Federal Short Form Request for Individual Tax Return Transcript
Extracted from PDF file 2023-federal-form-4506t-ez.pdf, last modified July 2023Short Form Request for Individual Tax Return Transcript
Form 4506-T-EZ Short Form Request for Individual Tax Return Transcript (June 2023) Department of the Treasury Internal Revenue Service OMB No. 1545-2154 ▶ Request ▶ For may not be processed if the form is incomplete or illegible. more information about Form 4506T-EZ, visit www.irs.gov/form4506tez. Tip: Get faster service: Online at www.irs.gov, Get Your Tax Record (Get Transcript) or by calling 1-800-908-9946 for specialized assistance. We have teams available to assist. Note: Taxpayers may register to use Get Transcript to view, print, or download the following transcript types: Tax Return Transcript (shows most line items including Adjusted Gross Income (AGI) from your original Form 1040-series tax return as filed, along with any forms and schedules), Tax Account Transcript (shows basic data such as return type, marital status, AGI, taxable income and all payment types), Record of Account Transcript (combines the tax return and tax account transcripts into one complete transcript), Wage and Income Transcript (shows data from information returns we receive such as Forms W-2, 1099, 1098 and Form 5498), and Verification of Non-filing Letter (provides proof that the IRS has no record of a filed Form 1040-series tax return for the year you request). 1a Name shown on tax return. If a joint return, enter the name shown first. 1b First social security number or individual taxpayer identification number on tax return 2a If a joint return, enter spouse’s name shown on tax return. 2b Second social security number or individual taxpayer identification number if joint tax return 3 Current name, address (including apt., room, or suite no.), city, state, and ZIP code (see instructions) 4 Previous address shown on the last return filed if different from line 3 (see instructions) 5 Customer file number (if applicable) (see instructions) Note: Effective July 2019, the IRS will mail tax transcript requests only to your address of record. See What’s New under Future Developments on Page 2 for additional information. 6 Year(s) requested. Enter the year(s) of the return transcript you are requesting (for example, “2008”). Most requests will be processed within 10 business days. Note. If the IRS is unable to locate a return that matches the taxpayer identity information provided above, or if IRS records indicate that the return has not been filed, the IRS will notify you that it was unable to locate a return, or that a return was not filed, whichever is applicable. Caution. Do not sign this form unless all applicable lines have been completed. Signature of taxpayer(s). I declare that I am the taxpayer whose name is shown on either line 1a or 2a. If the request applies to a joint return, either spouse must sign. Note: This form must be received by IRS within 120 days of the signature date. Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the Form 4506T-EZ. See instructions. Phone number of taxpayer on line 1a or 2a ▲ Signature (see instructions) ▲ Sign Here Spouse’s signature For Privacy Act and Paperwork Reduction Act Notice, see page 2. Date Date Cat. No. 54185S Form 4506T-EZ (Rev. 6-2023) Form 4506T-EZ (Rev. 6-2023) Section references are to the Internal Revenue Code unless otherwise noted. Future Developments For the latest information about developments related to Form 4506T-EZ, such as legislation enacted after it was published, go to www.irs.gov/form4506tez. The filing location for the Form 4506T-EZ has changed. Please see the Where to File section for your new mailing location. What’s New. As part of its ongoing efforts to protect taxpayer data, the Internal Revenue Service announced that in July 2019, it will stop all third-party mailings of requested transcripts. After this date masked Tax Transcripts will only be mailed to the taxpayer’s address of record. If a third-party is unable to accept a Tax Transcript mailed to the taxpayer, they may either contract with an existing IVES participant or become an IVES participant themselves. For additional information about the IVES program, go to www.irs.gov and search IVES. General Instructions Caution. Do not sign this form unless all applicable lines have been completed. Purpose of form. Individuals can use Form 4506T-EZ to request a tax return transcript for the current and the prior three years that includes most lines of the original tax return. The tax return transcript will not show payments, penalty assessments, or adjustments made to the originally filed return. Form 4506T-EZ cannot be used by taxpayers who file Form 1040 based on a tax year beginning in one calendar year and ending in the following year (fiscal tax year). Taxpayers using a fiscal tax year must file Form 4506-T, Request for Transcript of Tax Return, to request a return transcript. Use Form 4506-T to request tax return transcripts, tax account information, W-2 information, 1099 information, verification of non-filing, and record of account. Customer File Number. The transcripts provided by the IRS have been modified to protect taxpayers’ privacy. Transcripts only display partial personal information, such as the last four digits of the taxpayer's Social Security Number. Full financial and tax information, such as wages and taxable income, are shown on the transcript. An optional Customer File Number field is available to use when requesting a transcript. This number will print on the transcript. See Line 5 instructions for specific requirements. The customer file number is an optional field and not required. Automated transcript request. You can quickly request transcripts by using our automated self-help service tools. Please visit us at IRS.gov and click on “Get Transcript of Your Tax Records” under “Tools” or call 1-800-908-9946. Where to file. Mail or fax Form 4506T-EZ to the address below for the state you lived in when the return was filed. If you are requesting more than one transcript or other product and the chart below shows two different addresses, send your request to the address based on the address of your most recent return. Page If you filed an individual return and lived in: Mail or fax to the “Internal Revenue Service” at: Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, a foreign country, American Samoa, Puerto Rico, Guam, the Commonwealth of the Northern Mariana Islands, the U.S. Virgin Islands, or A.P.O. or F.P.O. address RAIVS Team Stop 6716 AUSC Austin, TX 73301 Delaware, Illinois, Indiana, Iowa, Kentucky, Maine, Massachusetts, Minnesota, Missouri, New Hampshire, New Jersey, New York, Vermont, Virginia, Wisconsin RAIVS Team Stop 6705 S-2 Kansas City, MO 64999 Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Hawaii, Idaho, Kansas, Maryland, Michigan, Montana, Nebraska, Nevada, New Mexico, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Dakota, Utah, Washington, West Virginia, Wyoming RAIVS Team P.O. Box 9941 Mail Stop 6734 Ogden, UT 84409 855-587-9604 855-821-0094 855-298-1145 Specific Instructions Line 1b. Enter your employer identification number (EIN) if your request relates to a business return. Otherwise, enter the first social security number (SSN) or your individual taxpayer identification number (ITIN) shown on the return. For example, if you are requesting Form 1040 that includes Schedule C (Form 1040), enter your SSN. Line 3. Enter your current address. If you use a P.O. box, include it on this line. Line 4. Enter the address shown on the last return filed if different from the address entered on line 3. Note. If the address on lines 3 and 4 are different and you have not changed your address with the IRS, file Form 8822, Change of Address. Line 5. Enter up to 10 numeric characters to create a unique customer file number that will appear on the transcript. The customer file number should not contain an SSN. Completion of this line is not required. Note. If you use an SSN, name or combination of both, we will not input the information and the customer file number will reflect a generic entry of “9999999999” on the transcript. 2 Signature and date. Form 4506T-EZ must be signed and dated by the taxpayer listed on line 1a or 2a. The IRS must receive Form 4506T-EZ within 120 days of the date signed by the taxpayer or it will be rejected. Ensure that all applicable lines are completed before signing. You must check the box in the signature area to acknowledge you have the authority to sign and request the information. The form will not be processed and returned to you if the box is unchecked Transcripts of jointly filed tax returns may be furnished to either spouse. Only one signature is required. Sign Form 4506T-EZ exactly as your name appeared on the original return. If you changed your name, also sign your current name. Privacy Act and Paperwork Reduction Act Notice. We ask for the information on this form to establish your right to gain access to the requested tax information under the Internal Revenue Code. We need this information to properly identify the tax information and respond to your request. If you request a transcript, sections 6103 and 6109 require you to provide this information, including your SSN. If you do not provide this information, we may not be able to process your request. Providing false or fraudulent information may subject you to penalties. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation, and cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their tax laws. We may also disclose this information to other countries under a tax treaty, to federal and state agencies to enforce federal nontax criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by section 6103. The time needed to complete and file Form 4506T-EZ will vary depending on individual circumstances. The estimated average time is: Learning about the law or the form, 9 min.; Preparing the form, 18 min.; and Copying, assembling, and sending the form to the IRS, 20 min. If you have comments concerning the accuracy of these time estimates or suggestions for making Form 4506T-EZ simpler, we would be happy to hear from you. You can write to: Internal Revenue Service Tax Forms and Publications Division 1111 Constitution Ave. NW, IR-6526 Washington, DC 20224 Do not send the form to this address. Instead, see Where to file on this page.
Form 4506-T-EZ (Rev. 6-2023)
More about the Federal Form 4506T-EZ Individual Income Tax TY 2023
We last updated the Short Form Request for Individual Tax Return Transcript in January 2024, so this is the latest version of Form 4506T-EZ, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 4506T-EZ directly from TaxFormFinder. You can print other Federal tax forms here.
Other Federal Individual Income Tax Forms:
TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms.
Form Code | Form Name |
---|---|
Form 1040-EZ | Income Tax Return for Single and Joint Filers With No Dependents |
Form 1040-V | Payment Voucher |
Form 1040-ES | Estimated Tax for Individuals |
1040 (Schedule A) | Itemized Deductions |
Form 2210 | Underpayment of Estimated Tax by Individuals, Estates, and Trusts |
View all 775 Federal Income Tax Forms
Form Sources:
The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 4506T-EZ from the Internal Revenue Service in January 2024.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
Historical Past-Year Versions of Federal Form 4506T-EZ
We have a total of twelve past-year versions of Form 4506T-EZ in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
Form 4506-T-EZ (Rev. 6-2023)
Form 4506-T-EZ (Rev. 11-2021)
Form 4506-T-EZ (Rev. 11-2021)
Form 4506T-EZ (Rev. 6-2019)
Form 4506T-EZ (Rev. 6-2019)
Form 4506T-EZ (Rev. 9-2018)
Form 4506T-EZ (Rev. 7-2017)
Form 4506T-EZ (Rev. August 2014)
Form 4506T-EZ (Rev. August 2014)
Form 4506T-EZ (Rev. August 2014)
Form 4506T-EZ (Rev. January 2012)
Form 4506T-EZ (Rev. January 2012)
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