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New Member
posted Feb 5, 2020 11:02:18 AM

My friend filed with hnr block last year and filed with turbo tax this year. But they are requesting last year's agi which she has to pay hnr to get a copy of. She doesn't have the money to get a copy

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1 Replies
New Member
Feb 5, 2020 11:12:09 AM

H and R Block should have / was required to provide a copy of the filed return and all documents used to prepare the return to your friend.  Check with the H and R Block location manager where the return was prepared.  Explain the circumstances.  H and R Block is required to maintain returns and supporting documents for 3 years.  

 

Your friend can also go to IRS.gov and create an account for free and obtain the following information from last years filed return:

If you're an individual taxpayer, you can use this tool to view:

  • Your payoff amount, updated for the current calendar day
  • The balance for each tax year for which you owe
  • Up to 24 months of your payment history
  • Key information from your current tax year return as originally filed.