Consult the statement and obtain a tax return proof document (2024)

FAQs

How do I get proof of tax return? ›

You may be able to obtain a free copy of your California tax return. Go to MyFTB for information on how to register for your account. You may also request a copy of your tax return by submitting a Request for Copy of Tax Return (Form FTB 3516 ) or written request.

A tax return is a documentation filed with a tax authority that reports income, expenses, and other relevant financial information. On tax returns, taxpayers calculate their tax liability, schedule tax payments, or request refunds for the overpayment of taxes. In most places, tax returns must be filed annually.

Transcript of your tax return or account

Use the Get Transcript tool. Send a completed Form 4506-T. In addition to the tax return and account transcripts available through the Get Transcript tool, you may also request wage and income transcripts and a verification of non-filing letter.

This transcript is available for the current and nine prior tax years through Get Transcript Online, and the current and three prior tax years through Get Transcript by Mail or by calling 800-908-9946.

Annual Tax Return (Form 1040)

This is the most credible and straightforward way to demonstrate your income over the last year since it's an official legal document recognized by the IRS.

Available on the IRS website at www.IRS.gov or by submitting paper Form 4506T-EZ or 4056-T. You can also call 1-800-908-9946.

A W-2 tax form shows important information about the income you've earned from your employer, amount of taxes withheld from your paycheck, benefits provided and other information for the year. You use this form to file your federal and state taxes.

Form 1040 for IRS Tax Filing Document is the most commonly used form.

Personal Documents

Your social security number or Individual Taxpayer Identification Number (ITIN), as well as those of anyone you may be claiming on your tax return, including your spouse if you are filing jointly. Photo identification.

You can access personal tax records online or by mail, including transcripts of past tax returns, tax account information, wage and income statements, and verification of non-filing letters. If you need a transcript for your business, get a business tax transcript.

How do I access my IRS documents online? ›

You can access your federal tax account through a secure login at IRS.gov/account. View the amount you owe, along with details of your balance, your payment history, tax records, and key tax return information from your most recent tax return as originally filed.

You'll be able to access your most recent 3 tax returns (each of which include your Form 1040—the main tax form—and any supporting forms used that year) when sign into 1040.com and go to the My Account screen. If you filed through a tax preparer or CPA, they can provide a printed or electronic copy of your tax return.

The IRS sends notices and letters for the following reasons: You have a balance due. You are due a larger or smaller refund. We have a question about your tax return.

Your bank statements and cancelled checks are a good starting point, if you still have access to these documents. If you're a business that deducted expenses and you no longer have receipts, it may be logical that you would have expenses that the IRS should allow even though you don't have a receipt.

You can access personal tax records online or by mail, including transcripts of past tax returns, tax account information, wage and income statements, and verification of non-filing letters. If you need a transcript for your business, get a business tax transcript.

Tip: Get faster service: Online at www.irs.gov, Get Your Tax Record (Get Transcript) or by calling 1-800-908-9946 for specialized assistance. We have teams available to assist.

You'll be able to access your most recent 3 tax returns (each of which include your Form 1040—the main tax form—and any supporting forms used that year) when sign into 1040.com and go to the My Account screen.