For Privacy Act and Paperwork Reduction Act Notice, see page 2. Cat. No. 37667N
Form 4506-T (Rev. 3-2019)
Request for Transcript of Tax Return
Form
4506-T
Do not sign this form unless all applicable lines have been completed.
Request may be rejected if the form is incomplete or illegible.
For more information about Form 4506-T, visit www.irs.gov/form4506t.
Tip. Use Form 4506-T to order a transcript or other return information free of charge. See the product list below. You can quickly request transcripts by using
our automated self-help service tools. Please visit us at IRS.gov and click on “Get a Tax Transcript... under “Tools or call 1-800-908-9946. 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, individual
taxpayer identification number, or employer
identification number (see instructions)
2a If a joint return, enter spouses 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)
5a I
f 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.
5b Customer file number (if applicable) (see instructions)
Caution: If the tax transcript is being mailed to a third party, ensur
e that you have filled in lines 6 through 9 before signing. Sign and date the form once you
have filled in these lines. Completing these steps helps to protect your privacy. Once the IRS discloses your tax transcript to the third party listed on line
5a, the IRS has no control over what the third party does with the information. If you would like to limit the third party’s authority to disclose your
transcript information, you can specify this limitation in your written agreement with the third party.
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
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 2011, filed in 2012, will likely not be available from the IRS until 2013. 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 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.
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
has the authority to sign the Form 4506-T. See instructions
. on line 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
OMB No. 1545-1872
PennyMac Loan Services, LLC (Participant #302617 Mailbox: CLGX4506T)
C/O CoreLogic, 10277 Scripps Ranch Blvd, San Diego, CA 92131
866-418-4596
per request.
/ / / / / / / /
(March 2019)
Department of the Treasury
Internal Revenue Service
1040
12
31
31
31
2018
2017
2016
12
12