Form 4506-C, IVES Request for Transcript Instructions
This form contains 72 fields organized into 25 sections, giving it a Form Complexity Index of 67/100 (complex). Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Client Address | ||
| Client Street Address | Text |
Enter the client's street address, including any apartment, room, or suite number.
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| Client City | Text |
Enter the city of the client's address.
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| Client State | Text |
Enter the state of the client's address.
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| Client ZIP Code | Text |
Enter the ZIP code of the client's address.
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| Client Name and Telephone Number | ||
| Client Name | Text |
Enter the name of the client to whom the tax transcript is being sent.
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| Client Telephone Number | Text |
Enter the telephone number of the client to whom the tax transcript is being sent.
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| Current Address | ||
| Current street address | Text |
Enter your current street address, including any apartment, room, or suite number.
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| Current city | Text |
Enter the city of your current address.
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| Current state | Text |
Enter the state of your current address.
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| Current ZIP code | Text |
Enter the ZIP code of your current address.
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| Customer File and Unique Identifiers | ||
| Customer File Number | Text |
Enter the customer file number, if applicable, used by the IVES participant to identify this request.
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| Unique Identifier | Text |
Enter the unique identifier for this request, if applicable.
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| First Requested Period Ending Date | ||
| First Requested Period Ending Month | Text |
Enter the month of the ending date for the first requested tax year or period.
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| First Requested Period Ending Day | Text |
Enter the day of the ending date for the first requested tax year or period.
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| First Requested Period Ending Year | Text |
Enter the year of the ending date for the first requested tax year or period.
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| Fourth Requested Period Ending Date | ||
| Fourth Period Ending Month | Text |
Enter the month of the fourth requested tax year or period ending date.
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| Fourth Period Ending Day | Text |
Enter the day of the fourth requested tax year or period ending date.
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| Fourth Period Ending Year | Text |
Enter the year of the fourth requested tax year or period ending date.
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| IVES Participant Address | ||
| IVES Participant Street Address | Text |
Enter the IVES participant’s street address, including any apartment, room, or suite number.
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| IVES Participant City | Text |
Enter the city of the IVES participant’s address.
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| IVES Participant State | Text |
Enter the state of the IVES participant’s address.
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| IVES Participant ZIP Code | Text |
Enter the ZIP code of the IVES participant’s address.
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| IVES Participant Identification | ||
| IVES Participant Name | Text |
Enter the name of the IVES participant requesting the tax return transcript.
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| IVES Participant ID Number | Text |
Enter the IVES participant's assigned identification number.
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| SOR Mailbox ID | Text |
Enter the IVES participant's SOR mailbox ID.
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| Previous Address | ||
| Previous Street Address | Text |
Enter the street address, including any apartment, room, or suite number, shown on the last tax return if it differs from the current address. Fill only if 'Current street address', 'Current city', 'Current state', 'Current ZIP code' differs from the previous address in any address component.
Depends on:
Current street address, Current city, Current state, Current ZIP code
|
| Previous Address City | Text |
Enter the city shown in the previous address on the last tax return. Fill only if 'Current street address', 'Current city', 'Current state', 'Current ZIP code' differs from the previous address in any address component.
Depends on:
Current street address, Current city, Current state, Current ZIP code
|
| Previous Address State | Text |
Enter the state shown in the previous address on the last tax return. Fill only if 'Current street address', 'Current city', 'Current state', 'Current ZIP code' differs from the previous address in any address component.
Depends on:
Current street address, Current city, Current state, Current ZIP code
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| Previous Address ZIP Code | Text |
Enter the ZIP code shown in the previous address on the last tax return. Fill only if 'Current street address', 'Current city', 'Current state', 'Current ZIP code' differs from the previous address in any address component.
Depends on:
Current street address, Current city, Current state, Current ZIP code
|
| Second Requested Period Ending Date | ||
| Requested Period Ending Month | Text |
Enter the month of the requested tax year or period’s ending date.
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| Requested Period Ending Day | Text |
Enter the day of the requested tax year or period’s ending date.
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| Requested Period Ending Year | Text |
Enter the year of the requested tax year or period’s ending date.
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| Signatory Attestation | ||
| Signatory attestation | Checkbox |
Check this box if the signatory has read the attestation clause above and declares that they have the authority to sign Form 4506-C.
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| Signatory Title | ||
| Signatory Title | Text |
Enter the signatory’s title or capacity if the taxpayer on line 1a is a corporation, partnership, estate, or trust.
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| Signature Confirmations | ||
| Signed by an Authorized Representative | Checkbox |
Check this box if an authorized representative signed Form 4506-C.
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| Electronically Signed | Checkbox |
Check this box if the signatory confirms that Form 4506-C was electronically signed.
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| Spouse Current Name | ||
| Spouse's First Name | Text |
Enter your spouse's current first name.
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| Spouse's Middle Initial | Text |
Enter your spouse's current middle initial.
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| Spouse's Last Name | Text |
Enter your spouse's current last name.
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| Spouse Identification Number | ||
| Spouse's Taxpayer Identification Number | Text |
Enter the spouse's taxpayer identification number if requesting transcripts for both taxpayers on a joint return.
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| Spouse Previous Name | ||
| Spouse's Previous First Name | Text |
Enter the spouse's first name as shown on the last tax return filed, if different from the spouse's current first name. Fill only if 'Spouse's First Name', 'Spouse's Middle Initial', 'Spouse's Last Name' differs from the spouse's previous name in any name component.
Depends on:
Spouse's First Name, Spouse's Middle Initial, Spouse's Last Name
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| Spouse's Previous Middle Initial | Text |
Enter the spouse's middle initial as shown on the last tax return filed, if different from the spouse's current middle initial. Fill only if 'Spouse's First Name', 'Spouse's Middle Initial', 'Spouse's Last Name' differs from the spouse's previous name in any name component.
Depends on:
Spouse's First Name, Spouse's Middle Initial, Spouse's Last Name
|
| Spouse's Previous Last Name | Text |
Enter the spouse's last name as shown on the last tax return filed, if different from the spouse's current last name. Fill only if 'Spouse's First Name', 'Spouse's Middle Initial', 'Spouse's Last Name' differs from the spouse's previous name in any name component.
Depends on:
Spouse's First Name, Spouse's Middle Initial, Spouse's Last Name
|
| Spouse Signature Details | ||
| Spouse's Signature | Text |
Provide the spouse's signature if the spouse is listed on line 2a.
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| Spouse's signature by authorized representative | Checkbox |
Check this box if an authorized representative signed Form 4506-C on behalf of the spouse.
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| Spouse's signature electronically signed | Checkbox |
Check this box if the spouse's signature on Form 4506-C was made electronically.
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| Spouse's Signature Date | Date |
Provide the date the spouse signed the form.
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| Spouse's Printed Name | Text |
Provide the printed or typed name of the person signing in the spouse's signature section.
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| Tax Return Transcript Request | ||
| Tax Form Number for Transcript Requested | Text |
Enter the tax form number for the transcript requested, such as 1040, 1065, or 1120. Fill only if 'Return Transcript', 'Account Transcript', 'Record of Account' is 'Yes' (any fields selection).
Depends on:
Return Transcript, Account Transcript, Record of Account
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| Return Transcript | Checkbox |
Check this box to request a return transcript for the tax form number entered on line 6.
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| Account Transcript | Checkbox |
Check this box to request an account transcript for the tax form number entered on line 6.
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| Record of Account | Checkbox |
Check this box to request a record of account for the tax form number entered on line 6.
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| Taxpayer Current Name | ||
| Taxpayer First Name | Text |
Enter the first name in the taxpayer's current name.
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| Taxpayer Middle Initial | Text |
Enter the taxpayer's current middle initial.
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| Taxpayer Last Name or BMF Company Name | Text |
Enter the taxpayer's current last name or, for a business, its BMF company name.
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| Taxpayer Identification Number | ||
| First Taxpayer Identification Number | Number |
Enter the taxpayer identification number of the person named in line 1a.
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| Taxpayer Previous Name | ||
| Taxpayer Previous First Name | Text |
Enter the taxpayer’s first name as shown on the last tax return filed, if different from the current name. Fill only if 'Taxpayer First Name', 'Taxpayer Middle Initial', 'Taxpayer Last Name or BMF Company Name' differs from the previous name in any name component.
Depends on:
Taxpayer First Name, Taxpayer Middle Initial, Taxpayer Last Name or BMF Company Name
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| Taxpayer Previous Middle Initial | Text |
Enter the taxpayer’s middle initial as shown on the last tax return filed, if different from the current name. Fill only if 'Taxpayer First Name', 'Taxpayer Middle Initial', 'Taxpayer Last Name or BMF Company Name' differs from the previous name in any name component.
Depends on:
Taxpayer First Name, Taxpayer Middle Initial, Taxpayer Last Name or BMF Company Name
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| Taxpayer Previous Last Name | Text |
Enter the taxpayer’s last name as shown on the last tax return filed, if different from the current name. Fill only if 'Taxpayer First Name', 'Taxpayer Middle Initial', 'Taxpayer Last Name or BMF Company Name' differs from the previous name in any name component.
Depends on:
Taxpayer First Name, Taxpayer Middle Initial, Taxpayer Last Name or BMF Company Name
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| Taxpayer Signature and Contact Details | ||
| Taxpayer Signature | Text |
Provide the signature of the taxpayer identified on line 1a.
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| Signature Date | Date |
Provide the date the taxpayer signed the form.
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| Taxpayer Phone Number | Text |
Provide the phone number of the taxpayer identified on line 1a or 2a.
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| Printed Name | Text |
Provide the printed or typed name of the person signing the form.
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| Third Requested Period Ending Date | ||
| Third Requested Period Ending Month | Text |
Enter the month of the ending date for the third requested tax year or period.
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| Third Requested Period Ending Day | Text |
Enter the day of the ending date for the third requested tax year or period.
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| Third Requested Period Ending Year | Text |
Enter the year of the ending date for the third requested tax year or period.
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| Wage and Income Transcript Forms | ||
| Wage and Income Transcript | Checkbox |
Check this box to request a wage and income transcript, which includes information from forms such as W-2, 1098-E, and 1099-G.
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| First wage and income form number | Text |
Enter the first tax form number for which you are requesting a wage and income transcript. Fill only if 'Wage and Income Transcript' is 'Yes'.
Depends on:
Wage and Income Transcript
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| Second wage and income form number | Text |
Enter a second tax form number for which you are requesting a wage and income transcript, if applicable. Fill only if 'Wage and Income Transcript' is 'Yes'.
Depends on:
Wage and Income Transcript
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| Third wage and income form number | Text |
Enter a third tax form number for which you are requesting a wage and income transcript, if applicable. Fill only if 'Wage and Income Transcript' is 'Yes'.
Depends on:
Wage and Income Transcript
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| Wage and Income Transcript Taxpayers | ||
| Taxpayer listed on Line 1a | Checkbox |
Check this box if the taxpayer listed on Line 1a is requesting wage and income transcripts. Fill only if 'Wage and Income Transcript' is 'Yes'.
Depends on:
Wage and Income Transcript
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| Taxpayer listed on Line 2a | Checkbox |
Check this box if the taxpayer listed on Line 2a is requesting wage and income transcripts. Fill only if 'Wage and Income Transcript' is 'Yes'.
Depends on:
Wage and Income Transcript
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