Get Form 4506-T - Wells Fargo

The Request for Transcript of Tax Return (IRS Form 4506-T) provides the borrower's permission for the lender to request the borrower's tax return information directly from the IRS. The IRS tax transcripts are one of the most effective QC and fraud prevention and detection tools available.

Since a tax return could be completed with totally bogus numbers to qualify for a mortgage, lenders must verify the legitimacy. That is why lenders often request a copy of a borrower tax transcript (especially in the case of a self-employed borrower).

Tax documents are located in Wells Fargo Online for you to view and print. Beginning in February each year, you may request a copy of the Form 1098-E be mailed to you. You request this through our automated system at 1-800-658-3567.

A form 4506-T simply allows your lender to verify with the IRS that the forms you supply to prove your income match those in the possession of the IRS. ... The IRS can provide a transcript that includes data from these information returns. State or local information is not included with the Form W-2 information.

Line 1a Enter your name as it's shown on your tax returns. Line 1b Enter your Social Security number. Line 3 Enter your current address. Line 4 If you filed with a different address, enter that address here. Line 5a Enter: Line 6 Enter your tax form number. Line 6c Check this box.

IRS Form 4506-T must be signed and dated by the taxpayer. The date is good for 120 days.

This transcript is available for the current tax year and returns processed during the prior three years using Get Transcript Online or Form 4506-T.

Purpose of form. Use Form 4506-T to request tax return information. Taxpayers using a tax year beginning in one calendar year and ending in the following year (fiscal tax year) must file Form 4506-T to request a return transcript.

If you'd like to receive separate Form 1099 documents in the future, you can call us at 1-800-TO-WELLS (1-800-869-3557) to make your request.

Form 1099-INT Use this form to report interest income on Form 1040, because the bank will send a copy to the IRS and the IRS will compare their copy with the amount you reported on your Form 1040. Keep Form 1040-INT for your records.