What is Form 4506-T?
Form 4506-T, also known as theRequest for Transcript of Tax Returnform, is an Internal Revenue Service (IRS) form U.S. residents primarily use to request a tax return transcript from the agency. One can also use it to receive a tax account transcript, record of account transcript, wage and income transcript, and verification of non-filing letter.
The IRS allows only one transcript request is per Form 4506-T. If you need to request for two or more types of transcripts, complete one form per request. The federal agency processes most requests within 10 business days and provides several transcript types. If you need a copy of your original return, you should complete and mail Form 4506, or Request for Copy of Tax Return, instead of Form 4506-T, as a transcript is not a photocopy of your return.
Types of Transcripts:
The Tax Return Transcript is only available for the current tax year and returns processed during the prior three years. It provides the information from your original return documents — Form 1040 series, Form 1065, Form 1120, Form 1120-A, Form 1120-H, Form 1120-L, and Form 1120S — as filed.
The Tax Account Transcript is available for the current tax year and up to 10 prior years. It provides basic data, such as return type, marital status, adjusted gross income, taxable income, and payment types.
The Record of Account Transcript combines the tax return and tax account transcripts. It is available for the current year and three prior tax years.
The wage and income transcript shows data from information returns, such as Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series. Current tax year information is not available until the year after it is filed with the IRS.
The Verification of Non-Filing document is proof that you did not file a return for the year you requested, confirming that the IRS has no record of your Form 1040, Form 1040A, or Form 1040EZ. Take note that current year requests are only available after June 15th.
- Tax Return Transcript
- Tax Account Transcript
- Record of Account Transcript
- Wage and Income Transcript
- Verification of Non-Filing Letter
How to Fill Out Form 4506-T?
You can get a copy of Form 4506-T on the official IRS website, a tax professional, or an online database of legal forms. Completing the form requires that you provide all the needed information for the federal agency to find your records fast and accurately. Double-check your information before submitting the form to avoid any trouble or delay in your application.
Enter your full legal name as it appears on your returns.
Enter your Social Security Number (SSN) or your Individual Taxpayer Identification Number (ITIN).
If applicable, provide the name of your spouse as it appears on returns.
If applicable, provide the SSN or ITIN of your spouse.
Provide your current address.
If applicable, provide the address you used on your last filed return.
Answering the customer file number is not required. For this part, you may enter up to 10 numeric characters to create a unique customer file number that will appear on the transcript. Make sure to not use an SSN if you decide to answer this line.
Provide your tax form number.
Line 6a, 6b, 6c
Check the appropriate box. To request a Tax Return Transcript checkbox 6a, 6b for Tax Account Transcript, and 6c for Record Account Transcript.
Check Line 7’s box to request a Verification of Non-Filing document.
Check Line 8’s box to request a transcript of your Form W-2 or any filed form in the 1099, 1098, and 5498 series.
Enter the ending date of the year or period of tax years requested using the MM/DD/YYYY format.
Signature of taxpayers and date
You must sign and date the form to authenticate it. Make sure to check the box in the signature section to attest that you have the authority to sign and request information. Submit the form to the IRS within 120 days of the date signed. Otherwise, the federal agency will reject it.
When will I receive my transcript after filing Form 4506-T?
In general, the availability of your transcript varies. The methods you used to file your taxes and to request a transcript affect processing time. In addition, your transcript will only be available for order about a week after you have paid the full amount.
For taxes filed online, ordering a transcript using Form 4506-T will be available between two to four weeks. On the other hand, for taxes filed by mail, transcripts may be available after six weeks. Requested transcripts may take between five to 10 calendar days to arrive.
How to file Form 4506-T?
You can request to receive your return transcripts electronically or by mail using theGet Transcriptfeature on IRS’s official website. Using this option requires that the primary taxpayer on the return is the one making the transcript request.
You need to create an account on the IRS website to opt to receive your tax transcripts electronically. This option lets you view, print, and download your transcript. To register and use the service, you will need:
- your SSN, date of birth, filing status and mailing address from your latest tax return;
- a valid email account that you have access to;
- your personal account number from a credit card, mortgage, home equity loan, home equity line of credit or car loan; and
- a mobile phone with your name on the account.
Request by mail
To receive a printed copy of your transcript, your request needs to include:
- your SSN or ITIN;
- your date of birth; and
- the mailing address you used on your latest tax return.
Return and Account transcripts are deliverable by mail.
While waiting for your requested return transcript, take note that the IRS does not call, email, or send text messages. If you receive a random message from anyone claiming that he or she is from the federal agency, chances are it is a scam; thus, you should not respond.