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The IRS 4506T-EZ form plays a crucial role for individuals needing to request a transcript of their tax return information quickly and efficiently. This streamlined version of the 4506-T form is designed for those who meet specific criteria, allowing them to simplify the formatting of their request. Its primary purpose is to enable taxpayers to obtain verification of their income, especially when applying for loans or other financial assistance. By filling out this form, applicants can request information such as tax return transcripts or wage and income statements directly from the Internal Revenue Service, making it an essential tool in various financial processes. Additionally, the form is user-friendly, requiring minimal personal information, which accelerates the processing time. Understanding how to correctly fill out and submit the 4506T-EZ can significantly ease the burden of accessing vital tax documents.
IRS 4506T-EZ Example
Form
(June 2019)
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
F F
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
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 |
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individual return |
“Internal Revenue |
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and lived in: |
Service” at: |
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Alabama, Kentucky, |
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Louisiana, |
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Mississippi, |
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Tennessee, Texas, a |
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foreign country, |
RAIVS Team |
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American Samoa, |
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Stop 6716 AUSC |
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Puerto Rico, Guam, |
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Austin, TX 73301 |
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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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Alaska, Arizona, |
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Arkansas, California, |
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Colorado, Hawaii, |
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Idaho, Illinois, |
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Indiana, Iowa, |
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Kansas, Michigan, |
RAIVS Team |
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Minnesota, Montana, |
Stop 37106 |
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Nebraska, Nevada, |
Fresno, CA 93888 |
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New Mexico, North |
(855) |
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Dakota, Oklahoma, |
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Oregon, South |
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Dakota, Utah, |
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Washington, |
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Wisconsin, Wyoming |
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Connecticut, |
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Delaware, District of |
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Columbia, Florida, |
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Georgia, Maine, |
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Maryland, |
RAIVS Team |
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Massachusetts, |
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Stop 6705 |
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Missouri, New |
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Kansas City, MO |
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Hampshire, New |
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64999 |
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Jersey, New York, |
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North Carolina, Ohio, |
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Pennsylvania, Rhode |
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Island, South |
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Carolina, Vermont, |
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Virginia, West Virginia |
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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,
Washington, DC 20224
Do not send the form to this address. Instead, see Where to file on this page.
File Breakdown
| Fact Name | Description |
|---|---|
| Purpose | The IRS 4506T-EZ form allows taxpayers to request a transcript of their tax return directly from the IRS. |
| Eligibility | This form is specifically designed for individual taxpayers who need a summary of their tax information. |
| Submission Method | Taxpayers can submit the 4506T-EZ form by mail or fax, depending on their request type. |
| Processing Time | Typically, requests are processed within 10 business days, but variations can occur based on IRS workload. |
| State-Specific Forms | States may have their own forms for tax transcripts; consult state tax authority laws for details. |
Guide to Using IRS 4506T-EZ
After you have gathered all necessary information, you are ready to complete the IRS 4506T-EZ form. This form is designed to streamline the process of requesting certain information from the IRS, such as tax return transcripts. Follow these steps carefully to ensure accuracy.
- Download the Form: Access the IRS website to download the 4506T-EZ form.
- Write Your Personal Information: Fill in your name, address, and Social Security number at the top of the form.
- Enter the Requested Information: Specify the year(s) for which you are requesting information.
- Provide Additional Details: If applicable, indicate if you are requesting information for a third party by completing the appropriate section.
- Check the Appropriate Boxes: Identify the type of transcripts you need by checking the boxes provided.
- Sign and Date the Form: Make sure to sign and date your request at the bottom of the form. This confirms your request is legitimate.
- Submit the Form: Send your completed form to the appropriate address, which is specified in the instructions on the form.
Once submitted, the IRS will process your request. Typically, you can expect to receive the requested transcripts within a few weeks. Be sure to keep a copy of the form for your records.
Get Answers on IRS 4506T-EZ
What is the IRS 4506T-EZ form?
The IRS 4506T-EZ form is a simplified version of the IRS 4506-T form. It allows taxpayers to request a transcript of their tax return information efficiently. Individuals typically use this form when applying for loans, mortgages, or financial assistance.
Who can use the 4506T-EZ form?
This form is available for taxpayers who need a copy of their tax return transcript for the past tax years. However, it is primarily designed for those who filed Form 1040 or a simple tax return, such as Form 1040-SR. Only single or joint filers with no more than one return to request can utilize this form.
What information is needed to complete the 4506T-EZ form?
To fill out the form, you will need to provide:
- Your name and Social Security Number (SSN).
- If applicable, your spouse’s name and SSN.
- Your address and previous address if different.
- The years of tax information you are requesting.
- The purpose of the request, such as for a loan or mortgage application.
How long does it take to receive the tax transcript after submitting the form?
Generally, the IRS processes requests for transcripts quickly. Typically, you can expect to receive your transcript within 5 to 10 business days after the IRS has received your completed form. However, delays can occur during peak tax seasons or if additional verification is needed.
Where should I send the completed 4506T-EZ form?
The form should be sent to the address listed on the form itself. This address depends on the state in which you reside. Ensure that you check the instructions carefully so your request reaches the correct processing center without delays.
What should I do if I need more than one tax return transcript?
If you need more than one tax return transcript for different years, you may still submit the 4506T-EZ form. List each year you need on the form. If you require transcripts for more complex tax situations, consider using the 4506-T instead.
Can I check the status of my request for transcripts?
Yes, you can check the status of your transcript request. However, keep in mind that the IRS may not provide updates on the status of transcript requests individually. If a considerable time has passed without receiving your transcript, contacting the IRS directly may help in resolving any issues.
Common mistakes
When completing the IRS 4506T-EZ form, individuals often make several common mistakes that can lead to delays or rejections. One frequent error is providing incorrect or incomplete identification information. The form requests a name, Social Security number, and address. If any of this information does not match what is on record with the IRS, processing may be hindered.
Another common mistake involves choosing the wrong tax year. Applicants must specify the tax year for which they are requesting information. If a person selects a year that is not applicable, the IRS will not be able to fulfill the request. This oversight can extend the waiting period for documentation.
People sometimes overlook the importance of signatures. The IRS requires a signature on the form. If an individual fails to sign, the form will be rejected. Furthermore, using a pencil instead of ink can also be a problem, as forms must be submitted in a legible, permanent medium.
Inaccurate information about the recipient of the tax information is another mistake. The form requires the applicant to specify to whom the tax information should be sent. Failing to provide accurate details about the recipient can lead to complications, such as sending confidential information to the wrong person.
Many submitters do not provide a daytime phone number. This omission can be problematic if the IRS has questions regarding the form. Without a contact number, the agency may not be able to resolve issues quickly.
Individuals occasionally forget to check the box indicating their relationship to the tax information requested. This box is crucial for the IRS to understand the request's context. Failing to check this box can result in delays or denials.
Finally, people often submit the form without confirming they are using the most current version. Tax forms can change from year to year, and using an outdated version may result in complications. It is important to ensure that the correct form is being utilized to avoid further issues.
Documents used along the form
The IRS 4506T-EZ form allows individuals to request a transcript of their tax return information. In addition to this form, several other documents are commonly associated with tax information requests. Completing these forms accurately is vital for processing your requests efficiently.
- IRS Form 4506: This form is similar to the 4506T-EZ but is intended for those who need to request full copies of their tax returns rather than just transcripts. It requires more detailed information about the tax returns being requested.
- Form 1040: This is the standard individual income tax return form used to report income, claim deductions, and calculate tax liability. Individuals may need their Form 1040 to verify income when filling out the 4506T-EZ.
- Form W-2: Employers provide this form to report wages paid to employees and the taxes withheld. It is an essential document for individuals seeking to verify their income when requesting a transcript.
- Form 1099: This form reports various types of income other than wages, salaries, and tips. Individuals who have received income reported on a 1099 may need this document in conjunction with the 4506T-EZ for income verification.
Each of these documents plays a key role in facilitating a smooth process when requesting tax information through the IRS. Having them ready can save time and ensure accuracy in your submissions.
Similar forms
- IRS Form 4506: This standard form also allows individuals to request a copy of their tax return, but it requires more detailed information and is used for official copies rather than transcripts.
- IRS Form 4506-T: Similar to 4506T-EZ, this form is used to request tax return transcripts. It collects more information than the EZ version and is typically utilized for situations needing more complex verification.
- IRS Form 4506-C: A newer document, the 4506-C form is used exclusively by third parties to obtain tax information, making it similar in purpose but different in audience.
- IRS Form 1040: While primarily a tax return form, it can provide similar personal financial information. It isn’t used to request copies of documents but can be informative in revealing income and tax details.
- IRS Form 1040-X: This form is utilized for amending tax returns. It parallels the 4506T-EZ in the sense that both involve reassessing previously submitted financial information.
- Form W-2: Issued by employers, this form provides a summary of an employee's annual wages and taxes withheld. It can be similar when individuals need to verify income but serves a different purpose.
- Form 1099: This form reports various types of income other than wages. It can also serve as a financial verification tool, akin to the purpose of the 4506T-EZ.
Dos and Don'ts
When filling out the IRS 4506T-EZ form, there are important guidelines to follow. Below is a list of things you should and shouldn't do.
- Do provide accurate personal information, including your name and Social Security number.
- Do ensure your address is current and matches the IRS records.
- Do specify the type of tax return you are requesting transcripts for.
- Do sign and date the form to validate your request.
- Don't submit the form without checking for errors or omissions.
- Don't request transcripts for multiple years if you only need one.
- Don't include unnecessary information that does not pertain to your request.
- Don't forget to follow any additional instructions provided by the IRS.
Misconceptions
Many people have questions about the IRS 4506T-EZ form, often leading to misunderstandings. Here are eight common misconceptions that can help clarify what this form is all about.
- It’s the same as the regular 4506 form. While both forms are used to request tax return information, the 4506T-EZ is simpler and intended for those who need less detailed data.
- Only individuals can use the 4506T-EZ. This is incorrect. Businesses and other entities can also file this form, as long as they meet specific criteria outlined by the IRS.
- You cannot use the 4506T-EZ for all tax years. In fact, this form can be used to request information for any tax year, not just the most recent year.
- There is a fee associated with submitting the 4506T-EZ. This is a common misconception. The form itself is submitted for free, but there might be fees charged by third parties for processing requests.
- Submitting the 4506T-EZ guarantees faster processing. While it simplifies the request, there is no guarantee on the speed of processing. Factors such as IRS workload can affect timelines.
- The 4506T-EZ can be submitted electronically. Currently, this form must be mailed in. At this time, electronic submission options are not available.
- It can only be used to obtain your own tax information. In some cases, individuals may use it to request information about another person's tax returns, but this typically requires proper authorization.
- You need to provide a reason for the request. This is not true. There is no requirement to state a reason on the 4506T-EZ form.
Understanding these misconceptions can help you navigate the tax process with greater confidence. If you find yourself needing more details or have specific questions, consulting a tax professional may be beneficial.
Key takeaways
The IRS 4506T-EZ form is a simplified version of the standard IRS 4506-T form. It is used to request a copy of tax transcripts or information from the IRS. Here are key takeaways regarding its use:
- Eligibility Criteria: This form is specifically for individuals who need a limited amount of tax information. If you are not eligible, you may need to complete the longer 4506-T form.
- Information Required: Applicants must provide basic personal information, including name, Social Security number, address, and the year of the tax return data needed.
- Simplified Process: The 4506T-EZ form is generally quicker and easier to complete than its longer counterpart, making it a more efficient option for many users.
- Use Cases: Commonly used when applying for loans or financial aid, this form allows lenders or educational institutions to verify income directly with the IRS.
- Submission Options: The completed form can be mailed to the appropriate IRS office or faxed, depending on individual preference and requirements.
- Processing Time: Processing times can vary. Applicants typically should allow several weeks for receipt of transcripts, particularly during peak tax seasons.
- Keep Copies: Always keep a copy of your completed form for your records. This can help resolve any issues that may arise later.
Understanding these points can facilitate a smoother experience when using the IRS 4506T-EZ form.