Form 4506-T - Request for Transcript of Tax Return (2015)

Form 4506-T (Rev. 9-2015)
Page 2
Section references are to the Internal Revenue Code
unless otherwise noted.
Future Developments
For the latest information about Form 4506-T and its
instructions, go to www.irs.gov/form4506t.
Information about any recent developments affecting
Form 4506-T (such as legislation enacted after we
released it) will be posted on that page.
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.
Note: If you are unsure of which type of transcript
you need, request the Record of Account, as it
provides the most detailed information.
Tip. Use Form 4506, Request for Copy of
Tax Return, to request copies of tax returns.
Automated transcript request. You can quickly
request transcripts by using our automated
self-help service tools. Please visit us at IRS.gov and
click on “Get a Tax Transcript...” under “Tools” or
call 1-800-908-9946.
Where to file. Mail or fax Form 4506-T to
the address below for the state you lived in,
or the state your business was in, when that return
was filed. There are two address charts: one for
individual transcripts (Form 1040 series and Form
W-2) and one for all other transcripts.
If you are requesting more than one transcript or
other product and the chart below shows two
different addresses, send your request to the
address based on the address of your most recent
return.
Chart for individual transcripts
(Form 1040 series and Form W-2
and Form 1099)
If you filed an
individual return
and lived in:
Mail or fax to:
Alabama, Kentucky,
Louisiana, Mississippi,
Tennessee, Texas, a
foreign country, American
Samoa, Puerto Rico,
Guam, the
Commonwealth of the
Northern Mariana Islands,
the U.S. Virgin Islands, or
A.P.O. or F.P.O. address
Internal Revenue Service
RAIVS Team
Stop 6716 AUSC
Austin, TX 73301
512-460-2272
Alaska, Arizona, Arkansas,
California, Colorado,
Hawaii, Idaho, Illinois,
Indiana, Iowa, Kansas,
Michigan, Minnesota,
Montana, Nebraska,
Nevada, New Mexico,
North Dakota, Oklahoma,
Oregon, South Dakota,
Utah, Washington,
Wisconsin, Wyoming
Internal Revenue Service
RAIVS Team
Stop 37106
Fresno, CA 93888
559-456-7227
Connecticut, Delaware,
District of Columbia,
Florida, Georgia, Maine,
Maryland, Massachusetts,
Missouri, New Hampshire,
New Jersey, New York,
North Carolina, Ohio,
Pennsylvania, Rhode
Island, South Carolina,
Vermont, Virginia, West
Virginia
Internal Revenue Service
RAIVS Team
Stop 6705 P-6
Kansas City, MO 64999
816-292-6102
Chart for all other transcripts
If you lived in
or your business
was in:
Mail or fax to:
Alabama, Alaska,
Arizona, Arkansas,
California, Colorado,
Florida, Hawaii, Idaho,
Iowa, Kansas,
Louisiana, Minnesota,
Mississippi,
Missouri, Montana,
Nebraska, Nevada,
New Mexico,
North Dakota,
Oklahoma, Oregon,
South Dakota, Texas,
Utah, Washington,
Wyoming, a foreign
country, American
Samoa, Puerto Rico,
Guam, the
Commonwealth of the
Northern Mariana
Islands, the U.S. Virgin
Islands, or A.P.O. or
F.P.O. address
Internal Revenue Service
RAIVS Team
P.O. Box 9941
Mail Stop 6734
Ogden, UT 84409
801-620-6922
Connecticut,
Delaware, District of
Columbia, Georgia,
Illinois, Indiana,
Kentucky, Maine,
Maryland,
Massachusetts,
Michigan, New
Hampshire, New
Jersey, New York,
North Carolina,
Ohio, Pennsylvania,
Rhode Island, South
Carolina, Tennessee,
Vermont, Virginia,
West Virginia,
Wisconsin
Internal Revenue Service
RAIVS Team
P.O. Box 145500
Stop 2800 F
Cincinnati, OH 45250
859-669-3592
Line 1b. Enter your employer identification number
(EIN) if your request relates to a business return.
Otherwise, enter the first social security number
(SSN) or your individual taxpayer identification
number (ITIN) shown on the return. For example, if
you are requesting Form 1040 that includes
Schedule C (Form 1040), enter your SSN.
Line 3. Enter your current address. If you use a P.O.
box, include it on this line.
Line 4. Enter the address shown on the last return
filed if different from the address entered on line 3.
Note: If the addresses on lines 3 and 4 are different
and you have not changed your address with the
IRS, file Form 8822, Change of Address. For a
business address, file Form 8822-B, Change of
Address or Responsible Party — Business.
Line 6. Enter only one tax form number per
request.
Signature and date. Form 4506-T must be signed
and dated by the taxpayer listed on line 1a or 2a. If
you completed line 5 requesting the information be
sent to a third party, the IRS must receive Form
4506-T within 120 days of the date signed by the
taxpayer or it will be rejected. Ensure that all
applicable lines are completed before signing.
!
CAUTION
You must check the box in the signature
area to acknowledge you have the
authority to sign and request the
information. The form will not be
processed and returned to you if the
box is unchecked.
Individuals. Transcripts of jointly filed tax returns
may be furnished to either spouse. Only one
signature is required. Sign Form 4506-T exactly as
your name appeared on the original return. If you
changed your name, also sign your current name.
Corporations. Generally, Form 4506-T can be
signed by: (1) an officer having legal authority to bind
the corporation, (2) any person designated by the
board of directors or other governing body, or (3)
any officer or employee on written request by any
principal officer and attested to by the secretary or
other officer. A bona fide shareholder of record
owning 1 percent or more of the outstanding stock
of the corporation may submit a Form 4506-T but
must provide documentation to support the
requester's right to receive the information.
Partnerships. Generally, Form 4506-T can be
signed by any person who was a member of the
partnership during any part of the tax period
requested on line 9.
All others. See section 6103(e) if the taxpayer has
died, is insolvent, is a dissolved corporation, or if a
trustee, guardian, executor, receiver, or
administrator is acting for the taxpayer.
Note: If you are Heir at law, Next of kin, or
Beneficiary you must be able to establish a material
interest in the estate or trust.
Documentation. For entities other than individuals,
you must attach the authorization document. For
example, this could be the letter from the principal
officer authorizing an employee of the corporation or
the letters testamentary authorizing an individual to
act for an estate.
Signature by a representative. A representative
can sign Form 4506-T for a taxpayer only if the
taxpayer has specifically delegated this authority to
the representative on Form 2848, line 5. The
representative must attach Form 2848 showing the
delegation to Form 4506-T.
Privacy Act and Paperwork Reduction Act Notice.
We ask for the information on this form to establish
your right to gain access to the requested tax
information under the Internal Revenue Code. We
need this information to properly identify the tax
information and respond to your request. You are
not required to request any transcript; if you do
request a transcript, sections 6103 and 6109 and
their regulations require you to provide this
information, including your SSN or EIN. If you do not
provide this information, we may not be able to
process your request. Providing false or fraudulent
information may subject you to penalties.
Routine uses of this information include giving it to
the Department of Justice for civil and criminal
litigation, and cities, states, the District of Columbia,
and U.S. commonwealths and possessions for use
in administering their tax laws. We may also disclose
this information to other countries under a tax treaty,
to federal and state agencies to enforce federal
nontax criminal laws, or to federal law enforcement
and intelligence agencies to combat terrorism.
You are not required to provide the information
requested on a form that is subject to the Paperwork
Reduction Act unless the form displays a valid OMB
control number. Books or records relating to a form
or its instructions must be retained as long as their
contents may become material in the administration
of any Internal Revenue law. Generally, tax returns
and return information are confidential, as required
by section 6103.
The time needed to complete and file Form
4506-T will vary depending on individual
circumstances. The estimated average time is:
Learning about the law or the form, 10 min.;
Preparing the form, 12 min.; and Copying,
assembling, and sending the form to the IRS,
20 min.
If you have comments concerning the accuracy of
these time estimates or suggestions for making
Form 4506-T simpler, we would be happy to hear
from you. You can write to:
Internal Revenue Service
Tax Forms and Publications Division
1111 Constitution Ave. NW, IR-6526
Washington, DC 20224
Do not send the form to this address. Instead, see
Where to file on this page.
Page 2/2
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Form 4506-T - Request for Transcript of Tax Return (2015) PDF

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