Form 4506-C Ives Request for Transcript of Tax Return

Form 4506-C
(June 2019)

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Department of the Treasury - Internal Revenue Service

IVES Request for Transcript of Tax Return

OMB Number
1545-

▶ Do not sign this form unless all applicable lines have been completed.
▶ Request may be rejected if the form is incomplete or illegible.
▶ For more information about Form 4506-C, visit www.irs.gov and search IVES.
Tip. Form 4506-C is for authorized IVES participants only. Use Form 4506-C to order a transcript or other return information through an IVES Participant for a
contracted fee. See the product list below.
1a. Name shown on tax return (if a joint return, enter the name shown
first)

1b. First social security number on tax return, individual taxpayer identification
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)

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4. Previous address shown on the last return filed if different from line 3 (see instructions)
5a. IVES participant name, address, and SOR mailbox ID

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5b. Customer file number (if applicable) (see instructions)
Caution: This tax transcript is being sent to a third party. Ensure that you have filled in lines 5 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 5a, 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.

7.

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.

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

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

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

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
2016, filed in 2017, will likely not be available from the IRS until 2018. If you need W-2 information for retirement purposes, you should contact the
Social Security Administration at 1-800-772-1213

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.
8.

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-C. 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-C 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 has the authority to sign the Form 4506-C.
See instructions.
Date

Signature (see instructions)

Sign
Here

Phone number of taxpayer on line 1a or 2a

Title (if line 1a above is a corporation, partnership, estate, or trust)

Spouse’s signature

Catalog Number 72627P
For Privacy Act and Paperwork Reduction Act Notice, see page 2.

Date

www.irs.gov

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Form 4506-C (6-2019)

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Instructions for Form 4506-C, IVES Request for Transcript of Tax Return
Section references are to the Internal Revenue
Code unless otherwise noted.

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Future Developments
For the latest information about Form 4506-C and
its instructions, go to www.irs.gov and search
IVES. Information about any recent developments
affecting Form 4506-C (such as legislation
enacted after we released it) will be posted on that
page.
What's New. Form 4506-C was created to be
utilized by authorized IVES Participants only to
order Tax Transcript records electronically for a
third party.

General Instructions
Caution: Do not sign this form unless all
applicable lines have been completed.
Purpose of form. Use Form 4506-C to request
tax return information through an authorized IVES
Participant. You will designate (on line 5a) a third
party to receive the information. Taxpayers using a
tax year beginning in one calendar year and
ending in the following year (fiscal tax year) must
file Form 4506-C to request a return transcript.
Note: If you are unsure of which type of transcript
you need, request the Record of Account, as it
provides the most detailed information.
Customer File Number. The transcripts provided
by the IRS have been modified to protect
taxpayers' privacy. Transcripts only display partial
personal information, such as the last four digits of
the taxpayer's Social Security Number. Full
financial and tax information, such as wages and
taxable income, are shown on the transcript.
An optional Customer File Number field is
available to use when requesting a transcript. This
number will print on the transcript. See Line 5b
instructions for specific requirements. The
customer file number is an optional field and not
required.
Where to file. The IVES Participant will fax Form
4506-C with the approved IVES Coversheet to the
assigned Service Center.

Chart for ordering transcripts
If your assigned
Service Center is:

Austin Submission
Processing Center

Fax the requests with
the approved
coversheet to:
Austin RAIVS Team
877-477-9603

Fresno Submission
Processing Center

Fresno RAIVS Team
855-817-7023

Kansas City Submission Kansas City RAIVS
Processing Center
Team
877-477-9601
Ogden Submission
Processing Center

Ogden RAIVS Team
877-477-0580

Catalog Number 72627P

Specific Instructions
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 addresses on lines 3 and 4 are
different and you have not changed your address
with the IRS, file Form 8822, Change of Address.
For a business address, file Form 8822- B,
Change of Address or Responsible Party —
Business.
Line 5b. Enter up to 10 numeric characters to
create a unique customer file number that will
appear on the transcript. The customer file number
should not contain an SSN. Completion of this
line is not required.
Note. If you use an SSN, name or combination of
both, we will not input the information and the
customer file number will reflect a generic entry of
"9999999999" on the transcript.
Line 6. Enter only one tax form number per
request.
Signature and date. Form 4506-C must be
signed and dated by the taxpayer listed on line 1a
or 2a. The IRS must receive Form 4506-C within
120 days of the date signed by the taxpayer or it
will be rejected. Ensure that all applicable lines are
completed before signing.

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You must check the box in the signature
area to acknowledge you have the authority
to sign and request the information. The form
CAUTION will not be processed and returned to you if
the box is unchecked.

Individuals. Transcripts of jointly filed tax returns
may be furnished to either spouse. Only one
signature is required. Sign Form 4506-C exactly
as your name appeared on the original return. If
you changed your name, also sign your current
name. Corporations. Generally, Form 4506-C
can be signed by:
(1) an officer having legal authority to bind the
corporation, (2) any person designated by the
board of directors or other governing body, or (3)
any officer or employee on written request by any
principal officer and attested to by the secretary or
other officer. A bona fide shareholder of record
owning 1 percent or more of the outstanding stock
of the corporation may submit a Form 4506-C but
must provide documentation to support the
requester's right to receive the information.
Partnerships. Generally, Form 4506-C can be
signed by any person who was a member of the
partnership during any part of the tax period
requested on line 9.
All others. See section 6103(e) if the taxpayer
has died, is insolvent, is a dissolved corporation,
or if a trustee, guardian, executor, receiver, or
administrator is acting for the taxpayer.
www.irs.gov

Note: If you are Heir at law, Next of kin, or
Beneficiary you must be able to establish a
material interest in the estate or trust.
Documentation. For entities other than
individuals, you must attach the authorization
document. For example, this could be the letter
from the principal officer authorizing an employee
of the corporation or the letters testamentary
authorizing an individual to act for an estate.
Signature by a representative. A representative
can sign Form 4506-C for a taxpayer only if the
taxpayer has specifically delegated this authority
to the representative on Form 2848, line 5. The
representative must attach Form 2848 showing
the delegation to Form 4506-C.
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. You are not required to request
any transcript; if you do request a transcript,
sections 6103 and 6109 and their regulations
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.
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 4506C will vary depending on individual circumstances.
The estimated average time is:
Learning about the law or the form . . . 10 min.
Preparing the form . . . . . . . . . . . . . 12 min.
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-C 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.
Form 4506-C (6-2019)

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