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Tax Information Request Letter Template

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TypeSkill Resource
Source~/.copilot/skills/legal/templates/tax-information-request-letter.md
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Tax Information Request Letter Template

[Sender Name] [Sender Address] [Email] [Phone]

[Date]

[Recipient Name] [Recipient Address]

Re: Request for Tax and Income Records

Dear [Recipient Name]:

I write to request records relevant to [support, dependency allocation, reimbursement, filing status, income verification, or related issue]. To evaluate the matter accurately, I request the documents listed below for the period [date range].

Requested Records

  1. Federal income tax returns, including all schedules and attachments.
  2. Virginia state income tax returns, including schedules and attachments.
  3. W-2 forms, 1099 forms, K-1 forms, or similar income statements.
  4. Recent pay records or payroll summaries.
  5. Records showing health-insurance premiums, childcare costs, or other tax-relevant child-related expenses.
  6. Any written agreement or communication addressing filing status, dependency claims, reimbursements, or support-related tax treatment.

Please provide the requested records by [date]. If any requested item is unavailable, please identify the missing item and explain whether it can be obtained from another source.

Thank you,

[Signature] [Printed Name]