Hi, How can I get a copy of 2018 tax documents?
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jormatos
New Member

Hi, How can I get a copy of 2018 tax documents?

I need to present 2018 and to 2019 tax documents to the lender to buy a house.
2 Replies
xmasbaby0
Level 15

Hi, How can I get a copy of 2018 tax documents?

You are not clear on what "documents" you want.  You can print out your tax returns for the lender.  If the lender wants copies of documents showing income such as your W-2's or any 1099's, TurboTax does not have those.

 

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-get-a-copy-of-a-return-i-filed-thi...

 

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/270...

 

 

I NEED A COPY OF MY W-2  (or 1099)

TurboTax does not have a copy of your W-2—the Wage & Tax Statement—issued to you by your employer, (nor does TurboTax have copies of your 1099’s).   You should always save those documents for your own records. You could ask the employer(s) for copies or you can get a copy from Social Security (for a fee of $86).

 

To get a copy of a W-2 from Social Security https://faq.ssa.gov/en-us/Topic/article/KA-02501

https://www.irs.gov/help-resources/tools-faqs/faqs-for-individuals/frequently-asked-tax-questions-an...

 

 

If you saved a pdf of your completed tax return, the worksheets will show the W-2 information you entered, but not the actual W-2.

 

You can get a wage and income transcript from the IRS:  It will not show the actual W-2, 1099’s, etc, but will show the income information the IRS received.  It will not, however, show your state information. It will only show the federal information.

https://www.irs.gov/individuals/get-transcript

 

Or you can pay the IRS $50 for an actual copy of your tax return which will include copies of your W-2’s     

https://www.irs.gov/pub/irs-pdf/f4506.pdfhttps://ttlc.intuit.com/questions/2561916-how-can-i-get-a-copy-of-my-w-2

 

There are about two dozen kinds of 1099's.  A 1099Misc is typically issued by an individual or business for whom you performed work as an independent contractor, so seek a copy from them if you did not save yours.  Many of the other types of 1099's are issued by banks, brokerages and other financial institutions from which you can seek copies.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
xmasbaby0
Level 15

Hi, How can I get a copy of 2018 tax documents?

Oh--and if the lender is asking for a "signed" copy of your tax return, e-filed returns do not have a physical signature on them.  So take out a pen and sign each one on the line that says "Sign here."

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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