Easy to request copy of tax return (divorce)?

[sjh722]

My younger brother's divorce was recently finalized.

He needs to re-fi his house (which is in only his name, he owned it prior to marriage and is probably slightly underwater or about at break-even).

I'm trying to help him with this because financial stuff is not his strength and he's still a little overwhelmed with all of the events of the last year.

If his XW has their last 2 year's tax returns, can he request a replacement from the IRS here:
www.irs.gov/Individuals/Need-a-Copy-of-Your-Tax-Return-Information%3F
and use that for the loan application? (Yes, the easiest way would be to ask her for copies, but there's enough animosity there that it might put a stop to the whole process in his mind.)

Has anyone else had to do that? Did a lender give you trouble? Is it easy to get a copy of your return? (He works for my parents' business, so I imagine getting his copies of his last 2 W-2s would be reasonably simple, and he would obviously have his pay stubs, bank statements, etc since they were separated for a year prior to the divorce.)

[Deleted]

yes, you can request it from the IRS. Do you know if they did their taxes on turbo tax or took them to an accountant? He could also ask to get a copy from them.

[sjh722]

Oct 4, 2012 14:01:03 GMT -5 flygirl said:

yes, you can request it from the IRS. Do you know if they did their taxes on turbo tax or took them to an accountant? He could also ask to get a copy from them.

I thought of that, but she handled all that info so unless my CPA uncle did them (long shot), I don't think he'll know anything about it or ask her for it.

[suburbanzookeeper]

Yes, he can request it there and the bank will also pull copies from the IRS as well (at least they did for both of us).

[jwright]

You can request a copy of your tax return from the IRS. Or from the paid preparer (I know my husband was able to even get an old return from H&R Block).

Be careful, the link you provided is for a tax return transcript. It provides the information from the return but not the actual forms that were filed. I would assume the bank would want the forms; you need to file Form 4506 not Form4506T.