Form 4506-T, Request for Transcript Instructions
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 and Previous Address | ||
| Current name and address | Text |
Enter your current full name and mailing address, including apartment/room/suite number (if any), city, state, and ZIP code.
|
| Previous address (if different) | Text |
Enter the previous address shown on your last filed tax return if it is different from your current address. Fill only if 'Current name and address' is different from line 3 (current address).
Depends on:
Current name and address
|
| Customer File Number | ||
| Customer File Number | Text |
Enter your customer file number, if applicable.
|
| First Year/Period Requested | ||
| Tax Year/Period End Month | Text |
Enter the month portion of the end date of the tax year or period being requested.
|
| Tax Year/Period End Day | Text |
Enter the day portion of the end date of the tax year or period being requested.
|
| Tax Year/Period End Year | Text |
Enter the year portion of the end date of the tax year or period being requested.
|
| Fourth Year/Period Requested | ||
| Fourth period end month | Text |
Enter the month of the ending date for the fourth tax year or period being requested.
|
| Fourth period end day | Text |
Enter the day of the ending date for the fourth tax year or period being requested.
|
| Fourth period end year | Text |
Enter the year of the ending date for the fourth tax year or period being requested.
|
| Requested Tax Form Number | ||
| Tax form number requested | Text |
Enter the IRS tax form number for the transcript you are requesting (for example, 1040, 1065, or 1120). Fill only if 'Return Transcript', 'Account Transcript', 'Record of Account' any is 'Yes'.
Depends on:
Return Transcript, Account Transcript, Record of Account
|
| Second Year/Period Requested | ||
| Second Requested Period End Month | Text |
Enter the month (MM) of the end date for the second tax year or period being requested.
|
| Second Requested Period End Day | Text |
Enter the day (DD) of the end date for the second tax year or period being requested.
|
| Second Requested Period End Year | Text |
Enter the year (YYYY) of the end date for the second tax year or period being requested.
|
| Signature of taxpayer(s). | ||
| Signatory attestation | Checkbox |
Check this box to confirm that the person signing has read the attestation clause and is authorized to sign Form 4506-T.
|
| Taxpayer phone number | Text |
Enter the phone number of the taxpayer listed on line 1a or 2a.
|
| Taxpayer signature | Text |
Type the signature of the taxpayer (or authorized person) requesting the transcript.
|
| Taxpayer and Spouse Names & Identification Numbers | ||
| Taxpayer Name | Text |
Enter the name shown on the tax return (if a joint return, enter the primary taxpayer name first).
|
| Taxpayer Identification Number | Text |
Enter the first identification number shown on the tax return (SSN, ITIN, or EIN, as applicable).
|
| Spouse Name | Text |
If filing a joint return, enter the spouse’s name exactly as shown on the tax return.
|
| Spouse Identification Number | Text |
If filing a joint return, enter the spouse’s identification number (SSN or ITIN) shown on the tax return.
|
| Third Year/Period Requested | ||
| Third requested period end date (month) | Text |
Enter the month portion of the end date for the third tax year or period being requested.
|
| Third requested period end date (day) | Text |
Enter the day portion of the end date for the third tax year or period being requested.
|
| Third requested period end date (year) | Text |
Enter the year portion of the end date for the third tax year or period being requested.
|
| Transcript Type Selection | ||
| Return Transcript | Checkbox |
Check this box if you want a Return Transcript showing most line items from the tax return as originally filed (for the tax form number entered on line 6).
|
| Account Transcript | Checkbox |
Check this box if you want an Account Transcript showing account activity such as payments, penalties, and adjustments after the return was filed (for the tax form number entered on line 6).
|
| Record of Account | Checkbox |
Check this box if you want a Record of Account transcript that combines the Return Transcript and the Account Transcript (for the tax form number entered on line 6).
|
| Verification of Nonfiling | Checkbox |
Check this box if you need proof from the IRS that you did not file a tax return for the year requested.
|
| W-2/1099/1098/5498 Transcript | Checkbox |
Check this box if you want a transcript of information returns (such as Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series) reported to the IRS for the year requested.
|