Form 4506-C Ives Request for Transcript of Tax Return

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Form 4506-C

Department of the Treasury - Internal Revenue Service

OMB Number
1545-1872

IVES Request for Transcript of Tax Return

(May 2022)

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.
1a. Current name
i. First name

ii. Middle initial

2a. Spouse's current name (if joint return and transcripts are requested for both taxpayers)
i. Spouse’s first name
ii. Middle initial iii. Spouse’s last name

iii. Last name/BMF company name

1b. First taxpayer identification number (see instructions)

2b. Spouse's taxpayer identification number (if joint return and transcripts are requested
for both taxpayers)

1c. Previous name shown on the last return filed if different from line 1a

2c. Spouse's previous name shown on the last return filed if different from line 2a

i. First name

i. First name

ii. Middle initial

iii. Last name

ii. Middle initial

iii. Last name

b. City

c. State

d. ZIP code

b. City

c. State

d. ZIP code

i. IVES participant name

ii. IVES participant ID number

iii. SOR mailbox ID

iv. Street address (including apt., room, or suite no.)

v. City

vi. State

5b. Customer file number (if applicable) (see instructions)

5c. Unique identifier (if applicable) (see instructions)

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3. Current address (including apt., room, or suite no.), city, state, and ZIP code (see instructions)
a. Street address (including apt., room, or suite no.)

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4. Previous address shown on the last return filed if different from line 3 (see instructions)
a. Street address (including apt., room, or suite no.)
5a. IVES participant name, ID number, SOR mailbox ID, and address

vii. ZIP code

5d. Client name, telephone number, and address (this field cannot be blank or not applicable (NA))
i. Client name

ii. Telephone number
iv. City

iii. Street address (including apt., room, or suite no.)

v. State

vi. ZIP code

Caution: This tax transcript is being sent to the third party entered on Line 5a and/or 5d. Ensure that lines 5 through 8 are completed before signing. (see instructions)
6. 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 for line 6
transcripts

a. Return Transcript

b. Account Transcript

c. Record of Account

7. Wage and Income transcript (W-2, 1098-E, 1099-G, etc.)
a. Enter a max of three form numbers here; if no entry is made, all forms will be sent.
b. Mark the checkbox for taxpayer(s) requesting the wage and income transcripts. If no box is checked, transcripts will be provided for all listed taxpayers
Line 1a

Line 2a

8. Year or period requested. Enter the ending date of the tax year or period using the mm dd yyyy format (see instructions)

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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 line 1a or, if applicable, line 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; however, if both spouses' names and TINs are listed in lines 1a-1b and 2a-2b, both spouses must
sign the request. 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 above attestation clause and upon so reading declares that he/she has the authority to sign the Form 4506-C. See instructions.

Date

Signature for Line 1a (see instructions)

Form 4506-C was signed by an Authorized Representative

Phone number of taxpayer on line 1a or 2a

Signatory confirms document was electronically signed

Print/Type name

Sign
Here

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

Date

Spouse's signature (required if listed on Line 2a)

Form 4506-C was signed by an Authorized Representative

Signatory confirms document was electronically signed

Print/Type name

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

www.irs.gov

Form 4506-C (Rev. 5-2022)

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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.

Future Developments

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 cannot contain an
SSN, ITIN or EIN. Completion of this line is not required.

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.

Line 5c. Enter up to 10 alpha-numeric characters to
create a unique identifier that will show in the mailbox file
information. The unique identifier cannot contain an SSN,
ITIN or EIN. Completion of this line is not required.

What's New. Form 4506-C includes the Client company
requesting transcripts and increased the number of Wage
and Income transcripts requests.

Note. If you use an SSN, we will not input the information
and the customer file number or unique identifier will
reflect a generic entry of "9999999999".

General Instructions

Line 5d. Enter the Client company name, address, and
phone number in the indicated fields. A Client company
receives the requested tax transcripts from the IVES
participant. If the IVES participant is also the Client
company, the IVES participant information should be
entered on Line 5a and 5d. These fields cannot be blank
or Not Applicable (NA).

Caution: Do not sign this form unless all applicable lines
have been completed.
Designated Recipient Notification. Section 6103(c)
limits disclosure and use of return information received
pursuant to the taxpayer’s consent and holds the recipient
subject to penalties for any unauthorized access, other
use, or redisclosure without the taxpayer’s express
permission or request.
Taxpayer Notification. Section 6103(c) limits disclosure
and use of return information provided pursuant to your
consent and holds the recipient subject to penalties,
brought by private right of action, for any unauthorized
access, other use, or redisclosure without your express
permission or request.
Purpose of form. Use Form 4506-C to request tax return
information through an authorized IVES participant. You
will designate an IVES participant to receive the
information on line 5a.
Note: If you are unsure of which type of transcript you
need, check with the party requesting your tax
information.
Where to file. The IVES participant will fax Form 4506-C
with the approved IVES cover sheet to their assigned
Service Center.

Chart for ordering transcripts
If your assigned Service
Center is:

Fax the requests with
the approved
coversheet to:

Austin Submission
Processing Center

Austin IVES Team
844-249-6238

Kansas City Submission
Processing Center

Kansas City IVES Team
844-249-8128

Ogden Submission
Processing Center

Ogden IVES Team
844-249-8129

Specific Instructions
Line 1a/2a (if spouse is also requested). For IMF
Requests: Enter the First, Middle Intial, and Last Name
in the indicated fields. If all characters will not fit, please
enter up to 12 for First name and 22 for Last name. For
BMF Requests: Enter the company name in the Last
Name field. If all characters will not fit, please enter up
to 22.
Line 1b/2b (if spouse is also requested). Enter the social
security number (SSN) or individual taxpayer identification
number (ITIN) for the individual listed on line 1a including
the dashes in the correct format, or enter the employer
identification number (EIN) for the business listed on line
1a including the dashes in the correct format.
Line 1c/2c (if spouse is also requested). Enter your
previous name as shown on your last filed tax return if
different than line 1a.
Line 3. Enter your current address in the indicated
fields. If you use a P.O. Box, include it and the number
in the Current Address field.
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, or Form 8822-B, Change
of Address or Responsible Party — Business, with Form
4506-C.

Catalog Number 72627P

Line 6. Enter only one tax form number (1040, 1065,
1120, etc.) per request for all line 6 transcripts request
types.
Line 6a. Return Transcript 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-H, Form 1120-L, and Form 1120-S.
Return transcripts are available for the current year and
returns processed during the prior 3 processing years.
Line 6b. 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. Return
information is limited to items such as tax liability and
estimated tax payments. Account transcripts are available
for most returns.
Line 6c. Record of Account 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.
Line 7. The IRS can provide a transcript that includes
data from these information returns: Form W-2, Form
1099 series, Form 1098 series, or Form 5498 series
transcript. Enter up to three information return types. If no
specific type is requested, all forms will be provided. 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, Form W-2
information for 2016, filed in 2017, will likely not be
available from the IRS until 2018. If you need Form W-2
information for retirement purposes, you should contact
the Social Security Administration at 1-800-772-1213.
Line 8. Enter the end date of the tax year or period
requested in mm dd yyyy format. This may be a calendar
year, fiscal year or quarter. Enter each quarter requested
for quarterly returns. Example: Enter 12 31 2018 for a
calendar year 2018 Form 1040 transcript.

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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 if unchecked.

Signature and date. Form 4506-C must be signed and
dated by the taxpayer listed on line 1a and, if listed, 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, including lines 5a through
8, are completed before signing.
Authorized Representative: A representative can sign
Form 4506-C for a taxpayer if the taxpayer has
specifically delegated this authority to the representative
on Form 2848, line 5a, and Form 2848 is attached to the
Form 4506-C request. 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. If Form 4506-C is signed by
a representative, the Authorized Representative check
box must be marked.

www.irs.gov

Electronic Signature: Only IVES participants that opt in
to the Electronic Signature usage can accept electronic
signatures. Contact the IVES participant for approval and
guidance for electronic signatures. If the Form 4506-C is
signed electronically, the Electronic Signature check box
must be marked.
Individuals. Transcripts listed on line 6 may be furnished
to either spouse if jointly filed. Signatures are required for
all taxpayers listed on Line 1a and 2a.
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 8.
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.
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.
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 4506-C 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 (Rev. 5-2022)

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