Get How To Fill Out A 4506 T Form

The Form 4506-T is used to request a transcript of your tax return from the Internal Revenue Service. This guide provides a straightforward approach to filling out the form online, ensuring clarity and ease for users with varying levels of experience.

Follow the steps to complete the form accurately and efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. In line 1a, enter the name shown on your tax return. If it is a joint return, input the name that appears first.
3. For line 1b, provide the first social security number, individual taxpayer identification number, or employer identification number as indicated on your tax return.
4. If it is a joint return, fill in line 2a with your spouse’s name and line 2b with their social security number.
5. On line 3, enter your current address including apartment, room, or suite number, city, state, and ZIP code.
6. If your previous address is different from the one in line 3, complete line 4 with the last address shown on your filed return.
7. In line 5, specify if the transcript should be sent to a third party by providing their name, address, and telephone number.
8. Indicate the type of transcript you are requesting on line 6 by entering the tax form number (e.g., 1040) and checking the appropriate box for the type of transcript needed.
9. On line 9, enter the year or period requested using the mm/dd/yyyy format. If requesting more than four years, attach an additional Form 4506-T.
10. Before signing, ensure that all applicable lines have been filled. In the signature section, confirm that you are either the taxpayer on line 1a or 2a, or someone authorized to obtain the information.
11. Include your phone number and date of signature. If applicable, obtain a signature from your spouse.
12. Finally, upon completion, save changes to the document, and you can download, print, or share the filled form as needed.

Start filling out your documents online today for a hassle-free experience.