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  #6  
Old 08-29-2006, 05:38 AM
Harlan Lunsford
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Default Re: Transcript

pasha wrote:

- quote -

> Dick Adams wrote:

> > I know I've asked this before. This time I will write it
> > down. Someone called me today and asked me how to get a
> > transcript and I gave them a attorney type answer of "I'll
> > get back to you on that."


> You can request an IRP transcript (Information Returns
> Processing--this shows the data reported by payers on forms
> such as W-2, 1099, 1098, 5498, etc.) by calling the
> Practiitoner Hotline.
> There are other transcripts available which show some or all
> of the IRS's/TP's activity on a certain account for a
> certain year.
> I'm an EA whose just completed the first year of the NTPI
> training in DC and am excited to know the answer to a
> question on here.


Great. Glad you could make it to the NTPI, and trust you'll
be returning next two years.

However, not all people may avail themselves of our own
practitioners' hotline. Only those who are in practice and
have a POA on file may obtain information. The average
taxpayer may not.

Many of us in this newgroups are in fact active practitioners, but
some like Dick Adams, our esteemed moderator, are not.

ChEAr$,
Harlan Lunsford, EA n LA

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #5  
Old 08-28-2006, 03:11 AM
pasha
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Posts: n/a
Default Re: Transcript

Dick Adams wrote:

- quote -

> I know I've asked this before. This time I will write it
> down. Someone called me today and asked me how to get a
> transcript and I gave them a attorney type answer of "I'll
> get back to you on that."


You can request an IRP transcript (Information Returns
Processing--this shows the data reported by payers on forms
such as W-2, 1099, 1098, 5498, etc.) by calling the
Practiitoner Hotline.

There are other transcripts available which show some or all
of the IRS's/TP's activity on a certain account for a
certain year.

I'm an EA whose just completed the first year of the NTPI
training in DC and am excited to know the answer to a
question on here.

Pasha


<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #4  
Old 08-17-2006, 07:42 PM
Harlan Lunsford
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Posts: n/a
Default Re: Transcript

Mike Wellman wrote:
- quote -

> Dick Adams wrote:

> > I know I've asked this before. This time I will write it
> > down. Someone called me today and asked me how to get a
> > transcript and I gave them a attorney type answer of "I'll
> > get back to you on that."


> If they are a practitioner, they can call (866) 860-4259 or
> get it electronically on the IRS website, if they qualify.


AND provided client signs a POA. Problem with eServices,
though, is when the client "signs" the POA, he must provide
AGI for either of last two years and birth date. So if he
is a non filer, then this option is out.

Just the other day I wanted to verify that a client had
filed a return for 2004 when she went "elsewhere" - she'll
never do that again, btw. With her sitting there it took
me all of eight minutes to input the POA which was recorded
instantly with Memphis CAF, and which she signed for my
records of course, and get the transcript which confirmed
her filing and by deduction the fact that she paid 198$
"elsewhere" for the quick bucks.

ChEAr$,
Harlan Lunsford, EA n LA

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #3  
Old 08-17-2006, 12:33 AM
Mike Wellman
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Posts: n/a
Default Re: Transcript

Dick Adams wrote:

- quote -

> I know I've asked this before. This time I will write it
> down. Someone called me today and asked me how to get a
> transcript and I gave them a attorney type answer of "I'll
> get back to you on that."


If they are a practitioner, they can call (866) 860-4259 or
get it electronically on the IRS website, if they qualify. A
taxpayer can complete form 4506 or call (800) 829-8815.
Maybe a client can get it at the IRS site. I am not sure.

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #2  
Old 08-17-2006, 12:14 AM
Arthur Kamlet
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Posts: n/a
Default Re: Transcript

Dick Adams <rdadams[at]smart.net> wrote:

- quote -

> I know I've asked this before. This time I will write it
> down. Someone called me today and asked me how to get a
> transcript and I gave them a attorney type answer of "I'll
> get back to you on that."


You could call and ask.

But the recommended way is to submit Form 4506-T.

__
Art Kamlet ArtKamlet [at] AOL.com Columbus OH K2PZH

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #1  
Old 08-17-2006, 12:14 AM
Mark Bole
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Posts: n/a
Default Re: Transcript

Dick Adams wrote:

- quote -

> I know I've asked this before. This time I will write it
> down. Someone called me today and asked me how to get a
> transcript and I gave them a attorney type answer of "I'll
> get back to you on that."
> Dick


Call 800-829-1040.

Pick your language and skip to the main menu (2)

Choose 2, "questions about account or payment"

Choose 2, "questions about account"

enter SSN and confirm

Choose 4, "request transcript"

This is also a fast way to determine if a return was even
filed for a given year, since after you request a
transcript, you'll be told if nothing is on file.

IRS phone menu subject to change at any time, of course.

-Mark Bole

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
 
Old 08-17-2006, 12:14 AM
Taxmanhog
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Posts: n/a
Default Re: Transcript

- quote -

> "Dick Adams" wrote..
> I know I've asked this before. This time I will write it
> down. Someone called me today and asked me how to get a
> transcript and I gave them a attorney type answer of "I'll
> get back to you on that."


How to Get a Copy of Your Tax Return Information?

IRS TAX TIP 2006-12

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.

Forms 4506-T and 4506 can be found on the IRS Web site at
IRS.gov or by calling the IRS forms and publications order
line at 1-800-TAX-FORM (1-800-829-3676).

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #-1  
Old 08-16-2006, 08:49 AM
Dick Adams
Guest
 
Posts: n/a
Default Transcript

I know I've asked this before. This time I will write it
down. Someone called me today and asked me how to get a
transcript and I gave them a attorney type answer of "I'll
get back to you on that."

Dick

<< ================================================== ===== > << The above is intended for educational purposes only. > << It does NOT constitute legal OR professional advice. > << It cannot be used by any taxpayer, for the purpose of > << the purpose of avoiding penalties that may be imposed > << upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
 

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