I’ve said it over and over again; keep copies of your tax returns and the supporting documents. That means the state return too. It can save you both time and money.
Here’s the situation. I was asked to help respond to a notice from the Kansas Department of Revenue but the clients didn’t have a copy of the KS-40 return they filed (I didn’t prepare the return.) So, I sent in a request for a copy of the return or transcript info and a copy of a Kansas Power of Attorney. Today, I was told that since I didn’t send in payment for the info I requested, KDOR won’t send anything. A month after I sent my original request, I had to fill out the special form and write a check for $5.00 to get the information I need.
This mess illustrates two lessons. Taxpayers need to keep a copy, paper or electronic, of their tax returns. All returns. And state revenue departments are hard up and previously free information may now come with a price tag. Don’t assume because the IRS doesn’t charge for transcripts and account info doesn’t mean that that your state won’t require payment for that info.