Get the free IRS Form 4506-T - The Priory

Form 4506-T (Rev. August 2014) Department of the Treasury Internal Revenue Service Request for Transcript of Tax Return OMB No. 1545-1872 Request may be rejected if the form is incomplete or illegible.

How to fill out irs form 4506-t

How to fill out IRS Form 4506-T:

1. Start by providing your personal information in Section 1 of the form. This includes your name, address, and Social Security number.
2. In Section 2, you will need to indicate the type of transcript or tax return information you are requesting. Check the appropriate box(es) based on your needs. You can request transcripts for different years or types of tax returns.
3. If you are authorizing a third-party to receive the information, fill out Section 3 with their name, address, and phone number. This could be a loan officer, attorney, or other authorized individual.
4. Section 4 requires you to specify the tax years or periods you are requesting. Enter the specific years or periods for which you need the tax return information.
5. Next, you need to select the appropriate checkbox in Section 5 to indicate the type of transcript you are requesting. This could be a return transcript, account transcript, or both.
6. Section 6 is optional and allows you to specify any additional instructions or explanations related to your request. If you have any specific requirements or details, you can provide them here.
7. Finally, review the information you have provided on the form to ensure its accuracy. Once you are satisfied, sign and date the form in Section 7.

Who needs IRS Form 4506-T:

1. Individuals applying for a mortgage loan or refinancing may be required to submit Form 4506-T to verify their income and tax return information. Lenders often request this form as part of the loan approval process.
2. Taxpayers who are unable to locate their past tax returns or need copies of their tax information for various purposes may need to fill out Form 4506-T. This form allows them to request transcripts or copies of their tax returns directly from the IRS.
3. Individuals involved in legal matters such as divorce or bankruptcy may also need to provide Form 4506-T to access their tax return information for legal purposes.
4. Businesses or organizations applying for loans or grants that require proof of income or financial information may also need to submit Form 4506-T to the IRS.

In summary, anyone who needs to verify their income or obtain copies of their tax return information may need to fill out IRS Form 4506-T. It is important to understand the specific requirements and instructions for completing the form accurately.

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