Form 4506-T: What You Need to Access Your Tax Transcripts

March 3, 2017
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Form 4506-T, Request for Transcript of Tax Return, may solve some problems that can arise if you’ve needed tax return transcripts but aren’t sure how to get them.

There are some things that you should know about Form 4506-T, including differences and how to complete the form. Here is what you should know about Form 4506-T. 

What is Form 4506-T?

Form 4506-T is a tax form taxpayers can complete to request tax transcripts for current and previous tax years. There is no cost to complete Form 4506-T. 

Who Needs to File Form 4506-T?

You must file Form 4506-T if you are an individual. You can also file Form 4506-T if you’re filing as a: 

  • Corporation 
  • Estate 
  • Partnership 
  • Trust

Difference Between Form 4506-T and 4506T-EZ

You’ll use Form 4506-T to request tax return information. If you’re using this form for tax years beginning in one calendar year and ending in the following fiscal tax year, you must file Form 4506-T to request a return transcript. 

Form 4506T-EZ is the Short Form Request for Individual Tax Return Transcript. You’ll use this form to order a Form 1040 series tax return. 

You’ll also file using Form 4506T-EZ to request:

  • 1099 information
  • Record of account 
  • Tax account information 
  • Tax return transcripts
  • Verification of non-filing 
  • W-2 information 

You can also file Form 4506T-EZ to request a tax return transcript for the current year and prior three years that includes most original tax return lines.

You can’t file Form 4506T-EZ to request a return transcript if you’ve filed Form 1040 for tax years beginning in one calendar year and ending in the following fiscal tax year.

How to Fill Out Form 4506-T

Filling out Form 4506-T is a multi-step process comprising four sections. 

  • Basic information (from lines 1a to 5)
  • Type of transcript requested (lines 6 to 8)
  • Year or period requested (line 9)
  • Taxpayer signature and spouse signature (Sign Here section of the form)

The first part of Form 4506-T is where you’ll enter your basic information: 

  • On line 1a, you’ll enter your name shown on your tax return.  
    • If this is a joint return, you’ll enter the name shown first. 
  • On line 1b, you’ll enter your: 
    • EIN (employer identification number), 
    • ITIN (individual taxpayer identification number), 
    • Or the first social security number on your tax return.
  • On line 2a, if this is a joint return, you’ll enter your spouse’s name shown on the tax return. 
  • On line 2b, you’ll enter the second: 
    • EIN (employer identification number), 
    • ITIN (individual taxpayer identification number), 
    • Or the first social security number on your tax return.
  • On line 3, you’ll enter your current address, city, state, and ZIP code. 
  • On line 4, you’ll enter your previous address shown on your last return. You’ll enter this if it is different from line 3.
  • On line 5, if applicable, you’ll enter your customer file number. 

The second part of Form 4506-T is where you’ll enter the transcript you’re requesting. The IRS will process most requests in 10 business days.

  • On line 6, you’ll enter the transcript requested. You can only enter one tax form per request. In the boxes to the right of the statements on lines 6a, 6b, and 6c, you’ll add a checkmark where appropriate.
  • Line 6a is the Return Transcript:
    • This includes most of the line items of a tax return filed with the IRS.
    • Transcripts are available for: 
      • Form 1040 series
      • Form 1120
      • Form 1120-A
      • Form 1120-H
      • Form 1120-L
      • Form 1120-S 
    • Returns transcripts are available for the current year and prior three processing years. 
  • Line 6b is the Account Transcript: 
    • This contains information about the financial status of the account, which includes: 
      • Adjustments made by you or IRS after filing the return
      • Payments made on the account 
      • Penalty assessments
  • Line 6c is the Record of Account
    • This provides the most detailed information because this option is for both the Return Transcript (line 6a) and Account Transcript (line 6b). 
  • On line 7, if applicable, you’ll check the Verification of Nonfiling section. The IRS will process most requests in 10 business days.
    • The Verification of Nonfiling is proof from the IRS that you didn’t file a tax year return. 
    • Current year requests are only available after June 15th. 
    • There aren’t availability restrictions on prior year requests. 
  • On line 8, you’ll check the series transcript section if you’re requesting:
    • Form 1098 series, Form 1099 series, Form 5498 series, or Form W-2 
    • State or local information isn’t included with Form W-2 information. 
    • You may request transcript information for up to 10 years, though current year information isn’t usually available until the year after filing.
  • The IRS will process most requests in 10 business days.

The third part of Form 4506-T is line 9, year or period requested: 

  • On line 9, you’ll enter the ending date of the year or period in the month/date/year format. 
  • If you’re requesting more than four years or periods, you’ll attach another Form 4506-T. 
  • If you’re using Form 4506-T to request quarterly tax returns, such as Form 941, you’ll separately enter each quarter or tax period.

Before proceeding to the taxpayer’s signature, there’s a caution section; you shouldn’t proceed to sign the form unless all applicable lines have been completed.

The final part of Form 4506-T requires the signature of the taxpayer. 

  • You’ll check the portion above the Sign Here prompt, stating that you’ve read the attestation clause and that you have the authority to sign Form 4506. 

Next, you’ll provide your: 

  • Phone number (of the taxpayer on lines 1a or 2a) 
  • Signature and date (to the right of your signature) 
  • Title (if line 1a is a corporation, estate, partnership, or trust) 
  • Spouse’s signature and date 

The IRS must receive Form 4506-T within 120 days of the signature date.

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This post is to be used for informational purposes only and does not constitute legal, business, or tax advice. Each person should consult his or her own attorney, business advisor, or tax advisor with respect to matters referenced in this post. 1-800Accountant assumes no liability for actions taken in reliance upon the information contained herein.