How to Check if I Filed Taxes Last Year

Filing taxes is a responsibility for individuals and businesses to ensure compliance with legal obligations and avoid penalties. However, it’s not uncommon for taxpayers to forget whether they filed their taxes in the previous year, especially given the complexities of financial paperwork and deadlines.

Confirming Filing Through Online Accounts

Online tax accounts have become an essential tool for confirming filing status. Platforms like the IRS in the United States provide secure access to tax records. By logging into your account, you can review your filing history, including the status of your most recent tax return. This is particularly useful if you have misplaced physical records or are unsure about your filing status.

To access your online tax account, verify your identity through security questions or two-factor authentication. Once logged in, navigate to the section with tax return submissions to find information on whether your return was accepted, rejected, or is still pending. If you filed electronically, the system updates in real-time, offering immediate confirmation.

For those using third-party tax preparation software, these platforms often provide similar features. Access your account to view your filing history or download copies of submitted returns, ensuring consistency across platforms.

Verifying Paper Records and Documentation

Though digital solutions are convenient, paper records remain a vital resource for tax verification. Many taxpayers rely on physical copies of tax returns, W-2 forms, 1099s, and other documents to confirm their filing status. These records serve as a safeguard against discrepancies in electronic files.

Locate a copy of your previous year’s tax return, such as a Form 1040, to confirm if and when you filed. Check for filing dates or IRS acceptance stamps. Reviewing W-2 or 1099 forms can also clarify reported income and withholding amounts.

If you discover missing documents or discrepancies, reach out to your tax preparer or accountant, who can provide copies of filed returns or assist in obtaining transcripts from the IRS. Keeping an organized filing system, categorized by year and type, simplifies tax preparations and audits.

Contacting the Tax Agency Directly

If other methods leave questions unanswered, contacting the tax agency directly can provide clarity. Agencies like the IRS or local tax authorities can offer comprehensive records of filings and expert guidance.

Before contacting the agency, gather relevant personal information, such as your Social Security Number, filing status, and any prior correspondence. Request a tax transcript, which summarizes your tax return and includes filing status and payment details. Transcripts are often available for the past three years.

Many tax agencies also offer online services where you can request transcripts or submit inquiries electronically. These platforms often provide faster responses and let you track your request. Some agencies require specific forms, such as IRS Form 4506-T, to request copies of returns or transcripts.

Reviewing Employer and Bank Statements

Employer and bank statements can provide insights into your tax filing activities. Employers are required to issue W-2 forms and payroll statements, detailing annual earnings and taxes withheld. Cross-referencing these with your tax return ensures consistency in reported income and withholdings.

Bank statements can also reveal tax-related transactions, such as payroll deposits, tax refunds, or estimated tax payments. Reviewing these entries can confirm whether you received a refund or made payments, both of which indicate prior tax filings. Interest income statements, like a 1099-INT, should also be accounted for when reconciling records with your tax return.