EFTA01279828.pdf

Form 4506-T I Request for Transcript of Tax Return (Rev. September 2013) IP. Request may be rejected if the form is incomplete or Illegible. OM8 No. 1545-1872 Department of the Treasury Internal Revenue Service 420361321 Tip: Use Form 4506-T to order a transcript or other return information free of charge. See the product list below. You can quickly request transcripts by using our automated self-help service tools. Please visit us al IRS.gov and click on "Order a Return or Account Transcript" or call 1.800.908.9946. If you need a copy of your return. use Form 4506. Request for Copy of Tax Return. There is a fee to get a copy of your return. is Name shown on tax return. If a joint return. enter the name shown first. lb First social security number on tax return, Individual taxpayer Identification nurnber, or employer identification number (see Instructions) 2a II 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 3 Current name. address (including apt., room, or suite no.), city, slate, and ZIP code (see instructions) 5 II the transcript or tax information is to be mailed to a third party (such as a mortgage company), enter the third party's name, address, and telephone number. Caution: if the tax transcript is being mailed to a third party. ensure that you have filled in lines 6 through 9 before signing. Sign and date the form once you have filled in these lines. Completing these steps helps to protect your privacy. Once the IRS discloses your fax transcript fo the third party,listed on line 5. the IRS has no control over what the third party does with the information. If you would like to limit the third party's authority fo disclose your transcript information, you can specify this limitation in your written agreement with the third party. 6 Transcript requested. Filter the tax form number here (1040, 1065, 1120, etc.) and check the appropriate box below. Enter only one tax form number per request. 1040,1$2,1099 a Return Transcript, which includes most of the line items of a tax return as filed with the IRS. A tax return transcript does not reflect changes made to the account after the return Is processed. Transcripts are only available for the following returns: Form 1040 series. Form 1065. Form 1120, Form 1120A, Form 1120H, Form 1120L. and Form 1120S. Return transcripts are available for the current year and returns processed during the prior 3 processing years. Most requests will be processed within 10 business days b Account Transcript, which contains information on the financial status of the account, such as payments made on the account. penalty assessments. and adjustments made by you or the IRS after the return was filed. Return information is limited to items such as tax liability and estimated tax payments. Account transcripts are available for most returns. Most requests will be processed within 10 business days c Record of Account, which provides the most detailed information as it is a combination of the Return Transcript and the Account Transcript. Available for current year and 3 prior tax years. Most requests will be processed within 10 business days 7 Verification of Nonfling, which is proof from the IRS that you did not file a return for the year. Current year requests are only available after June 15th. There are no availability restrictions on prior year requests. Most requests will be processed within 10 business days. 8 Form W-2, Form 1099 series, Fonn 1098 series, or Form 5498 aeries transcript. The IRS can provide a transcript that includes data from these information returns. State or local information is not included with the Form W-2 information. The IRS may be able to provide this transcript information for up to 10 years. Information for the current year is generally not available until the year alter it is filed with the IRS. For example, W-2 information for 2011. filed in 2012, will likely not be available from the IRS until 2013. If you need W-2 information for retirement purposes, you should contact the Social Security Administration at 1.800.772.1213. Most requests will be processed within 10 business days Caution: you need a copy of Form W2 or Form 1099. you should first contact the payer. To get a copy of the Form W2 or Form 1099 tiled with your return. you must use Form 4506 and request a copy of your return, which includes all attachments. 9 Year or period requested. Enter the ending date of the year or period. using the mm/ricifyyyy format. II you are requesting more than four years or periods, you must attach another Form 4506-T. For requests relating to quarterly tax returns, such as Form 941. you must enter each quarter or tax period separately. 12/31/2013 12/31/2012 12/31/2011 12/31/2010 Check this box if you have notified the IRS or the IRS has notified you that one of the years for which you are requesting a transcript involved identity theft on your federal tax return I= Caution. Do not sign this form unless all applicable lines have been completed. Signature of taxpayer(s). I declare that I am either the taxpayer whose name is shown on line la or 2a, or a person authorized to obtain the tax information requested. If the request applies to a joint return, at least one spouse must sign. II signed by a corporate officer, partner. guardian. tax matters partner, executor, receiver. administrator, trustee. or party other than the taxpayer, I certify that I have the authority fo execute Form 4506-T on behalf of the taxpayer. Note. For transcripts being sent fo a third party. this form must be received within 120 days of the signature date. Phone number of taxpayer on line la or 2a I (336) 688-5882 Signature (see instructions) Date Sign Here Title (If line la above is a corporation, partnership. estate, or trust) Spouse's signature Date For Privacy Act and Paperwork Reduction Act Notice, see page 2. Cat. No. 37667N Form 4506-T (Rev. 0-2013) Wolters Kluwer Financial Services VIAP9045T (1405) CONFIDENTIAL SDNY_GM_00030254 EFTA 00140872 EFTA01279828 Form 4506-T (Rev. 9-2013) Page 2 Section references are to the Internal Revenue Partnerships. Generally. Form 0506-T can be Code unless otherwise noted. Chart for all other transcripts signed by any person who was a member of the partnership during any pan of the tax period Future Developments If you lived In or your business Mail or fax to requested on line 9. For the latest information about Form 4506-T and its instructions. go to was In: AN others. See section 6103(e) it the www.irs.gov/form4506f. Information about taxpayer has died. is Insolvent. is a dissolved any recent developments affecting Form 4506-T Alabama. Alaska. corporation. or if a trustee. guardian, executor. Arizona. Arkansas. receiver. or administrator is acting for the (such as legislation enacted after we released it) California. Colorado. will be posted on that page. taxpayer. Rorida. Hawaii. Idaho. General Instructions Iowa. Kansas. Louisiana. internal Revenue Service Documentation. For entities other than Minnesota. Mississippi. RAIVS Team individuals. you must attach the authorization CAUTION. Do not sign this form unless all Missouri. Montana. P.O. Box 9941 applicable lines have been completed. Mail Stop 6734 document. For example. this could be the letter Nebraska. Nevada. from the principal officer authorizing an Purpose of form. Use Form 4506.1 to request New Mexico. North Ogden. UT 84409 employee of the corporation or the letters tax return information. You can also designate Dakota. Oklahoma. testamentary authorizing an individual to act for ton line 5) a third parry to receive the information. Oregon. South Dakota. an estate. Taxpayers using a tax year beginning in one Texas. Utah. calendar year and ending in the following year Washington. Wyoming. Signature by a representative. A (fiscal tax year) must file Form 4506-T to request a foreign country. or 801-6204922 representative can sign Form 0506-T for a a return transcript. A.P.O. or F.P.O. address taxpayer only if the taxpayer has specifically Note. It you are unsure of which type of delegated this authority to the representative on Connecticut. Form 2848. line 5. The representative must transcript you need, request the Record of Delaware. District of Account. as it provides the most detailed attach Form 2848 showing the delegation to information. Columbia. Georgia. Form 4506.T. Illinois. Indiana. Tip. Use Form 4506. Request for Copy of Tax Kentucky. Maine. Return. to request copies of tax returns. Maryland. Internal Revenue Service Privacy Act and Paperwork Reduction Act Massachusetts. RAIVS Teem Notice. We ask for the information on this form Automated transcript request. You can Michigan. New to establish your right to gain access to the quickly request transcripts by using our P.O. Box 145500 Hampshire. New Jersey. Stop 2800 F requested tax information under the Internal automated self-help service tools. Please visit us New York. North Oncinnali. OH 45250 Revenue Code. We need this information to at IRS.gov and click on 'Order a Return or Carolina. Crio. Account Transcript' or call 1.800.908.9946. properly identify the tax information and respond Pennsylvania. Rhode to your request. You are not required to request Where to lie. Mad or fax Form 4506-T to the Island. South Carolina. any transcript: if you do request a transcript. address below for the slate you lived in. Of the Tennessee. Vermont. sections 6103 and 6109 and their regulations slate your business was in. when that return was Virginia. West Virginia. 859.6693592 require you to provide this information. including filed. There are two address charts: one for Wisconsin your 5511 or EIN. If you do not provide this individual transcripts (Form 1040 series and Form information. we may not be able to process your W-2) and one for all other transcripts. Une 1 b. Biter your employer identification request. Providing false or fraudulent information It you are requesting more than one transcript number (8N) if your request relates to a business may subject you to penalties. or other product and the char below shows two return. Otherwise. enter thetirst social security Routine uses of this information include giving different addresses, send your request to the number (SSN) or your individual taxpayer it to the Department of Justice for civil and address based on the address of your most identification number (MN) shown on the return. criminal litigation. and cities. states. the District recent return. For example. if you are requesting Form 1040 that of Columbia. and U.S. commonwealths and includes Schedule C (Form 1000). enter your SSN. possessions for use in administering their tax Chart for individual transcripts Lkle 3. Enter your current address. If you use a laws. We may also disclose this information to (Form 1040 series and Form W-2 P.O. box. include it on this line. other countries under a tax treaty. to federal and state agencies to enforce federal nontax criminal and Form 1099) Lkle 4. Enter the address shown on the last laws, or to federal law enforcement and If you filed an Mail or fax to return filed if different born the address entered intelligence agencies to combat terrorism. Individual return on line 3. and lived In: You are not required to provide the Note. H the address on lines 3 and 4 are information requested on a torn that is subject Alabama. Kentucky. Internal Revenue different and you have not changed your address to the Paperwork Reduction Act unless the lore Louisiana. Service with the IRS. file Form 8822. Change of Address. displays a valid OMB control number. Books or Mississippi. RAIVS Team For a business address. file Form 8822-B. Change records relating 10 a form or its instructions Tennessee. Texas. a Stop 6716 AUSC of Address or Responsble Parry Business. must be retained as long as their contents may foreign country. American Austin. TX 73301 Samoa. Pueno Rco. Une 6. Enter only one tax form number per become material in the administration of any Guam. the request. Internal Revenue law. Generally. tax returns and Commonwealth of the return information are confidential. as required Signature and date. Form 4506-T must be by section 6103. Northern Mariana Islands. signed and dated by the taxpayer listed on line la the U.S. Virgin Islands. or or 2a. If you completed line 5 requesting the 512-460-2272 The time needed to complete and file Form A.P.O. or F.P.O. information be sent to a third party. the IRS must address I506-T will vary depending on individual receive Form 0506-T within 120 days of the date circumstances. The estimated average time is: Alaska. Arizona. Internal Revenue signed by the taxpayer or it will be rejected. Learning about the law or the form, 10 Arkansas. California. Service Ensure that all applicable lines are completed min.: Preparing the form, i2 and Colorado. Hawaii. Idaho. RAIVS Team before signing. 11g, assembling, and sending the form Illinois. Indiana. Iowa. Stop 37106 Individuals. Transcripts of jointly filed tax to ha las, 20 mm. Kansas. Michigan. Fresno. CA 93888 H you have comments concerning the Minnesota. Montana. returns may be furnished to either spouse. Only Nebraska. Nevada. New one signature is required. Sign Form 4506-T accuracy of these time estimates or suggestions Mexico. North Dakota. exactly as your name appeared on the original for making Form 4506-1 simpler. we would be Oklahoma. Oregon. South return. If you changed your name. also sign your happy to hear from you. You can write to: Dakota. Utah. current name. Internal Revenue Service Washington. Wisconsin. 559-456-7227 COrpOratiOnt Generally. Form 4506-T can Tax Forms and Publications Division Wyoming be signed by: (1) an officer having legal 1111 Constitution Ave. NW. IR6526 authority to bind the corporation. (2) any person Washington. DC 20224 Connecticut. Delaware. Internal Revenue designated by the board of directors or other District of Columbia. Service Do not send the form to this address. Instead. Florida. Georgia. RAIVS Team governing body. or (3) any officer or employee on written request by any principal officer and see Where to lite on this page. Maine. Maryland. Stop 6705 P4 Massachusetts. Kansas City. MO attested to by the secretary or other officer. Missouri. New Hampshire. 64999 New Jersey. New York. North Carolina. Crio. Pennsylvania. Rhode Island. South Carolina. Vermont. Virginia. 816-2924102 West Virginia Wolters Kluwer Financial Services VMP9045T (1405) CONFIDENTIAL SDNY_GM_00030255 EF1'A_00140873 EFTA01279829