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.
Max length: 35 characters
Client City Text
Enter the city of the client's address.
Max length: 20 characters
Client State Text
Enter the state of the client's address.
Max length: 2 characters
Client ZIP Code Text
Enter the ZIP code of the client's address.
Max length: 5 characters
Client Name and Telephone Number
Client Name Text
Enter the name of the client to whom the tax transcript is being sent.
Max length: 35 characters
Client Telephone Number Text
Enter the telephone number of the client to whom the tax transcript is being sent.
Current Address
Current street address Text
Enter your current street address, including any apartment, room, or suite number.
Max length: 35 characters
Current city Text
Enter the city of your current address.
Max length: 20 characters
Current state Text
Enter the state of your current address.
Max length: 2 characters
Current ZIP code Text
Enter the ZIP code of your current address.
Max length: 5 characters
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.
Max length: 10 characters
Unique Identifier Text
Enter the unique identifier for this request, if applicable.
Max length: 10 characters
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.
Max length: 2 characters
First Requested Period Ending Day Text
Enter the day of the ending date for the first requested tax year or period.
Max length: 2 characters
First Requested Period Ending Year Text
Enter the year of the ending date for the first requested tax year or period.
Max length: 4 characters
Fourth Requested Period Ending Date
Fourth Period Ending Month Text
Enter the month of the fourth requested tax year or period ending date.
Max length: 2 characters
Fourth Period Ending Day Text
Enter the day of the fourth requested tax year or period ending date.
Max length: 2 characters
Fourth Period Ending Year Text
Enter the year of the fourth requested tax year or period ending date.
Max length: 4 characters
IVES Participant Address
IVES Participant Street Address Text
Enter the IVES participant’s street address, including any apartment, room, or suite number.
Max length: 35 characters
IVES Participant City Text
Enter the city of the IVES participant’s address.
Max length: 20 characters
IVES Participant State Text
Enter the state of the IVES participant’s address.
Max length: 2 characters
IVES Participant ZIP Code Text
Enter the ZIP code of the IVES participant’s address.
Max length: 5 characters
IVES Participant Identification
IVES Participant Name Text
Enter the name of the IVES participant requesting the tax return transcript.
Max length: 35 characters
IVES Participant ID Number Text
Enter the IVES participant's assigned identification number.
Max length: 10 characters
SOR Mailbox ID Text
Enter the IVES participant's SOR mailbox ID.
Max length: 20 characters
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.
Max length: 35 characters
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.
Max length: 20 characters
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.
Max length: 2 characters
Depends on: Current street address, Current city, Current state, Current ZIP code
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.
Max length: 5 characters
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.
Max length: 2 characters
Requested Period Ending Day Text
Enter the day of the requested tax year or period’s ending date.
Max length: 2 characters
Requested Period Ending Year Text
Enter the year of the requested tax year or period’s ending date.
Max length: 4 characters
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.
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.
Max length: 35 characters
Signature Confirmations
Signed by an Authorized Representative Checkbox
Check this box if an authorized representative signed Form 4506-C.
Electronically Signed Checkbox
Check this box if the signatory confirms that Form 4506-C was electronically signed.
Spouse Current Name
Spouse's First Name Text
Enter your spouse's current first name.
Max length: 12 characters
Spouse's Middle Initial Text
Enter your spouse's current middle initial.
Max length: 1 characters
Spouse's Last Name Text
Enter your spouse's current last name.
Max length: 22 characters
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.
Max length: 11 characters
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.
Max length: 12 characters
Depends on: Spouse's First Name, Spouse's Middle Initial, Spouse's Last Name
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.
Max length: 1 characters
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.
Max length: 22 characters
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.
Spouse's signature by authorized representative Checkbox
Check this box if an authorized representative signed Form 4506-C on behalf of the spouse.
Spouse's signature electronically signed Checkbox
Check this box if the spouse's signature on Form 4506-C was made electronically.
Spouse's Signature Date Date
Provide the date the spouse signed the form.
Spouse's Printed Name Text
Provide the printed or typed name of the person signing in the spouse's signature section.
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).
Max length: 35 characters
Depends on: Return Transcript, Account Transcript, Record of Account
Return Transcript Checkbox
Check this box to request a return transcript for the tax form number entered on line 6.
Account Transcript Checkbox
Check this box to request an account transcript for the tax form number entered on line 6.
Record of Account Checkbox
Check this box to request a record of account for the tax form number entered on line 6.
Taxpayer Current Name
Taxpayer First Name Text
Enter the first name in the taxpayer's current name.
Max length: 12 characters
Taxpayer Middle Initial Text
Enter the taxpayer's current middle initial.
Max length: 1 characters
Taxpayer Last Name or BMF Company Name Text
Enter the taxpayer's current last name or, for a business, its BMF company name.
Max length: 22 characters
Taxpayer Identification Number
First Taxpayer Identification Number Number
Enter the taxpayer identification number of the person named in line 1a.
Max length: 11 characters
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.
Max length: 12 characters
Depends on: Taxpayer First Name, Taxpayer Middle Initial, Taxpayer Last Name or BMF Company Name
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.
Max length: 1 characters
Depends on: Taxpayer First Name, Taxpayer Middle Initial, Taxpayer Last Name or BMF Company Name
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.
Max length: 22 characters
Depends on: Taxpayer First Name, Taxpayer Middle Initial, Taxpayer Last Name or BMF Company Name
Taxpayer Signature and Contact Details
Taxpayer Signature Text
Provide the signature of the taxpayer identified on line 1a.
Signature Date Date
Provide the date the taxpayer signed the form.
Taxpayer Phone Number Text
Provide the phone number of the taxpayer identified on line 1a or 2a.
Printed Name Text
Provide the printed or typed name of the person signing the form.
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.
Max length: 2 characters
Third Requested Period Ending Day Text
Enter the day of the ending date for the third requested tax year or period.
Max length: 2 characters
Third Requested Period Ending Year Text
Enter the year of the ending date for the third requested tax year or period.
Max length: 4 characters
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.
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'.
Max length: 10 characters
Depends on: Wage and Income Transcript
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'.
Max length: 10 characters
Depends on: Wage and Income Transcript
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'.
Max length: 10 characters
Depends on: Wage and Income Transcript
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
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