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The IRS 4506T-EZ form stands as a pivotal document for individuals seeking to navigate their financial landscape with clarity and precision. Primarily utilized to request a transcript of an individual's tax return, this form simplifies the pathway for those aiming to secure loans or credits by providing lenders with comprehensive proof of income. It harnesses a streamlined approach, targeting a specific section of taxpayers who file the 1040 series. Unlike its counterpart, the full 4506-T form which caters to a broader scope of requests, including business tax returns and verifications for non-filing, the 4506T-EZ is tailored for personal tax return transcripts. This distinction ensures that individuals can expedite their requests without the complexities often associated with broader financial disclosures. Designed with the taxpayer’s convenience in mind, it meticulously outlines the necessary steps to obtain tax return information, thereby facilitating a smoother interaction between borrowers, lenders, and the IRS. Essential for various financial transactions, the 4506T-EZ form embodies a critical tool in affirming one’s financial integrity and securing the trust of financial institutions.
IRS 4506T-EZ Example
Form
(March 2021)
Department of the Treasury Internal Revenue Service
Short Form Request for Individual Tax Return Transcript
▶Request may not be processed if the form is incomplete or illegible.
▶For more information about Form
OMB No.
Tip. Use Form
1a |
Name shown on tax return. If a joint return, enter the name shown first. |
1b |
First social security number or individual taxpayer |
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identification number on tax return |
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2a |
If a joint return, enter spouse’s name shown on tax return. |
2b |
Second social security number or individual |
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taxpayer identification number if joint tax return |
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3Current name, address (including apt., room, or suite no.), city, state, and ZIP code (see instructions)
4Previous address shown on the last return filed if different from line 3 (see instructions)
5Customer file number (if applicable) (see instructions)
Note: Effective July 2019, the IRS will mail tax transcript requests only to your address of record. See What’s New under Future Developments on Page 2 for additional information.
6Year(s) requested. Enter the year(s) of the return transcript you are requesting (for example, “2008”). Most requests will be processed within 10 business days.
Note. If the IRS is unable to locate a return that matches the taxpayer identity information provided above, or if IRS records indicate that the return has not been filed, the IRS will notify you that it was unable to locate a return, or that a return was not filed, whichever is applicable.
Caution. Do not sign this form unless all applicable lines have been completed.
Signature of taxpayer(s). I declare that I am the taxpayer whose name is shown on either line 1a or 2a. If the request applies to a joint return, either spouse must sign. Note: This form must be received by IRS within 120 days of the signature date.
Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the Form
Sign Here
▲ ▲
Signature (see instructions)
Spouse’s signature
Phone number of taxpayer on line 1a or 2a
Date
Date
For Privacy Act and Paperwork Reduction Act Notice, see page 2. |
Cat. No. 54185S |
Form |
Form |
Page 2 |
Section references are to the Internal Revenue Code unless otherwise noted.
Future Developments
For the latest information about developments related to Form
The filing location for the Form
What’s New. As part of its ongoing efforts to protect taxpayer data, the Internal Revenue Service announced that in July 2019, it will stop all
If a
General Instructions
Caution. Do not sign this form unless all applicable lines have been completed.
Purpose of form. Individuals can use Form
Use Form
Customer File Number. The transcripts provided by the IRS have been modified to protect taxpayers’ privacy. Transcripts only display partial personal information, such as the last four digits of the taxpayer's Social Security Number. Full financial and tax information, such as wages and taxable income, are shown on the transcript.
An optional Customer File Number field is available to use when requesting a transcript. This number will print on the transcript. See Line 5 instructions for specific requirements. The customer file number is an optional field and not required.
Automated transcript request. You can quickly request transcripts by using our automated
Where to file. Mail or fax Form
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.
If you filed an |
Mail or fax to the |
individual return |
“Internal Revenue |
and lived in: |
Service” at: |
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Florida, Louisiana, |
RAIVS Team |
Mississippi, Texas, a |
Stop 6716 AUSC |
foreign country, |
Austin, TX 73301 |
American Samoa, |
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Puerto Rico, Guam, |
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the Commonwealth |
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of the Northern |
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Mariana Islands, the |
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U.S. Virgin Islands, or |
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A.P.O. or F.P.O. |
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address |
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Alabama, Arkansas, |
RAIVS Team |
Delaware, Georgia, |
Stop 6705 |
Illinois, Indiana, Iowa, |
Kansas City, MO |
Kentucky, Maine, |
64999 |
Massachusetts, |
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Minnesota, Missouri, |
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New Hampshire, New |
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Jersey, New York, |
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North Carolina, |
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Oklahoma, South |
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Carolina, Tennessee, |
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Vermont, Virginia, |
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Wisconsin |
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Alaska, Arizona, |
RAIVS Team |
California, Colorado, |
P.O. Box 9941 |
Connecticut, District |
Mail Stop 6734 |
of Columbia, Hawaii, |
Ogden, UT 84409 |
Idaho, Kansas, |
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Maryland, Michigan, |
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Montana, Nebraska, |
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Nevada, New Mexico, |
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North Dakota, Ohio, |
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Oregon, |
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Pennsylvania, Rhode |
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Island, South Dakota, |
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Utah, Washington, |
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West Virginia, |
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Wyoming |
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Specific Instructions
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 address on lines 3 and 4 are different and you have not changed your address with the IRS, file Form 8822, Change of Address.
Line 5. Enter up to 10 numeric characters to create a unique customer file number that will appear on the transcript. The customer file number should not contain an SSN. Completion of this line is not required.
Note. If you use an SSN, name or combination of both, we will not input the information and the customer file number will reflect a generic entry of “9999999999” on the transcript.
Signature and date. Form
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
Transcripts of jointly filed tax returns may be furnished to either spouse. Only one signature is required. Sign Form
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. If you request a transcript, sections 6103 and 6109 require you to provide this information, including your SSN. 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
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
Internal Revenue Service
Tax Forms and Publications Division 1111 Constitution Ave. NW,
Do not send the form to this address. Instead, see Where to file on this page.
Document Specifics
| Fact Name | Description |
|---|---|
| Purpose of Form 4506T-EZ | Short Form Request for Individual Tax Return Transcript. |
| Use | Used by individuals to request a tax return transcript for a specific year. |
| Eligibility | Available to individuals not businesses. |
| Processing Time | Typically processed within 10 business days. |
| Available Years | Requests can be made for the tax returns of the current year and the past three years. |
| Cost | Free of charge for the requester. |
| Filing Options | Can be submitted either online or by mail. |
| Signature Requirements | Must be signed and dated by the requester. |
| Governing Law(s) | Federal tax law as administered by the Internal Revenue Service (IRS). |
Guide to Writing IRS 4506T-EZ
Once the decision to request a transcript of your tax return from the Internal Revenue Service (IRS) has been made, using the IRS 4506T-EZ form is a key step in this process. This document is specifically designed for individuals who need a copy of their tax return information for verification purposes, such as applying for a mortgage or a student loan. The form is relatively straightforward, but careful attention to detail ensures that the request is processed efficiently. The following steps are designed to guide you through each section of the form, aiding in the accurate completion and submission of your request.
After the form has been submitted, the IRS will process your request and send the transcript to the address mentioned in the form. It's important to understand that processing times can vary depending on the method of submission and the IRS's current workload. Keeping a copy of the completed form for your records is advised.
- Enter your name as it appears on your tax return. If you filed a joint return, also enter your spouse's name.
- Fill in your Social Security Number (SSN). If you have a joint return, you must also provide your spouse’s SSN.
- Provide your current address. If this address has changed since you filed your last return, enter the address listed on your most recent tax return.
- Enter the applicable form number you are requesting (e.g., 1040, 1040-A, 1040-EZ) in the space provided.
- Specify the tax years you need transcripts for, using the format “MM/DD/YYYY”.
- If applicable, include the Customer File Number that will help identify your request in the section provided.
- Review the form thoroughly, ensuring all entered information is accurate and complete. Correct information is crucial for timely processing.
- Sign and date the form. If you filed a joint return, your spouse must also sign and date if they are requesting the transcript.
- Depending on your location, mail or fax the completed form to the appropriate IRS address or fax number listed in the form’s instructions.
Understanding IRS 4506T-EZ
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What is an IRS 4506T-EZ form?
The IRS 4506T-EZ form, officially known as the Short Form Request for Individual Tax Return Transcript, is used to request a tax return transcript for a specific year. This transcript shows most line items from your
Common mistakes
Filing out IRS forms can be tricky, and the 4506T-EZ form is no exception. It's designed for individuals to request a tax return transcript, a simple but critical process for verifying past income. However, mistakes can lead to delays or even rejections. Below, we outline nine common errors people make when completing this form.
Not checking the box for the type of transcript needed: Make sure you mark the appropriate box to indicate whether you’re requesting a tax return, tax account, record of account, or verification of non-filing.
Using incorrect Social Security Numbers (SSNs) or Employer Identification Numbers (EINs): Double-check these numbers to ensure they match exactly what’s on your tax documents.
Filling out the form with outdated information: Always use your current address, especially if it has changed since you last filed your taxes.
Forgetting to sign and date the form: Your signature and the date serve as your official consent for the IRS to release your tax transcript, so don’t overlook this vital step.
Omitting the Customer File Number: Including a Customer File Number is optional but vital if you need the transcript for a specific purpose or to go to a third party. Without it, processing can be slowed.
Selecting the wrong tax form: Be sure to request a transcript for the exact form you filed, such as 1040, 1040A, or 1040EZ.
Mistakes in the listed tax years: Requesting transcripts for incorrect years delays processing. Be precise about the years you need.
Not checking the box for the correct tax year: Similar to the previous point, ensure the requested tax year box is checked correctly to avoid confusion.
Ignoring the third-party mailing option: If you need your transcript sent directly to a third party, like a mortgage company, failing to fill out this section can cause significant delays.
Steering clear of these common pitfalls can streamline the process of obtaining your tax transcript. Despite the form’s seeming simplicity, paying attention to these details can significantly impact the success of your request.
Documents used along the form
The IRS 4506T-EZ form is crucial for those needing to request a transcript of their tax return. It's specifically designed for individuals who want to simplify the verification process for income and tax filing status when applying for loans or for any verification related to their personal tax returns. However, alongside the 4506T-EZ form, various other forms and documents are often utilized to complete or support the request or application process where the tax return information is critical. Here are five significant forms and documents frequently used in conjunction with the IRS 4506T-EZ form.
- Form W-2, Wage and Tax Statement: Essential for verifying income as reported to the IRS by an employer, individuals usually need this document to confirm their reported wages and the taxes withheld from their earnings for a specific tax year.
- Form 1099, Miscellaneous Income: For individuals with income sources apart from wages, salaries, and tips, the 1099 form records the additional income received. This could be from freelancing, interest, dividends, or other sources not traditionally withheld for tax purposes.
- Form 1040, U.S. Individual Income Tax Return: As the main form used by individuals to file their annual income tax returns, a copy of the most recently filed Form 1040 might be required to provide a comprehensive view of one's tax situation to lenders or legal entities.
- Form 886-H-DEP, Supporting Documents for Dependency Exemptions: When claiming dependents on a tax return, this form assists in proving the dependency status of the persons listed, which can affect tax liabilities and entitlements.
- Form 1098, Mortgage Interest Statement: For individuals owning property with a mortgage, the Form 1098 details the amount of interest paid during the tax year. It is essential for verifying tax deductions related to home mortgage interest.
In combination, these forms and documents provide a more detailed financial picture and verify the information contained within a taxpayer's return. While the IRS 4506T-EZ allows for a straightforward request for a tax transcript, the additional documents can play a crucial role in various situations where financial and tax information needs to be thoroughly verified. Understanding the purpose and requirements of each can significantly aid in ensuring that all financial reporting is accurate and complete.
Similar forms
The IRS 4506T-EZ form is closely related to the standard IRS Form 4506-T, Request for Transcript of Tax Return. Both are used to request tax return information, but the 4506T-EZ is a streamlined version specifically for requesting a transcript of the individual's 1040 series tax return. The main difference lies in the ease of use and the limitation in the type of information that can be requested through the 4506T-EZ.
Another similar document is IRS Form 4506, Request for Copy of Tax Return. This form is used when you need an actual copy of a previously filed tax return and all attachments, as opposed to just a transcript. It's more comprehensive and more expensive than using forms like the 4506T-EZ, which only provides a summary of the tax return.
IRS Form 1040, U.S. Individual Income Tax Return, is inherently connected to the IRS 4506T-EZ as the latter requests its transcript. The Form 1040 is the standard federal income tax form people use to report their income, claim tax deductions and credits, and calculate the amount of taxes owed or refund due.
Form 8821, Tax Information Authorization, resembles the 4506T-EZ in that it grants permission for a third party to access your tax information. However, unlike the 4506T-EZ, which is specifically for the taxpayer to request their own tax return transcripts, Form 8821 allows the designee to receive and inspect confidential tax information but not to request copies of tax returns.
IRS Form W-2, Wage and Tax Statement, while not a request form, is related to the information that might be sought through the 4506T-EZ. It details an employee's annual wages and the amount of taxes withheld from their paycheck, which is critical data reflected in the tax return transcript that the 4506T-EZ would request.
Form 1099, an information return, is used to report various types of income other than wages, salaries, and tips. It is similar to the 4506T-EZ in the context that the income information on a 1099 form would also appear on an individual's tax return transcript, showcasing the comprehensive financial profile of an individual.
Form 2848, Power of Attorney and Declaration of Representative, is related to the 4506T-EZ as it also involves sharing tax information. It allows individuals to authorize someone else to represent them before the IRS, obtain confidential tax information, and perform acts such as signing consents to extend the statutory time period for tax assessments or collections.
IRS Form 9465, Installment Agreement Request, shares a logistical similarity with the 4506T-EZ. Taxpayers use Form 9465 to request a monthly installment plan if they cannot pay the full amount of taxes they owe. The information from a 4506T-EZ can help to substantiate an individual's financial status when negotiating an installment agreement.
Form SS-4, Application for Employer Identification Number (EIN), is the means by which a business entity obtains an EIN from the IRS. Though this form is for businesses and the 4506T-EZ is for individual taxpayers, both are integral to tax administration. The EIN may appear on an individual's tax transcript if they are involved in a business.
Finally, IRS Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return, allows individuals extra time to file their Form 1040. While it is a request for an extension rather than a tax document itself, obtaining a transcript through the 4506T-EZ can include information about whether an extension was filed for the return year in question.
Dos and Don'ts
Filling out the IRS 4506T-EZ form, which is a request for an individual tax return transcript, requires careful attention to detail to ensure accuracy and completeness. To help navigate the process, here are some dos and don'ts.
- Do double-check the Social Security Number (SSN) and the dates of birth for all individuals listed on the form to prevent any mismatches or processing delays.
- Do make sure that the address you provide matches the one on the most recently filed tax return. This detail is crucial for the IRS to process your request efficiently.
- Do sign and date the form. An unsigned form is invalid and will be returned, causing delays in obtaining the requested information.
- Don't leave any required fields blank. Incomplete forms will not be processed, so review your form carefully before submission.
- Don't request a transcript for years not available through this form. Verify the IRS guidelines for transcript availability to ensure your request can be fulfilled.
- Don't forget to check the appropriate box for the type of transcript you need. Failing to do so may result in receiving the wrong type of documentation, or your request may not be processed at all.
By following these guidelines, you can streamline the process of obtaining a tax return transcript and avoid common pitfalls. Remember, attention to detail can significantly impact the success of your request to the IRS.
Misconceptions
Many misconceptions surround the IRS 4506T-EZ form, leading to confusion about its purpose, use, and the process of request. Here's a look at the top 10 misunderstandings and the actual facts.
Only individuals can use it. People often think that the 4506T-EZ form is solely for individual use. However, it is also applicable to sole proprietors who need to request a transcript of their tax return.
It grants access to all tax documents. Another common misconception is that the 4506T-EZ form allows individuals to access all types of tax return information. In reality, this form is specifically designed for requesting a simple transcript of one's tax return, not all tax documents.
The process is complicated. Many dread the thought of requesting their tax return transcript, fearing a complex process. In truth, filling out the 4506T-EZ form is straightforward, requiring only basic information about the taxpayer and the tax year(s) in question.
It's faster to call the IRS for your transcript. While calling might seem like a direct approach, using the 4506T-EZ form can be more efficient, particularly during busy times when the IRS experiences high call volumes.
There's a fee. A widely held belief is that there’s a charge for requesting a transcript via the 4506T-EZ form. Actually, this service is free of charge.
You need a tax professional to fill it out. Some people think they need to hire a tax professional to correctly complete the 4506T-EZ form. Most taxpayers can easily fill out this form without professional help.
It's only for audits. The misconception that the 4506T-EZ is solely for audits limits its use. In fact, it's often used for verifying income for loans, scholarships, and other financial matters, not just audits.
Electronic signatures aren't accepted. Despite the move towards digital solutions, there's a belief that the IRS doesn't accept electronic signatures on the 4506T-EZ. This is not the case as electronic signatures are accepted, simplifying the submission process.
It can take months to get your transcript. People often prepare for a long wait once they've submitted their 4506T-EZ form. However, the IRS typically processes these requests within 10 business days, barring any issues.
Amended tax returns can't be requested. A common belief is that you cannot request a transcript of an amended return using the 4506T-EZ. While this form is for the original tax return transcript, you can request a record of account, which combines the original return and any subsequent amendments.
Understanding these facts about the IRS 4506T-EZ form can simplify the process of obtaining your tax return transcript, saving time and avoiding unnecessary stress.
Key takeaways
When it comes to requesting a transcript of your tax return, the IRS 4506T-EZ form is a crucial document. Here are some key points to keep in mind:
- Specific Use: The 4506T-EZ form is specifically designed for individuals who need to request a transcript of their Form 1040 series tax return. This could be for purposes like income verification by lenders.
- Accessibility: This form can be easily downloaded from the IRS website, ensuring that individuals can access it without any hassle.
- Cost Free: Requesting a transcript using this form is free of charge. The IRS does not impose any fee for transcript requests.
- Type of Transcript: Only the “Tax Return Transcript” can be requested with this form, which provides most of the line items from your tax return in a simple format.
- Filing Status and Address: Accuracy is key when filling out your filing status and the address used on your last tax return. These details must match the IRS records for a successful transcript request.
- Signature Requirement: A physical signature is required on the paper form. Without your signature, the IRS will not process your request.
- Processing Time: Typically, it takes about 10 business days for the IRS to process a request once it is received. However, this time can vary depending on the volume of requests the IRS is experiencing.
Remember, the 4506T-EZ form is a powerful tool for individuals who need to verify their income through their tax return transcript. Filling it out accurately ensures a smooth process in obtaining your tax information directly from the IRS.