Lost tax question

Forum|Forum|9 months ago
September 17, 2025
1 reply
5 views

I asked a question about lost tax data needed for filing, but now I can't find the question, so I don't know if there was an answer or not. (I saw the question in the list when I first posted it, so it was there at one time.)

Ask the Experts - Extension III - Sept 2025

Cindy4 12

Employee Tax Expert

I did answer that earlier one with this:

A good place to start would be by creating an IRS.gov online account. This gives you access to your tax records that have been reported to them. You can find wage & income transcripts, things like W-2s, 1099-Rs, 1099-INT forms, etc. The small amounts from inherited foreign stock may be another issue. Depending on if they reported to the IRS or not, you may have to reach out to the individual brokers handling those accounts to request duplicate copies.

It's not advisable to file an inaccurate return. There are often penalties involved. If you file without some of the data, you will more likely than not receive notices from the IRS regarding missing information.

Thanks for reaching back out!

Hope this helps!

Cindy

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