Fill Out Form 4506-T, Request for Transcript of Tax Return

Your full legal name exactly as it appears on the tax return you're requesting the transcript for. If you're requesting a business transcript, enter the entity's legal name. For joint returns, enter the primary taxpayer's name (the name that appears first on the return).

Enter your Social Security Number or Individual Taxpayer Identification Number if this is an individual return. Enter your Employer Identification Number if you're requesting a business return transcript. This must match the name on Line 1a. For example, if you're requesting a Form 1040 that includes a Schedule C, enter your SSN, not your business EIN.

Only fill this in if the transcript request is for a jointly filed return. Enter your spouse's name exactly as it appeared on the joint return.

Enter your spouse's Social Security Number or ITIN as shown on the joint return. Leave blank if Line 2a is blank.

Your current mailing address, including apartment, room, suite number, or inmate number if applicable. Include your P.O. Box if you use one. This is critical because, as of July 2019, the IRS only mails transcripts to your address of record. If this doesn't match what the IRS has on file, your transcript will not be delivered.

Enter the address shown on the last return you filed, but only if it's different from Line 3. If your address hasn't changed, leave this blank. If you've moved and haven't updated your address with the IRS, you should file Form 8822 (for individuals) or Form 8822-B (for businesses) before submitting your 4506-T.

Optional. Enter up to 10 numeric characters that will appear on your transcript as a reference number. This is commonly used by mortgage lenders and financial institutions to match your transcript to their file. Do not enter your SSN or any other tax ID number here.

Enter the form number for the return you want a transcript of: 1040, 1065, 1120, 941, etc. Enter only one form number per request. If you need transcripts for multiple forms, you'll need a separate Form 4506-T for each.

Check this box if you want a transcript that shows most line items from your return as originally filed. This is the most commonly requested transcript type, especially for mortgage applications and income verification. Available for the current year and the prior three years for Form 1040 series returns.

Check this box for a transcript showing basic data like return type, marital status, AGI, taxable income, and all payment types. This shows changes made after the return was processed, unlike the return transcript.

Check this box if you want both the return transcript and account transcript combined into one document. Useful when you need the complete picture of what was filed and what happened to the account afterward.

Check this box to get data from information returns the IRS received about you, such as W-2s, 1099s, 1098s, and 5498s. Available for the current year and the prior 10 years. W-2 and 1099 data for the current year may not be available until mid-year of the following year.

Check this box if you need proof that a tax return was not filed for a specific year. Commonly required by financial aid offices, government agencies, and lenders. Available for the current year and prior three years.

Enter the ending date of each tax year or period you need in mm/dd/yyyy format. For a calendar year 2024 Form 1040, enter 12/31/2024. For quarterly returns like Form 941, enter the quarter-end date. You can request up to four years on a single form. If you need more than four, attach an additional 4506-T.

Sign and date the form. The IRS must receive your 4506-T within 120 days of the signature date or it will be rejected. Sign your name exactly as it appeared on the original return. If you changed your name, sign both your current and former names. For joint returns, only one spouse needs to sign. For corporations, an authorized officer must sign.