Form 4506-T Request for Transcript of Tax Return

Form 4506-C, IVES Request for Transcript of Tax Return

f4506-t--2022-04-00--r3

Request for Transcript of Tax Return

OMB: 1545-1872

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Form

4506-T
(April 2022)

Department of the Treasury
Internal Revenue Service

Request for Transcript of Tax Return

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-T, visit www.irs.gov/form4506t.

OMB No. 1545-1872

Tip: Get faster service: Online at www.irs.gov, Get Your Tax Record (Get Transcript) or by calling 1-800-908-9946 for specialized assistance. We
have teams available to assist. Note: Taxpayers may register to use Get Transcript to view, print, or download the following transcript types: Tax
Return Transcript (shows most line items including Adjusted Gross Income (AGI) from your original Form 1040-series tax return as filed, along with
any forms and schedules), Tax Account Transcript (shows basic data such as return type, marital status, AGI, taxable income and all payment types),
Record of Account Transcript (combines the tax return and tax account transcripts into one complete transcript), Wage and Income Transcript
(shows data from information returns we receive such as Forms W-2, 1099, 1098 and Form 5498), and Verification of Non-filing Letter (provides
proof that the IRS has no record of a filed Form 1040-series tax return for the year you request).
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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Previous address shown on the last return filed if different from line 3 (see instructions)

Note: Effective July 2019, the IRS will mail tax transcript requests only to your address of record. See What’s New under Future Developments on
Page 2 for additional information.
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.

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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. Most requests will be processed within 10 business days . . . . . .

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. Most requests will be processed within 10 business days .

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. Most requests will be processed within 10 business days
. . . . . .

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Verification of Nonfiling, which is proof from the IRS that you did not file a return for the year. Current year requests are only available
after June 15th. There are no availability restrictions on prior year requests. Most requests will be processed within 10 business days . .
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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. Most requests will be processed within 10 business days .
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.
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Year or period requested. 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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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-T 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
Phone number of taxpayer on line
has the authority to sign the Form 4506-T. See instructions.
1a or 2a
Signature (see instructions)

Sign
Here

Date

Title (if line 1a above is a corporation, partnership, estate, or trust)
Spouse’s signature

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

Date
Catalog Number 37667N

Form 4506-T (Rev. 4-2022)

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Form 4506-T (Rev. 4-2022)
Section references are to the Internal Revenue Code unless
otherwise noted.

Future Developments
For the latest information about Form 4506-T and its
instructions, go to www.irs.gov/form4506t. Information about
any recent developments affecting Form 4506-T (such as
legislation enacted after we released it) will be posted on that
page.
The filing location for the Form 4506-T has changed. Please
see Chart for individual transcripts or Chart for all other
transcripts for the correct mailing location.
What’s New. As part of its ongoing efforts to protect
taxpayer data, the Internal Revenue Service announced that
in July 2019, it will stop all third-party mailings of requested
transcripts. After this date masked Tax Transcripts will only
be mailed to the taxpayer’s address of record.
If a third-party is unable to accept a Tax Transcript mailed to
the taxpayer, they may either contract with an existing IVES
participant or become an IVES participant themselves. For
additional information about the IVES program, go to
www.irs.gov and search IVES.

General Instructions
Caution: Do not sign this form unless all applicable lines
have been completed.
Purpose of form. Use Form 4506-T to request tax return
information. Taxpayers using a tax year beginning in one
calendar year and ending in the following year (fiscal tax year)
must file Form 4506-T 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.

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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 5 instructions for specific requirements.
The customer file number is an optional field and not
required.
Tip. Use Form 4506, Request for Copy of Tax Return, to
request copies of tax returns.
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 a Tax
Transcript...” under “Tools” or call 1-800-908-9946.
Where to file. Mail or fax Form 4506-T to the address below
for the state you lived in, or the state your business was in,
when that return was filed. There are two address charts: one
for individual transcripts (Form 1040 series and Form W-2)
and one for all other transcripts.
If you are requesting more than one transcript or other
product and the chart shows two different addresses, send
your request to the address based on the address of your
most recent return.
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 8822B, Change of Address or Responsible Party — Business.
Line 5. Enter only one tax form number per request.
Line 8. If you are requesting more than four years or periods,
you must attach another Form 4506-T.
Signature and date. Form 4506-T must be signed and dated
by the taxpayer listed on line 1a or 2a. The IRS must receive
Form 4506-T 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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CAUTION

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

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Individuals. Transcripts of jointly filed tax returns may be
furnished to either spouse. Only one signature is required.
Sign Form 4506-T exactly as your name appeared on the
original return. If you changed your name, also sign your
current name.

Chart for individual transcripts
(Form 1040 series and Form W-2
and Form 1099)

Corporations. Generally, Form 4506-T 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-T but must provide
documentation to support the requester's right to receive the
information.

If you filed an
individual return and
lived in:

Partnerships. Generally, Form 4506-T 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.
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-T 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-T.
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-T 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.; 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 4506-T
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.

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Mail or fax to:

Florida, Louisiana, Mississippi,
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

Internal Revenue Service
RAIVS Team
Stop 6716 AUSC
Austin, TX 73301

Alabama, Arkansas, Delaware,
Georgia, Illinois, Indiana, Iowa,
Kentucky, Maine,
Massachusetts, Minnesota,
Missouri, New Hampshire,
New Jersey, New York, North
Carolina, Oklahoma, South
Carolina, Tennessee, Vermont,
Virginia, Wisconsin

Internal Revenue Service
RAIVS Team
Stop 6705 S-2
Kansas City, MO 64999

Alaska, Arizona, California,
Colorado, Connecticut, District
of Columbia, Hawaii, Idaho,
Kansas, Maryland, Michigan,
Montana, Nebraska, Nevada,
New Mexico, North Dakota,
Ohio, Oregon, Pennsylvania,
Rhode Island, South Dakota,
Utah, Washington, West
Virginia, Wyoming

Internal Revenue Service
RAIVS Team
P.O. Box 9941
Mail Stop 6734
Ogden, UT 84409

855-587-9604

855-821-0094

855-298-1145

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Chart for all other transcripts
If you lived in
or your business was
in:

Mail or fax to:

Alabama, Alaska, Arizona,
Arkansas, California,
Colorado, Florida, Hawaii,
Idaho, Iowa, Kansas,
Louisiana, Minnesota,
Mississippi, Missouri,
Montana, Nebraska, Nevada,
New Mexico, North Dakota,
Oklahoma, Oregon, South
Dakota, Texas, Utah,
Washington, Wyoming, a
foreign country, American
Samoa, Puerto Rico, Guam,
the Commonwealth of the
Northern Mariana Islands,
the U.S. Virgin Islands,
A.P.O. or F.P.O. address

Internal Revenue Service
RAIVS Team
P.O. Box 9941
Mail Stop 6734
Ogden, UT 84409

Connecticut, Delaware,
District of Columbia,
Georgia, Illinois, Indiana,
Kentucky, Maine, Maryland,
Massachusetts, Michigan,
New Hampshire, New
Jersey, New York, North
Carolina, Ohio, Pennsylvania,
Rhode Island, South
Carolina, Tennessee,
Vermont, Virginia, West
Virginia, Wisconsin

Internal Revenue Service
RAIVS Team
Stop 6705 S-2
Kansas City, MO 64999

855-298-1145

855-821-0094

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File Typeapplication/pdf
File TitleForm 4506-T (Rev. 4-2022)
SubjectFillable
AuthorSE:W:CAS:SP:SPB:TSS
File Modified2022-05-23
File Created2022-05-23

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