What financial information does CSF need?
If you filled out a 1040 Federal tax form, we need a copy of the first 2 pages of the tax form. Please make sure the bottom of the 2nd page of your 1040 is SIGNED BY YOU. If your 1040 is unsigned, we will have to ask you to resend a signed copy. If you don’t have a copy and cannot quickly find another copy, the IRS can send you a transcript. To receive an income tax transcript from the IRS, please call 1-800-829-1040. Keep in mind that it may take the IRS several weeks to mail your transcript.