Orange — 4506-T

Source: https://www.occourts.org/system/files/f4506t.pdf

Form 4506-T Request for Transcript of Tax Return (Rev. January 2012) OMB No. 1545-1872 ▶ Request may be rejected if the form is incomplete or illegible.Department of the Treasury Internal Revenue Service

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. 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 1b First social security number on tax return, individual taxpayer identification shown first. 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., 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.

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.

6 Transcript requested. Enter the tax form number here (1040, 1065, 1120, etc.) and check the appropriate box below. Enter only one tax form number per request. ▶ a Return Transcript, which includes most of the line items of a tax return as filed with the IRS. A tax return transcript does not reflect changes made to the account after the return is processed. Transcripts are only available for the following returns: Form 1040 series, Form 1065, Form 1120, Form 1120A, Form 1120H, Form 1120L, and Form 1120S. Return transcripts are available for the current year and returns processed during the prior 3 processing years. 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. Account transcripts are available for most returns. Most requests will be processed within 30 calendar days .

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 . . . . . . .

7 Verification of Nonfiling, which is proof from the IRS that you did not file a return for the year. Current year requests are only available after June 15th. There are no availability restrictions on prior year requests. Most requests will be processed within 10 business days . . 8 Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series transcript. The IRS can provide a transcript that includes data from these information returns. State or local information is not included with the Form W-2 information. The IRS may be able to provide this transcript information for up to 10 years. Information for the current year is generally not available until the year after it is filed with the IRS. For example, W-2 information for 2010, filed in 2011, will not be available from the IRS until 2012. If you need W-2 information for retirement purposes, you should contact the Social Security Administration at 1-800-772-1213. Most requests will be processed within 45 days . . . Caution. If you need a copy of Form W-2 or Form 1099, you should first contact the payer. To get a copy of the Form W-2 or Form 1099 filed with your return, you must use Form 4506 and request a copy of your return, which includes all attachments.

9 Year or period requested. Enter the ending date of the year or period, using the mm/dd/yyyy format. If you are requesting more than four years or periods, you must attach another Form 4506-T. For requests relating to quarterly tax returns, such as Form 941, you must enter each quarter or tax period separately.

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 . . . . . . . . . . . . . . . . . . . . . . . . . . .

Caution. Do not sign this form unless all applicable lines have been completed.

Signature of taxpayer(s). I declare that I am either the taxpayer whose name is shown on line 1a or 2a, or a person authorized to obtain the tax information requested. If the request applies to a joint return, either husband or wife must sign. If signed by a corporate officer, partner, guardian, tax matters partner, executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I have the authority to execute Form 4506-T on behalf of the taxpayer. Note. For transcripts being sent to a third party, this form must be received within 120 days of the signature date.

Phone number of taxpayer on line
1a or 2a
▲ Signature (see instructions) Date

Sign Here ▲ Title (if line 1a above is a corporation, partnership, estate, or trust) ▲ Spouse’s signature Date For Privacy Act and Paperwork Reduction Act Notice, see page 2. Cat. No. 37667N Form 4506-T (Rev. 1-2012)

Form 4506-T (Rev. 1-2012) Page 2 Section references are to the Internal Revenue Chart for all other transcripts Individuals. Transcripts of jointly filed tax Code unless otherwise noted. returns may be furnished to either spouse. Only If you lived in Mail or fax to the one signature is required. Sign Form 4506-T What's New or your business “Internal Revenue exactly as your name appeared on the original The IRS has created a page on IRS.gov for was in: Service” at: return. If you changed your name, also sign your information about Form 4506-T at current name. www.irs.gov/form4506. Information about any Alabama, Alaska, Corporations. Generally, Form 4506-T can be recent developments affecting Form 4506-T Arizona, Arkansas, signed by: (1) an officer having legal authority to (such as legislation enacted after we released it) California, Colorado, bind the corporation, (2) any person designated will be posted on that page. Florida, Hawaii, Idaho, by the board of directors or other governing Iowa, Kansas, General Instructions Louisiana, Minnesota, body,requestorby(3)anyanyprincipalofficer orofficeremployeeand attestedon writtento Mississippi, by the secretary or other officer. CAUTION. Do not sign this form unless all Missouri, Montana, RAIVS Team applicable lines have been completed. Nebraska, Nevada, P.O. Box 9941 Partnerships. Generally, Form 4506-T can be signed by any person who was a member of thePurpose of form. Use Form 4506-T to request New Mexico, Mail Stop 6734 partnership during any part of the tax periodtax return information. You can also designate North Dakota, Ogden, UT 84409 requested on line 9.(on line 5) a third party to receive the information. Oklahoma, Oregon, Taxpayers using a tax year beginning in one South Dakota, Texas, All others. See section 6103(e) if the taxpayer calendar year and ending in the following year Utah, Washington, has died, is insolvent, is a dissolved corporation, (fiscal tax year) must file Form 4506-T to request Wyoming, a foreign or if a trustee, guardian, executor, receiver, or a return transcript. country, or A.P.O. or 801-620-6922 administrator is acting for the taxpayer. F.P.O. address Documentation. For entities other thanNote. If you are unsure of which type of transcript you need, request the Record of Account, as it Connecticut, individuals, you must attach the authorization provides the most detailed information. Delaware, District of document. For example, this could be the letter Columbia, Georgia, from the principal officer authorizing anTip. Use Form 4506, Request for Copy of Illinois, Indiana, employee of the corporation or the lettersTax Return, to request copies of tax returns. Kentucky, Maine, testamentary authorizing an individual to act for Where to file. Mail or fax Form 4506-T to Maryland, an estate. the address below for the state you lived in, Massachusetts, or the state your business was in, when that Michigan, New RAIVS Team Privacy Act and Paperwork Reduction Act return was filed. There are two address charts: Hampshire, New P.O. Box 145500 Notice. We ask for the information on this form one for individual transcripts (Form 1040 series Jersey, New York, Stop 2800 F to establish your right to gain access to the and Form W-2) and one for all other transcripts. North Carolina, Cincinnati, OH 45250 requested tax information under the Internal If you are requesting more than one transcript Ohio, Pennsylvania, Revenue Code. We need this information to or other product and the chart below shows two Rhode Island, South properly identify the tax information and respond different addresses, send your request to the Carolina, Tennessee, to your request. You are not required to request address based on the address of your most Vermont, Virginia,

r other product and the chart below shows two Rhode Island, South properly identify the tax information and respond different addresses, send your request to the Carolina, Tennessee, to your request. You are not required to request address based on the address of your most Vermont, Virginia, any transcript; if you do request a transcript, recent return. West Virginia, sections 6103 and 6109 and their regulations Automated transcript request. You can quickly Wisconsin 859-669-3592 require you to provide this information, including request transcripts by using our automated your SSN or EIN. If you do not provide this Line 1b. Enter your employer identification information, we may not be able to process yourself-help service tools. Please visit us at IRS.gov number (EIN) if your request relates to a request. Providing false or fraudulent informationand click on “Order a Transcript” or call business return. Otherwise, enter the first may subject you to penalties.1-800-908-9946. social security number (SSN) or your individual Routine uses of this information include giving Chart for individual transcripts taxpayer identification number (ITIN) shown on it to the Department of Justice for civil and (Form 1040 series and Form W-2 the return. For example, if you are requesting criminal litigation, and cities, states, the District Form 1040 that includes Schedule C (Form and Form 1099) 1040), enter your SSN. of Columbia, and U.S. commonwealths and possessions for use in administering their tax If you filed an Mail or fax to the Line 3. Enter your current address. If you use a laws. We may also disclose this information to individual return “Internal Revenue P. O. box, include it on this line. other countries under a tax treaty, to federal and and lived in: Service” at: Line 4. Enter the address shown on the last state agencies to enforce federal nontax criminal or to federal law enforcement and return filed if different from the address entered laws,Alabama, Kentucky, RAIVS Team intelligence agencies to combat terrorism. on line 3.Louisiana, Mississippi, Stop 6716 AUSC Tennessee, Texas, a Austin, TX 73301 Note. If the address on lines 3 and 4 are different You are not required to provide the foreign country, American and you have not changed your address with the information requested on a form that is subject Samoa, Puerto Rico, IRS, file Form 8822, Change of Address. to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or Guam, the Line 6. Enter only one tax form number per records relating to a form or its instructions must Commonwealth of the request. be retained as long as their contents may Northern Mariana Islands, Signature and date. Form 4506-T must be become material in the administration of any the U.S. Virgin Islands, or 512-460-2272 signed and dated by the taxpayer listed on line Internal Revenue law. Generally, tax returns and A.P.O. or F.P.O. address 1a or 2a. If you completed line 5 requesting the return information are confidential, as required by Alaska, Arizo

-T must be become material in the administration of any the U.S. Virgin Islands, or 512-460-2272 signed and dated by the taxpayer listed on line Internal Revenue law. Generally, tax returns and A.P.O. or F.P.O. address 1a or 2a. If you completed line 5 requesting the return information are confidential, as required by Alaska, Arizona, Arkansas, RAIVS Team information be sent to a third party, the IRS must section 6103. California, Colorado, Stop 37106 receive Form 4506-T within 120 days of the date The time needed to complete and file Form Hawaii, Idaho, Illinois, Fresno, CA 93888 signed by the taxpayer or it will be rejected. 4506-T will vary depending on individual Indiana, Iowa, Kansas, Ensure that all applicable lines are completed circumstances. The estimated average time is: Michigan, Minnesota, before signing. Learning about the law or the form, 10 min.; Montana, Nebraska, Preparing the form, 12 min.; and Copying, Nevada, New Mexico, assembling, and sending the form to the IRS, North Dakota, Oklahoma, 20 min. Oregon, South Dakota, Utah, Washington, 559-456-5876 If you have comments concerning the Wisconsin, Wyoming accuracy of these time estimates or suggestions for making Form 4506-T simpler, we would be Connecticut, Delaware, RAIVS Team happy to hear from you. You can write to: District of Columbia, Stop 6705 P-6 Internal Revenue Service Florida, Georgia, Maine, Kansas City, MO 64999 Tax Products Coordinating Committee Maryland, Massachusetts, SE:W:CAR:MP:T:M:S Missouri, New Hampshire, 1111 Constitution Ave. NW, IR-6526 New Jersey, New York, Washington, DC 20224 North Carolina, Ohio, Pennsylvania, Rhode Do not send the form to this address. Instead, Island, South Carolina, see Where to file on this page. Vermont, Virginia, West 816-292-6102 Virginia