EFTA00603334.pdf

For.45064 (Rev. Apnl 2006) Request for Transcript of Tax Return ► Do not sign this form unless all applicable lines have been completed. Read the instructions on page 2. Salm OMB No. 1545-18/2 ► Request may be rejected if the form Is Incomplete, illegible, or any required Department of the Treasury Internal Revenue Service line was blank at the time of signature. Tip: Use Form 45064 to order a transcript or other return information free of charge. See the product list below. You can also call 1.800.829.1040 to order a transcript. 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. la Name shown on tax return. If a joint return, enter the name shown first lb First social security number on tax rattan or employer identification number (see instructions) 2a If a pint return, enter spouse's name shown on tax return 2b Second social security number if joint tax return 3 Current name, address (Including apt., room, or suite no.), city, state, and ZIP code 4 Previous address shown on the last return filed if different from line 3 5 If 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. The IRS has no control over what the third party does with the tax information. Caution: If a third party requires you to complete Form 4506-T, do not sign Form 4506-T If fines 6 and 9 are blank. 6 Transcript requested. Enter the tax form number here (1040. 1065. 1120. etc.) and check the appropriate box below. Enter only one tax form number per request ► a Return Transcript, which includes most of the line items of a tax return as filed with the IRS. 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 . . . . . . . . . . . . . . . . . . . . . . . . . . 0 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. Acervint transcripts are available for most returns. Most requests will be processed within 30 calendar days . c Record of Account, which is a combination of fine item information and later adjustments to the account. Available for °went year and 3 prior tax years. Most requests will be processed within 30 calendar days 7 Verification of NonfIling, which is proof from the IRS that you did not file a return for the year. Most requests will be processed within 10 business days ❑ 8 Form W-2, Form 1099 series, Form 1098 series, or Fenn 5498 series 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 after it is tied with the IRS. For example, W-2 information for 2003. filed in 2004. will not be avaiable from the IRS until 2005. If you need W-2 information for retirement purpcses, you should contact the Social Security Administration at 1.800.772-1213. Most requests will be processed within 45 days . . 0 Caution: If you need a copy of Form W-2 or Form 1099, you should first contact the payer. To get a copy of the Form W-2 or Form 1099 filed 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 mrntdcVyyyy fommt. If you are requesting more than four years or periods, you must attach another Form 45064. For requests relating to quarterly tax returns, such as Form 941, you must enter each quarter or tax period separately. / / 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, either husband or wife must sign. If 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 to execute Form 4506.7 on behalf of the taxpayer. Telephone number of taxpayer on line la or 2a ( ) 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. 4-2006) EFTA00603334 Form 4506-1(Rev. 4-2006) Page 2 General Instructions Chart for all other transcripts Partnerships. Generally. Form 4506-T can be signed by any person who was a Purpose of form. Use Form 4506-T to If you lived in or Mail or fax to the member of the partnership during any part request tax return information. You can your business "Internal Revenue of the tax period requested on line 9. also designate a third party to receive the was in: Service" at: All others. See Internal Revenue Code information. See line 5. Alabama. Alaska. section 6103(e) if the taxpayer has died, is Tip. Use Form 4506, Request for Copy of Arizona. Arkansas, insolvent, is a dissolved corporation, or if a Tax Return, to request copies of tax California. Colorado, trustee, guardian, executor, receiver, or returns. Florida, Georgia, administrator is acting for the taxpayer. Where to file. Mail or fax Form 4506-T to Hawaii. Idaho, Iowa, Documentation. For entities other than the address below for the state you lived in Kansas. Louisiana, individuals. you must attach the when that return was filed. There are two Minnesota. RAIVS Team authorization document. For example, this address charts: one for individual Mississippi, M. Box 9941 could be the letter from the principal officer transcripts (Form 1040 series and Form Missouri, Montana. Mail Stop 6734 authorizing an employee of the corporation W-2) and one for all other transcripts. Nebraska, Nevada, Ogden, UT 84409 or the Letters Testamentary authorizing an New Mexico. Note.If you are requesting more than one individual to act for an estate. North Dakota, transcript or other product and the chart Oklahoma, Oregon, below shows two different service centers, South Dakota. mail your request to the service center Tennessee, Texas, Privacy Act and Paperwork Reduction based on the address of your most recent Utah. Washington. Act Notice. We ask for the information on return. Wyoming 801-620-6922 this form to establish your right to gain access to the requested tax information Chart for individual Connecticut, under the Internal Revenue Code. We need Delaware, District of this information to properly identify the tax transcripts (Form 1040 series Columbia, Illinois, information and respond to your request. and Form W-2) Indiana. Kentucky. Sections 6103 and 6109 require you to Maine. Maryland. provide this information, including your If you filed an Mail or fax to the Massachusetts, SSN or EIN. If you do not provide this individual return "Internal Revenue Michigan, New RAIVS Team information, we may not be able to and lived in: Service" at: Hampshire, New Box 145500 process your request. Providing false or Jersey, New York. Stop 2800 F fraudulent information may subject you to District of Columbia, RAMS Team North Carolina, Cincinnati, OH 45250 Maine, Maryland. Stop 679 penalties. Ohio, Pennsylvania. Massachusetts. Andover. MA 05501 Rhode Island. South Routine uses of this information include New Hampshire. Carolina, Vermont, giving it to the Department of Justice for New York, Virginia. West civil and criminal litigation, and cities, Vermont 978-247-9255 Virginia. Wisconsin 859.669.3592 states, and the District of Columbia for use Alabama. Delaware, PANS Team in administering their tax laws. We may A foreign country, or RAMS Team also disclose this information to other Florida. Georgia. MI. Box 47-421 North Carolina, Stop 91 =. Eli DP 135SE countries under a tax treaty, to federal and address Philadelphia, PA state agencies to enforce federal nontax Rhode Island, Doraville, GA 30362 19255.0695 South Carolina, criminal laws, or to federal law Virginia 678-530-5326 215.516.2931 enforcement and intelligence agencies to combat terrorism. Arkansas. Kansas. RAIVS Team Line lb. Enter your employer identification You are not required to provide the Kentucky. Louisiana, Stop 6716 AUSC number (EIN) if your request relates to a information requested on a form that is Mississippi. Austin, TX 73301 business return. Otherwise, enter the first subject to the Paperwork Reduction Act Oklahoma. social security number (SSN) shown on the unless the form displays a valid OMB Tennessee. Texas, return. For example, if you are requesting control number. Books or records relating West Virginia 512.460.2272 Form 1040 that includes Schedule C to a form or its instructions must be (Form 1040). enter your SSN. retained as long as their contents may Alaska. Arizona. RAIVS Team Line 6. Enter only one tax form number per become material in the administration of California. Colorado, Stop 38101 Hawaii, Idaho, Fresno. CA 93888 request. any Internal Revenue law. Generally, tax Montana, Nebraska, returns and return information are Signature and date. Form 4506-T must be confidential, as required by section 6103. Nevada, New Mexico, signed and dated by the taxpayer listed on Oregon. South line la or 2a. If you completed line 5 The time needed to complete and file Dakota, Utah, requesting the information be sent to a Form 4506-T will vary depending on Washington. third party, the IRS must receive Form individual circumstances. The estimated Wyoming 559.253.4990 4506-T within 60 days of the date signed average time is: Learning about the law by the taxpayer or it will be rejected. or the form, 10 min.: Preparing the form, Connecticut. Illinois, RAIVS Team 12 min.; and Copying, assembling, and Indiana. Iowa. Stop 6705-B41 Individuals. Transcripts of jointly filed Michigan. Kansas City. MO 64999 sending the form to the IRS, 20 min. tax returns may be furnished to either Minnesota. Missouri, spouse. Only one signature is required. If you have comments concerning the North Dakota, Ohio, Sign Form 4506-T exactly as your name accuracy of these time estimates or Wisconsin 816.823.7667 appeared on the original return. If you suggestions for making Form 4506-T New Jersey, changed your name, also sign your current simpler, we would be happy to hear from RAIVS Team Pennsylvania, a name. you. You can write to the Internal Revenue DP 135SE Service, Tax Products Coordinating a for courator or address Philadelphia, PA 19255.0695 215.516.2931 Corporations. Generally, Form 4506-T can be signed by: (1) an officer having legal authority to bind the corporation, (2) Committee, SE:W:CAR:MP:T:T:SP, 1111 Constitution Ave. NW, IR-6406, Washington, DC 20224. Do not send the any person designated by the board of form to this address. Instead, see Where to directors or other governing body, or (3) file on this page. any officer or employee on written request by any principal officer and attested to by the secretary or other officer. EFTA00603335