Form 4506-C, IVES Request for Transcript Instructions

Enter the full name of the client (individual or company) who is the contact for this request.

Enter the client's daytime telephone number, including area code and extension if applicable.

Enter the client's street address, including apartment, room, or suite number if applicable.

Enter the city for the client's street address.

Enter the U.S. state for the client's address (postal abbreviation is acceptable).

Enter the ZIP code for the client's street address, including the ZIP+4 extension if available.

Enter the IVES participant's full name (company or individual) exactly as shown on tax or registration records.

Enter the IVES participant identification number assigned by the IRS or your organization, including any letters or dashes if applicable.

Enter the SOR mailbox ID used by the participant to receive transcripts.

Enter the participant's street address, including apartment, room, or suite number if applicable.

Enter the city for the participant's street address.

Enter the state for the participant's street address.

Enter the ZIP code for the participant's street address.

If applicable, enter the customer or client file number or internal reference assigned by the requester; otherwise leave blank.

If applicable, enter any unique identifier for the participant (for example, an account, reference, or tracking number).

Check this box when the person signing confirms they have read the attestation clause above and have the authority to sign Form 4506-C on behalf of the taxpayer.

Sign your name as the taxpayer or the authorized individual signing on behalf of the taxpayer shown on line 1a.

Enter the date the signature was applied to this form. Fill only if 'Signature (Line 1a)' is signed.

Enter the daytime telephone number (including area code) for the taxpayer listed on line 1a or 2a. Fill only if 'Signature (Line 1a)' is signed.

Check this box when the form is being signed by an authorized representative rather than the taxpayer themself.

Check this box when the signatory is confirming that the signature on this form was provided electronically.

Print or type the full name of the person who signed in the signature field. Fill only if 'Signature (Line 1a)' is signed.

If the signer is signing on behalf of a corporation, partnership, estate, or trust, enter the signer's official title or capacity; otherwise leave blank. Fill only if 'First name' is a corporation, partnership, estate, or trust.

Enter the spouse's current first name exactly as it appears on the tax return.

Enter the spouse's middle initial (one letter) if they have one; leave blank if none.

Enter the spouse's current last name (or business/BMF company name if applicable) as shown on the tax return.

Enter the spouse's taxpayer identification number (SSN, ITIN, or EIN) exactly as shown on tax records, including any dashes.

Enter the spouse's first name as it appeared on the last tax return if it is different from their current first name. Fill only if 'Spouse's first name' is different from Line 2a.

Enter the spouse's middle initial as it appeared on the last tax return if it is different from their current middle initial. Fill only if 'Spouse's first name' is different from Line 2a.

Enter the spouse's last name (surname) as it appeared on the last tax return if it is different from their current last name. Fill only if 'Spouse's first name' is different from Line 2a.

Enter the spouse's handwritten signature to consent or authorize the request if the spouse is listed on Line 2a. Fill only if 'Spouse's first name' is listed on Line 2a.

Check this box when the person signing the form is an authorized representative signing on behalf of the taxpayer (not the taxpayer themself).

Check this box when the signatory confirms that the signature on this form was provided electronically.

Enter the date the spouse signed this form. Fill only if 'Spouse's signature' is signed.

Print or type the spouse's full name legibly as the printed/typed name of the signer. Fill only if 'Spouse's signature' is signed.

Enter the taxpayer's current street address, including apartment, room, or suite number if applicable.

Enter the city for the taxpayer's current mailing address.

Enter the state for the taxpayer's current address (use the two-letter state abbreviation or full state name).

Enter the taxpayer's ZIP code for the current address (5-digit ZIP or 9-digit ZIP+4, include the dash if using ZIP+4).

Enter the taxpayer's first name exactly as shown on the tax return being requested.

Enter the taxpayer's middle initial as shown on the tax return, or leave blank if none.

Enter the taxpayer's last name or the business/matching filing (BMF) company name exactly as shown on the tax return.

Enter the primary taxpayer's identification number issued by the IRS for the taxpayer listed in fields 1–3.

Enter the taxpayer's previous street address as shown on the last return, including apartment, room, or suite number if applicable. Fill only if 'Current street address' is different from Line 3.

Enter the city for the taxpayer's previous address as shown on the last return. Fill only if 'Current street address' is different from Line 3.

Enter the state for the taxpayer's previous address (use the two-letter state abbreviation or full state name). Fill only if 'Current street address' is different from Line 3.

Enter the ZIP code for the taxpayer's previous address as shown on the last return. Fill only if 'Current street address' is different from Line 3.

Enter the taxpayer’s previous first name as shown on the last tax return filed if it is different from the current name. Fill only if 'First name' is different from Line 1a.

Enter the taxpayer’s previous middle initial as shown on the last tax return filed if it is different from the current name. Fill only if 'First name' is different from Line 1a.

Enter the taxpayer’s previous last name (surname) as shown on the last tax return filed if it is different from the current name. Fill only if 'First name' is different from Line 1a.

Enter the tax form number for the transcript you are requesting (for example, 1040, 1065, 1120); enter only one tax form number on this line.

Check this box when you want a transcript of the tax return (itemized return information) for the tax form number entered on line 6.

Check this box when you want a transcript showing account transactions, payments, and adjustments for the tax form number entered on line 6.

Check this box when you want both the return transcript and the account transcript combined (a full Record of Account) for the tax form number entered on line 6.

Check this box when you are requesting the wage and income transcript (forms such as W-2, 1098‑E, 1099‑G) for the tax year(s) requested.

Enter a single tax form identifier (for example, W-2 or 1099-INT) to request that specific wage/income transcript; leave blank to request all available wage/income forms.

Enter a single tax form identifier (for example, W-2 or 1099-INT) to request that specific wage/income transcript; leave blank to request all available wage/income forms.

Enter a single tax form identifier (for example, W-2 or 1099-INT) to request that specific wage/income transcript; leave blank to request all available wage/income forms.

Check this box if the taxpayer listed on Line 1a is requesting the wage and income transcript.

Check this box if the taxpayer listed on Line 2a (usually the spouse) is requesting the wage and income transcript.

Enter the month (two digits) of the first requested tax-period end date using MM format (e.g., 01 for January).

Enter the day (two digits) of the first requested tax-period end date using DD format (e.g., 05).

Enter the year (four digits) of the first requested tax-period end date using YYYY format (e.g., 2023).

Enter the month (two digits) of the second requested tax-period end date using MM format (e.g., 01 for January).

Enter the day (two digits) of the second requested tax-period end date using DD format (e.g., 05).

Enter the year (four digits) of the second requested tax-period end date using YYYY format (e.g., 2023).

Enter the month (two digits) of the third requested tax-period end date using MM format (e.g., 01 for January).

Enter the day (two digits) of the third requested tax-period end date using DD format (e.g., 05).

Enter the year (four digits) of the third requested tax-period end date using YYYY format (e.g., 2023).

Enter the month (two digits) of the fourth requested tax-period end date using MM format (e.g., 01 for January).

Enter the day (two digits) of the fourth requested tax-period end date using DD format (e.g., 05).

Enter the year (four digits) of the fourth requested tax-period end date using YYYY format (e.g., 2023).