IRS 5406 Request for Copy of Tax Return Form

IRS 5406 IRS 5406 Request for Copy of Tax Return.pdf Use Form 4506 to request a copy of your tax return. You can also designate (on line 5) a third party to receive the tax return.

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Form 4506

 

(Rev. January 2012)

 

Request for Copy of Tax Return

 

Department of the Treasury Internal Revenue Service

 

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

 

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 “Order a Transcript” or call 1-800-908-9946.

 

Caution. If the tax return is being mailed to a third party, ensure that you have filled in lines 6 and 7 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 IRS return to 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 to disclose your return information, you can specify this limitation in your written agreement with the third party.

 

 

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 destroyed by law. Other returns may be available for a longer period of time. Enter only one return number. If you need more than one type of return, you must complete another Form 4506. ▶

 

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

 

 

Year or period requested. Enter the ending date of the year or period, using the mm/dd/yyyy format. If you are requesting more than eight years or periods, you must attach another Form 4506.

 

 

Fee. There is a $57 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 or EIN and “Form 4506 request” on your check or money order. 

 

 

Cost for each return ………………………

 

 

 

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

 

 

Total cost. Multiply line 8a by line 8b ………………….

 

 

 

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,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 on behalf of the taxpayer. Note. For tax returns being sent to a third party, this form must be received within 120 days of the signature date. 

 

Sign Here 

 

 

Signature (see instructions)

 

Date

 

 

 

Spouse’s signature

 

Date

 

For Privacy Act and Paperwork Reduction Act Notice, see page 2. 

 

Cat. No. 41721E

 

Form 4506 (Rev. 1-2012) 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 3Current name, address (including apt., room, or suite no.), city, state, and ZIP code (see instructions)Previous address shown on the last return filed if different from line 3 (see instructions) 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. Phone number of taxpayer on line 1a or 2a Title (if line 1a above is a corporation, partnership, estate, or trust)

 

Form 4506 (Rev. 1-2012)

 

Page 

 

Section references are to the Internal Revenue Code unless otherwise noted.

 

What’s New

 

The IRS has created a page on IRS.gov for information about Form 4506 and its instructions, atwww.irs.gov/form4506. Information about any recent developments affecting Form 4506, Form 4506T and Form 4506T-EZ will be posted on that page.

 

General Instructions 

 

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

 

Purpose of form. Use Form 4506 to request a copy of your tax return. You can also designate (on line 5) a third party to receive the tax return.

 

How long will it take? It may take up to 60 calendar days for us to process your request.

 

Tip. Use Form 4506-T, Request for Transcript of Tax Return, to request tax return transcripts, tax account information, W-2 information, 1099 information, verification of non-filing, and record of account.

 

Automated transcript request. You can quickly request transcripts by using our automated self-help service tools. Please visit us at IRS.gov and click on “Order a Transcript” or call 1-800-908-9946.

 

Where to file. Attach payment and mail Form 4506 to the address below for the state you lived in, or the state your business was in, when that return was filed. There are two address charts: one for individual returns (Form 1040 series) and one for all other returns.

 

If you are requesting a return for more than one year and the chart below shows two different addresses, send your request to the address based on the address of your most recent return.

 

Chart for individual returns (Form 1040 series) If you filed an individual return and lived in:  Mail to the “Internal Revenue Service” at: 
Alabama, Kentucky, Louisiana, Mississippi, Tennessee, Texas, a foreign country, American Samoa, Puerto Rico, Guam, the Commonwealth of the Northern Mariana Islands, the U.S. Virgin Islands, or A.P.O. or F.P.O. address RAIVS Team Stop 6716 AUSC Austin, TX 73301
Alaska, Arizona, Arkansas, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Utah, Washington, Wisconsin, Wyoming RAIVS Team Stop 37106 Fresno, CA 93888
Connecticut, Delaware, District of Columbia, Florida, Georgia, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, West Virginia RAIVS Team Stop 6705 P-6 Kansas City, MO 64999