Your prior-year return: why we ask for it
Last year’s return gives your preparer context. Here is what to send and what to do if you do not have it.
Guide · Version 1 · 2 min read · Reviewed by Meridian Review Team · Sep 15, 2026
Why it helps
A prior-year return shows what was reported before, what carried forward, and which forms you used. Starting from it saves time and helps catch changes.
What to send
- The complete prior-year return, every page, including state returns.
- Any worksheets or carryover schedules that came with it.
- If you changed preparers, the copy your previous preparer gave you.
If you do not have it
Tell your preparer. There are ways to request copies, and your preparer will explain the options. The hub cannot request records on your behalf.
Please do not
- Send only the first page.
- Send a return for a different year than the one being prepared. Mixed-up years are a common cause of delays, so label the file with the year.
Sending it
Upload through your secure portal. A return carries identity numbers and account numbers on nearly every page.