. They will also send a code to your phone by text message. Your phone must be a U.S.-based mobile phone number associated with your name. Hope this helps.
Mike
Mike 4 aylar önce
Great video, thanks Katie. May I use this form to request transcripts older than 10 years? And which option well show me the CSED date? Thanks
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 4 aylar önce
[10:43am PST] @TaxesbyKatie.com Hey Mike, Yes, in the instructions it says that "You must use Form 4506-T if you need a letter for tax years older than the prior three years." Also, you may be able to get older tax account transcripts by calling the automated phone transcript service at 800-908-9946.
pris nava
pris nava 5 aylar önce
This was awesome! Thank you.
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 5 aylar önce
[9:12am PST] @TaxesbyKatie.com Thanks Pris, You're so welcome!
freddie A
freddie A 5 aylar önce
🤫🤣😂
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 5 aylar önce
I agree with you Freddie. The government's job is to make many, long, and complicated forms. Then make you wait to get a response.
sarabearycute182
sarabearycute182 6 aylar önce
is this free?
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 6 aylar önce
[04:56pm PST] @TaxesbyKatie.com Hello Sara, Use Form 4506-T to order a transcript or other return information free of charge.
Oscar Garcia
Oscar Garcia 6 aylar önce
So i just wanted to see when ill be receiving my tax refund is that the 846 refund issued date ?
Yosoye Okikiola
Yosoye Okikiola 7 aylar önce
Hello Katie, I want to apply for an increase in my SBA loan after the first payment. I run my restaurant 3 months before the COVID-19 and I did not file for 2019 tax return with my business but planning to do that now. Pls what can I do?
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 7 aylar önce
Hey Yosoye, If you were approved for a loan and would like to request an increase to the amount, send an email that states your need for an increase to the loan amount to pdcrecons@sba.gov with the word “INCREASE” in the subject line. Include any additional information that may assist SBA in considering an increase for your application. For example: --Your most recent Federal tax return for your business along with a signed IRS Form 4506-T --For updated financials (Gross Revenue, Cost of Goods Sold, cost of operation, or other sources of compensation), submit Form 3502. @TaxesbyKatie.com
Yosoye Okikiola
Yosoye Okikiola 7 aylar önce
Pls can I also apply for ppp first round application
Ann M Brooks
Ann M Brooks 7 aylar önce
IRS does not answer calls!
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 7 aylar önce
Hey Ann, I always have the best luck in the mid afternoon.
Nasser Ahmad
Nasser Ahmad 8 aylar önce
An excellent video, very helpful. Thanks for providing us basic information.
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 8 aylar önce
Thanks Nasser, Glad it was helpful!
Mirendah Mabotha
Mirendah Mabotha 8 aylar önce
Hi there Thanks for this . For limes 4 & 5 about the change of address , do I send the form 8822 with the 4056-T in the same envelope to the same address? Thank you
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 8 aylar önce
Thanks Mirendah, I will now put 'amazing' on my business cards.
Mirendah Mabotha
Mirendah Mabotha 8 aylar önce
@Katie St Ores CFP, ChFC, EA thank you so much🤍🤍you’re amazing ! Thank you thank you
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 8 aylar önce
Hey Mirendah, No, you send 8822 and 4056-T to different addresses. Check the instructions for these forms because mailing addresses depend on your state of residence. Good luck.
Rebeca Thomas
Rebeca Thomas 8 aylar önce
Hi Katie, Thank you for the video. I am kind of confused on obtaining the IRS Form 4506-T form. I created an account and logged in on the IRS site and chose "Get Transcript". Is this the same route or do I have to fill out the form and mail it out?
GL Baynes
GL Baynes 8 aylar önce
Between the 2 signatures, Title -- I do Uber should I put Uber and my name ? Only Uber?? Or leave it in blank ? Because only me drives for Uber is not a partnership right?
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 8 aylar önce
Hey GL, On the first line, sign and put the date on the right side. On the second line, type your first and last name as it appears on your tax return. Don't write Uber driver any place.
Rabeh Tanout
Rabeh Tanout 9 aylar önce
what I have to do if I don't have a credit card??
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 9 aylar önce
Hello Rabeh, Depending on the type of tax you owe, you could use the Electronic Federal Tax Payment System (EFTPS). It takes the money out of your savings or checking account. They also have IRS direct pay. Or you could get a pre-paid card and use that. The government has all kinds of ways to get you to pay them. Good luck.
TJ Ryan
TJ Ryan 9 aylar önce
Tnx ,so much this Vedio help me alot.
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 9 aylar önce
Thanks TJ, Glad to hear that.
M- Li
M- Li 11 aylar önce
My wife can't create a account online her visa card she filed with won't work so she use her auto loan now her phone number won't work to get the code .. any help ? Oh I should mention she order it from the irs twice and it haven't arrived 1 month now
M- Li
M- Li 10 aylar önce
@samantha davis you're welcome
samantha davis
samantha davis 10 aylar önce
@M- Li thanks
M- Li
M- Li 10 aylar önce
@samantha davis my wife finally got hers .. she ordered it to be sent by mail .. they took almost a month now we got 2 different copies got one 4 days ago and one today .. a guess it's because we sent for it so many time .. who to tell maybe we will be getting more copies of them.. anyways order it by mail and wait it will come eventually.. good luck
samantha davis
samantha davis 10 aylar önce
I'm having same issue
Misha Outdoors
Misha Outdoors 11 aylar önce
Could you do a video on investing in the stock market? Thanks, love your videos.
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 11 aylar önce
Sure... I’ll get one out soon.
LittleChiGirl
LittleChiGirl 11 aylar önce
Thank you 😊 very detailed and easy to understand!
Tiyamika .A. Mulenga
Tiyamika .A. Mulenga 7 aylar önce
Very true ,thank you
Katie St Ores CFP, ChFC, EA
Katie St Ores CFP, ChFC, EA 11 aylar önce
You’re welcome.
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