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Quinta Mortgage Co, NLS# 282449 Form 4506-T Request for Transcript of Tax Return OMB No. 1545-1872 (Rev. September 2013) Department of the Treasury Internal Revenue Service Request may be rejected

How to fill out borrower tax transcript request

How to fill out borrower tax transcript request:

1. Start by downloading the Form 4506-T from the official website of the Internal Revenue Service (IRS).
2. Fill out the form by providing your personal information such as name, current address, and Social Security Number.
3. Indicate the transcript type you are requesting, which in this case would be a tax return transcript.
4. Specify the tax year or years for which you need the transcript.
5. If you are requesting the transcript to be sent directly to a third party, provide their name, address, and phone number in the designated section.
6. Sign and date the form.
7. Make a photocopy of your government-issued identification document, such as your driver's license or passport.
8. Mail the completed Form 4506-T and the photocopy of your identification document to the address provided on the form or deliver it in person to your local IRS office.

Who needs borrower tax transcript request:

1. Individuals applying for a mortgage loan: Many mortgage lenders require borrowers to provide their tax transcripts as part of the loan application process to verify their income.
2. Students applying for financial aid: Some colleges and universities may ask students to submit their tax transcripts to determine their eligibility for various types of financial aid.
3. Individuals applying for a business loan or line of credit: Lenders may request tax transcripts to assess an applicant's financial standing and ability to repay the loan.
4. Individuals applying for certain government benefits: Some government assistance programs may require applicants to submit tax transcripts to verify their income and eligibility.
5. Individuals undergoing an IRS audit: In certain cases, the IRS may request a borrower tax transcript to verify information provided on a tax return or during an audit.
6. Individuals seeking to resolve tax-related issues or disputes: Tax transcripts can be useful in resolving disputes with the IRS or providing documentation for tax-related matters.

For pdfFiller’s FAQs

What is borrower tax transcript request?

A borrower tax transcript request is a form used to request a transcript of a borrower's tax return information from the IRS.

Who is required to file borrower tax transcript request?

Borrowers who are applying for certain types of loans or financial aid may be required to file a borrower tax transcript request.

How to fill out borrower tax transcript request?

To fill out a borrower tax transcript request, the borrower typically needs to provide personal information, such as their name, social security number, and address, as well as details about the tax return information they are requesting.

What is the purpose of borrower tax transcript request?

The purpose of a borrower tax transcript request is to verify the income and tax return information of a borrower for loan or financial aid application purposes.

What information must be reported on borrower tax transcript request?

The information reported on a borrower tax transcript request typically includes the borrower's income, deductions, and tax payments as reported on their tax return.

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