Completing the Form 4506 exactly as follows is essential in retrieving a taxpayer's federal income tax transcripts. One IRS Form 4506 is required for each taxpayer, unless the return was filed jointly. Below is a line by line description on how to completely fill out a Form 4506.
Line 1a |
Name shown on tax form, if a joint return enter the name shown first |
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If requesting a joint return, complete husband's full name as it appears on the Form 1040 or form 1040A.
If requesting a Business entity transcript, complete the entity full name.
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Line 1b |
FIRSt social security number on tax form or employer identification number |
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Complete the social security number or the employer identification number of the taxpayer or business as shown on Line 1a
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Line 2a |
If joint return, spouse's name shown on tax form |
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If requesting a joint return, complete Wife's full name as it appears on the Form 1040 or Form 1040A.
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Line 2b |
Second social security number on tax form |
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Complete the social security number of the taxpayer shown on Line 2a.
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Line 3 |
Correct Name, address, city, state and zip code |
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Complete the taxpayer's name and current address as appears on his or her tax returns.
Note - this addres must match the address that was filed. If different from their current address proceed to line 4.
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Line 4 |
Address, city state, and zip code shown on the last return filed if different from line3 |
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If the taxpayer filed his or her returns using a different address, complete that information here.
Note - Address must match tax returns filed.
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Line 5 |
If copy of form or tax return transcript is to be mailed to someone else, enter the third party's name and address. |
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LEAVE BLANK
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Line 6 |
If we cannot find a record of your tax form and you want the payment refunded to the third party, check here |
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LEAVE BLANK
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Line 7 |
If name in third party's records differs from line 1a above, enter that name here |
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LEAVE BLANK
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Line 8 |
Check only one box to show what you want |
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Check Box A (tax return transcript of form 1040)
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Line 9 |
If this request is to meet a requirement of one of the following |
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Check the box marked "Financial Institution"
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Line 10 |
Tax Form Number |
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Indicate the IRS form you are requesting. Example 1040, 1040A, 1120
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Line 11 |
Tax period(s) |
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Indicate the years you are requesting. Transcripts can only be ordered back 4 years. Last years transcripts usually are not available until after August 1st.
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Line 12 |
Complete only if line 8d is checked |
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LEAVE BLANK
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Signature |
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The taxpayer must sign the Form 4506. The signature must match the signature on the tax returns filed. If it is a joint return, only one signature is required.
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Title |
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For a business filing, the person signing the Form 4506 must indicate his or her title.
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Date |
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The taxpayer must date the Form 4506. The Form 4506 is only valid within signatures less than 60 days old. The IRS will not accept 4506's that are dated more than 60 days old.
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