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This document provides information about IRS Form 4506T-EZ, which is used by American General to access tax transcripts for insurance policy underwriting. It explains the necessity, benefits, and
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How to fill out irs form 4506t-ez

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How to fill out IRS Form 4506T-EZ

01
Download IRS Form 4506T-EZ from the IRS website.
02
Provide your name exactly as it appears on your tax return in the first box.
03
Fill out your Social Security number (SSN) in the designated box.
04
Enter your spouse's name and SSN if you filed jointly.
05
Include your current address and previous address if different.
06
Select the type of return you want to obtain (1040, 1040A, 1040EZ).
07
Indicate the tax year for the information requested.
08
Sign and date the form.
09
Submit the completed form to the appropriate IRS address listed in the instructions.

Who needs IRS Form 4506T-EZ?

01
Individuals who need a record of their tax return information.
02
Those applying for a loan or mortgage requiring tax information.
03
People who need to verify their income for any reason.
04
Anyone who is filing for student financial aid.
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Form 4506-T may be requested by credit card companies and issuers to confirm your income and tax return details, especially if you're applying for a major and high-limit credit card.
Use Form 4506-T to request any of the transcripts: tax return, tax account, wage and income, record of account and verification of non-filling. The transcript format better protects taxpayer data by partially masking personally identifiable information.
Form 4506-T is free, and transcripts generally arrive in about three weeks. When you file the Form 4506-T, you'll receive a printout of most of the line items on your tax return (rather than a copy of the actual return). This document is called a tax return transcript.
Lenders use 4506 T's to verify or confirm that the income listed by a borrower on a loan application is consistent with what is filed and reported with the IRS. Just make sure you disclose your income accurately.
Get your Form 4506-T on and fill it out digitally. Line 1-4: Enter your personal information accurately. Make sure your name and SSN match those on your tax return. Line 5: To send the IRS transcript to a third party, enter their details here and include a Customer File Number for added security.
Taxpayers using a fiscal tax year must file Form 4506-T, Request for Transcript of Tax Return, to request a return transcript. Use Form 4506-T to request tax return transcripts, tax account information, W-2 information, 1099 information, verification of non-filing, and record of account. Customer File Number.
Taxpayers using a tax year beginning in one calendar year and ending in the following year (fiscal tax year) must file Form 4506-T to request a return transcript.
Use Form 4506-T-EZ to request tax return information. Taxpayers using a tax year beginning in one calendar year and ending in the following year (fiscal tax year) must instead use Form 4506-T, Request for Transcript of Tax Return.

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IRS Form 4506T-EZ is a simplified version of IRS Form 4506-T used to request a transcript of your tax return information.
Individuals or entities who need to request a transcript of their tax return information for purposes such as verifying income or tax information may use Form 4506T-EZ.
To fill out Form 4506T-EZ, you need to provide your name, address, Social Security Number, and the type of transcript you are requesting, along with any relevant tax years.
The purpose of IRS Form 4506T-EZ is to allow taxpayers to obtain tax return transcripts from the IRS quickly and easily.
The information that must be reported includes your personal identification details, the type of transcript requested, and the years for which the information is needed.
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