Request For Transcript of Tax Return: Sign Here

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Form 4506-T

(September 2018)
a
Request for Transcript of Tax Return
Do not sign this form unless all applicable lines have been completed. OMB No. 1545-1872
a Request may be rejected if the form is incomplete or illegible.
Department of the Treasury
Internal Revenue Service a 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 1b First social security number on tax return, individual taxpayer identification
shown first. 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)

5a 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.

5b Customer file number (if applicable) (see instructions)

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 tax 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.

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
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 on line
has the authority to sign the Form 4506-T. See instructions. 1a or 2a
F F F

Signature (see instructions) Date


Sign
Here 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. 9-2018)
Form 4506-T (Rev. 9-2018) Page 2
Section references are to the Internal Revenue Code unless
otherwise noted. Chart for all other transcripts Corporations. Generally, Form 4506-T can be signed by:
(1) an officer having legal authority to bind the corporation, (2)
Future Developments If you lived in any person designated by the board of directors or other
or your business was Mail or fax to: governing body, or (3) any officer or employee on written
For the latest information about Form 4506-T and its request by any principal officer and attested to by the
instructions, go to www.irs.gov/form4506t. Information about in:
secretary or other officer. A bona fide shareholder of record
any recent developments affecting Form 4506-T (such as owning 1 percent or more of the outstanding stock of the
Alabama, Alaska, Arizona,
legislation enacted after we released it) will be posted on that corporation may submit a Form 4506-T but must provide
page. Arkansas, California,
documentation to support the requester's right to receive the
Colorado, Florida, Hawaii,
What's New. The transcripts provided by the IRS have been information.
modified to protect taxpayers' privacy. Transcripts only Idaho, Iowa, Kansas,
Partnerships. Generally, Form 4506-T can be signed by
display partial personal information, such as the last four Louisiana, Minnesota, Internal Revenue Service any person who was a member of the partnership during any
digits of the taxpayer's Social Security Number. Full financial Mississippi, RAIVS Team part of the tax period requested on line 9.
and tax information, such as wages and taxable income, is Missouri, Montana, P.O. Box 9941 All others. See section 6103(e) if the taxpayer has died, is
shown on the transcript. Nebraska, Nevada, New Mail Stop 6734 insolvent, is a dissolved corporation, or if a trustee, guardian,
A new optional Customer File Number field is available to use Mexico, Ogden, UT 84409 executor, receiver, or administrator is acting for the taxpayer.
when requesting a transcript. You have the option of North Dakota, Oklahoma, Note: If you are Heir at law, Next of kin, or Beneficiary you
inputting a number, such as a loan number, in this field. You
Oregon, South Dakota, must be able to establish a material interest in the estate or
can input up to 10 numeric characters. The customer file
Texas, Utah, Washington, trust.
number should not contain an SSN. This number will print on
the transcript. The customer file number is an optional field Wyoming, a foreign country, Documentation. For entities other than individuals, you
and not required. American Samoa, Puerto 855-298-1145 must attach the authorization document. For example, this
Rico, Guam, the could be the letter from the principal officer authorizing an
General Instructions Commonwealth of the
employee of the corporation or the letters testamentary
authorizing an individual to act for an estate.
Caution: Do not sign this form unless all applicable lines Northern Mariana Islands,
Signature by a representative. A representative can sign
have been completed. the U.S. Virgin Islands, or
Form 4506-T for a taxpayer only if the taxpayer has
Purpose of form. Use Form 4506-T to request tax return A.P.O. or F.P.O. address specifically delegated this authority to the representative on
information. You can also designate (on line 5) a third party to Connecticut, Delaware, Form 2848, line 5. The representative must attach Form 2848
receive the information. Taxpayers using a tax year beginning District of Columbia, Internal Revenue Service showing the delegation to Form 4506-T.
in one calendar year and ending in the following year (fiscal
Georgia, Illinois, Indiana, RAIVS Team
tax year) must file Form 4506-T to request a return transcript. P.O. Box 145500 Privacy Act and Paperwork Reduction Act Notice. We ask
Kentucky, Maine, Maryland, for the information on this form to establish your right to gain
Note: If you are unsure of which type of transcript you need,
Massachusetts, Michigan, Stop 2800 F
request the Record of Account, as it provides the most access to the requested tax information under the Internal
New Hampshire, New Cincinnati, OH 45250 Revenue Code. We need this information to properly identify
detailed information.
Jersey, New York, North the tax information and respond to your request. You are not
Tip. Use Form 4506, Request for Copy of Carolina, required to request any transcript; if you do request a
Tax Return, to request copies of tax returns. Ohio, Pennsylvania, Rhode transcript, sections 6103 and 6109 and their regulations
Automated transcript request. You can quickly request require you to provide this information, including your SSN or
Island, South Carolina,
transcripts by using our automated EIN. If you do not provide this information, we may not be
Tennessee, Vermont, able to process your request. Providing false or fraudulent
self-help service tools. Please visit us at IRS.gov and click on Virginia, West Virginia, 855-800-8015
“Get a Tax Transcript...” under “Tools” or call information may subject you to penalties.
Wisconsin Routine uses of this information include giving it to the
1-800-908-9946.
Line 1b. Enter your employer identification number (EIN) if Department of Justice for civil and criminal litigation, and
Where to file. Mail or fax Form 4506-T to
your request relates to a business return. Otherwise, enter the cities, states, the District of Columbia, and U.S.
the address below for the state you lived in,
first social security number (SSN) or your individual taxpayer commonwealths and possessions for use in administering
or the state your business was in, when that return was filed.
identification number (ITIN) shown on the return. For their tax laws. We may also disclose this information to other
There are two address charts: one for individual transcripts
example, if you are requesting Form 1040 that includes countries under a tax treaty, to federal and state agencies to
(Form 1040 series and Form W-2) and one for all other
Schedule C (Form 1040), enter your SSN. enforce federal nontax criminal laws, or to federal law
transcripts.
enforcement and intelligence agencies to combat terrorism.
If you are requesting more than one transcript or other Line 3. Enter your current address. If you use a P.O. box, You are not required to provide the information requested
product and the chart below shows two different addresses, include it on this line. on a form that is subject to the Paperwork Reduction Act
send your request to the address based on the address of
Line 4. Enter the address shown on the last return filed if unless the form displays a valid OMB control number. Books
your most recent return.
different from the address entered on line 3. or records relating to a form or its instructions must be
retained as long as their contents may become material in the
Chart for individual transcripts Note: If the addresses on lines 3 and 4 are different and you administration of any Internal Revenue law. Generally, tax
(Form 1040 series and Form W-2 have not changed your address with the IRS, file Form 8822,
Change of Address. For a business address, file Form 8822-
returns and return information are confidential, as required by
section 6103.
and Form 1099) B, Change of Address or Responsible Party — Business.
The time needed to complete and file Form 4506-T will
Line 5b. Enter up to 10 numeric characters to create a unique
If you filed an vary depending on individual circumstances. The estimated
customer file number that will appear on the transcript. The average time is: Learning about the law or the form, 10
individual return and Mail or fax to: customer file number should not contain an SSN. min.; Preparing the form, 12 min.; and Copying,
lived in: Completion of this line is not required. assembling, and sending the form to the IRS, 20 min.
Note. If you use an SSN, name or combination of both, we If you have comments concerning the accuracy of these
Alabama, Kentucky, Louisiana,
Internal Revenue Service will not input the information and the customer file number time estimates or suggestions for making Form 4506-T
Mississippi, Tennessee, will be blank on the transcript.
RAIVS Team simpler, we would be happy to hear from you. You can write
Texas, a foreign country,
Line 6. Enter only one tax form number per to:
American Samoa, Puerto Rico, Stop 6716 AUSC
request.
Guam, the Commonwealth of Austin, TX 73301 Internal Revenue Service Tax Forms
Signature and date. Form 4506-T must be signed and dated
the Northern Mariana Islands, by the taxpayer listed on line 1a or 2a. The IRS must receive and Publications Division 1111
the U.S. Virgin Islands, or Form 4506-T within 120 days of the date signed by the Constitution Ave. NW, IR-6526 Washington, DC 20224
A.P.O. or F.P.O. address 855-587-9604 taxpayer or it will be rejected. Ensure that all applicable lines Do not send the form to this address. Instead, see Where
are completed before signing. to file on this page.
Alaska, Arizona, Arkansas,

F
Internal Revenue Service You must check the box in the signature area

!
California, Colorado, Hawaii, to acknowledge you have the authority to sign
RAIVS Team
Idaho, Illinois, Indiana, Iowa, and request the information. The form will not
Stop 37106
Kansas, Michigan, Minnesota, be processed and returned to you if the
Fresno, CA 93888 CAUTION box is unchecked.
Montana, Nebraska, Nevada,
New Mexico, North Dakota, Individuals. Transcripts of jointly filed tax returns may be
Oklahoma, Oregon, South furnished to either spouse. Only one signature is required.
Dakota, Utah, Washington, Sign Form 4506-T exactly as your name appeared on the
855-800-8105 original return. If you changed your name, also sign your
Wisconsin, Wyoming
current name.
Connecticut, Delaware, District
Internal Revenue Service
of Columbia, Florida, Georgia,
RAIVS Team
Maine, Maryland,
Stop 6705 P-6
Massachusetts, Missouri, New
Kansas City, MO 64999
Hampshire, New Jersey, New
York, North Carolina, Ohio,
Pennsylvania, Rhode Island,
South Carolina, Vermont,
855-821-0094
Virginia, West Virginia

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