Enlarge image | Request for Transcript of Tax Return Form 4506-T ▶ Do not sign this form unless all applicable lines have been completed. OMB No. 1545-1872 (June 2023) ▶ Department of the Treasury Request may be rejected if the form is incomplete or illegible. Internal Revenue Service ▶ For more information about Form 4506-T, visit www.irs.gov/form4506t. Tip: Get faster service: Online at www.irs.gov, Get Your Tax Record (Get Transcript) or by calling 1-800-908-9946 for specialized assistance. We have teams available to assist. Note: Taxpayers may register to use Get Transcript to view, print, or download the following transcript types: Tax Return Transcript (shows most line items including Adjusted Gross Income (AGI) from your original Form 1040-series tax return as filed, along with any forms and schedules), Tax Account Transcript (shows basic data such as return type, marital status, AGI, taxable income and all payment types), Record of Account Transcript (combines the tax return and tax account transcripts into one complete transcript), Wage and Income Transcript (shows data from information returns we receive such as Forms W-2, 1099, 1098 and Form 5498), and Verification of Non-filing Letter (provides proof that the IRS has no record of a filed Form 1040-series tax return for the year you request). 1a Name shown on tax return. If a joint return, enter the name 1b First social security number on tax return, individual taxpayer identification shown first. number, or employer identification number (see instructions) 2a If a joint return, enter spouse’s name shown on tax return. 2b Second social security number or individual taxpayer identification number if joint tax return 3 Current name, address (including apt., room, or suite no.), city, state, and ZIP code (see instructions) 4 Previous address shown on the last return filed if different from line 3 (see instructions) 5 Customer file number (if applicable) (see instructions) Note: Effective July 2019, the IRS will mail tax transcript requests only to your address of record. See What’s New under Future Developments on Page 2 for additional information. 6 Transcript requested. Enter the tax form number here (1040, 1065, 1120, etc.) and check the appropriate box below. Enter only one tax form number per request. ▶ a Return Transcript, which includes most of the line items of a tax return as filed with the IRS. A tax return transcript does not reflect changes made to the account after the return is processed. Transcripts are only available for the following returns: Form 1040 series, Form 1065, Form 1120, Form 1120-A, Form 1120-H, Form 1120-L, and Form 1120S. Return transcripts are available for the current year and returns processed during the prior 3 processing years. Most requests will be processed within 10 business days . . . . . . b Account Transcript, which contains information on the financial status of the account, such as payments made on the account, penalty assessments, and adjustments made by you or the IRS after the return was filed. Return information is limited to items such as tax liability and estimated tax payments. Account transcripts are available for most returns. Most requests will be processed within 10 business days . c Record of Account, which provides the most detailed information as it is a combination of the Return Transcript and the Account Transcript. Available for current year and 3 prior tax years. Most requests will be processed within 10 business days . . . . . . 7 Verification of Nonfiling, which is proof from the IRS that you did not file a return for the year. Current year requests are only available after June 15th. There are no availability restrictions on prior year requests. Most requests will be processed within 10 business days . . 8 Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series transcript. The IRS can provide a transcript that includes data from these information returns. State or local information is not included with the Form W-2 information. The IRS may be able to provide this transcript information for up to 10 years. Information for the current year is generally not available until the year after it is filed with the IRS. For example, W-2 information for 2016, filed in 2017, will likely not be available from the IRS until 2018. If you need W-2 information for retirement purposes, you should contact the Social Security Administration at 1-800-772-1213. Most requests will be processed within 10 business days . Caution: If you need a copy of Form W-2 or Form 1099, you should first contact the payer. To get a copy of the Form W-2 or Form 1099 filed with your return, you must use Form 4506 and request a copy of your return, which includes all attachments. 9 Year or period requested. Enter the end date of the tax year or period requested in mm/dd/yyyy format. This may be a calendar year, fiscal year or quarter. Enter each quarter requested for quarterly returns. Example: Enter 12/31/2018 for a calendar year 2018 Form 1040 transcript. / / / / / / / / Caution: Do not sign this form unless all applicable lines have been completed. Signature of taxpayer(s). I declare that I am either the taxpayer whose name is shown on line 1a or 2a, or a person authorized to obtain the tax information requested. If the request applies to a joint return, at least one spouse must sign. If signed by a corporate officer, 1 percent or more shareholder, partner, managing member, guardian, tax matters partner, executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I have the authority to execute Form 4506-T on behalf of the taxpayer. Note: This form must be received by IRS within 120 days of the signature date. Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she Phone number of taxpayer on line has the authority to sign the Form 4506-T. See instructions. 1a or 2a ▲ ▲ Signature (see instructions) Date Sign Here ▲ Title (if line 1a above is a corporation, partnership, estate, or trust) Spouse’s signature Date For Privacy Act and Paperwork Reduction Act Notice, see page 2. Cat. No. 37667N Form 4506-T (Rev. 6-2023) |
Enlarge image | Form 4506-T (Rev. 6-2023) Page 2 Section references are to the Internal Revenue Code unless Individuals. Transcripts of jointly filed tax returns may be otherwise noted. furnished to either spouse. Only one signature is required. Chart for individual transcripts Sign Form 4506-T exactly as your name appeared on the Future Developments original return. If you changed your name, also sign your (Form 1040 series and Form W-2 For the latest information about Form 4506-T and its current name. and Form 1099) instructions, go to www.irs.gov/form4506t. Information about Corporations. Generally, Form 4506-T can be signed by: If you filed an any recent developments affecting Form 4506-T (such as (1) an officer having legal authority to bind the corporation, (2) individual return and Mail or fax to: legislation enacted after we released it) will be posted on that any person designated by the board of directors or other lived in: page. governing body, or (3) any officer or employee on written The filing location for the Form 4506-T has changed. Please request by any principal officer and attested to by the Alabama, Arkansas, Florida, Internal Revenue Service see Chart for individual transcripts or Chart for all other secretary or other officer. A bona fide shareholder of record Georgia, Louisiana, RAIVS Team transcripts for the correct mailing location. owning 1 percent or more of the outstanding stock of the Mississippi, North Carolina, Stop 6716 AUSC What’s New. As part of its ongoing efforts to protect corporation may submit a Form 4506-T but must provide taxpayer data, the Internal Revenue Service announced that documentation to support the requester's right to receive the Oklahoma, South Carolina, Austin, TX 73301 in July 2019, it will stop all third-party mailings of requested information. Tennessee, Texas, a foreign transcripts. After this date masked Tax Transcripts will only Partnerships. Generally, Form 4506-T can be signed by country, American Samoa, be mailed to the taxpayer’s address of record. any person who was a member of the partnership during any Puerto Rico, Guam, the 855-587-9604 If a third-party is unable to accept a Tax Transcript mailed to part of the tax period requested on line 9. Commonwealth of the the taxpayer, they may either contract with an existing IVES All others. See section 6103(e) if the taxpayer has died, is Northern Mariana Islands, the participant or become an IVES participant themselves. For insolvent, is a dissolved corporation, or if a trustee, guardian, U.S. Virgin Islands, or A.P.O. additional information about the IVES program, go to executor, receiver, or administrator is acting for the taxpayer. or F.P.O. address www.irs.gov and search IVES. Note: If you are Heir at law, Next of kin, or Beneficiary you must be able to establish a material interest in the estate or General Instructions trust. Delaware, Illinois, Indiana, Internal Revenue Service Caution: Do not sign this form unless all applicable lines Documentation. For entities other than individuals, you Iowa, Kentucky, Maine, RAIVS Team have been completed. must attach the authorization document. For example, this Massachusetts, Minnesota, Stop 6705 S-2 Purpose of form. Use Form 4506-T to request tax return could be the letter from the principal officer authorizing an Missouri, New Hampshire, Kansas City, MO 64999 information. Taxpayers using a tax year beginning in one employee of the corporation or the letters testamentary New Jersey, New York, calendar year and ending in the following year (fiscal tax year) authorizing an individual to act for an estate. Vermont, Virginia, Wisconsin 855-821-0094 must file Form 4506-T to request a return transcript. Signature by a representative. A representative can sign Note: If you are unsure of which type of transcript you need, Form 4506-T for a taxpayer only if the taxpayer has Alaska, Arizona, California, Internal Revenue Service request the Record of Account, as it provides the most specifically delegated this authority to the representative on Colorado, Connecticut, District RAIVS Team detailed information. Form 2848, line 5. The representative must attach Form 2848 of Columbia, Hawaii, Idaho, P.O. Box 9941 Customer File Number. The transcripts provided by the IRS showing the delegation to Form 4506-T. Kansas, Maryland, Michigan, Mail Stop 6734 have been modified to protect taxpayers' privacy. Transcripts Privacy Act and Paperwork Reduction Act Notice. We ask Montana, Nebraska, Nevada, Ogden, UT 84409 only display partial personal information, such as the last four for the information on this form to establish your right to gain New Mexico, North Dakota, digits of the taxpayer's Social Security Number. Full financial access to the requested tax information under the Internal Ohio, Oregon, Pennsylvania, and tax information, such as wages and taxable income, are Revenue Code. We need this information to properly identify Rhode Island, South Dakota, 855-298-1145 shown on the transcript. the tax information and respond to your request. You are not Utah, Washington, West An optional Customer File Number field is available to use required to request any transcript; if you do request a Virginia, Wyoming when requesting a transcript. This number will print on the transcript, sections 6103 and 6109 and their regulations transcript. See Line 5 instructions for specific requirements. require you to provide this information, including your SSN or The customer file number is an optional field and not EIN. If you do not provide this information, we may not be required. able to process your request. Providing false or fraudulent Chart for all other transcripts Tip. Use Form 4506, Request for Copy of Tax Return, to information may subject you to penalties. If you lived in request copies of tax returns. Routine uses of this information include giving it to the or your business was Mail or fax to: Automated transcript request. You can quickly request Department of Justice for civil and criminal litigation, and in: transcripts by using our automated self-help service tools. cities, states, the District of Columbia, and U.S. Please visit us at IRS.gov and click on “Get a Tax commonwealths and possessions for use in administering Alabama, Alaska, Arizona, Internal Revenue Service Transcript...” under “Tools” or call 1-800-908-9946. their tax laws. We may also disclose this information to other Arkansas, California, RAIVS Team Where to file. Mail or fax Form 4506-T to the address below countries under a tax treaty, to federal and state agencies to Colorado, Florida, Hawaii, P.O. Box 9941 for the state you lived in, or the state your business was in, enforce federal nontax criminal laws, or to federal law Idaho, Iowa, Kansas, Mail Stop 6734 when that return was filed. There are two address charts: one enforcement and intelligence agencies to combat terrorism. for individual transcripts (Form 1040 series and Form W-2) You are not required to provide the information requested Louisiana, Minnesota, Ogden, UT 84409 and one for all other transcripts. on a form that is subject to the Paperwork Reduction Act Mississippi, Missouri, If you are requesting more than one transcript or other unless the form displays a valid OMB control number. Books Montana, Nebraska, Nevada, product and the chart shows two different addresses, send or records relating to a form or its instructions must be New Mexico, North Dakota, 855-298-1145 your request to the address based on the address of your retained as long as their contents may become material in the Oklahoma, Oregon, South most recent return. administration of any Internal Revenue law. Generally, tax Dakota, Texas, Utah, returns and return information are confidential, as required by Line 1b. Enter your employer identification number (EIN) if section 6103. Washington, Wyoming, a foreign country, American your request relates to a business return. Otherwise, enter the The time needed to complete and file Form 4506-T will Samoa, Puerto Rico, Guam, first social security number (SSN) or your individual taxpayer vary depending on individual circumstances. The estimated the Commonwealth of the identification number (ITIN) shown on the return. For average time is: Learning about the law or the form, 10 example, if you are requesting Form 1040 that includes min.; Preparing the form, 12 min.; and Copying, Northern Mariana Islands, Schedule C (Form 1040), enter your SSN. assembling, and sending the form to the IRS, 20 min. the U.S. Virgin Islands, Line 3. Enter your current address. If you use a P.O. box, If you have comments concerning the accuracy of these A.P.O. or F.P.O. address include it on this line. time estimates or suggestions for making Form 4506-T Line 4. Enter the address shown on the last return filed if simpler, we would be happy to hear from you. You can write Connecticut, Delaware, Internal Revenue Service different from the address entered on line 3. to: District of Columbia, RAIVS Team Note: If the addresses on lines 3 and 4 are different and you Internal Revenue Service Georgia, Illinois, Indiana, Stop 6705 S-2 have not changed your address with the IRS, file Form 8822, Tax Forms and Publications Division Kentucky, Maine, Maryland, Kansas City, MO 64999 Change of Address. For a business address, file Form 8822- 1111 Constitution Ave. NW, IR-6526 Massachusetts, Michigan, B, Change of Address or Responsible Party — Business. Washington, DC 20224 New Hampshire, New Line 5. Enter up to 10 numeric characters to create a unique Do not send the form to this address. Instead, see Where Jersey, New York, North 855-821-0094 customer file number that will appear on the transcript. The to file on this page. Carolina, Ohio, Pennsylvania, customer file number should not contain an SSN. Rhode Island, South Completion of this line is not required. Carolina, Tennessee, Note. If you use an SSN, name or combination of both, we Vermont, Virginia, West will not input the information and the customer file number Virginia, Wisconsin will reflect a generic entry of “9999999999” on the transcript. Line 6. Enter only one tax form number per request. Signature and date. Form 4506-T must be signed and dated by the taxpayer listed on line 1a or 2a. The IRS must receive Form 4506-T within 120 days of the date signed by the taxpayer or it will be rejected. Ensure that all applicable lines are completed before signing. You must check the box in the signature area to acknowledge you have the authority to sign and request the information. The form will not ▲! be processed and returned to you if the CAUTION box is unchecked. |