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  • 1.  Obtaining an Old Tax Return Transcript

    Posted 11-02-2023 09:49 AM

    Has anyone had success obtaining a tax return transcript 10+ years old? Client needs a copy of 2011 to provide to Social Security, who doesn't have record of that tax year.

    I filed a Form 4506-T, but it looks like it may only be applicable for the 3 most recent years. Practitioner Priority also indicated they could only go 3 years back.

    Thank you,

    Lauren Sundo



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    Lauren Sundo CPA
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  • 2.  RE: Obtaining an Old Tax Return Transcript

    Posted 2 days ago

    I am having the same issue for tax information that the City of Philadelphia is requesting for 2006!  We were successful in getting a transcript for the tax year 2006 But it took a while.  However, we needed a W2, and per the IRS, to get that, a 4506 and a fee of $30 is required.  If they cannot find the form, the $30 will be refunded.

    I hope this helps.

    DeBorah Giles EA, ATP, ABA, MBA



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    Deborah Giles EA, ABA, ATP
    dgilestaxservices1@verizon.net
    Giles & Associates
    Philadelphia PA
    (215) 386-2026
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    Original Message