If you do not have old tax documents, you can still file accurate tax returns by using IRS records and other available information to reconstruct your financial history.
Many clients contact us because they want to file, but do not have their old paperwork. Documents get lost, moved, shredded, or destroyed over time. Fortunately, you can still file accurate returns even with almost no records.
The IRS already has copies of many income documents. These records are sent to the IRS by employers, banks, brokers, and payment processors.
Missing documents are not a roadblock. We can reconstruct your returns using IRS data.
What Are Wage And Income Transcripts?
These transcripts contain a listing of all income documents filed under your SSN for each year. They include:
- W2s
- 1099s
- 1098s
- 1099 K forms
- Retirement and brokerage records
They form the foundation of any reconstruction.
How To Recover Old IRS Records
You can request transcripts online, by mail, or by authorizing a tax professional. The fastest method is through an IRS online account or by allowing us to access your records through a signed authorization.
How We Reconstruct Past Returns
At Paladini Law, we:
- Pull all transcripts for each unfiled year
- Match IRS data to your known income
- Add deductions, credits, and expenses that the IRS does not include
- Use bank statements and reasonable methods when records are missing
- Create accurate returns that reflect your true tax situation
Even a decade of missing paperwork can be rebuilt with the right process.
