How to Request Letter from IRS
Receiving a letter from the Internal Revenue Service (IRS) can be both exciting and nerve-wracking. Whether you’re applying for a mortgage, proving your U.S. citizenship, or simply needing an official record of your tax return, requesting a letter from the IRS is a straightforward process. This article will guide you through the steps to request a letter from the IRS, ensuring you have the necessary documentation for your needs.
Step 1: Determine the Type of Letter You Need
The first step in requesting a letter from the IRS is to identify the type of letter you require. The IRS offers several types of letters, including:
– Transcript of Tax Return: This provides a summary of your tax return, including income, deductions, and credits.
– Proof of Non-Filing: This letter confirms that you did not file a tax return for a specific year.
– Proof of Identity and Residence: This letter verifies your identity and current address, which can be helpful for obtaining a driver’s license or utility services.
– Certificate of Residency: This letter proves your U.S. citizenship or residency for certain purposes, such as applying for a student visa or enrolling in a U.S. college.
– Proof of Exemptions: This letter confirms that you have claimed certain tax exemptions or credits on your tax return.
Step 2: Gather Required Information
Before you submit your request, gather the following information to ensure a smooth process:
– Your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN): This is essential for the IRS to identify you in their records.
– Your Name and Address: Make sure this information matches the IRS records.
– The Year or Years for Which You Need the Letter: The IRS can only provide letters for the past seven years.
Step 3: Request the Letter Online
The IRS offers an online tool called “Get Transcript” to request a transcript or letter of your tax return. Follow these steps to request a letter online:
1. Visit the IRS website and navigate to the “Get Transcript” page.
2. Click on “Request a Transcript” and follow the on-screen instructions.
3. Enter your SSN or ITIN, name, and filing status.
4. Choose the type of letter you need and enter the year or years for which you’re requesting the letter.
5. Provide your email address or mailing address to receive the letter.
6. Click “Submit” and wait for the IRS to process your request.
Step 4: Request the Letter by Mail
If you prefer to request a letter by mail, follow these steps:
1. Download and print the IRS Form 4506-T from the IRS website.
2. Complete the form with your personal information, the type of letter you need, and the year or years for which you’re requesting the letter.
3. Sign and date the form.
4. Enclose a copy of your valid photo identification and proof of your address (if your address has changed).
5. Mail the completed form and required documents to the IRS address listed on the form.
Step 5: Track Your Request
After submitting your request, you can track its status by visiting the IRS website and using your SSN or ITIN to log in to your account. You will receive an email notification once your letter is ready for download or mailing.
By following these steps, you can easily request a letter from the IRS to meet your specific needs. Whether you’re applying for a mortgage, proving your U.S. citizenship, or simply needing an official record of your tax return, a letter from the IRS can provide the documentation you require.
