4506-T Form Rev. January 2012 Department of the Treasury Internal Revenue Service Request for Transcript of Tax Return Request may be rejected if the form is incomplete or illegible. Check this box if you have notified the IRS or the IRS has notified you that one of the years for which you are requesting a transcript involved identity theft on your federal tax return. Note. If you are unsure of which type of transcript you need request the Record of Account as it provides the most detailed...information. Tax Return to request copies of tax returns. C Record of Account which provides the most detailed information as it is a combination of the Return Transcript and the Account Transcript. Available for current year and 3 prior tax years. Most requests will be processed within 30 calendar days. Please visit us at IRS.gov and click on Order a 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. 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. 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. General Instructions CAUTION. Do not sign this form unless all applicable lines have been completed. Purpose of form. Use Form 4506-T to request tax return information. You can also designate on line 5 a third party to receive the...information. 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. 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. 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. 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 IRS 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.
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How to fill out IRS 4506-T
Instructions and Help about IRS 4506-T
How to edit IRS 4506-T
Editing IRS 4506-T can be straightforward if you have appropriate tools. Use pdfFiller to upload your filled-out form, make necessary changes, and save the updated document securely. Ensure all your edits maintain the clarity and accuracy required for tax filings.
How to fill out IRS 4506-T
To fill out IRS 4506-T, follow these steps:
01
Download the form from the IRS website or locate it through a tax professional.
02
Provide your name, Social Security number, and address in the designated sections.
03
Indicate whom you are requesting tax information from, such as the IRS or a third party.
04
Specify the years for which you need the tax information.
05
Sign and date the form before submitting it to the appropriate address.
About IRS 4506-T 2012 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 2012 previous version
What is IRS 4506-T?
IRS 4506-T is the Request for Transcript of Tax Return form. This form allows taxpayers to request a transcript of their tax return records from the IRS or their authorized representatives.
What is the purpose of this form?
The purpose of IRS 4506-T is to obtain a summary of your tax return information. This is often needed when applying for loans, mortgages, or for verification of income when filing subsequent tax returns.
Who needs the form?
Individuals, businesses, and tax professionals may need to utilize IRS 4506-T to request tax return transcripts for various purposes. Common scenarios include applying for financial aid, mortgages, or verifying previous tax filings.
When am I exempt from filling out this form?
You may be exempt from filling out IRS 4506-T if you have previously authorized the IRS to share your tax information through another means, such as issuing a power of attorney. Review specific IRS guidelines for additional exemptions.
Components of the form
IRS 4506-T contains several key components that require completion. These include your personal information, the type of transcript requested, the period for which the transcript is being requested, and your signature. Ensure each section is filled out correctly to avoid processing delays.
What are the penalties for not issuing the form?
Failing to provide IRS 4506-T when requested, or providing false information, can result in penalties, including fines or delays in processing your requests. It's essential to submit accurate information to avoid complications.
What information do you need when you file the form?
When filing IRS 4506-T, you will need your name, Social Security number, current address, prior address (if different), and the exact tax years for which you require transcripts. Providing complete and accurate information aids in expedient processing.
Is the form accompanied by other forms?
IRS 4506-T can sometimes be filed alongside other related forms, especially if you're requesting tax information for multiple tax years or multiple parties. Review IRS guidelines for additional forms that may maximize your request's efficiency.
Where do I send the form?
The destination for IRS 4506-T submissions depends on your location and whether you are requesting a tax return transcript or other documents. Generally, the form should be sent to the address listed in the IRS instructions for the form you are using.
FAQ about IRS 4506-T
What should I do if I make a mistake on my IRS 4506-T after submission?
If you need to correct mistakes on your IRS 4506-T after submission, you should prepare an amended form to reflect the accurate information. It’s crucial to indicate clearly that it is a correction and provide any necessary explanation for the adjustments. Ensure you also maintain copies of both the original and amended forms for your records.
How can I verify the status of my submitted IRS 4506-T?
To verify the status of your submitted IRS 4506-T, you can contact the IRS directly or use online tools provided by the IRS for tracking purposes. Be prepared with details such as your name, Social Security Number, and any confirmation you have regarding your submission for effective support.
Are electronic signatures accepted on the IRS 4506-T?
Yes, electronic signatures are accepted on the IRS 4506-T, provided they meet the IRS e-signature criteria. Ensure that your e-signature complies with the standards set by the IRS to avoid processing issues associated with your form.
What common errors should I avoid when submitting the IRS 4506-T?
Common errors to avoid when submitting the IRS 4506-T include entering incorrect identification information, failing to sign the form, or leaving required fields blank. Double-check all entries for accuracy to ensure a smooth submission process and minimize potential rejections.
What steps should I take if my IRS 4506-T submission is rejected?
If your IRS 4506-T submission is rejected, review the rejection notice carefully to identify the reason for the rejection. Rectify the identified issues and resubmit the form as soon as possible. Maintaining communication with the IRS can help clarify any additional steps you might need to take.
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