Form 4506-C, IVES Request for Transcript Instructions
This form contains 72 fields organized into 17 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Attestation | ||
| above attestation clause | CheckBox |
Check this box to attest to the accuracy of the information provided above.
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| Authorization | ||
| Sign Here. Signature for Line 1a (see instructions) | Text |
Provide your signature here. This is required to authorize the request for your tax return transcript.
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| Date | Text |
Enter the date when you are signing this form.
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| Form 4506-C was signed by an Authorized Representative | CheckBox |
Check this box if the Form 4506-C was signed by an authorized representative.
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| Signatory confirms document was electronically signed | CheckBox |
Check this box to confirm that the document was electronically signed.
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| Spouse's signature (required if listed on Line 2a) | Text |
If applicable, the spouse listed on line 2a should provide their signature here.
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| Form 4506-C was signed by an Authorized Representative | CheckBox |
Check this box if the Form 4506-C was signed by an authorized representative of the spouse.
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| Signatory confirms document was electronically signed | CheckBox |
Check this box to confirm that the document was electronically signed by the spouse.
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| Date | Text |
Enter the date when the spouse is signing this form.
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| Client Information | ||
| 5d. Client name, telephone number, and address (this field cannot be blank or not applicable (N A)). i. Client name | Text |
Enter the client's name. This field cannot be left blank or marked as not applicable (N/A).
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| 5d.i i. Telephone number | Text |
Enter the client's telephone number.
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| 5d.i i i. Street address (including apt., room, or suite no.) | Text |
Enter the client's street address, including apartment, room, or suite number.
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| 5d.i v. City | Text |
Enter the city of the client.
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| 5d.v. State | Text |
Enter the state abbreviation of the client.
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| 5d.v i. Z I P code | Text |
Enter the ZIP code of the client.
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| Contact Information | ||
| Phone number of taxpayer on line 1a or 2a | Text |
Provide the phone number associated with the taxpayer listed on line 1a or 2a.
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| Current Address | ||
| 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.) | Text |
Enter the current street address, including apartment, room, or suite number, city, state, and ZIP code.
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| b. City | Text |
Enter the current city of residence.
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| c. State | Text |
Enter the current state of residence using the two-letter state abbreviation.
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| d. Z I P code | Text |
Enter the current ZIP code.
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| Customer Information | ||
| 5b. Customer file number (if applicable) (see instructions) | Text |
Enter the customer file number if applicable. Refer to the instructions for more details.
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| 5c. Unique identifier (if applicable) (see instructions) | Text |
Enter the unique identifier if applicable. Refer to the instructions for more details.
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| Form Numbers | ||
| 7a. Enter a max of three form numbers here; if no entry is made, all forms will be sent.. Line 1 of 3 | Text |
Enter up to three form numbers here if you want specific forms. If no entry is made, all forms will be sent. This is the first line of three.
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| 7a. Line 2 of 3 | Text |
Enter up to three form numbers here if you want specific forms. If no entry is made, all forms will be sent. This is the second line of three.
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| 7a. Line 3 of 3 | Text |
Enter up to three form numbers here if you want specific forms. If no entry is made, all forms will be sent. This is the third line of three.
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| IVES Participant Information | ||
| 5a. I V E S participant name, I D number, S O R mailbox I D, and address. i. I V E S participant name | Text |
Enter the name of the IVES participant.
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| 5a.i i. I V E S participant I D number | Text |
Enter the IVES participant ID number.
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| 5a.i i i. S O R mailbox I D | Text |
Enter the SOR mailbox ID of the IVES participant.
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| 5a.i v. Street address (including apt., room, or suite no.) | Text |
Enter the street address of the IVES participant, including apartment, room, or suite number.
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| 5a.v. City | Text |
Enter the city of the IVES participant.
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| 5a.v i. State | Text |
Enter the state abbreviation of the IVES participant.
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| 5a.v i i. Z I P code | Text |
Enter the ZIP code of the IVES participant.
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| Personal Information | ||
| Print/Type name | Text |
Print or type your name here.
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| Title (if line 1a above is a corporation, partnership, estate, or trust) | Text |
If the taxpayer on line 1a is a corporation, partnership, estate, or trust, provide the title of the person signing the form.
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| Print/Type name | Text |
Spouse should print or type their name here.
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| Previous Address | ||
| 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.) | Text |
Enter the previous street address, including apartment, room, or suite number, if different from the current address.
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| b. City | Text |
Enter the previous city of residence if different from the current address.
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| c. State | Text |
Enter the previous state of residence using the two-letter state abbreviation if different from the current address.
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| d. Z I P code | Text |
Enter the previous ZIP code if different from the current address.
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| Previous Spouse Information | ||
| 2c. Spouse's previous name shown on the last return filed if different from line 2a. i. First name | Text |
Enter your spouse's previous first name if it was different on the last tax return filed.
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| 2c.i i. Middle initial | Text |
Enter your spouse's previous middle initial if it was different on the last tax return filed.
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| Previous Taxpayer Information | ||
| 1c. Previous name shown on the last return filed if different from line 1a. i. First name | Text |
Enter your previous first name if it was different on the last tax return filed.
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| 1c.i i. Middle initial | Text |
Enter your previous middle initial if it was different on the last tax return filed.
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| 1c.i i i. Last name | Text |
Enter your previous last name if it was different on the last tax return filed.
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| Spouse Information | ||
| 2a. Spouse's current name (if joint return and transcripts are requested for both taxpayers). 2a.i. Spouse’s first name | Text |
Enter your spouse's current first name if you are filing a joint return and requesting transcripts for both taxpayers.
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| 2a.i i. Middle initial | Text |
Enter your spouse's current middle initial if you are filing a joint return and requesting transcripts for both taxpayers.
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| 2a.i i i. Spouse’s last name | Text |
Enter your spouse's current last name if you are filing a joint return and requesting transcripts for both taxpayers.
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| 2b. Spouse's taxpayer identification number (if joint return and transcripts are requested for both taxpayers) | Text |
Enter your spouse's taxpayer identification number (e.g., SSN or ITIN) if you are filing a joint return and requesting transcripts for both taxpayers.
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| 2c.i i i. Last name | Text |
Enter the last name of the taxpayer's spouse if they had a different last name previously.
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| Tax Year or Period Requested | ||
| 8. Year or period requested. Enter the ending date of the tax year or period using the m m/d d/y y y y format (see instructions). 2 digit month. 1 of 4 | Text |
Enter the 2-digit month for the first tax year or period you are requesting a transcript for. Use the format MM.
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| 8. 2 digit day. 1 of 4 | Text |
Enter the 2-digit day for the first tax year or period you are requesting a transcript for. Use the format DD.
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| 8. 4 digit Year. 1 of 4 | Text |
Enter the 4-digit year for the first tax year or period you are requesting a transcript for. Use the format YYYY.
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| 8. 2 digit month. 2 of 4 | Text |
Enter the 2-digit month for the second tax year or period you are requesting a transcript for. Use the format MM.
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| 8. 2 digit day. 2 of 4 | Text |
Enter the 2-digit day for the second tax year or period you are requesting a transcript for. Use the format DD.
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| 8. 4 digit Year. 2 of 4 | Text |
Enter the 4-digit year for the second tax year or period you are requesting a transcript for. Use the format YYYY.
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| 8. 2 digit month. 3 of 4 | Text |
Enter the 2-digit month for the third tax year or period you are requesting a transcript for. Use the format MM.
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| 8. 2 digit day. 3 of 4 | Text |
Enter the 2-digit day for the third tax year or period you are requesting a transcript for. Use the format DD.
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| 8. 4 digit Year. 3 of 4 | Text |
Enter the 4-digit year for the third tax year or period you are requesting a transcript for. Use the format YYYY.
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| 8. 2 digit month. 4 of 4 | Text |
Enter the 2-digit month for the fourth tax year or period you are requesting a transcript for. Use the format MM.
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| 8. 2 digit day. 4 of 4 | Text |
Enter the 2-digit day for the fourth tax year or period you are requesting a transcript for. Use the format DD.
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| 8. 4 digit Year. 4 of 4 | Text |
Enter the 4-digit year for the fourth tax year or period you are requesting a transcript for. Use the format YYYY.
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| Taxpayer Information | ||
| Page 1. 1a. Current name. 1a.i. First name | Text |
Enter your current first name as it appears on your tax return.
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| 1a.i i. Middle initial | Text |
Enter your current middle initial as it appears on your tax return.
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| 1a.i i i. Last name/B M F company name | Text |
Enter your current last name or the name of your business (BMF) as it appears on your tax return.
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| 1b. First taxpayer identification number (see instructions) | Text |
Enter your taxpayer identification number (e.g., SSN or ITIN). Refer to the instructions if needed.
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| Taxpayer Request | ||
| 7b. 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 | CheckBox |
Check this box if the taxpayer listed on Line 1a is requesting the wage and income transcripts. If no box is checked, transcripts will be provided for all listed taxpayers.
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| 7b. Line 2a | CheckBox |
Check this box if the taxpayer listed on Line 2a is requesting the wage and income transcripts. If no box is checked, transcripts will be provided for all listed taxpayers.
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| Transcript Request | ||
| 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 | Text |
Enter the tax form number (e.g., 1040, 1065, 1120) for the transcript requested. Only one tax form number per request is allowed.
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| 6a. Return Transcript, which includes most of the line items of a tax return as filed with the I R S. 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 | CheckBox |
Check this box if you want to request a Return Transcript, which includes most of the line items of a tax return as filed with the IRS. Note that it does not reflect changes made to the account after the return is processed. Available for Form 1040 series, Form 1065, Form 1120, Form 1120-A, Form 1120-H, Form 1120-L, and Form 1120S for the current year and the prior 3 processing years.
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| 6b. 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 I R S 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 | CheckBox |
Check this box if you want to request an Account Transcript, which contains information on the financial status of the account, such as payments made, penalty assessments, and adjustments made by you or the IRS after the return was filed. Available for most returns.
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| 6c. 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 | CheckBox |
Check this box if you want to request a Record of Account, which provides the most detailed information as it is a combination of the Return Transcript and the Account Transcript. Available for the current year and the prior 3 tax years.
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| 7. Wage and Income transcript (W-2, 1098-E, 1099-G, etc.) | CheckBox |
Check this box if you want to request a Wage and Income transcript, which includes forms like W-2, 1098-E, 1099-G, etc.
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