- 2 -
|
Instructions For Completing Form 4506-A
Fill out this form completely. Incomplete forms will ITEM 8. Enter the tax period. For fiscal-year filers,
not be processed. Use this form to request a copy of a tax enter the date the period ended. If you need more than
return or individual income tax account information. four different returns, use additional request forms.
Please allow eight to 10 weeks for processing. Generally the Department will have copies of returns and
tax account information available for the previous 10
If you are not the taxpayer listed in Item 1, you must
years.
send a copy of your authorization to receive the informa-
tion. Examples of authorization are a power of attorney or ITEM 9. Use the following table to figure how much
evidence of entitlement (for Title 11 Bankruptcy or money you must send with your request:
Receivership Proceedings). If the taxpayer is deceased, Type of Request Cost for each period requested
send proof that you are entitled to act for the taxpayer's
Copy of tax return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $5.00
estate.
Amount of refund and/or interest received . . . . No Charge
Tax returns and account information about joint Amount of tax due and/or interest paid . . . . . . . No Charge
returns may be given to either the husband or the wife.
Example:
Only one signature is required. If your name has changed,
sign Form 4506-A exactly as your name appeared on the If you need a copy of your 2010 and 2011 returns,
return. check the first box in Item 10. Your cost will be $10.00
($5.00 x 2).
Corporations, Partnerships, Estates, and Trusts – For
information about who may obtain tax information, see Write your social security number or Federal employ-
Internal Revenue Code section 6103. er identification number and “Form 4506-A Request” on
your payment and make payable to the Alabama Depart -
ITEM 3. If you have named someone else to receive
ment of Revenue. If we cannot fill your request, we will
information about you (such as a CPA, scholarship board,
refund your money.
or mortgage issuer), list that person's name and address
here. (You must give an individual’s name.) ITEM 10. In addition to a copy of a return, we can
provide two other types of information:
ITEM 4. Write the name of the client, student or
applicant if it is different from the name listed in Item 1. (1) Amount of refund and/or interest received: This
For example, Item 1 may be the parents of a student would be the amount of refund shown on the return of
applying for financial aid. Show the student's name on the year(s) requested plus any interest paid to you.
Line 4 so the scholarship board can associate the tax
(2) Amount of tax due and/or interest paid: This
return with their file. If we cannot find a record of the tax
would be the amount of tax due on the tax return of the
return, we will notify the third party directly that we can-
year(s) requested plus any interest that you paid to the
not fill the request.
State.
ITEM 5. For individuals, the social security number is
Mail to: Alabama Department of Revenue
written 000-00-0000. For businesses and certain others, the
Income Tax Administration Division
employer identification number is written 00-0000000.
P.O. Box 327410
Please separate the nine digits as shown to distinguish the
Montgomery, AL 36132-7410
type of number being reported.
|