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InstructionsInstructions
Use LGL‑002, Request for Disclosure of Tax Returns or Tax Part 1: Taxpayer Return Information
Return Information, to request copies of tax returns, tax return Provide the taxpayer’s name, business name (dba), address,
information, or certain other information, such as Form W2 Social Security Number, Connecticut Tax Registration
or 1099, from the Department of Revenue Services (DRS). Number, and Federal Employer Identification Number, if
Complete and attach LGL-002 through myconneCT at applicable.
portal.ct.gov/DRS‑myconneCT. Check the box that indicates the type of taxpayer for which a
To attach LGL-002 through a secure message in myconneCT: tax return or tax return information is being requested.
• Log into myconneCT.
• Open the More… menu. Part 2: Return Information Requested
• Locate the Correspondence group and click the Send a Check the tax type and enter the tax periods or tax years
Message link. for which you are requesting a tax return or tax return
• Select the account, period, message area (e.g. account, information. The terms years and periods can indicate various
return, refund), and category. time frames. For example, a tax year may be a calendar year
• Type your subject, message, and attach your LGL-002. of 1/1/15 through 12/31/15 or a fiscal year of 7/1/15 through
6/30/16 for corporation business tax. A tax period may have
To request by mail:
one or more monthly or quarterly periods. For example, a
Complete the form, and include the caption Request for Tax sales and use tax period of 1/1/13 through 12/31/15 may
Returns or Tax Return Information on the envelope. Mail to: contain 36 monthly or 12 quarterly periods. Please be specific.
Contact Service Center
Department of Revenue Services Part 3: Check the Box to Indicate Your Relationship
450 Columbus Blvd, Ste 1 to the Taxpayer Listed in Part 1.
Hartford CT 06103-1837 Check the box that indicates your relationship to the taxpayer
for whom you are requesting a copy of a tax return or tax
Who Can Make This Request? return information. You must also attach the requested
• Any individual, if the request is for an income tax return documentation to support the status that entitles you to make
filed by that individual (or filed by that individual and this request.
his or her spouse if the request is for a joint income tax
Part 4: Requester’s Name and Mailing Address
return). (Check the applicable box in Part 1 and Part 3.);
Provide the requested information so a DRS representative
• A limited liability company (LLC) member, if the taxpayer
can contact you if additional information is needed.
is an LLC and has no manager, or a manager, if the
taxpayer is an LLC and has managers; Part 5: Request for Information to be Mailed to a
• The sole proprietor, if the taxpayer is a sole proprietorship; Third Party
• A general partner, if the taxpayer is a partnership or a Check the box if you wish to have the tax return or tax return
limited partnership; information mailed to a third party (a person other than the
• The administrator or executor, if the taxpayer is an estate; requester named in Part 4). If you are not the individual or
• The trustee, if the taxpayer is a trust; business that the tax return or tax return information pertains
• If the taxpayer is a corporation, a principal officer or to, you must attach documentation to support the status that
corporate officer who has legal authority to bind the entitles you to make this request.
corporation; any person who is designated by the board This request is for a one-time use only. Any subsequent
of directors or other governing body of the corporation; requests must be made by submitting a new LGL‑002. Any
any officer or employee of the corporation upon written request that DRS mail tax returns or tax return information
request signed by a principal officer of the corporation and to a third party will not change the taxpayer’s address of
attested by the secretary or other officer of the corporation; record with DRS.
or any other person who is authorized to receive or inspect
the corporation’s return or return information under Part 6: Declaration
IRC § 6103(e)(1)(D); You must sign the declaration section of LGL-002. Only
• The successor, receiver, guarantor, or any assignee of the the taxpayer listed in Part 1 or an authorized representative
taxpayer; or listed in Part 4 can sign this section. For example, if the
• The authorized representative of any of the above. taxpayer is other than a natural person (an estate), DRS
requires the signature of the individual who is the authorized
representative of the taxpayer. The person signing this request
must attach a copy of a valid form of identification such as
a driver’s license, passport, or state issued identification.
LGL-002 Back (Rev. 11/22)
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