Also called a Request for Transcript of Tax Return, this is an IRS form that allows you to request a transcript of your tax returns for a specific year. This includes the most recent tax return data, including income and deductions.
Suppose you need to submit a copy of your tax return for loan or mortgage applications, college or university financial aid applications, or social security benefits. In that case, you will likely need to fill out IRS Form 4506-T.
This form allows you to request a transcript of your tax return from the IRS, which contains all of the information from your tax return for a specific year.
To complete this form and request a transcript of your return, you will need to provide some basic information, including your name and address, your social security number or employer identification number, and the tax year for which you are requesting a return transcript.
You will also need to enter details about any tax returns that have been filed on your behalf, such as if you were claimed as a dependent on someone else’s tax return.
There are several pieces of information required when submitting a request for tax transcripts. In the first few lines, you will be asked for basic info such as the name shown on the tax return, the social security number on the tax return (or individual taxpayer identification number or employer identification number).
If it is a joint return, you will be required to enter your spouse’s name and their social security, TIN, or EIN details. You will also be asked to provide a residential address and a previous address shown on the last return filed if it is a different address from the one you provided, and finally, your customer file number.
You may request any of the below transcripts by checking a box next to each item on the form:
This transcript provides details about the financial status of the account associated with your tax return, including previous payments. It also shows any adjustments made by the IRS after processing your return, such as due to an audit or error correction.
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