Request for Copy or Transcript of Tax Form (1994)

Form

4506

(Rev. October 1994)

Request for Copy or Transcript of Tax Form

© Please read instructions before completing this form.

Department of the Treasury

Internal Revenue Service

OMB No. 1545-0429

© Please type or print clearly.

Note: Do not use this form to get tax account information. Instead, see instructions below.

1a Name shown on tax form

1b First social security number on tax form or

employer identification number (See instructions.)

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

2b Second social security number on tax form

3

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

4

If copy of form or a tax return transcript is to be mailed to someone else, show the third party’s name and address.

5

If we cannot find a record of your tax form and you want the payment refunded to the third party, check here

6

If name in third party’s records differs from line 1a above, show name here. (See instructions.) ©

©

Check only one box to show what you want:

7

a

Tax return transcript of Form 1040 series filed during the current calendar year and the 2 preceding calendar years. (See instructions.) (The

transcript gives most lines from the original return and schedule(s).) There is no charge for a transcript request made before October 1, 1995.

Copy of tax form and all attachments (including Form(s) W-2, schedules, or other forms). The charge is $14.00 for each period requested.

b

c

d

8

9

10

Note: If these copies must be certified for court or administrative proceedings, see instructions and check here

©

Verification of nonfiling. There is no charge for this.

Copy of Form(s) W-2 only. There is no charge for this. See instructions for when Form W-2 is available.

Note: If the copy of Form W-2 is needed for its state information, check here

©

If this request is to meet a requirement of one of the following, check all boxes that apply.

Small Business Administration

Department of Education

Department of Veterans Affairs

Tax form number (Form 1040, 1040A, 941, etc.)

11

Amount due for copy of tax form:

Tax period(s) (year or period ended date). If more than four, see

instructions.

Please

Sign

Here

©

©

Financial institution

$

a

Cost for each period

b

Number of tax periods requested on line 10

c

Total cost. Multiply line 11a by line 11b

14.00

$

Full payment must accompany your request. Make check

or money order payable to “Internal Revenue Service.”

Telephone number of requester

(

)

Signature. See instructions. If other than taxpayer, attach authorization document.

Best time to call

Date

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

Instructions

A Change To Note.—Form 4506 may be

used to request a tax return transcript of the

Form 1040 series filed during the current

calendar year and the 2 preceding calendar

years. There is no charge for a tax return

transcript requested before October 1, 1995.

You should receive it within 10 workdays

after we receive your request. For more

details, see the instructions for line 7a.

Purpose of Form.—Use Form 4506 only to

get a copy of a tax form, tax return transcript,

verification of nonfiling, or a copy of Form

W-2. But if you need a copy of your Form(s)

W-2 for social security purposes only, do not

use this form. Instead, contact your local

Social Security Administration office.

Do not use this form to request Forms

1099 or tax account information. If you need

a copy of a Form 1099, contact the payer.

However, Form 1099 information is available

by calling or visiting your local IRS office.

Note: If you had your tax form filled in by a

paid preparer, check first to see if you can get

a copy from the preparer. This may save you

both time and money.

If you are requesting a copy of a tax form,

please allow up to 60 days for delivery.

However, if your request is for a tax return

transcript, please allow 10 workdays after we

receive your request. To avoid any delay, be

sure to furnish all the information asked for

on this form. You must allow 6 weeks after a

tax form is filed before requesting a copy of it

or a transcript.

Tax Account Information Only.—If you need

a statement of your tax account showing any

later changes that you or the IRS made to the

original return, you will need to request tax

account information. Tax account information

will list certain items from your return

including any later changes.

To request tax account information, do not

complete this form. Instead, write or visit an

IRS office or call the IRS toll-free number

listed in your telephone directory.

For Privacy Act and Paperwork Reduction Act Notice, see back of form.

If you want your tax account information

sent to a third party, complete Form 8821,

Tax Information Authorization. You may get

this form by calling 1-800-TAX-FORM

(1-800-829-3676).

Line 1b.—Enter your employer identification

number only if you are requesting a copy of a

business tax form. Otherwise, enter the first

social security number shown on the tax

form.

Line 2b.—If requesting a copy or transcript of

a joint tax form, enter the second social

security number shown on the tax form.

Note: If you do not complete line 1b and, if

applicable, line 2b, there may be a delay in

processing your request.

Line 3.— For a tax return transcript, a copy

of Form W-2, or for verification of nonfiling, if

your address on line 3 is different from the

address shown on the last return you filed

and you have not notified the IRS of a new

address, either in writing or by filing Form

8822, Change of Address, you must attach

either—

Cat. No. 41721E

(Continued on back)

Form 4506 (Rev. 10-94)

Page 2

Form 4506 (Rev. 10-94)

● A copy of two pieces of identification that

have your signature, or

● An original notarized statement affirming

your identity.

Line 4.—If you have named someone else to

receive the tax form or tax return transcript

(such as a CPA, an enrolled agent, a

scholarship board, or a mortgage lender),

enter the name and address of the individual.

If we cannot find a record of your tax form,

we will notify the third party directly that we

cannot fill the request.

Line 6.—Enter the name of the client,

student, or applicant if it is different from the

name shown on line 1a. For example, the

name on line 1a may be the parent of a

student applying for financial aid. In this case,

you would enter the student’s name on line 6

so the scholarship board can associate the

tax form or tax return transcript with their file.

Line 7a.—If you are requesting a tax return

transcript, check this box. Also, on line 9

enter the tax form number, on line 10 enter

the tax period, and on line 11c enter “no

charge.” However, if you prefer, you may get

a tax return transcript by calling or visiting

your local IRS office.

A tax return transcript shows most lines

from the original return (including

accompanying forms and schedules). It does

not reflect any changes you or the IRS made

to the original return. If you have changes to

your tax return and want a statement of your

tax account with the changes, see Tax

Account Information Only on the front. A tax

return transcript is available for any returns of

the 1040 series (such as Form 1040, 1040A,

or 1040EZ) filed during the current calendar

year and the 2 preceding calendar years.

In many cases, a tax return transcript will

meet the requirement of any lending

institution such as a financial institution, the

Department of Education, or the Small

Business Administration. It may also be used

to verify that you did not claim any itemized

deductions for a residence.

Line 7b.—If you are requesting a certified

copy of a tax form for court or administrative

proceedings, check the box to the right of

line 7b. It will take at least 60 days to process

your request.

Line 7c.—Check this box only if you want

proof from the IRS that you did not file a

return for the year. Also, on line 10 enter the

tax period for which you are requesting

verification of nonfiling, and on line 11c, enter

“no charge.”

Line 7d.—If you need only a copy of your

Form(s) W-2, check this box. Also, on line 9

enter “Form(s) W-2 only,” and on line 11c

enter “no charge.”

Forms W-2 are available only from 1978 to

the present. Form W-2 information is only

available 18 months after it is submitted by

your employer. But you can get this

information earlier if you request a copy of

your tax return and all attachments. See

line 7b.

If you are requesting a copy of your

spouse’s Form W-2, you must have your

spouse’s signature on the request. If you lost

your Form W-2 or have not received it by the

time you are ready to prepare your tax return,

contact your employer.

Line 10.—Enter the year(s) of the tax form or

tax return transcript you are requesting. For

fiscal-year filers or requests for quarterly tax

forms, enter the date the period ended; for

example, 3/31/93, 6/30/93, etc. If you need

more than four different tax periods, use

additional Forms 4506. Tax forms filed 6 or

more years ago may not be available for

making copies. However, tax account

information is generally still available for these

periods.

Line 11c.—Write your social security number

or Federal employer identification number and

“Form 4506 Request” on your check or

money order. If we cannot fill your request,

we will refund your payment.

Signature.—Requests for copies of tax forms

or tax return transcripts to be sent to a third

party must be signed by the person whose

name is shown on line 1a or by a person

authorized to receive the requested

information.

Copies of tax forms or tax return transcripts

for a jointly filed return may be furnished to

either the husband or the wife. Only one

signature is required. Sign Form 4506 exactly

as your name appeared on the original tax

form. If you changed your name, also sign

your current name.

For a corporation, the signature of the

president of the corporation, or any principal

officer and the secretary, or the principal

officer and another officer are generally

required. For more details on who may obtain

tax information on corporations, partnerships,

estates, and trusts, see Internal Revenue

Code section 6103.

If you are not the taxpayer shown on line

1a, you must attach your authorization to

receive a copy of the requested tax form or

tax return transcript. You may attach a copy

of the authorization document if the original

has already been filed with the IRS. This will

generally be a power of attorney (Form

2848), or other authorization, such as Form

8821, or evidence of entitlement (for Title 11

Bankruptcy or Receivership Proceedings). If

the taxpayer is deceased, you must send

Letters Testamentary or other evidence to

establish that you are authorized to act for

the taxpayer’s estate.

Note: Form 4506 must be received by the

IRS within 60 days after the date you signed

and dated the request.

Where To File.—Mail Form 4506 with the

correct total payment attached, if required, to

the Internal Revenue Service Center for the

place where you lived when the requested tax

form was filed.

Note: You must use a separate form for each

service center from which you are requesting

a copy of your tax form or tax return

transcript.

If you lived in:

Use this address:

New Jersey, New York

(New York City and

counties of Nassau,

Rockland, Suffolk, and

Westchester)

1040 Waverly Ave.

Photocopy Unit

Stop 532

Holtsville, NY 11742

New York (all other

counties), Connecticut,

Maine, Massachusetts,

New Hampshire,

Rhode Island, Vermont

310 Lowell St.

Photocopy Unit

Stop 679

Andover, MA 01810

Florida, Georgia,

South Carolina

4800 Buford Hwy.

Photocopy Unit

Stop 91

Doraville, GA 30362

Printed on recycled paper

Indiana, Kentucky,

Michigan, Ohio,

West Virginia

P.O. Box 145500

Photocopy Unit

Stop 524

Cincinnati, OH 45250

Kansas, New Mexico,

Oklahoma, Texas

3651 South Interregional

Hwy.

Photocopy Unit

Stop 6716

Austin, TX 73301

Alaska, Arizona, California

(counties of Alpine,

Amador, Butte,

Calaveras, Colusa,

Contra Costa, Del Norte,

El Dorado, Glenn,

Humboldt, Lake, Lassen,

Marin, Mendocino,

Modoc, Napa, Nevada,

Placer, Plumas,

Sacramento, San Joaquin,

Shasta, Sierra, Siskiyou,

Solano, Sonoma, Sutter,

Tehama, Trinity, Yolo,

and Yuba), Colorado,

Idaho, Montana,

Nebraska, Nevada,

North Dakota, Oregon,

South Dakota, Utah,

Washington, Wyoming

P.O. Box 9953

Photocopy Unit

Stop 6734

Ogden, UT 84409

California (all other

counties), Hawaii

5045 E. Butler Avenue

Photocopy Unit

Stop 52180

Fresno, CA 93888

Illinois, Iowa, Minnesota,

Missouri, Wisconsin

2306 E. Bannister Road

Photocopy Unit

Stop 57A

Kansas City, MO 64999

Alabama, Arkansas,

Louisiana, Mississippi,

North Carolina,

Tennessee

P.O. Box 30309

Photocopy Unit

Stop 46

Memphis, TN 38130

Delaware,

District of Columbia,

Maryland, Pennsylvania,

Virginia, a foreign

country, or A.P.O. or

F.P.O address

11601 Roosevelt Blvd.

Photocopy Unit

DP 536

Philadelphia, PA 19255

Privacy Act and Paperwork Reduction Act

Notice.—We ask for the information on this

form to establish your right to gain access to

your tax form or transcript under the Internal

Revenue Code, including sections 6103 and

6109. We need it to gain access to your tax

form or transcript in our files and properly

respond to your request. If you do not furnish

the information, we will not be able to fill your

request. We may give the information to the

Department of Justice or other appropriate

law enforcement official, as provided by law.

The time needed to complete and file this

form will vary depending on individual

circumstances. The estimated average

time is:

13 min.

Recordkeeping

Learning about the law or the form 7 min.

Preparing the form

25 min.

Copying, assembling, and

17 min.

sending the form to the IRS

If you have comments concerning the

accuracy of these time estimates or

suggestions for making this form more

simple, we would be happy to hear from you.

You can write to both the Internal Revenue

Service, Attention: Reports Clearance Officer,

PC:FP, Washington, DC 20224; and the

Office of Management and Budget,

Paperwork Reduction Project (1545-0429),

Washington, DC 20503. DO NOT send this

form to either of these offices. Instead, see

Where To File on this page.