Appendix Twenty-Five

• Author: Brian C. Vertz and Mitchell E. Benson
• Pages: 571-574

A -161 Appendices Appendix Twenty-Five

APPENDIX TWENTY-FIVE

ΙΡΣ Φορµ 4506, Ρεθυεστ φορ Χοπψ οφ Ταξ Ρετυρν

Form

4506

(October 2020)

Department of the Treasury

Internal Revenue Service

Request for Copy of Tax Return

▶ Do not sign this form unless all applicable lines have been completed.

▶ Request may be rejected if the form is incomplete or illegible.

▶ For more information about Form 4506, visit www.irs.gov/form4506.

OMB No. 1545-0429

Tip. You may be able to get your tax return or return information from other sources. If you had your tax return completed by a paid preparer, they

should be able to provide you a copy of the return. The IRS can provide a Tax Return Transcript for many returns free of charge. The transcript

provides most of the line entries from the original tax return and usually contains the information that a third party (such as a mortgage company)

requires. See Form 4506-T, Request for Transcript of Tax Return, or you can quickly request transcripts by using our automated self-help service

tools. Please visit us at IRS.gov and click on “Get a Tax Transcript...” or call 1-800-908-9946.

1a Name shown on tax return. If a joint return, enter the name shown first. 1b First social security number on tax return,

individual taxpayer identification number, or

employer identification number (see instructions)

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

3 Current name, address (including apt., room, or suite no.), city, state, and ZIP code (see instructions)

4 Previous address shown on the last return filed if different from line 3 (see instructions)

5 If the tax return 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 return is being sent to the third party, ensure that lines 5 through 7 are completed before signing. (see instructions).

6 Tax return requested. Form 1040, 1120, 941, etc. and all attachments as originally submitted to the IRS, including Form(s) W-2,

schedules, or amended returns. Copies of Forms 1040, 1040A, and 1040EZ are generally available for 7 years from filing before they are

destroy ed by law . Other r eturns ma y be avai lable for a longer period o f time. Enter onl y one ret urn numbe r. If you need mor e than on e

type of return, you must complete another Form 4506. ▶

Note: If the copies must be certified for court or administrative proceedings, check here . . . . . . . . . . . . . . .

7 Year or period requested. Enter the ending date of the tax year or period using the mm/dd/yyyy format (see instructions).

/ / / / / / / /

/ / / / / / / /

8 Fee. There is a $43 fee for each return requested. Full payment must be included with your request or it will

be rejected. Make your check or money order payable to “United States Treasury.” Enter your SSN, ITIN,

or EIN and “Form 4506 request” on your check or money order.

a Cost for each return . . . . . . . . . . . . . . . . . . . . . . . . . . . $

b Number of returns requested on line 7 . . . . . . . . . . . . . . . . . . . . . .

c Total cost. Multiply line 8a by line 8b . . . . . . . . . . . . . . . . . . . . . . $

9 If we cannot find the tax return, we will refund the fee. If the refund should go to the third party listed on line 5, check here . . . . .

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 1a or 2a, or a person authorized to obtain the tax return

requested. If the request applies to a joint return, at least one spouse must sign. If signed by a corporate officer, 1 percent or more shareholder, partner,

managing member, 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 on behalf of the taxpayer. 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 4506. See instructions.

Sign

Here

Phone number of taxpayer on line

1a or 2a

▲

Signature (see instructions) Date

▲

Print/Type name Title (if line 1a 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. 41721E Form 4506 (Rev. 10-2020)

Print/Type name

▲

APPENDIX TWENTY-FIVE