Fill - Free fillable Form 4506, Request for Copy of Tax Return. PDF form

Form

4506-T

(Rev. January 2012)

Department of the Treasury

Internal Revenue Service

Request for Transcript of Tax Return

▶

Request may be rejected if the form is incomplete or illegible.

OMB No. 1545-1872

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 "Order a Transcript" 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 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 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.

Caution. If the tax transcript is being mailed to a third party, ensure 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 IRS transcript to the third party listed

on line 5, 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.

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. 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 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 . . . . . .

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 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 30 calendar 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 . .

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 2010, filed in 2011, will not be available from the IRS until 2012. 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.

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.

Check this box if you have notified the IRS or the IRS has notified you that one of the years for which you are requesting a transcript

involved identity theft on your federal tax return . . . . . . . . . . . . . . . . . . . . . . . . . . .

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, 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. Note. For transcripts being sent to a third party, this form must be received within 120 days of the signature date.

Sign

Here

Phone number of taxpayer on line

1a or 2a

▲

Signature (see instructions) Date

▲

Title (if line 1a above is a corporation, partnership, estate, or trust)

▲

Spouse’s signature Date

For Privacy Act and Paperwork Reduction Act Notice, see page 2.

Cat. No. 37667N

Form 4506-T (Rev. 1-2012)

Page 2

Section references are to the Internal Revenue

Code unless otherwise noted.

What's New

The IRS has created a page on IRS.gov for

information about Form 4506-T at

www.irs.gov/form4506. Information about any

recent developments affecting Form 4506-T

(such as legislation enacted after we released it)

will be posted on that page.

General Instructions

CAUTION. Do not sign this form unless all

applicable lines have been completed.

Purpose of form. Use Form 4506-T to request

tax return information. You can also designate

(on line 5) a third party to receive the information.

Taxpayers using a tax year beginning in one

calendar year and ending in the following year

(fiscal tax year) must file Form 4506-T to request

a return transcript.

Note. If you are unsure of which type of transcript

you need, request the Record of Account, as it

provides the most detailed information.

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,

or the state your business was 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.

If you are requesting more than one transcript

or other product and the chart below shows two

different addresses, send your request to the

address based on the address of your most

recent return.

Automated transcript request. You can quickly

request transcripts by using our automated

self-help service tools. Please visit us at IRS.gov

and click on “Order a Transcript” or call

1-800-908-9946.

Chart for individual transcripts

(Form 1040 series and Form W-2

and Form 1099)

If you filed an

individual return

and lived in:

Mail or fax to the

“Internal Revenue

Service” at:

Alabama, Kentucky,

Louisiana, Mississippi,

Tennessee, Texas, a

foreign country, American

Samoa, Puerto Rico,

Guam, the

Commonwealth of the

Northern Mariana Islands,

the U.S. Virgin Islands, or

A.P.O. or F.P.O. address

RAIVS Team

Stop 6716 AUSC

Austin, TX 73301

512-460-2272

Alaska, Arizona, Arkansas,

California, Colorado,

Hawaii, Idaho, Illinois,

Indiana, Iowa, Kansas,

Michigan, Minnesota,

Montana, Nebraska,

Nevada, New Mexico,

North Dakota, Oklahoma,

Oregon, South Dakota,

Utah, Washington,

Wisconsin, Wyoming

RAIVS Team

Stop 37106

Fresno, CA 93888

559-456-5876

Connecticut, Delaware,

District of Columbia,

Florida, Georgia, Maine,

Maryland, Massachusetts,

Missouri, New Hampshire,

New Jersey, New York,

North Carolina, Ohio,

Pennsylvania, Rhode

Island, South Carolina,

Vermont, Virginia, West

Virginia

RAIVS Team

Stop 6705 P-6

Kansas City, MO 64999

816-292-6102

Chart for all other transcripts

If you lived in

or your business

was in:

Mail or fax to the

“Internal Revenue

Service” at:

Alabama, Alaska,

Arizona, Arkansas,

California, Colorado,

Florida, Hawaii, Idaho,

Iowa, Kansas,

Louisiana, Minnesota,

Mississippi,

Missouri, Montana,

Nebraska, Nevada,

New Mexico,

North Dakota,

Oklahoma, Oregon,

South Dakota, Texas,

Utah, Washington,

Wyoming, a foreign

country, or A.P.O. or

F.P.O. address

RAIVS Team

P.O. Box 9941

Mail Stop 6734

Ogden, UT 84409

801-620-6922

Connecticut,

Delaware, District of

Columbia, Georgia,

Illinois, Indiana,

Kentucky, Maine,

Maryland,

Massachusetts,

Michigan, New

Hampshire, New

Jersey, New York,

North Carolina,

Ohio, Pennsylvania,

Rhode Island, South

Carolina, Tennessee,

Vermont, Virginia,

West Virginia,

Wisconsin

RAIVS Team

P.O. Box 145500

Stop 2800 F

Cincinnati, OH 45250

859-669-3592

Line 1b. Enter your employer identification

number (EIN) if your request relates to a

business return. Otherwise, enter the first

social security number (SSN) or your individual

taxpayer identification number (ITIN) shown on

the return. For example, if you are requesting

Form 1040 that includes Schedule C (Form

1040), enter your SSN.

Line 3. Enter your current address. If you use a

P. O. box, include it on this line.

Line 4. Enter the address shown on the last

return filed if different from the address entered

on line 3.

Note. If the address on lines 3 and 4 are different

and you have not changed your address with the

IRS, file Form 8822, Change of Address.

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 120 days of the date

signed by the taxpayer or it will be rejected.

Ensure that all applicable lines are completed

before signing.

Individuals. Transcripts of jointly filed tax

returns may be furnished to either spouse. Only

one signature is required. Sign Form 4506-T

exactly as your name appeared on the original

return. If you changed your name, also sign your

current name.

Corporations. Generally, Form 4506-T can be

signed by: (1) an officer having legal authority to

bind the corporation, (2) any person designated

by the board of directors 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.

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 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. You are not required to request

any transcript; if you do request a transcript,

sections 6103 and 6109 and their regulations

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, the District

of Columbia, and U.S. commonwealths and

possessions 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:

Internal Revenue Service

Tax Products Coordinating Committee

SE:W:CAR:MP:T:M:S

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.

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