IRS Walk-in Office Services

A client has a return which will be filed on Monday, but he needs a copy for a mortgage application. The mortgage company is suggesting that he hand deliver the return to a local IRS office and have a copy stamped as received. They will work from that copy. I suggested efiling the return and then using either a copy of the return with the 9325 acknowledgment or submitting a 4506 request to document the filing.

I thought the IRS no longer stamped taxpayer copies in the local office. My objective (and his) is to get the mortgage company the documentation they need in the quickest time. I'm afraid that if he paper files and the IRS won't give him a stamped copy, it will take the IRS much longer to post the data to his account than if I efile the return.

Can anyone confirm whether he can get a copy stamped at a local office or should I provide him with the original as a paper copy?

Thanks.

Ira Smilovitz Leonia, NJ

Reply to
ira smilovitz
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The last line should read:

Can anyone confirm whether he can get a copy stamped at a local office or should I insist on efiling for quicker verification?

Ira Smilovitz Le> A client has a return which will be filed on Monday, but he needs a copy for a

mortgage application. The mortgage company is suggesting that he hand deliver the return to a local IRS office and have a copy stamped as received. They will work from that copy. I suggested efiling the return and then using either a copy of the return with the 9325 acknowledgment or submitting a 4506 request to document the filing.

objective (and his) is to get the mortgage company the documentation they need in the quickest time. I'm afraid that if he paper files and the IRS won't give him a stamped copy, it will take the IRS much longer to post the data to his account than if I efile the return.

should I provide him with the original as a paper copy?

Reply to
ira smilovitz

for a mortgage application. The mortgage company is suggesting that he hand deliver the return to a local IRS office and have a copy stamped as received. They will work from that copy. I suggested efiling the return and then using either a copy of the return with the 9325 acknowledgment or submitting a 4506 request to document the filing.

My objective (and his) is to get the mortgage company the documentation they need in the quickest time. I'm afraid that if he paper files and the IRS won't give him a stamped copy, it will take the IRS much longer to post the data to his account than if I efile the return.

or should I provide him with the original as a paper copy?

In Los Angeles, they will still stamp a copy (as of February this year). I prepare one return which traditionally can't be e-filed, so the taxpayer has been doing this for 15 years.

Reply to
D. Stussy

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