Form 4506T-EZ Short Form Request for Individual Tax Return Transcript

1040 series tax return

Form

T-EZ
4506-EZ

(Rev. October 2009)
Department of the Treasury
Internal Revenue Service

Version A, Cycle 1

Individual Tax Return Transcript
Short Form 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
Request may
processed
the form
is incomplete
or illegible.
may not
be be
rejected
if theif form
is incomplete,
illegible,
or any required
line was blank at the time of signature.

xxxx
OMB No. 1545-1872

4506T-

Tip: Use Form 4506-EZ to order a transcript free of charge. You can also call 1-800-829-1040 to order a transcript through the automated self-help system.
EZ
Follow prompts for "questions about your tax account" to order a tax return transcript.

DRAFT AS OF
October 9, 2009

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)

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

2b Second social security number if joint tax return

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

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

5 If the transcript 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.
Third party name

Telephone number

Address (including apt., room, or suite no.), city, state, and ZIP code

(Composition -- please add entry spaces and dividing lines)
6

Transcript requested. Enter the tax form number here. For example, enter "1040" if your request is for a Form 1040 series return. Enter only
one tax form number per request. ©

76

Yearor
requested.
Enter the year
theending
return date
transcript
(forthe
example,
"2008").
Most For
requests
will be
processed
within 10
Year
period requested.
Enterofthe
of theyou
yearare
or requesting
period, using
mm/dd/yyyy
format.
example,
if you
are requesting
a
business for
days.
transcript
2007, enter "12/31/2007." Most requests will be processed within 10 business days.

/

/

/

/

/

/

/

/

changed to just single line
entry spaces, no slashes
insert separation line

Caution. If the transcript is being mailed to a third party, ensure that you have filled in line 7 before signing. Sign
and date the form once you have filled in line 7. Completing these steps helps to protect your privacy.

close up white
space
a

Note. If the IRS is unable to locate a return that matches the taxpayer identity information provided above, or if IRS records indicate that the return has
not been filed, the IRS may disclose that it was unable to locate a return, or that a return was not filed, whichever is pplicable.
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-EZ on behalf of the taxpayer.
delete line and dingbat, draw
up
Telephone number of taxpayer on
line 1a or 2a

Note. This form must be received within 60 days of signature date.

Sign
Here

©
©
©

Signature (see instructions)

Date

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.

Date
Cat. No. 54185S

Form4506T-EZ
4506-EZ (Rev. 10-2009)

insert header line
4506-EZ (Rev. 10-2009)
FormForm
4506T-EZ

Page

Line 1b. Enter your employer identification
number (EIN) if your request relates to a
business return. Otherwise, enter the first
Purpose of form. Use Form 4506-EZ to
social security number (SSN) shown on the
request a tax return transcript. You can
return. For example, if you are requesting
also designate a third party to receive the
Form 1040 that includes Schedule C
transcript. See line 5.
(Form 1040), enter your SSN.
Automated transcript request. You can
Line 6. Enter only one tax form number per
call 1-800-829-1040 to order a transcript
request.
through the automated self-help system.
4506T-EZ
Signature and date. Form 4506-EZ must
Follow prompts for "questions about your
be signed and dated by the taxpayer listed
tax account" to order a tax return
on line 1a or 2a. If you completed line 5
transcript.
requesting the information be sent to a
Where to file. For individual transcripts
third party, the IRS must receive Form
(Form 1040 series), fax Form 4506-EZ to
4506-EZ within 60 days of the date signed
4506T-EZ
XXX-XX-XXXX, or mail Form 4506-EZ to:
by the taxpayer or it will be rejected.
Individuals. Transcripts of jointly filed
RAIVS Team
tax returns may be furnished to either
spouse. Only one signature is required.
Stop XXX AUSC
Where to file. Mail or fax Form 4506T-EZ to the
Sign Form 4506T-EZ
4506-EZ exactly as your name
Austin,
TX
73301
address below for the state you lived in when that
appeared on the original return. If you
return was filed.
changed your name, also sign your current
name.
For all other transcripts, mail or fax Form
4506-EZ
to the address
forone
thetranscript
state youor other
If you
are requesting
more than
Corporations. Generally, Form 4506-EZ
lived and
in, or
state
yourshows
business
was in
product
thethe
chart
below
two different
can be signed by: (1) an officer having legal
when
thatsend
return
was
filed. to the team based on authority to bind the corporation, (2) any
RAIVS
teams,
your
request
person designated by the board of
the address of your most recent return.
directors or other governing body, or (3)
Addresses for all other
Where
to mail...
any officer or employee on written request
transcripts
by any principal officer and attested to by
IfIfyou
anin
youfiled
lived
Mail or fax to the
the secretary or other officer.
individual
return
or your business
“Internal Revenue
Partnerships. Generally, Form 4506-EZ
and
waslived
in: in:
Service” at:
can be signed by any person who was a
Alabama,Delaware,
Alaska,
member of the partnership during any part
RAIVS Team
Alabama,
Arizona,
Arkansas,
of the tax period requested on line 7.
P.O. Box 47-421
Florida,
Georgia,
California,
Colorado,
Stop 91
North
Carolina,
All others. See Internal Revenue Code
Florida,
Georgia,
Doraville, GA 30362
Rhode
Island,
section 6103(e) if the taxpayer has died, is
Hawaii,
Idaho, Iowa,
770-455-2335
South
Carolina,
insolvent, is a dissolved corporation, or if a
Kansas, Louisiana,
trustee, guardian, executor, receiver, or
Virginia
Minnesota,
RAIVS Team
administrator is acting for the taxpayer.
Mississippi,
P.O. Box 9941
Documentation. For entities other than
Missouri, Montana,
Mail Stop 6734
individuals, you must attach the
Nebraska, Nevada,
Ogden, UT 84409
authorization document. For example, this
New Mexico,
could be the letter from the principal officer
North Dakota,
Kentucky,
Louisiana,
RAIVS Team
authorizing an employee of the corporation
Oklahoma, Oregon,
Mississippi,
Stop 6716 AUSC
or the Letters Testamentary authorizing an
South Dakota,
Tennessee,
Texas, a
Austin, TX 73301
individual to act for an estate.

General Instructions

Tennessee,
Texas,
foreign
country,
or
Utah, or
Washington,
A.P.O.
F.P.O.
Wyoming, a foreign
address
country, or A.P.O. or
F.P.O. address

Alaska,
Arizona,
Connecticut,
California,
Delaware, District of
Colorado,District
of
Columbia, Illinois,
Columbia,
Indiana, Kentucky,
Hawaii,
Idaho,
Iowa,
Maine,
Maryland,
Kansas,
Massachusetts,
Maine, Maryland,
Michigan, New
Massachusetts,
Hampshire, New
Minnesota,Montana,
Jersey,
New York,
New
Hampshire,
New
North New
Carolina,
Mexico,
York,North
Ohio, Oklahoma,
Pennsylvania,
Dakota,
RhodeSouth
Island,
South
Oregon,
Dakota,
Carolina,
Vermont,
Utah,
Vermont,
Virginia, West
Washington,Wisconsin,
Virginia, Wisconsin
Wyoming
Arkansas,
Connecticut, Illinois,
Indiana, Michigan,
Missouri, New
Jersey, Ohio,
Pennsylvania,
West Virginia

512-460-2272

801-620-6922

RAIVS Team
RAIVS
Team
Stop
37106
P.O. Box
Fresno,
CA145500
93888
Stop 2800 F
559-456-5876
Cincinnati, OH 45250

859-669-3592
RAIVS Team
Stop 6705–B41
Kansas City, MO 64999
816-292-6102

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.

2

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 4506T-EZ
4506-EZ will vary depending on
individual circumstances. The estimated
average time is: Learning about the law
9 min.; Preparing the form,
or the form, 10
18
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-EZ
4506T-EZ
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-6526,
Washington, DC 20224. Do not send the
form to this address. Instead, see Where to
file on this page.
Purpose of form. Individuals can use Form 4506T-EZ to
request a tax return transcript that includes most lines of
the original tax return. The tax return transcript will not
show payments, penalty assessments, or adjustments
made to the originally filed return. Form 4506T-EZ cannot
be used by taxpayers who file Form 1040 based on a
fiscal tax year (that is, a tax year beginning in one
calendar year and ending in the following year). Taxpayers
using a fiscal tax year must file Form 4506-T to request a
return transcript. You can also designate a third party
(such as a mortgage company) to receive a transcript on
line 5.
Use Form 4506-T to request the following.
• A transcript of a business return (including estate and
trust returns).
• An account transcript ( 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).
• Α record of Account, which is a combination of line item
information and later adjustments to the account.
• Α verification of nonfiling, which is proof from the IRS
that you did not file a return for the year.
• Α Form W-2, Form 1099 series, Form 1098 series, or
Form 5498 series transcript.
Form 4506-T can also be used for requesting tax return
transcripts.
Automated transcript request. You can call 1-800-829-1040
to order a tax return transcript through the automated selfhelp system. You cannot have a transcript sent to a third party
through the automated system.