I filed my taxes through a co-worker (who moved) and I never got my W-2's back (only my check). Now I need that info asap to file for financial aid for school this fall. Any way other than having to pay $39 and wait 60 days for a paper copy? Ask IRS for transcripts. It is free. You will get in a week and it will serve the purpose. The only way you can get that on line is if your employer offers it that way. Your employer can get you a copy fairly quickly. It probably wont' be possible to get a photocopy of your 2007 return from the IRS for several months anyway so your employer is by far your best choice.
For future reference, NEVER give the only copy of ANY records to a tax preparer! Make copies for them to use and keep the originals yourself! If you are working with or know a tax professional they can get it for you. The IRS has a program called IRS e-services that is available to tax professionals. It is very useful and all tax pros should sign up if not already.
With it among many other things they can get electronic transcripts for their clients instantly. You would just need to sign a form and give the tax person some info and click its done! You get them from your employer. Call them and see if they can get you a copy. check out IRS website www.irs.gov you can order the Transcript on-line. The school accepts these transcript it has all the info you filed on your tax return. OR visit your local IRS office for a print. You don't need the actual copy of your tax return.
IRS Income Verification Express Service (IVES)
Questions and Answers
Why are we going to this pay system?
The IRS is implementing user fees pursuant to an Office of Management and Budget directive instructing federal agencies to charge user fees reflecting the full cost of goods and services that 鈥渃onvey special benefits to recipients beyond those accruing to the general public.鈥?This policy change impacts the IVES program as well as other fee-based programs.
How much will the new service cost?
Effective October 2, 2006, the Commissioner has approved a fee of $4.50 per transcript requested.
Why must I register for e-Services? How?
Under the new system, transcripts will be delivered using the e-Services platform via a secure mailbox. The e-Services system is successfully serving that purpose for tax professionals who request transcript information on behalf of their clients. It鈥檚 the logical solution for the IVES program. To participate in the IVES program, companies will need to register and identify employees to act as agents to receive electronic transcripts on the company鈥檚 behalf. (For details on the application and registration process please refer to the IVES main page.) To gain access to the secure mailbox, each user must register for e-Services using the registration process outlined on the e-Services web page. The registration process takes about two weeks to complete.
How and when will I be billed?
You will be billed every 30 days, depending on your usage. Payments must be made electronically through a secure IRS.gov payment portal using either a credit card or an electronic funds transfer. Payments must be received within 30 calendar days of the date of the invoice.
What are the consequences of non-payment?
If a participant fails to pay an invoice timely, the participant will be suspended from the Program until such time that all outstanding invoices have been paid in full. Invoices outstanding past 30 days will be subject to interest, penalties, and administrative charges and will be subject to the Treasury Offset Program (TOP). For more information regarding the TOP, please refer to www.fms.treas.gov.
Will I be billed for rejects and incomplete requests?
Yes
When will fees be charged?
The fee will apply regardless of whether (1) a duplicate request for a return transcript is submitted; (2) an incomplete (i.e., a request that cannot be processed due to missing or incorrect information) or false or fraudulent (i.e., a request that has been altered in someway) request is submitted; (3) no record is located; or (4) the Service is otherwise unable to deliver the transcript (e.g., a delegated user鈥檚 secure mailbox is full or an incorrect fax number was provided). The participant will be responsible for all fees incurred by their delegated users.
If W-2's are requested from a joint return and both signatures are on the Form 4506-T, will there be a charge for both products?
Yes. If the request is for W-2's and there are two signatures, then two products have been requested.
What if I dispute a bill?
If you disagree with a bill and are requesting an adjustment to the amount charged, the following information must be provided, in writing, to the IVES location where your requests were submitted: a copy of the acknowledged IVES cover sheet; a copy of the Form 4506-T, taxpayer name, taxpayer identification number(s); reason for adjustment request (i.e. wrong tax year received, transcript received but not ordered, etc.). This information must be provided for each dispute.
What if there is an e-Service system malfunction?
The primary method of delivery for the products from this program will be to deposit the product electronically into an e-Services鈥?secure mailbox. Fax will be the alternate delivery method available if a temporary e-Services malfunction occurs. If the entire system is unavailable for an extended period, the current system will be made available to process transcripts.
How will enrollment information be provided?
For enrollment instructions and required forms refer to the How do I apply for IVES? and How do I register with e-Services? on the IVES main page.
Will I still need to use the Form 4506-T?
Yes.
Do I still submit the Form 4506-T to my current RAIVS unit?
You must submit the completed Form 4506-T via facsimile to the RAIVS unit closest to your business office location. A map will soon be developed and posted on the IVES landing page that will graphically depict the appropriate RAIVS unit for each customer to use by state. (For additional information on completing Form 4506-T follow the link to Getting Started 鈥?Using IVES on the main IVES page.)
Will my contacts change at the RAIVS units?
Your contacts will not change unless the RAIVS unit closest to your office is different than your previous RAIVS unit. |
