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.
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.
Date Text
Enter the date when you are signing this form.
Form 4506-C was signed by an Authorized Representative CheckBox
Check this box if the Form 4506-C was signed by an authorized representative.
Signatory confirms document was electronically signed CheckBox
Check this box to confirm that the document was electronically signed.
Spouse's signature (required if listed on Line 2a) Text
If applicable, the spouse listed on line 2a should provide their signature here.
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.
Signatory confirms document was electronically signed CheckBox
Check this box to confirm that the document was electronically signed by the spouse.
Date Text
Enter the date when the spouse is signing this form.
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).
Max length: 35 characters
5d.i i. Telephone number Text
Enter the client's telephone number.
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.
Max length: 35 characters
5d.i v. City Text
Enter the city of the client.
Max length: 20 characters
5d.v. State Text
Enter the state abbreviation of the client.
Max length: 2 characters
5d.v i. Z I P code Text
Enter the ZIP code of the client.
Max length: 5 characters
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.
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.
Max length: 35 characters
b. City Text
Enter the current city of residence.
Max length: 20 characters
c. State Text
Enter the current state of residence using the two-letter state abbreviation.
Max length: 2 characters
d. Z I P code Text
Enter the current ZIP code.
Max length: 5 characters
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.
Max length: 10 characters
5c. Unique identifier (if applicable) (see instructions) Text
Enter the unique identifier if applicable. Refer to the instructions for more details.
Max length: 10 characters
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.
Max length: 10 characters
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.
Max length: 10 characters
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.
Max length: 10 characters
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.
Max length: 35 characters
5a.i i. I V E S participant I D number Text
Enter the IVES participant ID number.
Max length: 10 characters
5a.i i i. S O R mailbox I D Text
Enter the SOR mailbox ID of the IVES participant.
Max length: 20 characters
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.
Max length: 35 characters
5a.v. City Text
Enter the city of the IVES participant.
Max length: 20 characters
5a.v i. State Text
Enter the state abbreviation of the IVES participant.
Max length: 2 characters
5a.v i i. Z I P code Text
Enter the ZIP code of the IVES participant.
Max length: 5 characters
Personal Information
Print/Type name Text
Print or type your name here.
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.
Max length: 35 characters
Print/Type name Text
Spouse should print or type their name here.
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.
Max length: 35 characters
b. City Text
Enter the previous city of residence if different from the current address.
Max length: 20 characters
c. State Text
Enter the previous state of residence using the two-letter state abbreviation if different from the current address.
Max length: 2 characters
d. Z I P code Text
Enter the previous ZIP code if different from the current address.
Max length: 5 characters
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.
Max length: 12 characters
2c.i i. Middle initial Text
Enter your spouse's previous middle initial if it was different on the last tax return filed.
Max length: 1 characters
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.
Max length: 12 characters
1c.i i. Middle initial Text
Enter your previous middle initial if it was different on the last tax return filed.
Max length: 1 characters
1c.i i i. Last name Text
Enter your previous last name if it was different on the last tax return filed.
Max length: 22 characters
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.
Max length: 12 characters
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.
Max length: 1 characters
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.
Max length: 22 characters
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.
Max length: 11 characters
2c.i i i. Last name Text
Enter the last name of the taxpayer's spouse if they had a different last name previously.
Max length: 22 characters
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.
Max length: 2 characters
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.
Max length: 2 characters
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.
Max length: 4 characters
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.
Max length: 2 characters
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.
Max length: 2 characters
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.
Max length: 4 characters
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.
Max length: 2 characters
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.
Max length: 2 characters
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.
Max length: 4 characters
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.
Max length: 2 characters
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.
Max length: 2 characters
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.
Max length: 4 characters
Taxpayer Information
Page 1. 1a. Current name. 1a.i. First name Text
Enter your current first name as it appears on your tax return.
Max length: 12 characters
1a.i i. Middle initial Text
Enter your current middle initial as it appears on your tax return.
Max length: 1 characters
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.
Max length: 22 characters
1b. First taxpayer identification number (see instructions) Text
Enter your taxpayer identification number (e.g., SSN or ITIN). Refer to the instructions if needed.
Max length: 11 characters
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.
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.
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.
Max length: 35 characters
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.
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.
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.
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.