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

Form

4506T-EZ

Short Form Request for Individual Tax Return Transcript

(Rev. January 2010)
Department of the Treasury
Internal Revenue Service

© Request

OMB No. 1545-2154

may not be processed if the form is incomplete or illegible.

Tip. Use Form 4506T-EZ to order a 1040 series tax return transcript free of charge.

1a Name shown on tax return. If a joint return, enter the name shown first.

1b First social security number on tax return

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

6

Year(s) requested. Enter the year(s) of the return transcript you are requesting (for example, “2008”). Most requests will be processed within
10 business days.

Caution. If the transcript is being mailed to a third party, ensure that you have filled in line 6 before signing. Sign and date the form once you have
filled in line 6. Completing these steps helps to protect your privacy.

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 notify you or the third party that it was unable to locate a return, or that a return was not filed, whichever is applicable.
Signature of taxpayer(s). I declare that I am the taxpayer whose name is shown on either line 1a or 2a. If the request applies to a joint return, either
husband or wife must sign. Note. For transcripts being sent to a third party, this form must be received within 120 days of signature date.

Telephone number of
taxpayer on line 1a or 2a

Sign
Here

©

Signature (see instructions)

©

Spouse’s signature

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

Date

Date
Cat. No. 54185S

Form

4506T-EZ

(Rev. 01-2010)

Form 4506T-EZ (Rev. 01-2010)

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. You can also designate a third party
(such as a mortgage company) to receive a
transcript on line 5. 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, Request for Transcript of Tax
Return, to request a return transcript.
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).
• A record of account, which is a
combination of line item information and
later adjustments to the account.
• A verification of nonfiling, which is proof
from the IRS that you did not file a return
for the year.
• A 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 self-help
system. You cannot have a transcript sent
to a third party through the automated
system.
Where to file. Mail or fax Form 4506T-EZ
to the address below for the state you lived
in when that return was filed.
If you are requesting more than one
transcript or other product and the chart
below shows two different RAIVS teams,
send your request to the team based on
the address of your most recent return.

Page

If you filed an
individual return
and lived in:

Mail or fax to the
“Internal Revenue
Service” at:

Alabama, Delaware,
Florida, Georgia,
North Carolina,
Rhode Island, South
Carolina, Virginia

RAIVS Team
P.O. Box 47-421
Stop 91
Doraville, GA 30362
770-455-2335

Kentucky, Louisiana,
Mississippi,
Tennessee, Texas, a
foreign country, or
A.P.O. or F.P.O.
address
Alaska, Arizona,
California, Colorado,
District of Columbia,
Hawaii, Idaho, Iowa,
Kansas, Maine,
Maryland,
Massachusetts,
Minnesota, Montana,
Nebraska, Nevada,
New Hampshire, New
Mexico, New York,
North Dakota,
Oklahoma, Oregon,
South Dakota, Utah,
Vermont,
Washington,
Wisconsin, Wyoming
Arkansas,
Connecticut, Illinois,
Indiana, Michigan,
Missouri, New Jersey,
Ohio, Pennsylvania,
West Virginia

RAIVS Team
Stop 6716 AUSC
Austin, TX 73301
512-460-2272

RAIVS Team
Stop 37106
Fresno, CA 93888
559-456-5876

RAIVS Team
Stop 6705-B41
Kansas City, MO
64999
816-292-6102

Signature and date. Form 4506T-EZ 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
4506T-EZ within 120 days of the date
signed by the taxpayer or it will be rejected.
Transcripts of jointly filed tax returns
may be furnished to either spouse. Only
one signature is required. Sign Form
4506T-EZ exactly as your name appeared
on the original return. If you changed your
name, also sign your current name.

2

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. 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, 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 will vary depending on
individual circumstances. The estimated
average time is: Learning about the law
6 min.; Preparing the form,
or the form, 9
21
18 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 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.