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

Forms and Documents

Forms and supporting documents for this ICR

Document	Type	Status	Availability
Form 4506T-EZ (SP) Form 4506T-EZ (SP)- Formulario Abreviado para la Solicitud de un Trasunto de la Declaración de Impuestos Personales	Form and Instruction	New	Repair queued
Form 4506T-EZ Form 4506T-EZ - Short Form Request for Individual Tax Return Transcript	Form and Instruction	Unchanged	Available
Summary of Changes_F4506T-EZ-SP.pdf	Justification for No Material/Nonsubstantive Change	Uploaded 2010-01-06	Available

IC Document Collections

Information collection document groups

IC ID	Collection	Type	Status	Form
191707	Form 4506T-EZ (SP)- Formulario Abreviado para la Solicitud de un Trasunto de la Declaración de Impuestos Personales	Form and Instruction	New
190943	Form 4506T-EZ - Short Form Request for Individual Tax Return Transcript	Form and Instruction	Unchanged

ICR Details

OMB Control No: 1545-2154	ICR Reference No: 201001-1545-001
Status: Historical Active	Previous ICR Reference No: 200910-1545-020
Agency/Subagency: TREAS/IRS	Agency Tracking No:
Title: Form 4506T-EZ - Short Form Request for Individual Tax Return Transcript
Type of Information Collection: No material or nonsubstantive change to a currently approved collection	Common Form ICR:  No
Type of Review Request: Emergency	Approval Requested By: 10/15/2009
OIRA Conclusion Action: Approved without change	Conclusion Date: 02/04/2010
	Date Received in OIRA: 01/07/2010
Terms of Clearance:

table that charts list comparision

	Inventory as of this Action	Requested	Previously Approved
Expiration Date	04/30/2010	04/30/2010	04/30/2010
Responses	1,100,000	0	1,000,000
Time Burden (Hours)	870,000	0	790,000
Cost Burden (Dollars)	0	0	0

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Abstract: Form 4506-EZ is used to request tax return transcripts. A taxpayer may designate a third party to receive the transcript.

Emergency Justfication: The Obama Administration has launched a coordinated effort across federal and state government and the private sector to target mortgage loan modification fraud and foreclosure rescue scams. The Administration introduced a comprehensive Financial Stability Plan to address the key problems. A critical piece of that effort is Making Home Affordable Program. Treasury has determined that a new form is immediately needed to ensure that HAMP participants timely receive their correct tax information.

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Authorizing Statute(s): PL: Pub.L. 111 - 22 1 Name of Law: Helping Families Save Their Home
  

Citations for New Statutory Requirements: PL: Pub.L. 111 - 22 1 Name of Law: Helping Families Save Their Home

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Associated Rulemaking Information
RIN:	Stage of Rulemaking:	Federal Register Citation:	Date:
	Not associated with rulemaking

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Federal Register Notices & Comments

Did the Agency receive public comments on this ICR? No

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Number of Information Collection (IC) in this ICR: 2

table that charts list of burden

IC Title	Form No.	Form Name
Form 4506T-EZ - Short Form Request for Individual Tax Return Transcript	4506T-EZ	Short Form Request for Individual Tax Return Transcript
Form 4506T-EZ (SP)- Formulario Abreviado para la Solicitud de un Trasunto de la Declaración de Impuestos Personales	4506T-EZ (SP)	Formulario Abreviado para la Solicitud de un Trasunto de la Declaraci?n de Impuestos Personales

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ICR Summary of Burden

table that charts list of burden

	Total Approved	Previously Approved	Change Due to New Statute	Change Due to Agency Discretion	Change Due to Adjustment in Estimate	Change Due to Potential Violation of the PRA
Annual Number of Responses	1,100,000	1,000,000	0	100,000	0	0
Annual Time Burden (Hours)	870,000	790,000	0	80,000	0	0
Annual Cost Burden (Dollars)	0	0	0	0	0	0

Burden increases because of Program Change due to Agency Discretion: Yes

Burden Increase Due to: Miscellaneous Actions

Burden decreases because of Program Change due to Agency Discretion: No

Burden Reduction Due to:

Short Statement: The Helping Families Save Their Homes Act provides housing assistance to responsible homeowners and helps to prevent avoidable foreclosures, in part through mortgage modifications. Individuals require tax transcripts for home mortgage loan modification programs under the Act, such as the Home Affordable Modification Program (HAMP). Form 4506T-EZ has been created to streamline the request for individual tax return transcripts. It is intended to minimize errors on the part of the requestors, ensuring that they receive transcripts in a timely manner. This will enable the IRS to better provide information, and to increase the efficiency in which the information is provided to mortgage loan modification participants. By minimizing delays in the requests and in processing, participation in loan modification is greatly enhanced. Per Treasury's request, this form must also be available in Spanish in order to assist the limited English proficient (LEP) population in gathering their tax information as well. This Spanish-language version will mirror the English-language version. The increase of 100,000 hours is due to the availability of the Spanish-language version of Form 4506T-EZ.

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Annual Cost to Federal Government: $25,000

Does this IC contain surveys, censuses, or employ statistical methods? No

Is the Supporting Statement intended to be a Privacy Impact Assessment required by the E-Government Act of 2002? No

Is this ICR related to the Affordable Care Act [Pub. L. 111-148 & 111-152]? Uncollected

Is this ICR related to the Dodd-Frank Wall Street Reform and Consumer Protection Act, [Pub. L. 111-203]? Uncollected

Is this ICR related to the American Recovery and Reinvestment Act of 2009 (ARRA)? No

Is this ICR related to the Pandemic Response? Uncollected

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Common Form ICR:  No

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On behalf of this Federal agency, I certify that the collection of information encompassed by this request complies with 5 CFR 1320.9 and the related provisions of 5 CFR 1320.8(b)(3).

The following is a summary of the topics, regarding the proposed collection of information, that the certification covers:

(a) It is necessary for the proper performance of agency functions;

(b) It avoids unnecessary duplication;

(c) It reduces burden on small entities;

(d) It uses plain, coherent, and unambiguous language that is understandable to respondents;

(e) Its implementation will be consistent and compatible with current reporting and recordkeeping practices;

(f) It indicates the retention periods for recordkeeping requirements;

(g) It informs respondents of the information called for under 5 CFR 1320.8 (b)(3) about:

(i) Why the information is being collected;

(ii) Use of information;

(iii) Burden estimate;

(iv) Nature of response (voluntary, required for a benefit, or mandatory);

(v) Nature and extent of confidentiality; and

(vi) Need to display currently valid OMB control number;

(h) It was developed by an office that has planned and allocated resources for the efficient and effective management and use of the information to be collected.

(i) It uses effective and efficient statistical survey methodology (if applicable); and

(j) It makes appropriate use of information technology.

If you are unable to certify compliance with any of these provisions, identify the item by leaving the box unchecked and explain the reason in the Supporting Statement.

Certification Date: 01/07/2010

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