Fillable Form IRS 4506-T (Non-filing Letter)

What is the 4506-T Form?

Form 4506-T, also known as Request for Transcript of tax transcript, is an IRS document used by taxpayers to request a copy or transcript of their previously filed tax transcript. The form is a formal request that must be filled out accurately to ensure the IRS provides the correct information.

The primary purpose of Form 4506-T is to allow taxpayers to request a copy or transcript of their previously filed tax transcript information from the IRS. This information may be required for a variety of reasons, such as applying for a mortgage or student loan, proving income for a job, or resolving a tax matter with the IRS.

How do I fill out the 4506-T?

Form 4506-T requires certain information including personal details such as full name, mailing address, and social security number or TIN, as well as details about the tax transcript being requested. 

Line 1a

Enter the name shown on the tax transcript you are requesting.

Line 1b

Enter the first Social Security Number (SSN), Individual Taxpayer Identification Number (TIN), or Employer Identification Number (EIN) on the requested tax transcript. 

Line 2a

If the requested tax transcript is a joint return, enter your spouse’s name as shown on the return.

Line 2b

Enter the second SSN or TIN on the requested tax transcript if it was a joint return.

Line 3

Enter your full legal name and your address information (apt./room/suite number, street address, city, state, and ZIP code).

Line 4

If a different address was written for the requested form, enter that address.

Line 5a

If the transcript is to be mailed to a third party, enter that third party’s name, address, and telephone number.

Line 5b

Enter your customer file number, if applicable.

Line 6

Enter the number of the tax form that you are requesting a transcript for. Then check any of the following boxes that apply to the transcript you are requesting. You may choose one of the following:

• Return Transcript
• Account Transcript
• Record of Account

If you are requesting more than one transcript, you must use another request form to enter the tax form number for each transcript you are requesting.

Line 7 

Check this box to verify that you did not file a return for the year.

Line 8 

Check the box provided to indicate if you are requesting a transcript for Form W-2, or a form from the Form 1099 series, Form 1098 series, or Form 5498 series.

Line 9 

Enter the ending date of the year or period of the tax transcript you are requesting. If you are requesting more than four ending dates, you must attach another copy of Form 4506-T.

Signature

Check the box to indicate that you have the authority to sign Form 4506-T, then sign the form in the space provided and enter the date that the form was signed.

Phone Number of Taxpayer on Line 1a or 2a

Enter the primary phone number of either taxpayer on Line 1a or 2a.

Title

If Line 1a above is a corporation, partnership, estate, or trust, enter the title of the person signing this form within said organization.

Spouse’s Signature

If the requested transcript is for a joint return, have your spouse sign the form in the space provided, then enter the date that they signed the form.

Frequently Asked Questions (FAQs)

What is the difference between a tax return and a tax transcript?

A tax return is the original document that a taxpayer submits to the IRS reporting their income, deductions, credits, and taxes owed or refunded for a specific tax year. A tax transcript, on the other hand, is a summary of the taxpayer's tax return information that the IRS maintains in its records. The former is signed and submitted by taxpayers, while the latter is a record that exists within the IRS’s system.

Are there any restrictions on when and who can request for a copy of their tax transcript?

Yes. The taxpayer must have a valid reason for requesting the transcript, such as applying for a mortgage or student loan, proving income for a job, or resolving a tax matter with the IRS. If the taxpayer is requesting the transcript for someone else, they must provide proof of their authorization to request the transcript on their behalf.

Can Form 4506-T be submitted online?

Yes, Form 4506-T can be submitted online using the IRS's online tool called "Get Transcript Online."

Is there a fee for filing Form 4506-T?

No, there is generally no fee for filing Form 4506-T. Taxpayers can use this form to request transcripts of their tax returns, wage and income statements, and other tax-related documents from the IRS free of charge. However, there may be fees associated with other services provided by the IRS, such as obtaining a certified copy of a tax return or requesting expedited processing of a transcript request.

How far back can you request tax transcripts using Form 4506-T?

Taxpayers can request tax transcripts for the current and prior three tax years using Form 4506-T. If transcripts for older tax years are needed, taxpayers can submit a request for a Tax Return Transcript by mail using Form 4506, Request for Copy of Tax Return, or by calling the IRS.

Can you request other types of documents using Form 4506-T?

No, Form 4506-T is specifically designed to request transcripts of tax return information from the IRS. Taxpayers cannot use this form to request other types of documents, such as a copy of their tax return or tax account information.

How long does it take for the IRS to process Form 4506-T?

The processing time for Form 4506-T can vary depending on the method of submission and the current workload of the IRS. If the form is submitted by mail, it can take up to 30 days for the IRS to process the request and deliver the transcripts. However, if the form is submitted electronically using the IRS's online tool, the transcripts can usually be accessed immediately or within a few business days.

Can the processing of the form be expedited?

Yes, it is possible to expedite the processing of Form 4506-T by using the IRS's expedited processing service. Taxpayers can request expedited processing by writing "EXPEDITE" on the top of the form and faxing it to the number listed on the form instructions. There is an additional fee for this service, and taxpayers should expect to receive the transcripts within 24 hours after the IRS receives the request. However, this service will not always be available.

Can you request tax transcripts for someone else using Form 4506?

No, taxpayers cannot request tax transcripts for someone else using Form 4506-T. This form is designed for individual taxpayers to request their own tax transcripts. However, taxpayers can request transcripts for their deceased spouse or for a deceased taxpayer if they are the authorized representative of the deceased taxpayer's estate.

Can I request a tax transcript if I am a nonresident alien?

Yes. If you are a nonresident alien, you can request a tax transcript from the IRS by completing and submitting Form 4506-T. If you do not have a Social Security Number or ITIN, you can still request a transcript by filling out Form 4506-T and writing "NRA" (nonresident alien) in the space for the Social Security Number. You will also need to provide a copy of your passport or other government-issued identification with your request. 

Can you request a transcript of your tax return online using the Get Transcript service instead of Form 4506-T?

Yes, taxpayers can request a transcript of their tax return online using the Get Transcript service instead of using Form 4506-T. However, this service is not always available, so make sure to check beforehand if it is possible for you to use it.

How do you correct errors on Form 4506-T?

In the case of minor errors, simply contacting the IRS directly by phone or mail and providing the corrected information alongside the original form with the mistake and proof of your identity will be enough. For major errors, however,  you may need to file an amended tax return or file a new Form 4506-T with the corrected information.

How long do you have to keep copies of tax transcripts obtained using Form 4506-T?

The IRS generally recommends that taxpayers keep copies of their tax returns, tax transcripts, and supporting documents for at least three years from the date of filing or the due date of the tax return or transcript (whichever is later).

Can you request copies of tax transcripts if you have moved to a different state?

Yes, you can request copies of tax transcripts using Form 4506-T regardless of where you currently reside.

Can you request copies of tax transcripts if you are outside of the United States?

Yes. You will need to do this through mail or online services. Expect for the processing to take much longer due to your being outside of the country, though.