As a client of SS&C we can provide you a copy of your tax return at any time.  In addition, by utilizing our online client portals you can simply retrieve a copy of your past tax returns at anytime, from anywhere, even your banker’s office!

If you want to get a copy of your tax return, directly from the IRS, there are two easy and convenient options for obtaining copies of your federal tax return information - tax return transcripts and tax account transcripts - by phone or by mail.

A tax return transcript shows most line items from the tax return (Form 1040, 1040A or 1040EZ) as it was originally filed, including any accompanying forms and schedules. It does not reflect any changes you, your representative or the IRS made after the return was filed. In many cases, a return transcript will meet the requirements of lending institutions such as those offering mortgages and student loans.

A tax account transcript shows any later adjustments either you or the IRS made after the tax return was filed. This transcript shows basic data, including marital status, type of return filed, adjusted gross income and taxable income. The IRS does not charge a fee for transcripts, which are available for the current and three prior calendar years. Allow two weeks for delivery.

To request either transcript:

    * Phone: Call 1-800-829-1040 and follow the prompts in the recorded message
    * Mail: Complete IRS Form 4506-T, Request for Transcript of Tax Return.

If you need a photocopy of a previously processed tax return and attachments, complete Form 4506, Request for Copy of Tax Form, and mail it to the IRS address listed on the form for your area. There is a fee of $39.00 for each tax period requested. Copies are generally available for the current and past 6 years.

Clearly we recommend becoming a client of SS&C, and utilizing our unique client portals for tax return storage and retrieval!