IRS 4506T-EZ 2023-2025 free printable template

Form 4506-T-EZ Short Form Request for Individual Tax Return Transcript November 2021 Department of the Treasury Internal Revenue Service OMB No. 1545-2154 Request may not be processed if the form is incomplete or illegible. The filing location for the Form 4506T-EZ has changed. Please see the Where to File section for your new mailing location. What s New. As part of its ongoing efforts to protect taxpayer data the Internal Revenue Service announced that in July 2019 it will stop all...third-party mailings of requested transcripts. After this date masked Tax Transcripts will only be mailed to the taxpayer s address of record. If a third-party is unable to accept a Tax Transcript mailed to the taxpayer they may either contract with an existing IVES participant or become an IVES participant themselves. The estimated average time is Learning about the law or the form 9 min. Preparing the form 18 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 4506T-EZ simpler we would be happy to hear from you. You can write to Tax Forms and Publications Division 1111 Constitution Ave. NW IR-6526 Washington DC 20224 Do not send the form to this address. More information about Form 4506T-EZ visit www.irs.gov/form4506tez. Tip Get faster service Online at www.irs.gov Get Your Tax Record Get Transcript or by calling 1-800-908-9946 for specialized assistance. We have...teams available to assist. Note Taxpayers may register to use Get Transcript to view print or download the following transcript types Tax Return Transcript shows most line items including Adjusted Gross Income AGI from your original Form 1040-series tax return as filed along with any forms and schedules Tax Account Transcript shows basic data such as return type marital status AGI taxable income and all payment types Record of Account Transcript combines the tax return and tax account...transcripts into one complete transcript Wage and Income Transcript shows data from information returns we receive such as Forms W-2 1099 1098 and Form 5498 and Verification of Non-filing Letter provides proof that the IRS has no record of a filed Form 1040-series tax return for the year you request. 1a Name shown on tax return. If a joint return enter the name shown first. 1b First social security number or individual taxpayer identification number on tax return 2a If a joint return enter...spouse s name shown on tax return. 2b Second social security number or individual taxpayer identification number if joint tax return Current name address including apt. We have teams available to assist. Note Taxpayers may register to use Get Transcript to view print or download the following transcript types Tax Return Transcript shows most line items including Adjusted Gross Income AGI from your original Form 1040-series tax return as filed along with any forms and schedules Tax Account...Transcript shows basic data such as return type marital status AGI taxable income and all payment types Record of Account Transcript combines the tax return and tax account transcripts into one complete transcript Wage and Income Transcript shows data from information returns we receive such as Forms W-2 1099 1098 and Form 5498 and Verification of Non-filing Letter provides proof that the IRS has no record of a filed Form 1040-series tax return for the year you request. 1a Name shown on tax...return. If a joint return enter the name shown first. 1b First social security number or individual taxpayer identification number on tax return 2a If a joint return enter spouse s name shown on tax return. 2b Second social security number or individual taxpayer identification number if joint tax return Current name address including apt. room or suite no. city state and ZIP code see instructions Previous address shown on the last return filed if different from line 3 see instructions 5 Customer...file number if applicable see instructions Note Effective July 2019 the IRS will mail tax transcript requests only to your address of record. 1a Name shown on tax return. If a joint return enter the name shown first. 1b First social security number or individual taxpayer identification number on tax return 2a If a joint return enter spouse s name shown on tax return. 2b Second social security number or individual taxpayer identification number if joint tax return Current name address including...apt. room or suite no. city state and ZIP code see instructions Previous address shown on the last return filed if different from line 3 see instructions 5 Customer file number if applicable see instructions Note Effective July 2019 the IRS will mail tax transcript requests only to your address of record. See What s New under Future Developments on Page 2 for additional information. 6 Year s requested. Enter the year s of the return transcript you are requesting for example 2008. Room or suite...no. city state and ZIP code see instructions Previous address shown on the last return filed if different from line 3 see instructions 5 Customer file number if applicable see instructions Note Effective July 2019 the IRS will mail tax transcript requests only to your address of record. See What s New under Future Developments on Page 2 for additional information. 6 Year s requested. Enter the year s of the return transcript you are requesting for example 2008. Most requests will be processed...within 10 business days. Note. If the IRS is unable to locate a return that matches the taxpayer identity information provided above or if IRS records indicate that the return has not been filed the IRS will notify you that it was unable to locate a return or that a return was not filed whichever is applicable. Caution. Do not sign this form unless all applicable lines have been completed. Signature of taxpayer s. I declare that I am the taxpayer whose name is shown on either line 1a or 2a. If...the request applies to a joint return either spouse must sign. Note This form must be received by IRS within 120 days of the signature date. Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the Form 4506T-EZ.

Instructions and Help about IRS 4506T-EZ

How to edit IRS 4506T-EZ

How to fill out IRS 4506T-EZ

Instructions and Help about IRS 4506T-EZ

How to edit IRS 4506T-EZ

To edit the IRS 4506T-EZ form, utilize pdfFiller to easily modify the fields as needed. You can add or remove information directly within the form using the platform's editing tools. Ensure that all entries are accurate to avoid delays in processing.

How to fill out IRS 4506T-EZ

To fill out the IRS 4506T-EZ form, follow these steps:

1. Gather your personal information, like your name, address, and Social Security Number.
2. Determine the specific tax years for which you request the return information.
3. Specify where to send the copies of your tax return information.
4. Sign and date the form before submission.

Latest updates to IRS 4506T-EZ

Latest updates to IRS 4506T-EZ

As of late 2023, there have been no significant changes announced for the IRS 4506T-EZ form. Always check the IRS website for the most current updates and potential revisions to tax forms.

All You Need to Know About IRS 4506T-EZ

What is IRS 4506T-EZ?

What is the purpose of this form?

Who needs the form?

When am I exempt from filling out this form?

Components of the form

What are the penalties for not issuing the form?

What information do you need when you file the form?

Is the form accompanied by other forms?

Where do I send the form?

All You Need to Know About IRS 4506T-EZ

What is IRS 4506T-EZ?

IRS 4506T-EZ is a simplified version of the IRS 4506-T form, used to request a transcript of tax returns, specifically for individuals or entities needing information from the IRS regarding previous submissions. It streamlines the process for requesting tax return information without extensive documentation requirements.

What is the purpose of this form?

The primary purpose of IRS 4506T-EZ is to allow taxpayers to obtain a transcript of their tax returns for specific years. This can be necessary for various reasons, including loan applications, verifying income, or eligibility for government programs.

Who needs the form?

Taxpayers who require a transcript of their tax returns may need to fill out the IRS 4506T-EZ. Common users include individuals applying for mortgages, education financial aid, or other loans who must verify their reported income.

When am I exempt from filling out this form?

You are exempt from filling out the IRS 4506T-EZ if you do not need a transcript of your tax return or if you have access to the required information through other means. Additionally, if the institution requesting the form allows alternative documentation, you may not need to submit it.

Components of the form

The IRS 4506T-EZ consists of several key components, including identification sections for the requester and the tax years for which information is requested. There's also a section for the signature and date, affirming the requester's authority to obtain the transcript. Properly completing each section is essential for obtaining the desired information.

What are the penalties for not issuing the form?

Failure to furnish the necessary information as required by institutions could result in application denials, delayed processing times, or increased scrutiny of financial applications, which may have long-term consequences for future financial activities.

What information do you need when you file the form?

When filing the IRS 4506T-EZ form, gather your full name, Social Security Number, address, the tax year(s) you need transcripts for, and where to send the transcripts. Accurate information is crucial to ensuring that your request is fulfilled without issues.

Is the form accompanied by other forms?

The IRS 4506T-EZ does not require additional forms for submission. However, institutions may request supplementary documentation, depending on their specific requirements. Always verify what additional documents may be necessary with the requesting party.

Where do I send the form?

Once the IRS 4506T-EZ is completed, the form must be sent to the designated address listed in the instructions. This address varies based on whether the request is for a transcript for an individual or a business. Ensure that you send it to the correct location to avoid delays.

FAQ about IRS 4506T-EZ

What should I do if I discover an error after submitting IRS 4506T-EZ?

If you realize there's a mistake after submitting the IRS 4506T-EZ, you should prepare a corrected version of the form, marking it as 'Corrected' and submit it to the same address. It's also advisable to contact the relevant office to inform them of the correction, ensuring smooth processing of your request.

How can I check the status of my IRS 4506T-EZ request?

To check the status of your IRS 4506T-EZ submission, you can call the IRS directly or use their online tools if available. Keep in mind that the processing time may vary, so it's recommended to wait a few weeks before inquiring about the status to allow for adequate processing.

Are e-signatures acceptable for submitting IRS 4506T-EZ?

Yes, e-signatures are generally acceptable for submitting the IRS 4506T-EZ. However, make sure that your e-signature complies with the IRS requirements and that you maintain proper records of your submission for future reference.

What should I do if my IRS 4506T-EZ submission is rejected?

If your IRS 4506T-EZ is rejected, you should receive a notice detailing the reasons for the rejection. Address the issues indicated, correct the form as necessary, and resubmit the corrected form promptly to avoid delays in processing.

Can I submit IRS 4506T-EZ on behalf of someone else?

Yes, you can submit the IRS 4506T-EZ on behalf of someone else if you have been designated as an authorized representative. Ensure you include any necessary Power of Attorney documentation to validate your authority to file on their behalf.