Form 4506-T Request for Transcript of Tax Return

Form

4506-T

Request for Transcript of Tax Return
OMB No. 1545-1872

(Rev. January 2010)
Department of the Treasury
Internal Revenue Service

© Request

may be rejected if the form is incomplete or illegible.

Tip. Use Form 4506-T to order a transcript or other return information free of charge. See the product list below. You can also call 1-800-829-1040 to
order a transcript. If you need a copy of your return, use Form 4506, Request for Copy of Tax Return. There is a fee to get a copy of your return.

1a Name shown on tax return. If a joint return, enter the name shown first.

1b First social security number on tax return or
employer identification number (see instructions)

2a If a joint return, enter spouse’s name shown on tax return.

2b Second social security number if joint tax return

3 Current name, address (including apt., room, or suite no.), city, state, and ZIP code

4 Previous address shown on the last return filed if different from line 3

5 If the transcript or tax information is to be mailed to a third party (such as a mortgage company), enter the third party’s name, address,
and telephone number. The IRS has no control over what the third party does with the tax information.

Caution. If the transcript is being mailed to a third party, ensure that you have filled in line 6 and line 9 before signing. Sign and date the form once you
have filled in these lines. Completing these steps helps to protect your privacy.
6
a

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. ©
Return Transcript, which includes most of the line items of a tax return as filed with the IRS. 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 1120A, Form 1120H, Form 1120L, 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 . . . . . .

b

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 IRS 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 30 calendar days. .

c

Record of Account, which is a combination of line item information and later adjustments to the account. Available for current year and
3 prior tax years. Most requests will be processed within 30 calendar days . . . . . . . . . . . . . . . . . . .

7
8

Verification of Nonfiling, which is proof from the IRS that you did not file a return for the year. Current year requests are only available
after June 15th. There are no availability restrictions on prior year requests. Most requests will be processed within 10 business days . .
Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series transcript. The IRS 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 IRS 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 IRS.
For example, W-2 information for 2007, filed in 2008, will not be available from the IRS until 2009. 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 45 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.
9

Year or period requested. Enter the ending date of the year or period, using the mm/dd/yyyy format. If you are requesting more than four
years or periods, you must attach another Form 4506-T. For requests relating to quarterly tax returns, such as Form 941, you must enter
each quarter or tax period separately.

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, either husband or wife must sign. If signed by a corporate officer, partner, 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 signature date.
Telephone number of taxpayer on
line 1a or 2a

Sign
Here

©
©
©

Signature (see instructions)

Date

Title (if line 1a above is a corporation, partnership, estate, or trust)
Spouse’s signature

For Privacy Act and Paperwork Reduction Act Notice, see page 2.

Date
Cat. No. 37667N

Form

4506-T

(Rev. 1-2010)

Form 4506-T (Rev. 1-2010)

Page

General Instructions

Chart for all other transcripts

Purpose of form. Use Form 4506-T to
request tax return information. You can
also designate a third party to receive the
information. See line 5.
Tip. Use Form 4506, Request for Copy of
Tax Return, to request copies of tax
returns.
Where to file. Mail or fax Form 4506-T to
the address below for the state you lived in,
or the state your business was in, when
that return was filed. There are two address
charts: one for individual transcripts (Form
1040 series and Form W-2) and one for all
other transcripts.
If you are requesting more than one
transcript or other product and the chart
below shows two different RAIVS teams,
send your request to the team based on
the address of your most recent return.
Automated transcript request. You can
call 1-800-829-1040 to order a transcript
through the automated self-help system.
Follow prompts for “questions about your
tax account” to order a tax return
transcript.

If you lived in
or your business
was in:

Chart for individual
transcripts (Form 1040 series
and Form W-2)
If you filed an
individual return
and lived in:

Mail or fax to the
“Internal Revenue
Service” at:

Florida, Georgia,
North Carolina,
South Carolina

RAIVS Team
P.O. Box 47-421
Stop 91
Doraville, GA 30362
770-455-2335

Alabama, Kentucky,
Louisiana,
Mississippi,
Tennessee, Texas, a
foreign country, or
A.P.O. or F.P.O.
address

RAIVS Team
Stop 6716 AUSC
Austin, TX 73301
512-460-2272

Alaska, Arizona,
California, Colorado,
Hawaii, Idaho, Illinois,
Indiana, Iowa, Kansas,
Michigan, Minnesota,
Montana, Nebraska,
Nevada, New Mexico,
North Dakota,
Oklahoma, Oregon,
South Dakota, Utah,
Washington,
Wisconsin, Wyoming

RAIVS Team
Stop 37106
Fresno, CA 93888

Arkansas,
Connecticut, Delaware,
District of Columbia,
Maine, Maryland,
Massachusetts,
Missouri, New
Hampshire, New
Jersey, New York,
Ohio, Pennsylvania,
Rhode Island, Vermont,
Virginia, West Virginia

RAIVS Team
Stop 6705 P-6
Kansas City, MO
64999

559-456-5876

816-292-6102

Alabama, Alaska,
Arizona, Arkansas,
California, Colorado,
Florida, Hawaii, Idaho,
Iowa, Kansas,
Louisiana, Minnesota,
Mississippi,
Missouri, Montana,
Nebraska, Nevada,
New Mexico,
North Dakota,
Oklahoma, Oregon,
South Dakota,
Tennessee, Texas,
Utah, Washington,
Wyoming, a foreign
country, or A.P.O. or
F.P.O. address
Connecticut,
Delaware, District of
Columbia, Georgia,
Illinois, Indiana,
Kentucky, Maine,
Maryland,
Massachusetts,
Michigan, New
Hampshire, New
Jersey, New York,
North Carolina,
Ohio, Pennsylvania,
Rhode Island, South
Carolina, Vermont,
Virginia, West Virginia,
Wisconsin

Mail or fax to the
“Internal Revenue
Service” at:

RAIVS Team
P.O. Box 9941
Mail Stop 6734
Ogden, UT 84409

801-620-6922

RAIVS Team
P.O. Box 145500
Stop 2800 F
Cincinnati, OH 45250

859-669-3592

Line 1b. Enter your employer identification
number (EIN) if your request relates to a
business return. Otherwise, enter the first
social security number (SSN) shown on the
return. For example, if you are requesting
Form 1040 that includes Schedule C
(Form 1040), enter your SSN.
Line 6. Enter only one tax form number per
request.
Signature and date. Form 4506-T must be
signed and dated by the taxpayer listed on
line 1a or 2a. If you completed line 5
requesting the information be sent to a
third party, the IRS must receive Form
4506-T within 120 days of the date signed
by the taxpayer or it will be rejected.
Individuals. Transcripts of jointly filed
tax returns may be furnished to either
spouse. Only one signature is required.
Sign Form 4506-T exactly as your name
appeared on the original return. If you
changed your name, also sign your current
name.
Corporations. Generally, Form 4506-T
can be signed by: (1) an officer having legal
authority to bind the corporation, (2) any
person designated by the board of
directors or other governing body, or (3)
any officer or employee on written request
by any principal officer and attested to by
the secretary or other officer.

2

Partnerships. Generally, Form 4506-T
can be signed by any person who was a
member of the partnership during any part
of the tax period requested on line 9.
All others. See Internal Revenue Code
section 6103(e) if the taxpayer has died, is
insolvent, is a dissolved corporation, or if a
trustee, guardian, executor, receiver, or
administrator is acting for the taxpayer.
Documentation. For entities other than
individuals, you must attach the
authorization document. For example, this
could be the letter from the principal officer
authorizing an employee of the corporation
or the Letters Testamentary authorizing an
individual to act for an estate.
Privacy Act and Paperwork Reduction
Act Notice. We ask for the information on
this form to establish your right to gain
access to the requested tax information
under the Internal Revenue Code. We
need this information to properly identify
the tax information and respond to your
request. You are not required to request
any transcript; if you do request a
transcript, sections 6103 and 6109 and
their regulations require you to provide this
information, including your SSN or EIN. If
you do not provide this information, we
may not be able to process your request.
Providing false or fraudulent information
may subject you to penalties.
Routine uses of this information include
giving it to the Department of Justice for
civil and criminal litigation, and cities,
states, and the District of Columbia for use
in administering their tax laws. We may
also disclose this information to other
countries under a tax treaty, to federal and
state agencies to enforce federal nontax
criminal laws, or to federal law enforcement
and intelligence agencies to combat
terrorism.
You are not required to provide the
information requested on a form that is
subject to the Paperwork Reduction Act
unless the form displays a valid OMB
control number. Books or records relating
to a form or its instructions must be
retained as long as their contents may
become material in the administration of
any Internal Revenue law. Generally, tax
returns and return information are
confidential, as required by section 6103.
The time needed to complete and file
Form 4506-T will vary depending on
individual circumstances. The estimated
average time is: Learning about the law
or the form, 10 min.; Preparing the form,
12 min.; and Copying, assembling, and
sending the form to the IRS, 20 min.
If you have comments concerning the
accuracy of these time estimates or
suggestions for making Form 4506-T
simpler, we would be happy to hear from
you. You can write to the Internal Revenue
Service, Tax Products Coordinating
Committee, SE:W:CAR:MP:T:T:SP, 1111
Constitution Ave. NW, IR-6526,
Washington, DC 20224. Do not send the
form to this address. Instead, see Where to
file on this page.