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Tax Transcript Request Guide

The Form 4506-T is a request for transcript of tax return that allows taxpayers to order transcripts of tax returns and other tax account information from the IRS for free. It can be used to request return transcripts, account transcripts, records of account, verification of non-filing, and W-2/1099 transcripts. The form requires the taxpayer's identification information and signature to process the transcript request and designate if a third party can receive the tax information.

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0% found this document useful (0 votes)
252 views2 pages

Tax Transcript Request Guide

The Form 4506-T is a request for transcript of tax return that allows taxpayers to order transcripts of tax returns and other tax account information from the IRS for free. It can be used to request return transcripts, account transcripts, records of account, verification of non-filing, and W-2/1099 transcripts. The form requires the taxpayer's identification information and signature to process the transcript request and designate if a third party can receive the tax information.

Uploaded by

Roger Pei
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Form (Rev. April 2006)

4506-T

Request for Transcript of Tax Return


Do not sign this form unless all applicable lines have been completed. Read the instructions on page 2. Request may be rejected if the form is incomplete, illegible, or any required line was blank at the time of signature.
OMB No. 1545-1872

Department of the Treasury Internal Revenue Service

Tip: Use Form 4506-T to order a transcript or other return information free of charge. See the product list below. You can also call 1-800-829-1040 to order a transcript. If you need a copy of your return, use Form 4506, Request for Copy of Tax Return. There is a fee to get a copy of your return. 1a Name shown on tax return. If a joint return, enter the name shown first. 1b First social security number on tax return or employer identification number (see instructions) 2b Second social security number if joint tax return

2a If a joint return, enter spouse's name shown on tax return

Current name, address (including apt., room, or suite no.), city, state, and ZIP code

Previous address shown on the last return filed if different from line 3

If the transcript or tax information is to be mailed to a third party (such as a mortgage company), enter the third party's name, address, and telephone number. The IRS has no control over what the third party does with the tax information.

Caution: If a third party requires you to complete Form 4506-T, do not sign Form 4506-T if lines 6 and 9 are blank. 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. Transcripts are only available for the following returns: Form 1040 series, Form 1065, Form 1120, Form 1120A, Form 1120H, Form 1120L, 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 30 calendar days c Record of Account, which is a combination of line item information and later adjustments to the account. Available for current year and 3 prior tax years. Most requests will be processed within 30 calendar days Verification of Nonfiling, which is proof from the IRS that you did not file a return for the year. 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 2003, filed in 2004, will not be available from the IRS until 2005. 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 45 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 ending date of the year or period, using the mm/dd/yyyy format. If you are requesting more than four years or periods, you must attach another Form 4506-T. For requests relating to quarterly tax returns, such as Form 941, you must enter each quarter or tax period separately. 7 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, either husband or wife must sign. If signed by a corporate officer, partner, 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. Telephone number of taxpayer on line 1a or 2a Signature (see instructions) Title (if line 1a above is a corporation, partnership, estate, or trust) Spouse's signature For Privacy Act and Paperwork Reduction Act Notice, see page 2. NMFL #4506 (TXAU, TXA1, TXA2, TXA3) Rev 8/21/2006 Wolters Kluwer Financial Services - VMP -9045T (0605)
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Sign Here

Date

Date Cat. No. 37667N Form 4506-T (Rev. 4-2006)

Form 4506-T (Rev. 4-2006)

Page

General Instructions

Purpose of form. Use Form 4506-T to request tax return information. You can also designate a third party to receive the information. See line 5. Tip. Use Form 4506, Request for Copy of Tax Return, to request copies of tax returns. Where to file. Mail or fax Form 4506-T to the address below for the state you lived in when that return was filed. There are two address charts: one for individual transcripts (Form 1040 series and Form W-2) and one for all other transcripts. Note: If you are requesting more than one transcript or other product and the chart below shows two different service centers, mail your request to the service center based on the address of your most recent return.

Chart for all other transcripts


If you lived in or your business was in: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Louisiana, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Tennessee, Texas, Utah, Washington, Wyoming Connecticut, Delaware, District of Columbia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, West Virginia, Wisconsin A foreign country, or A.P.O. or F.P.O. address Mail or fax to the "Internal Revenue Service" at:

Partnerships. Generally, Form 4506-T can be signed by any person who was a member of the partnership during any part of the tax period requested on line 9. All others. See Internal Revenue Code section 6103(e) if the taxpayer has died, is insolvent, is a dissolved corporation, or if a trustee, guardian, executor, receiver, or administrator is acting for the taxpayer. Documentation. For entities other than individuals, you must attach the authorization document. For example, this could be the letter from the principal officer authorizing an employee of the corporation or the Letters Testamentary authorizing an individual to act for an estate. Privacy Act and Paperwork Reduction Act Notice. We ask for the information on this form to establish your right to gain access to the requested tax information under the Internal Revenue Code. We need this information to properly identify the tax information and respond to your request. Sections 6103 and 6109 require you to provide this information, including your SSN or EIN. If you do not provide this information, we may not be able to process your request. Providing false or fraudulent information may subject you to penalties. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation, and cities, states, and the District of Columbia for use in administering their tax laws. We may also disclose this information to other countries under a tax treaty, to federal and state agencies to enforce federal nontax criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by section 6103. The time needed to complete and file Form 4506-T will vary depending on individual circumstances. The estimated average time is: Learning about the law or the form, 10 min.; Preparing the form, 12 min.; and Copying, assembling, and sending the form to the IRS, 20 min. If you have comments concerning the accuracy of these time estimates or suggestions for making Form 4506-T simpler, we would be happy to hear from you. You can write to the Internal Revenue Service, Tax Products Coordinating Committee, SE:W:CAR:MP:T:T:SP, 1111 Constitution Ave. NW, IR-6406, Washington, DC 20224. Do not send the form to this address. Instead, see Where to file on this page.

RAIVS Team P.O. Box 9941 Mail Stop 6734 Ogden, UT 84409

801-620-6922

Chart for individual transcripts (Form 1040 series and Form W-2)
If you filed an individual return and lived in:

Mail or fax to the "Internal Revenue Service" at:

District of Columbia, Maine, Maryland, Massachusetts, New Hampshire, New York, Vermont Alabama, Delaware, Florida, Georgia, North Carolina, Rhode Island, South Carolina, Virginia

RAIVS Team Stop 679 Andover, MA 05501 978-247-9255 RAIVS Team P.O. Box 47-421 Stop 91 Doraville, GA 30362 678-530-5326

RAIVS Team P.O. Box 145500 Stop 2800 F Cincinnati, OH 45250

859-669-3592 RAIVS Team DP 135SE Philadelphia, PA 19255-0695 215-516-2931

Arkansas, Kansas, RAIVS Team Kentucky, Louisiana, Stop 6716 AUSC Mississippi, Austin, TX 73301 Oklahoma, Tennessee, Texas, West Virginia 512-460-2272 Alaska, Arizona, RAIVS Team California, Colorado, Stop 38101 Hawaii, Idaho, Fresno, CA 93888 Montana, Nebraska, Nevada, New Mexico, Oregon, South Dakota, Utah, Washington, Wyoming 559-253-4990

Line 1b. Enter your employer identification number (EIN) if your request relates to a business return. Otherwise, enter the first social security number (SSN) shown on the return. For example, if you are requesting Form 1040 that includes Schedule C (Form 1040), enter your SSN. 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. If you completed line 5 requesting the information be sent to a third party, the IRS must receive Form 4506-T within 60 days of the date signed by the taxpayer or it will be rejected. Connecticut, Illinois, RAIVS Team Indiana, Iowa, Stop 6705-B41 Individuals. Transcripts of jointly filed tax Michigan, Kansas City, MO 64999 returns may be furnished to either spouse. Minnesota, Missouri, Only one signature is required. Sign Form North Dakota, Ohio, 4506-T exactly as your name appeared on Wisconsin 816-823-7667 the original return. If you changed your name, also sign your current name. New Jersey, RAIVS Team Pennsylvania, a DP 135SE Corporations. Generally, Form 4506-T can foreign country, or Philadelphia, PA be signed by: (1) an officer having legal A.P.O. or F.P.O. 19255-0695 authority to bind the corporation, (2) any address person designated by the board of directors 215-516-2931 or other governing body, or (3) any officer or employee on written request by any principal officer and attested to by the secretary or other officer.

VMP

-9045T (0605)

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