Alabama Request for Copy of Tax Form or Tax Account Information

Request for Copy of Tax Form or Tax Account Information
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AlAbAmA DepArtment of revenue

FORM

RESET

Income tAx ADmInIstrAtIon DIvIsIon

4506-A

p.o. box 327410 • montgomery, Al 36132-7410

request for copy of tax form or
tax Account Information

REV. 5/22

IMPORTANT: Before completing this form, please read all instructions. Type or print all information.
1. Name and address of taxpayer(s) as shown on return.

5. Social security or employer identification number
as shown on tax return

6. Spouse’s social security number as shown on
tax return
2. Current name and address.
7. Tax form number (Form 40A, 40, 65, 20C, CPT, PPT,
etc.)

3. Third party’s name and address (if the information is to be mailed to someone else).

8. Tax period(s) (No more than 4 per request)

4. Name in third party’s records (if different from name in Item 1). (See instructions for Item 3)

9. Amount due (check, money order, or cashier’s check
made payable to the Alabama Department of
Revenue)
$_____________________
Note: Full payment must accompany your request

10.

(Check only one box)

$5.00 each

Indicate
What You
Are Requesting

Please Allow
8 to 10 Weeks
For Processing

▼

Note: If you need these copies certified for court or
administrative proceedings, check here អ also.

No charge

អ Amount of tax due and/or interest paid.

▼

អ Amount of refund and/or interest received.

▼

No charge

▼

Please
Sign
Here

អ Copy of tax return and all attachments.

Your Signature

Date

Spouse’s Signature

Telephone number of requester (_________)_______________________________ Convenient time for us to call ____________________________
FOR OFFICIAL REPLY ONLY – Do not write in this space
Date of Reply
______________ , ______
Rev. by _______________

Tax
Year

REFUNDS YOU RECEIVED
Tax
Amount

Interest
Amount

TAXES YOU PAID
Date
Paid

Tax
Amount

Interest
Amount

Penalty
Amount

Date
Paid

Instructions for completing form 4506-A
fill out this form completely. Incomplete forms will
not be processed. use this form to request a copy of a tax
return or individual income tax account information.
please allow eight to 10 weeks for processing.
If you are not the taxpayer listed in Item 1, you must
send a copy of your authorization to receive the information. examples of authorization are a power of attorney or
evidence of entitlement (for title 11 bankruptcy or
receivership proceedings). If the taxpayer is deceased,
send proof that you are entitled to act for the taxpayer's
estate.
tax returns and account information about joint
returns may be given to either the husband or the wife.
only one signature is required. If your name has changed,
sign form 4506-A exactly as your name appeared on the
return.
corporations, partnerships, estates, and trusts – for
information about who may obtain tax information, see
Internal revenue code section 6103.
ITEM 3. If you have named someone else to receive
information about you (such as a cpA, scholarship board,
or mortgage issuer), list that person's name and address
here. (You must give an individual’s name.)
ITEM 4. Write the name of the client, student or
applicant if it is different from the name listed in Item 1.
for example, Item 1 may be the parents of a student
applying for financial aid. show the student's name on
line 4 so the scholarship board can associate the tax
return with their file. If we cannot find a record of the tax
return, we will notify the third party directly that we cannot fill the request.
ITEM 5. for individuals, the social security number is
written 000-00-0000. for businesses and certain others, the
employer identification number is written 00-0000000.
please separate the nine digits as shown to distinguish the
type of number being reported.

ITEM 8. enter the tax period. for fiscal-year filers,
enter the date the period ended. If you need more than
four different returns, use additional request forms.
Generally the Department will have copies of returns and
tax account information available for the previous 10
years.
ITEM 9. use the following table to figure how much
money you must send with your request:
Type of Request

Cost for each period requested

Copy of tax return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $5.00
Amount of refund and/or interest received . . . . No Charge
Amount of tax due and/or interest paid . . . . . . . No Charge
Example:
If you need a copy of your 2010 and 2011 returns,
check the first box in Item 10. Your cost will be $10.00
($5.00 x 2).
Write your social security number or federal employer identification number and “form 4506-A request” on
your payment and make payable to the Alabama Department of revenue. If we cannot fill your request, we will
refund your money.
ITEM 10. In addition to a copy of a return, we can
provide two other types of information:
(1) Amount of refund and/or interest received: this
would be the amount of refund shown on the return of
the year(s) requested plus any interest paid to you.
(2) Amount of tax due and/or interest paid: this
would be the amount of tax due on the tax return of the
year(s) requested plus any interest that you paid to the
state.
mail to: Alabama Department of Revenue
Income Tax Administration Division
P.O. Box 327410
Montgomery, AL 36132-7410