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

Disclosure of returns and return information

Form 4506T-EZ

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

OMB: 1545-2154

Document [pdf]
Download: pdf | pdf
Note: Form 4506T-EZ begins on page 3.
Kansas City Fax Number for Filing Form 4506T-EZ Has Changed
The fax number for filing Form 4506T-EZ with the IRS center in Kansas City has
changed.
The new fax number is 855-821-0094. The previous fax number of 816-292-6102 is no
longer in service.

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Form

4506T-EZ

Short Form Request for Individual Tax Return Transcript

(Rev. August 2014)
Department of the Treasury
Internal Revenue Service

OMB No. 1545-2154

▶ Request
▶ For

may not be processed if the form is incomplete or illegible.
more information about Form 4506T-EZ, visit www.irs.gov/form4506tez.

Tip. Use Form 4506T-EZ to order a 1040 series tax return transcript free of charge, or you can quickly request transcripts by using our automated self-help
service tools. Please visit us at IRS.gov and click on “Get Transcript of Your Tax Records” under “Tools” or call 1-800-908-9946.

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

1b First social security number or individual taxpayer
identification number on tax return

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)

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

Caution. If the tax 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 this line. Completing this step helps to protect your privacy. Once the IRS discloses your IRS 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

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.

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 will notify you or the third party that it was unable to locate a return, or that a return was not filed, whichever is applicable.
Caution. Do not sign this form unless all applicable lines have been completed.
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
spouse must sign. Note. For transcripts being sent to a third party, this form must be received within 120 days of the signature date.
Phone number of taxpayer
on line 1a or 2a
▲

Signature (see instructions)

Date

▲

Sign
Here

Spouse’s signature

Date

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

Cat. No. 54185S

Form 4506T-EZ (Rev. 08-2014)

Form 4506T-EZ (Rev. 08-2014)

Section references are to the Internal Revenue
Code unless otherwise noted.

Future Developments
For the latest information about developments
related to Form 4506T-EZ, such as legislation
enacted after it was published, go to
www.irs.gov/form4506tez.
Caution. Do not sign this form unless all
applicable lines have been completed.
Purpose of form. Individuals can use Form
4506T-EZ to request a tax return transcript for
the current and the prior three years 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 (on line 5) a
third party (such as a mortgage company) to
receive a transcript. Form 4506T-EZ cannot
be used by taxpayers who file Form 1040
based on a tax year beginning in one calendar
year and ending in the following year (fiscal
tax 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 tax return
transcripts, tax account information, W-2
information, 1099 information, verification of
non-filing, and record of account.
Automated transcript request. You can
quickly request transcripts by using our
automated self-help service tools. Please visit
us at IRS.gov and click on “Get Transcript of
Your Tax Records” under “Tools” or call
1-800-908-9946.
Where to file. Mail or fax Form 4506T-EZ to
the address below for the state you lived in
when the return was filed.
If you are requesting more than one
transcript or other product and the chart
below shows two different addresses, send
your request to the address 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, Kentucky,
Louisiana,
Mississippi,
Tennessee, Texas, a
foreign country,
American Samoa,
Puerto Rico, Guam,
the Commonwealth
of the Northern
Mariana Islands, the
U.S. Virgin Islands, or
A.P.O. or F.P.O.
address

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

Alaska, Arizona,
Arkansas, California,
Colorado, Hawaii,
Idaho, Illinois,
Indiana, Iowa,
Kansas, Michigan,
Minnesota, Montana,
Nebraska, Nevada,
New Mexico, North
Dakota, Oklahoma,
Oregon, South
Dakota, Utah,
Washington,
Wisconsin, Wyoming

RAIVS Team
Stop 37106
Fresno, CA 93888
559-456-7227

Connecticut,
Delaware, District of
Columbia, Florida,
Georgia, Maine,
Maryland,
Massachusetts,
Missouri, New
Hampshire, New
Jersey, New York,
North Carolina, Ohio,
Pennsylvania, Rhode
Island, South
Carolina, Vermont,
Virginia, West Virginia

RAIVS Team
Stop 6705 P-6
Kansas City, MO
64999
816-292-6102

Line 1b. Enter your employer identification
number (EIN) if your request relates to a
business return. Otherwise, enter the first
social security number (SSN) or your
individual taxpayer identification number (ITIN)
shown on the return. For example, if you are
requesting Form 1040 that includes Schedule
C (Form 1040), enter your SSN.
Line 3. Enter your current address. If you use
a P.O. box, include it on this line.
Line 4. Enter the address shown on the last
return filed if different from the address
entered on line 3.
Note. If the address on lines 3 and 4 are
different and you have not changed your
address with the IRS, file Form 8822, Change
of Address.
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. Ensure that all
applicable lines are completed before signing.

2

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.
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. If
you request a transcript, 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, the
District of Columbia, and U.S.
commonwealths and possessions 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 or the form, 9
min.; Preparing the form, 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:
Internal Revenue Service
Tax Forms and Publications Division
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.


File Typeapplication/pdf
File TitleForm 4506T-EZ (Rev. August 2014)
SubjectFillable
AuthorSE:W:CAR:MP
File Modified2016-02-26
File Created2016-02-26

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