Form 4506-T, Request for Transcript Instructions
This form contains 28 fields organized into 6 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Additional Information | ||
| 5 Customer file number (if applicable) (see instructions) | Text |
Enter the customer file number if applicable. Refer to the instructions for more details.
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| Contact Information | ||
| Current name, address (including apt., room, or suite no.), city, state, and ZIP code (see instructions) | Text |
Enter your current name and address, including apartment, room, or suite number, city, state, and ZIP code.
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| 4. Previous address shown on the last return filed if different from line 3 (see instructions) | Text |
Enter the previous address shown on the last return filed if it is different from the current address.
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| Phone number of taxpayer on line 1a or 2a | Text |
Enter the phone number of the taxpayer listed on line 1a or 2a.
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| General | ||
| Second social security number or individual taxpayer identification number if joint tax return | Text |
If this is a joint return, enter the second social security number or individual taxpayer identification number.
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| Signature | ||
| Caution. Do not sign this form unless all applicable lines have been completed. Signature of taxpayer(s). I declare that I am either the taxpayer whose name is shown on line 1a or 2a, or a person authorized to obtain the tax information requested. If the request applies to a joint return, at least one spouse must sign. If signed by a corporate officer, partner, one percent or more shareholder, partner, managing member, guardian, tax matters partner, executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I have the authority to execute Form 4506-T on behalf of the taxpayer. Note. For transcripts being sent to a third party, this form must be received within 120 days of the signature date. Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the Form 4506-T. See instructions | CheckBox |
Do not sign this form unless all applicable lines have been completed. Sign here to declare that you are the taxpayer or authorized person requesting the tax information.
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| Taxpayer Information | ||
| Name shown on tax return. shown first. a joint return, enter the name | Text |
Enter the name shown on the tax return. If this is a joint return, enter the name of the primary taxpayer.
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| First social security number on tax return, individual taxpayer identification number, or employer identification number (see instructions) | Text |
Enter the first social security number, individual taxpayer identification number, or employer identification number as shown on the tax return.
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| 2a If a joint return, enter spouse's name shown on tax return | Text |
If this is a joint return, enter the spouse's name as shown on the tax return.
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| Second social security number or individual taxpayer identification number if joint tax return | Text |
If this is a joint return, enter the second social security number or individual taxpayer identification number.
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| Title (if line 1a above is a corporation, partnership, estate, or trust) | Text |
Enter the title if the taxpayer on line 1a is a corporation, partnership, estate, or trust.
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| First social security number on tax return, individual taxpayer identification number, or employer identification number (see instructions) | Text |
Enter the first social security number, individual taxpayer identification number, or employer identification number as shown on the tax return.
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| Second social security number or individual taxpayer identification number if joint tax return | Text |
If this is a joint return, enter the second social security number or individual taxpayer identification number.
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| Transcript Request | ||
| Note: Effective July 2019, the I R S will mail tax transcript requests only to your address of record. See What’s New under Future Developments on Page 2 for additional information. 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 | Text |
Enter the tax form number (e.g., 1040, 1065, 1120) and check the appropriate box for the type of transcript requested.
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| 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. Most requests will be processed within 10 business days | CheckBox |
Check this box if you are requesting a Return Transcript, which includes most of the line items of a tax return as filed with the IRS.
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| 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. Most requests will be processed within 10 business days | CheckBox |
Check this box if you are requesting an Account Transcript, which contains information on the financial status of the account.
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| 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. Most requests will be processed within 10 business days | CheckBox |
Check this box if you are requesting a Record of Account, which provides the most detailed information as it is a combination of the Return Transcript and the Account Transcript.
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| 7. Verification of Nonfiling, which is proof from the I R S that you did not file a return for the year. Current year requests are only available after June fifteenth. There are no availability restrictions on prior year requests. Most requests will be processed within 10 business days | CheckBox |
Check this box if you are requesting a Verification of Nonfiling, which is proof from the IRS that you did not file a return for the year.
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| 8. Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series transcript. The I R S can provide a transcript that includes data from these information returns. State or local information is not included with the Form W-2 information. The I R S may be able to provide this transcript information for up to 10 years. Information for the current year is generally not available until the year after it is filed with the I R S. For example, W-2 information for 2016, filed in 2017, will likely not be available from the I R S until 2018. If you need W-2 information for retirement purposes, you should contact the Social Security Administration at 1-800-772-1213. Most requests will be processed within 10 business days. Caution. If you need a copy of Form W-2 or Form 1099, you should first contact the payer. To get a copy of the Form W-2 or Form 1099 filed with your return, you must use Form 4506 and request a copy of your return, which includes all attachments | CheckBox |
Check this box if you are requesting a transcript of Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series.
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| 9. Year or period requested. Enter the end date of the tax year or period requested in mm/dd/yyyy format. This may be a calendar year, fiscal year or quarter. Enter each quarter requested for quarterly returns. Example: Enter 12/31/2018 for a calendar year 2018 Form 1040 transcript. 2 digit month | Date |
Enter the end date of the tax year or period requested in mm/dd/yyyy format. This may be a calendar year, fiscal year, or quarter. Enter each quarter requested for quarterly returns.
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| 9. 2 digit day | Text |
Enter the 2-digit day for the end date of the tax year or period requested.
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| 9. 4 digit year | Text |
Enter the 4-digit year for the end date of the tax year or period requested.
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| 9. 2 digit day | Text |
Enter the 2-digit day for the end date of the tax year or period requested.
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| 9. 4 digit year | Text |
Enter the 4-digit year for the end date of the tax year or period requested.
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| 9. 2 digit month | Text |
Enter the 2-digit month for the end date of the tax year or period requested.
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| 9. 2 digit day | Text |
Enter the 2-digit day for the end date of the tax year or period requested.
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| 9. 4 digit year | Text |
Enter the 4-digit year for the end date of the tax year or period requested.
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| 9. 4 digit year | Text |
Enter the 4-digit year for the end date of the tax year or period requested.
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