Request for Copy of Tax Return (2004)

Form

4506

Request for Copy of Tax Return

䊳

Do not sign this form unless all applicable parts have been completed.

Read the instructions on page 2.

䊳 Request may be rejected if the form is incomplete, illegible, or any required

(Rev. January 2004)

Department of the Treasury

Internal Revenue Service

OMB No. 1545-0429

part was blank at the time of signature.

TIP: You may be able to get your tax return or return information from other sources. If you had your tax return completed by a paid

preparer, they should be able to provide you a copy of the return. The IRS can provide a Tax Return Transcript for many returns free of

charge. The transcript provides most of the line entries from the tax return and usually contains the information that a third party (such as

a mortgage company) requires. See new Form 4506-T, Request for Transcript of Tax Return, to order a transcript or you can call

1-800-829-1040 to order a transcript.

1a Name shown on tax return. If a joint return, enter the name shown first.

1b First social security number on tax return or

employer identification number (see instructions)

2a If a joint return, enter spouse’s name shown on tax return

2b Second social security number if joint tax return

3

Current name, address (including apt., room, or suite no.), city, state, and ZIP code

4

Address, (including apt., room, or suite no.), city, state, and ZIP code shown on the last return filed if different from line 3

5

If the tax return is to be mailed to a third party (such as a mortgage company), enter the third party’s name, address, and telephone

number. The IRS has no control over what the third party does with the tax return.

CAUTION: Lines 6 and 7 must be completed if the third party requires you to complete Form 4506. Do not sign Form 4506 if the third

party requests that you sign Form 4506 and lines 6 and 7 are blank.

Tax return requested (Form 1040, 1120, 941, etc.) and all attachments as originally submitted to the IRS, including Form(s) W-2,

schedules, or amended returns. Copies of Forms 1040, 1040A, and 1040EZ are generally available for 7 years from filing before they are

destroyed by law. Other returns may be available for a longer period of time. Enter only one return number. If you need more than one

type of return, you must complete another Form 4506. 䊳

6

Note: If the copies must be certified for court or adminstrative proceedings, check here.

7

Year or period requested. Enter the ending date of the year or period, using the mm/dd/yyyy format. If you are requesting more than four

years or periods, you must attach another Form 4506.

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8

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Fee. There is a $39 fee for each return requested. Full payment must be included with your request or it

will be rejected. Make your check or money order payable to “United States Treasury.” Enter your SSN

or EIN and “Form 4506 request” on your check or money order.

a

b

c

9

/

$

Cost for each return

Number of returns requested on line 7

Total cost. Multiply line 8a by line 8b

39.00

$

If we cannot find the tax return, we will refund the fee. If the refund should go to the third party listed on line 5, check here

Signature of taxpayer(s). I declare that I am either the taxpayer whose name is shown on line 1a or 2a, or a person authorized to obtain the tax

return requested. If the request applies to a joint return, either husband or wife must sign. If signed by a corporate officer, partner, guardian, tax

matters partner, executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I have the authority to execute

Form 4506 on behalf of the taxpayer.

Sign

Here

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Telephone number of taxpayer on

line 1a or 2a

(

)

Signature (see instructions)

Date

Title (if line 1a above is a corporation, partnership, estate, or trust)

Date

Spouse’s signature

For Privacy Act and Paperwork Reduction Act Notice, see page 2.

Cat. No. 41721E

Form 4506 (Rev. 1-2004)

Page 2

Form 4506 (Rev. 1-2004)

Changes To Note

Section references are to the Internal

Revenue Code.

● Form 4506, Request for Copy of Tax

Return, is now used to request copies of tax

returns. Use new Form 4506-T, Request for

Transcript of Tax Return, to request tax return

transcripts, tax account information, W-2

information, 1099 information, verification of

non-filing, and record of account.

● The fee for a photocopy of a tax return has

increased to $39.

Instructions

Purpose of form. Use Form 4506 to request

a copy of your tax return. You can also

designate a third party to receive the tax

return. See line 5.

How long will it take? It may take up to 60

calendar days for us to process your request.

Where to file. Attach payment and mail Form

4506 to the address below for the state you

lived in when that return was filed. There are

two address charts: one for individual returns

(Form 1040 series) and one for all other

returns.

Note: If you are requesting more than one

return and the chart below shows two

different service centers, mail your request to

the service center based on the address of

your most recent return.

Chart for individual returns

(Form 1040 series)

If you lived in and

filed an individual

return:

Mail to the

Internal Revenue

Service at:

Maine,

Massachusetts,

New Hampshire,

New York, Vermont

RAIVS Team

310 Lowell St.

Stop 679

Andover, MA 01810

Alabama, Florida,

Georgia, Mississippi,

North Carolina,

South Carolina,

West Virginia,

Rhode Island

RAIVS Team

4800 Buford Hwy.

Stop 91

Chamblee, GA 30341

Arkansas, Colorado,

Kentucky, Louisiana,

New Mexico,

Oklahoma,

Tennessee, Texas

RAIVS Team

3651 South

Interregional Hwy.

Stop 6716

Austin, TX 78741

Alaska, Arizona,

California, Hawaii,

Idaho, Montana,

Nevada, Oregon,

Utah, Washington,

Wyoming

RAIVS Team

Stop 38101

Fresno, CA 93888

Delaware, Illinois,

Indiana, Iowa,

Kansas, Michigan,

Minnesota, Missouri,

Nebraska,

North Dakota,

South Dakota,

Wisconsin

RAIVS Team

Stop B41-6700

Kansas City, MO

64999

Ohio, Virginia

RAIVS Team

5333 Getwell Rd.

Stop 2826

Memphis, TN 38118

Connecticut,

District of Columbia,

Maryland,

New Jersey,

Pennsylvania, a

foreign country, or

A.P.O. or F.P.O.

address

RAIVS Team

DP SE 135

Philadelphia, PA

19255-0695

Chart for all other returns

If you lived in:

Mail to the

Internal Revenue

Service at:

Alabama, Alaska,

Arizona, Arkansas,

California, Colorado,

Florida, Georgia,

Hawaii, Idaho, Iowa,

Kansas, Louisiana,

Minnesota,

Mississippi,

Missouri, Montana,

Nebraska, Nevada,

New Mexico,

North Dakota,

Oklahoma, Oregon,

South Dakota,

Tennessee, Texas,

Utah, Washington,

Wyoming

RAIVS Team

Mail Stop 6734

Ogden, UT 84201

Connecticut,

Delaware, District of

Columbia, Illinois,

Indiana, Kentucky,

Maine, Maryland,

Massachusetts,

Michigan, New

Hampshire, New

Jersey, New York,

North Carolina,

Ohio, Pennsylvania,

Rhode Island, South

Carolina, Vermont,

Virginia, West

Virginia, Wisconsin

RAIVS Team

P.O. Box 145500

Stop 2800F

Cincinnati, OH 45250

Line 1b. Enter your employer identification

number if you are requesting a copy of a

business return. Otherwise, enter the first

social security number (SSN) shown on the

return. For example, if you are requesting

Form 1040 that includes Schedule C (Form

1040), enter your SSN.

Signature and date. Form 4506 must be

signed and dated by the taxpayer listed on

line 1a or 2a. If you completed line 5

requesting the return be sent to a third party,

the IRS must receive Form 4506 within 60

days of the date signed by the taxpayer or it

will be rejected.

Individuals. Copies of jointly filed tax

returns may be furnished to either spouse.

Only one signature is required. Sign Form

4506 exactly as your name appeared on the

original return. If you changed your name,

also sign your current name.

Corporations. Generally, Form 4506 can

be signed by: (1) an officer having legal

authority to bind the corporation, (2) any

person designated by the board of directors

or other governing body, or (3) any officer or

employee on written request by any principal

officer and attested to by the secretary or

other officer.

Partnerships. Generally, Form 4506 can be

signed by any person who was a member of

the partnership during any part of the tax

period requested on line 7.

All others. See section 6103(e) if the

taxpayer has died, is insolvent, is a dissolved

corporation, or if a trustee, guardian,

executor, receiver, or administrator is acting

for the taxpayer.

Documentation. For entities other than

individuals, you must attach the authorization

document. For example, this could be the

letter from the principal officer authorizing an

employee of the corporation or the Letters

Testamentary authorizing an individual to act

for an estate.

Signature by a representative. A

representative can sign Form 4506 for a

taxpayer only if this authority has been

specifically delegated to the representative on

Form 2848, line 5. Form 2848 showing the

delegation must be attached to Form 4506.

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 return(s) under the Internal

Revenue Code. We need this information to

properly identify the return(s) and respond to

your request. Sections 6103 and 6109 require

you to provide this information, including your

SSN or EIN, to process your request. 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, and

the District of Columbia for use in

administering their tax laws. We may also

disclose this information to Federal and state

agencies to enforce Federal nontax criminal

laws and 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

4506 will vary depending on individual

circumstances. The estimated average time

is: Learning about the law or the form, 10

min.; Preparing the form, 16 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 4506 simpler,

we would be happy to hear from you. You

can write to the Tax Products Coordinating

Committee, Western Area Distribution Center,

Rancho Cordova, CA 95743-0001. Do not

send the form to this address. Instead, see

Where to file on this page.