To secure a gift tax return or account transcript, follow these steps:
- Requesting an Account Transcript:
- Online: You can request an account transcript online by visiting IRS.gov/Transcript. This method allows you to access the transcript quickly and securely.
- Phone: Alternatively, you can call the IRS at 800-908-9946 to request an account transcript.
- IRS2Go App: You can also use the IRS2Go app to request a transcript. Transcripts requested via phone or app will be mailed to the address the IRS has on file for you within 5 to 10 calendar days.
- Requesting a Gift Tax Return:
- Form 4506-T: To request a transcript of your gift tax return, complete and mail Form 4506-T, Request for Transcript of Tax Return, to the address listed in the form's instructions. There is no fee for a gift tax account transcript.
- Form 4506: If you need a copy of your actual gift tax return, you must complete and mail Form 4506, Request for Copy of Tax Return, along with a $50 fee for each return requested, to the address shown in the form's instructions. Make your check or money order payable to the “United States Treasury.” Processing and delivery of the copy of the return can take up to 75 calendar days from the time the IRS receives your request.
By following these steps, you can secure either a gift tax return or an account transcript from the IRS.
Sources:
1040 (2023)
Instructions for Form 1040-SS (2023)
Publication 559 (2023)
Instructions for Form 2290 (07/2023)
Instructions for Form 8821 (09/2021)
Instructions for Form 1040-C (01/2024)
Instructions for Form 990-PF (2023)
