About Form 4506-T, Request for Transcript of Tax Return

Form 4506-T is used to request various types of tax transcripts from the Internal Revenue Service (IRS). These transcripts include tax return transcripts, tax account transcripts, wage and income transcripts, record of account transcripts, and verification of non-filing transcripts.

The purpose of using transcripts is to better protect taxpayer data by partially masking personally identifiable information. This ensures that financial data remains fully visible for tax preparation, tax representation, or income verification purposes.

When requesting a transcript using Form 4506-T, the taxpayer identification number is masked. However, there is a field on the form called "customer file number" where you can enter a unique identifier that will be displayed on the transcript.

Types of Transcripts Available

1. Tax Return Transcripts: These transcripts provide a summary of the information from your tax return, including adjusted gross income, taxable income, and any credits or deductions claimed.
2. Tax Account Transcripts: These transcripts provide information about your tax account, such as payments made, penalties assessed, and any adjustments made to your tax liability.
3. Wage and Income Transcripts: These transcripts provide information about your income from various sources, such as wages, salaries, tips, and self-employment income. They can be useful for verifying income when applying for loans or financial assistance.
4. Record of Account Transcripts: These transcripts provide a combination of tax return and tax account information. They include details about your tax return, as well as any changes or updates made to your tax account.
5. Verification of Non-Filing Transcripts: These transcripts confirm that you did not file a tax return for a specific year. They can be useful when applying for student financial aid or other benefits that require proof of non-filing.

How to Request a Transcript

To request a transcript using Form 4506-T, follow these steps:

1. Download Form 4506-T from the IRS website or obtain a copy from your local IRS office.
2. Fill out the form completely, providing accurate and up-to-date information.
3. Indicate the type of transcript you are requesting by checking the appropriate box(es) on the form.
4. If you need the transcript to be sent to a third party, such as a mortgage lender or financial institution, provide their name, address, and any other required information.
5. If you want a transcript for a specific tax year or period, indicate the year(s) or period(s) on the form.
6. Sign and date the form.
7. Mail or fax the completed form to the appropriate IRS address or fax number provided on the form.

Additional Information

• It is important to note that Form 4506-T is not used to request a copy of your tax return. If you need a copy of your tax return, you must use Form 4506, Request for Copy of Tax Return.
• The processing time for transcript requests may vary, but it typically takes around 10 business days to receive the requested transcripts.
• There may be fees associated with requesting transcripts, depending on the type and purpose of the request. Refer to the instructions on Form 4506-T for more information on fees.

For more information about tax transcripts and how to request them, visit the About Tax Transcripts page on the IRS website.

Current Revision

The current revision of Form 4506-T is available on the IRS website.

Recent Developments

There are no recent developments regarding Form 4506-T at this time.

Related Items

• Form 4506, Request for Copy of Tax Return

Page Last Reviewed or Updated

This page was last reviewed or updated on February 22, 2024.