How to Get a New York State Tax Transcript

Taxpayers can get a New York State tax transcript or copy of past tax returns by mail or online in some cases. While the process is relatively simple, it is important to follow instructions carefully to avoid delays in receiving the information. Note that if you are requesting past returns because you have a tax problem, make the request as soon as possible and gather all your supporting documentation as well. This information will be needed in addressing any issues with New York State regardless of whether you handle the matter yourself or seek a tax attorney for assistance.

How Can You Get a Copy of Your New York State Tax Return?

Depending on the type of tax information you are seeking, you can apply by mail or online as follows:

1. By mail, you can obtain your tax return by completing and sending Form DTF-505, Authorization for Release of Photocopies of Tax Returns and/or Tax Information to the NYS Tax Department in Albany. This option is available for both e-filed and paper tax returns from 1990 to the present. The Tax Department will send a photocopy of the return if available. Importantly, you must state the reason for your request along with providing the type of tax information you want, your phone number, and a form of identification from which your signature can be validated.

2. Online, you can only obtain your tax return if you e-filed your return for the following tax types:

• corporation (ten most recent filing periods since 2008)
• sales and use (five most recent filing periods)
• fuel use (six most recent filing periods)
• withholding (nine most recent filing periods)
• fiduciary (ten most recent filing periods since 2008)

To view and print a copy of your e-filed returns, you must create an Online Services account.

Note that you can give your tax lawyer the right to view your e-filed returns by completing and signing E-ZRep Form TR-2000, Tax Information Access and Transaction Authorization.

Is There a Fee to Obtain a Copy of Your New York State Tax Return?

If you use the mail, you will be billed twenty-five cents ($.25) per page upon completion of your request.

Can You Obtain Your Wage Transcript?

You can request a transcript of your New York State wage and withholding totals for a previous year by calling the NYS Department of Taxation’s Withholding Tax Information Center. After your identity is verified, the transcript will be mailed to you.

Do You Need a Tax Attorney?

You do not need a tax lawyer to request a tax transcript or copy of your tax return. However, if you have received an audit notice and you need to consult a tax attorney, you can authorize your attorney to obtain the tax information for you.

Our tax lawyers have extensive experience handling New York State tax problems and can help advise you regarding the best way to resolve your case. Contact us for a consultation.