Cat. No. 37667N Form 4506-T Rev. 9-2013 Page Section references are to the Internal Revenue Code unless otherwise noted. Future Developments For the latest information about Form 4506-T and its instructions go to www.irs.gov/form4506t. 4506-T Form Rev* September 2013 Department of the Treasury Internal Revenue Service Request for Transcript of Tax Return Request may be rejected if the form is incomplete or illegible. OMB No* 1545-1872 Tip* Use Form 4506-T to order a transcript or other return...information free of charge. See the product list below. You can quickly request transcripts by using our automated self-help service tools. Please visit us at IRS*gov and click on Order a Return or Account Transcript or call 1-800-908-9946. 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 individual...taxpayer identification number or employer identification number see instructions 2a If a joint return enter spouse s name shown on tax return* 2b Second social security number or individual taxpayer identification number if joint tax return 3 Current name address including apt. room or suite no. city state and ZIP code see instructions 4 Previous address shown on the last return filed if different from line 3 see instructions 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. Caution* If the tax transcript is being mailed to a third party ensure that you have filled in lines 6 through 9 before signing. Sign and date the form once you have filled in these lines. Completing these steps helps to protect your privacy. Once the IRS discloses your tax transcript to the third party listed on line 5 the IRS has no control over what the third party does with the information* If you...would like to limit the third party s authority to disclose your transcript information you can specify this limitation in your written agreement with the third party. 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. a 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.
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How to fill out IRS 4506-T
Instructions and Help about IRS 4506-T
How to edit IRS 4506-T
To edit an IRS 4506-T form, access a digital version that allows for modifications. Utilize tools capable of editing PDF forms, which often enable you to update fields without compromising the document's structure. Ensure all changes are accurately reflected before submission to avoid processing delays.
How to fill out IRS 4506-T
Filling out the IRS 4506-T requires gathering specific information to ensure the application is complete. Start by entering your personal information, including your name, Social Security Number, and address. Specify the type of transcripts you are requesting and the tax years needed. Be diligent and review each section for accuracy.
About IRS 4506-T 2013 previous version
What is IRS 4506-T?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
About IRS 4506-T 2013 previous version
What is IRS 4506-T?
IRS 4506-T is a tax form used by individuals and entities to request a copy of their tax return transcript or other related tax documents from the IRS. This form serves to provide third parties, such as lenders or financial institutions, with proof of income or tax information.
What is the purpose of this form?
The purpose of IRS 4506-T is to facilitate the retrieval of tax-related information necessary for various financial processes, such as loan applications or income verification. By submitting this form, filers can obtain important documentation to satisfy lender requirements or clarify previous tax assessments.
Who needs the form?
Individuals applying for loans, mortgages, or financial aid often need IRS 4506-T. Additionally, businesses seeking to verify income for clients, partners, or other stakeholders may require this form to confirm tax-related data.
When am I exempt from filling out this form?
You may be exempt from filling out IRS 4506-T if you are not required to provide tax information for purposes such as loans or other financial assessments. Circumstances may vary, so it is essential to assess your situation against lender requirements.
Components of the form
The IRS 4506-T consists of various sections, including requests for taxpayer information, the type of transcript needed, and the signature section. Each part must be completed thoroughly to ensure valid processing by the IRS.
What are the penalties for not issuing the form?
Failure to submit IRS 4506-T, when required, may result in processing delays for loans or financial applications. Additionally, potential legal ramifications could arise if incorrect or fraudulent information is provided on related documents.
What information do you need when you file the form?
When filing IRS 4506-T, you need to provide personal details such as your name, Social Security Number, and address. The form requires a signature and may need to include the specific tax years for which you are requesting transcripts. Ensure all information is complete and accurate.
Is the form accompanied by other forms?
IRS 4506-T does not typically accompany other forms; however, depending on the financial institution's requirements, they may request additional documentation alongside the submitted 4506-T for verification purposes.
Where do I send the form?
The destination for submitting IRS 4506-T varies based on your location and the nature of the request. Consult the IRS instructions provided with the form or the IRS website for up-to-date mailing information relevant to your area.
FAQ about IRS 4506-T
What should I do if I realize there is an error on my submitted irs form 4506 t?
If you discover an error after filing your irs form 4506 t, you can submit a corrected version. Ensure that any amendments are clearly marked and provide a brief explanation of the correction in the remarks section. It's also advisable to keep a copy for your records when submitting the corrected form.
How can I verify whether my irs form 4506 t has been received and is being processed?
To check the status of your irs form 4506 t, you can contact the IRS directly or use their online tools designed for tracking form submissions. Keep in mind that processing may take some time, so allow adequate time before inquiring. Having your submission details on hand will help expedite the process.
What considerations should I keep in mind regarding data privacy when filing the irs form 4506 t?
When submitting your irs form 4506 t, it's essential to consider data privacy. Ensure that you are using secure methods of submission, such as e-filing through IRS-approved systems. Remember to be cautious of sharing sensitive personal information and keep records of your submissions safely stored.
Can an authorized representative file an irs form 4506 t on my behalf?
Yes, an authorized representative can file an irs form 4506 t on your behalf, provided they have a power of attorney (POA) document that grants them such authority. Ensure that the POA is properly completed and submitted along with the form to avoid any processing issues.
What common mistakes should I avoid when filing my irs form 4506 t?
One common mistake when filing the irs form 4506 t is providing incorrect personal information such as your Social Security number or filing status. Verify all entries for accuracy, and double-check that you've included all necessary signatures to prevent delays in processing.
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