Form4506(September 2018)Request for Copy of Tax Return DoDepartment of the Treasury Internal Revenue Servicenot sign this form unless all applicable lines have been completed. may be rejected if
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Comments and Help with irs form 4506 tax

Who needs an IRS 4506 form?

This form is a request for tax return copy. It’s usually required by the lender to verify that the borrower has filed the tax return.  

What is the purpose of the IRS 4506 form?

The main purpose of the request is to get a copy of a tax return form, such as the 1040, 1120, 941, W-2, etc. Usually, the taxpayer requests the IRS to disclose the information from these forms to the third party (for example, the bank). The copies of tax return forms are used to determine the financial stability of the taxpayers before giving them a mortgage. The IRS can send you copies of your tax return for the past seven years.

What documents must accompany the IRS 4506 form?

There is no need to attach other documents to this request.

When is the request due?

The taxpayer can send the request form whenever there is a need or when the loan giver demands it. There is no specific deadline or due date for submission. Keep in mind that it will take approximately 75 days to process the request. The estimated time for completing the form is 10 minutes.

What information should be provided in the form 4506?

The taxpayer must add the following information:

  • Name as shown on tax return form

  • Social security number

  • Address

  • Name, address and phone number of the third party (if applicable)

  • The needed tax return form

  • Year or period requested

  • The total amount of fee (each return costs $50)

The form should be signed by the taxpayer (and the spouse) and dated.

What do I do with the form 4506 after its completion?

The signed and completed form together with a payment check are sent to the appropriate IRS office.

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