GodFather
Level 8
08-08-2024
05:29 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Client has asked for a copy of his return. She indicated she does not need the entire return, just the transcript. I recall printing a transcript for a client not long ago but can't seem to remember the steps to accomplish that. Can anyone lend a hand?
Thanks!
Labels
PATAX
Level 15
08-08-2024
07:40 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I wasn't aware that Pro Series can print a transcript as I thought transcripts were printed by the IRS, but you may be right. I would just give her a copy of the return, and if she doesn't want the whole copy then just give her the first two pages.
IRonMaN
Level 15
08-08-2024
07:57 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I’ve never heard of that either so I agree, give her the whole return. But with that said, are you sure that a banker wasn’t looking for a copy of the actual IRS transcript?
Slava Ukraini!