Requesting Your Tax Filings: A Comprehensive Guide for Detailed Background Checks

Are you in the process of completing a detailed background check and need access to all your past tax filings, including 1040s and 1099s? This guide provides you with a step-by-step process on how to obtain a complete and accurate copy of all your tax returns from the Internal Revenue Service (IRS). With just a few simple steps, you can successfully access all the necessary information to complete your background check with precision and ease.

Why You Need Your Tax Filings for Your Background Check

Completing a detailed background check often requires an in-depth look at your professional history, including all the jobs you've held over the years and the dates you worked. Keeping comprehensive records of your tax filings, including 1040s and 1099s, is crucial to ensure accuracy and completeness in your background check. However, many individuals find themselves in a situation where they need to request these documents as they no longer have them on hand.

Why People Do Not Keep Their Tax Return Copies

Unfortunately, despite the importance of keeping tax records, many people either do not keep their tax return copies or struggle to locate them when needed. According to the IRS, you should retain copies of your tax returns for at least seven years. This period is generally sufficient to cover potential audits and tax-related disputes. However, people often face challenges due to:

Space constraints in home or office storage Lack of organization and awareness of the need to retain tax documents Misplacing physical copies over time Accessing online tax records if they were filed electronically and have since been deleted

How to Request Your Tax Filings from the IRS

Fortunately, requesting your tax filings is simpler than you might think. You can obtain copies of your past tax returns directly from the IRS through several methods.

Option 1: Visit Your Local IRS Office

One of the most straightforward methods is to visit your local IRS office and request a printout of your tax returns. To prepare, gather the necessary information such as your Social Security number, tax year, and any specific forms you need. You may also want to bring identification to verify your identity at the office.

Option 2: Access the IRS Website

For a more convenient option, you can visit the IRS website and follow the instructions to download or request a printout of your tax returns. This process typically involves:

Visiting the IRS website Logging in with your personal information (if required) Using the Transcript Request tool for tax return transcripts or free filing Searching for your tax year and specific Form 1040 or 1099 Requesting a printout or electronic copy of the documents

Option 3: Use IRS Form 4506-T

If you prefer a paper-based method, you can request a copy of your tax returns using IRS Form 4506-T. This form is specifically designed for individuals who need a copy of their entire tax return or specific schedules and forms for prior years. Follow these steps:

Fill out IRS Form 4506-T, available online Include your personal information, such as your Social Security number and tax year(s) needed Sign the form and submit it through the mail or via the IRS website Track the status of your request online

Pouring Over Your Tax Filings

Once you have access to your tax filings, carefully review each document to ensure accuracy. Pay particular attention to:

Previous employment and income Any job-related income (1099 forms) Tax deductions and credits claimed Any significant changes in your financial situation over the years

Completing a thorough review will help you verify the information you need for your background check with precision. It also ensures that you can confidently list all your past jobs and dates without any memory inaccuracies.

Conclusion

Accessing your tax filings is a crucial step in completing a detailed background check. By understanding the importance of keeping these documents and following the steps outlined in this guide, you can easily obtain all the necessary information. Whether you opt for visiting your local IRS office, using the IRS website, or completing IRS Form 4506-T, you will have the support you need to ensure accuracy and completeness in your background check process.