Form 4506-T, Request for Transcript Instructions

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This form contains 28 fields organized into 10 sections. Below is a complete list of every field, its type, and what information is expected.

Field Name Type Description
Current Mailing Address
Current Mailing Address Text
Enter your current name and complete mailing address, including apartment/room/suite number (if any), city, state, and ZIP code.
Customer File Number
Customer File Number Text
Enter the customer file number, if applicable, associated with this transcript request.
Max length: 10 characters
Previous Address (if different)
Previous address (from last return) Text
Enter the previous mailing address shown on your last filed tax return if it is different from your current address, including any apartment/suite number, city, state, and ZIP code. Fill only if 'Current Mailing Address' is different (previous address differs from current address).
Depends on: Current Mailing Address
Primary Taxpayer Name and SSN/ITIN/EIN
Primary taxpayer name Text
Enter the name as shown on the tax return (if a joint return, enter the name shown first).
Primary taxpayer SSN/ITIN/EIN Text
Enter the first taxpayer identification number shown on the tax return (SSN, ITIN, or EIN).
Max length: 11 characters
Signature Attestation and Taxpayer Signature
Signatory attests to authority to sign Form 4506-T Checkbox
Check this box to confirm that the person signing has read the attestation and is authorized to sign Form 4506-T.
Signer Title Text
Enter the signer’s title (only if the name on line 1a is a corporation, partnership, estate, or trust).
Spouse Name and SSN/ITIN (Joint Return)
Spouse name (as shown on tax return) Text
Enter the spouse’s full name exactly as it appears on the joint tax return.
Spouse SSN or ITIN Text
Enter the spouse’s Social Security number or Individual Taxpayer Identification Number as shown on the joint tax return.
Max length: 11 characters
Tax Form Number Requested
Tax Form Number Text
Enter the IRS tax form number for the return transcript being requested (for example, 1040, 1065, or 1120).
Taxpayer Phone Number
Taxpayer phone number Text
Enter the phone number of the taxpayer listed on line 1a or 2a.
Transcript Type Requested (Select One)
Return Transcript Checkbox
Check this box to request a Return Transcript (most line items from the tax return as filed with the IRS).
Account Transcript Checkbox
Check this box to request an Account Transcript (basic account data such as payments, penalties, and adjustments after the return was filed).
Record of Account Checkbox
Check this box to request a Record of Account transcript (a combined, more detailed transcript including both return and account information).
Verification of Nonfiling Checkbox
Check this box to request a Verification of Nonfiling letter if you need proof from the IRS that you did not file a return for the year requested.
W-2, 1099, 1098, or 5498 Transcript Checkbox
Check this box to request a transcript of information returns (e.g., Forms W-2, 1099 series, 1098 series, or 5498 series) reported to the IRS.
Year/Period Requested (End Date(s))
End Date 1 - Month Date
Enter the month for the first tax year or period end date being requested.
Max length: 2 characters
End Date 1 - Day Text
Enter the day for the first tax year or period end date being requested.
Max length: 2 characters
End Date 1 - Year Text
Enter the year for the first tax year or period end date being requested.
Max length: 4 characters
End Date 2 - Month Text
Enter the month for the second tax year or period end date being requested.
Max length: 2 characters
End Date 2 - Day Text
Enter the day for the second tax year or period end date being requested.
Max length: 2 characters
End Date 2 - Year Text
Enter the year for the second tax year or period end date being requested.
Max length: 4 characters
End Date 3 - Month Text
Enter the month for the third tax year or period end date being requested.
Max length: 2 characters
End Date 3 - Day Text
Enter the day for the third tax year or period end date being requested.
Max length: 2 characters
End Date 3 - Year Text
Enter the year for the third tax year or period end date being requested.
Max length: 4 characters
End Date 4 - Month Text
Enter the month for the fourth tax year or period end date being requested.
Max length: 2 characters
End Date 4 - Day Text
Enter the day for the fourth tax year or period end date being requested.
Max length: 2 characters
End Date 4 - Year Text
Enter the year for the fourth tax year or period end date being requested.
Max length: 4 characters