Form 4506 – IRS Form 4506 Printable – To get information about your tax return, fill out Form 4506. Form 4506 must be completed by taxpayers who use a fiscal tax year that starts in one calendar year as well as ends in the next year (i.e., one calendar year and one fiscal tax year).
What Is Form 4506: Request for Tax Return Copies and How Do I Use It?
To get exact copies of one or more previously filed tax returns and tax information from the Internal Revenue Service, taxpayers must submit Form 4506: Request for Copy of Tax Return to the Internal Revenue Service (IRS). To submit a current-year tax return, amend a prior-year tax return, claim a refund or abatement, apply for government benefits, federal student assistance, verify income during the loan application process, or fight an IRS audit, you may need to make copies of your papers and provide them to a tax preparer.
Who Is Eligible to Submit Form 4506: Request for Copy of Tax Return
Form 4506: Request for a Copy of a Tax Return may be used by taxpayers who want to get a copy of previously filed tax returns. You may also ask for a copy of the document to be provided to a 3rd party. For example, a mortgage lender that checks your income with the Internal Revenue Service may be considered a third party. In this situation, you sign and submit Form 4506, and the Internal Revenue Service (IRS) provides a copy of your tax return to your lender.
How to Complete and Submit Form 4506: Request for Copy of Tax Return
When an identical duplicate of a previously filed tax return is required, Form 4506 may be used to submit the request. Tax returns in a variety of formats, including the Form 1040 series of individual tax returns, the Form 1120 series of corporate tax returns, the Form 1065 partnership tax reports, and the Form 1041 estate or trust tax returns, may be obtained on a case-by-case basis. It is necessary to complete and send Form 4506 to the Internal Revenue Service at the postal address shown on the form.
In addition, there is a cost of $43 for each tax period that is requested. Copies of tax returns filed in the current year and the previous six years are normally accessible.
When Filing Form 4506, There Are Some Special Considerations
Obtaining copies and transcripts of jointly filed tax returns is simple when using the Form 4506 series of tax returns to paper-file your return. You only need to sign one form for each request, which means you may get copies and transcripts from either spouse. When requesting a transcript using the Get Transcript online service, either the main or secondary spouse on a joint return may submit the request. In order to use the Get Transcript service by mail or phone, the request must be made by the principal taxpayer on the return.