Request for Copy of Tax Return Definition

Request for Copy of Tax Return Definition

What Is Kind 4506: Request for Copy of Tax Return?

Kind 4506: Request for Copy of Tax Return is filed by taxpayers to request precise copies of a number of beforehand filed tax returns and tax data from the Inside Income Service (IRS). Copies could also be wanted to finish a current-year tax return, amend a prior-year tax return, file a declare for refund or abatement, apply for presidency advantages, apply for federal pupil support, confirm revenue, or defend an IRS audit.

Different kinds within the 4506 sequence embrace Kind 4506-T: Request for Transcript of Tax Return and Kind 4506-T-EZ: Quick Kind Request for Particular person Tax Return Transcript. They permit you to request transcripts—that are printouts versus full copies with all attachments—of a beforehand filed tax return.

Key Takeaways

  • Kind 4506 is filed by taxpayers to request precise copies of beforehand filed tax returns and tax data.
  • You’ll be able to request a variety of several types of beforehand filed tax returns.
  • For those who don’t want an actual copy, Kinds 4506-T and 4506-T-EZ permit you to request transcripts of a beforehand filed tax return.

Who Can File Kind 4506:Request for Copy of Tax Return?

Taxpayers requesting copies of beforehand filed tax returns can file Kind 4506: Request for Copy of Tax Return. It’s also possible to request a replica to be despatched to a third-party. Third events would possibly embrace a mortgage lender verifying your revenue with the IRS. On this case, you signal and file Kind 4506, and the IRS sends the tax return copy to your lender.

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How one can File Kind 4506: Request for Copy of Tax Return

You fill out and file Kind 4506 whenever you want an actual copy of a beforehand filed tax return. You’ll be able to request a variety of tax returns together with Kind 1040 sequence particular person tax returns, Kind 1120 sequence company tax returns, Kind 1065 partnership tax returns, and Kind 1041 property or belief tax returns. Kind 4506 have to be accomplished and mailed to the IRS on the mailing deal with proven on the shape.

You have to embrace a verify or cash order made payable to the “United States Treasury” to cowl the $50 price charged for every tax interval requested. Copies are usually obtainable for returns filed within the latest and previous seven years.

All copies of Kind 4506 can be found on the IRS web site.

The IRS takes about 75 calendar days to course of requests and ship copies.

Different Related Kinds

You’ll be able to request a transcript of a beforehand filed tax return by downloading, finishing, and mailing Kind 4506-T.

A tax return transcript is a pc printout of your revenue tax return data. It exhibits submitting dates, submitting standing, dependents, adjusted gross revenue, and tax legal responsibility. In actual fact, it exhibits most line gadgets contained in your return because it was initially filed. It does not present modifications made after the return was processed.

You file Kind 4506-T whenever you want a transcript of your tax return or tax account data, Kind W-2 data, and 1099 data. Tax return transcripts can be found for the present and previous three tax years and just for the next returns: Kind 1040 sequence (Kinds 1040, 1040-A, 1040-EZ, or 1040-X), Kind 1120 sequence (Kinds 1120, 1120-A, 1120-H, 1120-L, or 1120-S), and Kind 1065. For those who register on-line with the IRS, you will get it straight away and freed from cost.

A person tax return transcript of your beforehand filed and processed 1040 sequence tax return will also be requested freed from cost utilizing the simplified Kind 4506-T-EZ.

For those who want your tax data straight away, you too can get a transcript of it freed from cost through the use of the IRS’s on-line instrument “Get Transcript” or by calling the IRS at 1-800-908-9946. Transcripts are accepted as an alternative to an actual copy of a return by the US Citizenship and Immigration Companies, by pupil loan and mortgage lending businesses, and by different third events looking for to confirm taxpayer revenue. In actual fact, the tax return transcript was created particularly to the fulfill mortgage lender’s calls for for the tax return data of their debtors. 

As of 2019, the IRS has a brand new transcript format that protects towards identification theft and fraud. Solely the final 4 digits of your Social Safety Quantity and phone quantity are seen, for instance. Taxpayers can nonetheless request an unmasked model, however it would solely be mailed to their deal with of document.  

Particular Issues When Submitting Kind 4506

When paper-filing any of the Kind 4506 sequence, copies and transcripts of collectively filed tax returns could also be requested by both partner, and just one signature is required. When utilizing Get Transcript on-line, both the first or secondary partner on a joint return could make the request. When utilizing Get Transcript by mail cellphone, solely the first taxpayer on the return could make the request.