Fillable Form 4506-T - Request For Transcript Of Tax Return printable pdf download

4506-T

Request for Transcript of Tax Return

Form

Do not sign this form unless all applicable lines have been completed.

OMB No. 1545-1872

Read the instructions on page 2.

(Rev. November 2005)

Request may be rejected if the form is incomplete, illegible, or any required

Department of the Treasury

line was blank at the time of signature.

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.

Name shown on tax return. If a joint return, enter the name shown first.

First social security number on tax return or

employer identification number (see instructions)

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

Second social security number if joint 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.

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.

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

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

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

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.

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.

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)

Date

Sign

Here

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

Date

Spouse’s signature

4506-T

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

Cat. No. 37667N

Form

(Rev. 11-2005)

Form 4506-T - Request For Transcript Of Tax Return

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