If you’ve lost your prior year tax returns, or ned to send tax transcripts to a third party, there are many ways to request tax information from the Internal Revenue Service. One of those ways is to file IRS Form 4506-T-EZ, Short Form Request for Individual Tax Return Transcript.
In this article, we’ll give you step by step instructions on completing this request as well as some commonly asked questions about your tax return transcript. Let’s start by going through this form, step by step.
Table of contents
- How do I complete IRS Form 4506-T-EZ?
- Video walkthrough
- Frequently asked questions
- Where can I find IRS Form 4506-T-EZ?
- Related tax articles
- What do you think?
How do I complete IRS Form 4506-T-EZ?
According to the IRS, this short form request should take about 20 minutes to complete. However, tax filers may find that it takes much less time. Let’s go through this, step by step.
Line 1: Name as shown on tax return
In Line 1a, enter your complete name as shown on the income tax return. For Line 1b, enter either your Social Security number or individual taxpayer identification number (ITIN), as shown on the tax return.
If your request pertains to a business return, you may enter an employer identification number (EIN), instead of your ITIN or SSN.
If you are requesting a transcript for a joint tax return, put the name of the primary taxpayer. This is the name listed first on the tax return.
Line 2: Spouse’s name as shown on tax return
If applicable, enter your spouse’s name, as shown on the requested tax return, in Line 2a. For Line 2b, enter your spouse’s taxpayer ID number.
Line 3: Current address
In Line 3, enter your current address information, to include:
- Street address
- Zip code
If you use a post office box for mail, then you may enter your P.O. Box in lieu of your street address.
Where will the IRS mail my tax return transcript?
Line 4: Previous address
If you used a different address on your latest tax return from the address that you entered into Line 3, then enter that address in Line 4.
Line 5: Customer file number
You do not need to complete Line 5. However, if you wish to have a unique file number for your tax record, then you may enter up to 10 digits in Line 5. This file number will be shown on the tax account transcript that the IRS sends you.
Line 6: Year(s) Requested
Enter the year or years for the individual tax return transcript that you are requesting. You are allowed to use this form to request a transcript for the current year as well as three prior years.
If you need tax account information for a tax period outside of these, you may need to use Form 4506-T, Transcript of Tax Return, instead of Form 4506-T-EZ.
In the signature field, you must check the box that attests your authority to sign as either the primary taxpayer or spouse as listed in Line 1 or Line 2.
From there, sign and date the form, and provide a telephone number where you can be reached in case the IRS has questions. You may use a mobile phone number if you do not have an office number or landline in your house.
The IRS must receive your completed IRS form within 120 days of the date of signature.
Alternatives to filing IRS Form 4506-T-EZ
If this doesn’t appear to be the right form, you may decide to look at other options to obtain the tax information you need.
IRS Form 4506, Request For Tax Return
Taxpayers may use IRS Form 4506 to request a specific tax return. You may have to pay additional fees to obtain tax returns in this manner.
IRS Form 4506-T, Request For Transcript of Tax Return
Taxpayers may use IRS Form 4506-T to request a tax return transcript or specific tax return information. Taxpayers using a tax year beginning in one calendar year and ending in the following year, also known as fiscal tax year taxpayers, must file Form 4506-T to request a return transcript.
Fiscal year taxpayers must use Form 4506-T, Request for Transcript of Tax Return instead of Form 4506-T-EZ.
IRS Form 4506-C, IVES Request for Transcript of Tax Return
Taxpayers may also use IRS Form 4506-C to request tax return information through an authorized IVES participant.
The IRS’ Income Verification Express Service (IVES) program is used by mortgage lenders and others within the financial community to confirm the income of a borrower during the processing of a loan application. With the consent of the taxpayer, the IRS can provide the following IRS transcripts to IVES participants
- Return transcript
- W-2 transcript
- 1099 transcript information
Watch this instructional video to learn more about how to file IRS Form 4506-T-EZ for your short form request.
Frequently asked questions
You may get tax return transcript information by phone or through your online IRS account.
You may use Form 4506-T-EZ to get transcripts of a Form 1040 filed in the current year or three prior years. You may need to complete the 4506-T Form if requesting other information, such as a W-2 Form, requesting prior year return information beyond three years, or if your fiscal tax year is not the same as a calendar year.
Not always. As of July 2019, the IRS will only mail your paper IRS tax return transcript to the address on record. You may change your address in writing, by phone, by filing an income tax return with your new address, or by filing IRS Form 8822, Change of Address, or IRS Form 8822-B, Change of Address For Business.
When you get transcript information for your tax return, you can expect to see most line items, including Adjusted Gross Income (AGI), from your original Form 1040-series tax return as filed. You will also see line item information for any forms and schedules filed with your original return. You will not see payments, penalty assessments, or adjustments made to the originally filed return.
According to the form instructions, the IRS normally takes about 10 business days to process Form 4506 T-EZ requests. If you need tax account information more quickly, you may get your transcript online by logging into your online IRS account.
Send your completed request form to the IRS office address that corresponds to where your most recent tax return was filed. You can find the IRS mailing addresses and fax numbers on the back of your Form 4506-T-EZ.
Where can I find IRS Form 4506-T-EZ?
You may find this transcript request on the IRS website. For your convenience, we’ve enclosed a copy in this article.