Enlarge image | Form 4506 Request for Copy of Tax Return (September 2024) ▶ Do not sign this form unless all applicable lines have been completed. OMB No. 1545-0429 ▶ Request may be rejected if the form is incomplete or illegible. Department of the Treasury ▶ For more information about Form 4506, visit www.irs.gov/form4506. Internal Revenue Service 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 shown first. 1b First social security number on tax return, individual taxpayer identification 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 If the tax return is to be mailed to a third party (such as a mortgage company), enter the third party’s name, address, and telephone number. Caution: If the tax return is being sent to the third party, ensure that lines 5 through 7 are completed before signing. (see instructions). 6 Tax return requested. Form 1040, 1120, 941, etc. and all attachments as originally submitted to the IRS, including Form(s) W-2, schedules, or amended returns. Copies of Forms 1040, 1040A, and 1040EZ are generally available for 7 years from filing before they are destroyed by law. Other returns may be available for a longer period of time. Enter only one return number. If you need more than one type of return, you must complete another Form 4506. ▶ Note: If the copies must be certified for court or administrative proceedings, check here . . . . . . . . . . . . . . . 7 Year or period requested. Enter the ending date of the tax year or period using the mm/dd/yyyy format (see instructions). / / / / / / / / / / / / / / / / 8 Fee. There is a $30 fee for each return requested. Full payment must be included with your request or it will be rejected. Make your check or money order payable to “United States Treasury.” Enter your SSN, ITIN, or EIN and “Form 4506 request” on your check or money order a Cost for each return . . . . . . . . . . . . . . . . . . . . . . . . . . . $ b Number of returns requested on line 7 . . . . . . . . . . . . . . . . . . . . . . c Total cost. Multiply line 8a by line 8b . . . . . . . . . . . . . . . . . . . . . . $ 9 If we cannot find the tax return, we will refund the fee. If the refund should go to the third party listed on line 5, check here . . . . . Caution: Do not sign this form unless all applicable lines have been complete 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 return 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 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 Phone number of taxpayer on line 1a or 2a declares that he/she has the authority to sign the Form 4506. See instructions ▲ ▲ Signature (see instructions) Date Sign Here Print/Type name Title (if line 1a above is a corporation, partnership, estate, or trust) ▲ ▲ Spouse’s signature Date Print/Type name For Privacy Act and Paperwork Reduction Act Notice, see page 2. Cat. No. 41721E Form 4506 (Rev. 9-2024) |
Enlarge image | Form 4506 (Rev. 9-2024) Page 2 Individuals. Copies of jointly filed tax returns may Section references are to the Internal Revenue Code Chart for all other returns be furnished to either spouse. Only one signature is unless otherwise noted. required. Sign Form 4506 exactly as your name For returns not in appeared on the original return. If you changed your Future Developments Form 1040 series, Mail to: name, also sign your current name. For the latest information about Form 4506 and its if the address on Corporations. Generally, Form 4506 can be instructions, go to www.irs.gov/form4506. the return was in: signed by: (1) an officer having legal authority to bind the corporation, (2) any person designated by the General Instructions Connecticut, Delaware, board of directors or other governing body, or (3) Caution: Do not sign this form unless all applicable District of Columbia, any officer or employee on written request by any lines, including lines 5 through 7, have been Georgia, Illinois, Indiana, principal officer and attested to by the secretary or completed. Kentucky, Maine, other officer. A bona fide shareholder of record Maryland, owning 1 percent or more of the outstanding stock Designated Recipient Notification. Internal Massachusetts, Internal Revenue Service of the corporation may submit a Form 4506 but must Revenue Code, Section 6103(c), limits disclosure Michigan, New RAIVS Team provide documentation to support the requester's and use of return information received pursuant to Hampshire, New Jersey, Stop 6705 S-2 right to receive the information. the taxpayer’s consent and holds the recipient New York, North Kansas City, MO Partnerships. Generally, Form 4506 can be subject to penalties for any unauthorized access, Carolina, Ohio, 64999 signed by any person who was a member of the other use, or redisclosure without the taxpayer’s Pennsylvania, Rhode partnership during any part of the tax period express permission or request. Island, South Carolina, requested on line 7. Taxpayer Notification. Internal Revenue Code, Tennessee, Vermont, Section 6103(c), limits disclosure and use of return Virginia, West Virginia, All others. See section 6103(e) if the taxpayer has information provided pursuant to your consent and Wisconsin died, is insolvent, is a dissolved corporation, or if a holds the recipient subject to penalties, brought by trustee, guardian, executor, receiver, or administrator is acting for the taxpayer. private right of action, for any unauthorized access, Alabama, Alaska, other use, or redisclosure without your express Arizona, Arkansas, Note: If you are Heir at law, Next of kin, or permission or request. California, Colorado, Beneficiary you must be able to establish a material Purpose of form. Use Form 4506 to request a copy Florida, Hawaii, Idaho, interest in the estate or trust. of your tax return. You can also designate (on line 5) Iowa, Kansas, Louisiana, Documentation. For entities other than individuals, a third party to receive the tax return. Minnesota, Mississippi, you must attach the authorization document. For Missouri, Montana, example, this could be the letter from the principal How long will it take? It may take up to 75 Nebraska, Nevada, New officer authorizing an employee of the corporation or calendar days for us to process your request. Mexico, North Dakota, Internal Revenue Service the letters testamentary authorizing an individual to Where to file. Attach payment and mail Form 4506 Oklahoma, Oregon, RAIVS Team act for an estate. to the address below for the state you lived in, or the South Dakota, Texas, P.O. Box 9941 Signature by a representative. A representative state your business was in, when that return was Utah, Washington, Mail Stop 6734 can sign Form 4506 for a taxpayer only if this filed. There are two address charts: one for Wyoming, a foreign Ogden, UT 84409 authority has been specifically delegated to the individual returns (Form 1040 series) and one for all country, American representative on Form 2848, line 5a. Form 2848 other returns. Samoa, Puerto Rico, showing the delegation must be attached to Form If you are requesting a return for more than one Guam, the 4506. year or period and the chart below shows two Commonwealth of the different addresses, send your request based on the Northern Mariana address of your most recent return. Islands, the U.S. Virgin Privacy Act and Paperwork Reduction Act Islands, or A.P.O. or Notice. We ask for the information on this form to Chart for individual returns F.P.O. address establish your right to gain access to the requested return(s) under the Internal Revenue Code. We need (Form 1040 series) this information to properly identify the return(s) and If you filed an Specific Instructions respond to your request. If you request a copy of a tax return, sections 6103 and 6109 require you to individual return Mail to: Line 1b. Enter the social security number (SSN) or provide this information, including your SSN or EIN, and lived in: individual taxpayer identification number (ITIN) for to process your request. If you do not provide this the individual listed on line 1a, or enter the employer information, we may not be able to process your Alabama, Arizona, identification number (EIN) for the business listed on request. Providing false or fraudulent information Arkansas, Florida, line 1a. For example, if you are requesting Form may subject you to penalties. Georgia, Louisiana, 1040 that includes Schedule C (Form 1040), enter Routine uses of this information include giving it to Mississippi, New Mexico, your SSN. the Department of Justice for civil and criminal North Carolina, Oklahoma, South Internal Revenue Service Line 3. Enter your current address. If you use a P.O. litigation, and cities, states, the District of Columbia, Carolina, Tennessee, RAIVS Team box, please include it on this line 3. and U.S. commonwealths and possessions for use Texas, a foreign country, Stop 6716 AUSC Line 4. Enter the address shown on the last return in administering their tax laws. We may also American Samoa, Puerto Austin, TX 73301 filed if different from the address entered on line 3. disclose this information to other countries under a tax treaty, to federal and state agencies to enforce Rico, Guam, the Note. If the addresses on lines 3 and 4 are different federal nontax criminal laws, or to federal law Commonwealth of the and you have not changed your address with the enforcement and intelligence agencies to combat Northern Mariana Islands, IRS, file Form 8822, Change of Address, or Form terrorism. the U.S. Virgin Islands, or 8822-B,Change of Address or Responsible Party — You are not required to provide the information A.P.O. or F.P.O. address Business, with Form 4506. requested on a form that is subject to the Paperwork Connecticut, Delaware, Line 7. Enter the end date of the tax year or period Reduction Act unless the form displays a valid OMB District of Columbia, requested in mm/dd/yyyy format. This may be a control number. Books or records relating to a form Illinois, Indiana, Iowa, calendar year, fiscal year or quarter. Enter each or its instructions must be retained as long as their Kentucky, Maine, quarter requested for quarterly returns. Example: contents may become material in the administration Maryland, Internal Revenue Service Enter 12/31/2018 for a calendar year 2018 Form of any Internal Revenue law. Generally, tax returns Massachusetts, RAIVS Team 1040 return, or 03/31/2017 for a first quarter Form and return information are confidential, as required Minnesota, Missouri, Stop 6705 S-2 941 return. by section 6103. New Hampshire, New Kansas City, MO 64999 Signature and date. Form 4506 must be signed and The time needed to complete and file Form 4506 Jersey, New York, dated by the taxpayer listed on line 1a or 2a. The will vary depending on individual circumstances. The Pennsylvania, Rhode IRS must receive Form 4506 within 120 days of the estimated average time is: Learning about the law Island, Vermont, Virginia, date signed by the taxpayer or it will be rejected. or the form, 10 min.; Preparing the form, 16 min.; West Virginia, Wisconsin Ensure that all applicable lines, including lines 5 and Copying, assembling, and sending the form Alaska, California, through 7, are completed before signing. to the IRS, 20 min. Colorado, Hawaii, Idaho, Internal Revenue Service You must check the box in the If you have comments concerning the accuracy of Kansas, Michigan, RAIVS Team signature area to acknowledge you these time estimates or suggestions for making Montana, Nebraska, P.O. Box 9941 ! have the authority to sign and request Form 4506 simpler, we would be happy to hear from you. You can write to: Nevada, North Dakota, Mail Stop 6734 ▲CAUTION the information. The form will not be Ohio, Oregon, South Ogden, UT 84409 processed and returned to you if the box is Internal Revenue Service Dakota, Utah, Tax Forms and Publications Division Washington, Wyoming unchecked. 1111 Constitution Ave. NW, IR-6526 Washington, DC 20224. Do not send the form to this address. Instead, see Where to file on this page. |