Get 5 If The Transcript Is To Be Mailed To A Third Party (such As A Mortgage Company)

Filling out Form 4506T-EZ correctly is essential for obtaining your tax return transcript. This guide provides step-by-step instructions to ensure you complete the form accurately, particularly the section for mailing to a third party, such as a mortgage company.

Follow the steps to accurately complete the form and ensure your transcript is sent to the right party.

1. To start, click the ‘Get Form’ button to access the form in your digital document editor. This will allow you to fill out the required fields online.
2. Begin filling out the form by entering your name as shown on your tax return in Line 1a. If you filed a joint return, make sure to enter the name of the primary taxpayer.
3. In Line 1b, provide the first social security number associated with the tax return.
4. If applicable, fill out Line 2a with your spouse's name as indicated on the joint tax return, followed by their social security number in Line 2b.
5. Proceed to Line 3, where you will need to input your current address, including apartment or suite number, city, state, and ZIP code.
6. If you have moved since your last return was filed, indicate your previous address in Line 4.
7. For Line 5, this is where you enter the details of the third party you want the transcript mailed to. Include their name, address (with apartment or suite number, if applicable), city, state, ZIP code, and their contact telephone number.
8. In Line 6, specify the year(s) for which you are requesting the tax return transcript, such as '2008'. Make sure all entries are correct before proceeding.
9. After completing the previous sections, sign and date the form in the designated areas. Ensure that the document is submitted within 60 days of your signature for it to be valid.
10. Once all fields are correctly completed and signed, you can save your changes, download the completed form, print it for your records, or share it as needed.

Start filling out your forms online today to get your tax transcripts quickly and efficiently!