Get the free IRS Form 4506-EZ - Lake Forest College

What to Do: You may send this form to the IRS only after you have submitted your 2011 federal income tax return. O If you filed the return electronically, wait approximately two weeks to send this

How to fill out irs form 4506-ez

How to fill out IRS Form 4506-EZ:

1. Gather necessary information: Before starting to fill out the form, make sure you have all the required information handy. You will need your name, Social Security number, address, and the years you are requesting the tax return transcripts for.
2. Determine the purpose: Decide why you need to request the tax return transcripts. Common purposes include applying for loans, mortgages, or financial aid, or verifying income for tax purposes.
3. Identify the appropriate section: IRS Form 4506-EZ consists of two sections - Part I and Part II. You need to determine which section is relevant to your situation. Part I is for individuals who need their tax return transcripts for mortgage, student loan, or financial aid applications. Part II is for individuals who need their tax return transcripts for any other purpose.
4. Fill out Part I: If Part I is applicable to your situation, start by providing your personal information such as your name, Social Security number, and address. Then, indicate the years for which you are requesting tax return transcripts.
5. Sign and date: After completing all the necessary information in Part I, carefully review the form to make sure all details are accurate. Then, sign and date the form. Remember, signing this form authorizes the IRS to release your tax return information.
6. Fill out Part II: If Part II is applicable to your situation, start by providing your personal information and the years for which you are requesting the tax return transcripts. Indicate the purpose for which you need the transcripts and any additional information required.
7. Sign and date: After completing Part II, carefully review the form to ensure all information is accurate. Then, sign and date the form. Similar to Part I, signing this form authorizes the IRS to release your tax return information.

Who needs IRS Form 4506-EZ:

1. Individuals applying for a mortgage: Lenders often require tax return transcripts as part of the mortgage application process. Form 4506-EZ allows you to request these transcripts directly from the IRS.
2. Students applying for financial aid: To determine eligibility for various financial aid programs, educational institutions may require tax return transcripts. By completing Form 4506-EZ, students can request these transcripts.
3. Individuals verifying income for tax purposes: If you need to verify your income for tax compliance or other purposes, IRS Form 4506-EZ allows you to request tax return transcripts.

It is important to note that Form 4506-EZ is not applicable to individuals who have filed an amended tax return (Form 1040X) or businesses that require tax return transcripts. In such cases, different forms, such as 4506-T or 4506, should be used.

For pdfFiller’s FAQs

What is irs form 4506-ez?

IRS form 4506-EZ is a short form version of IRS form 4506-T, which allows individuals to request a copy of their tax return transcript.

Who is required to file irs form 4506-ez?

Individuals who need to request a copy of their tax return transcript from the IRS are required to file Form 4506-EZ.

How to fill out irs form 4506-ez?

To fill out IRS form 4506-EZ, you need to provide personal information such as your name, social security number, and address. You also need to indicate the tax year for which you are requesting the transcript.

What is the purpose of irs form 4506-ez?

The purpose of IRS form 4506-EZ is to allow individuals to request a copy of their tax return transcript from the IRS.

What information must be reported on irs form 4506-ez?

The information required on IRS form 4506-EZ includes personal details such as name, social security number, address, and the tax year for which the transcript is being requested.

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