IRS Form 4506-T walkthrough (Request For Transcript of Tax Return)

[@teachmepersonalfinance]

Please feel free to check out our article, where we've written step by step instructions to help you walk through this tax form! www.teachmepersonalfinance.com/irs-form-4506-t-instructions/

[@bennycgul2261]

Thanks for the help you’re a great teacher!

[@cesarvazquez4658]

Well explained. Thank you

[@tomleo9798]

If I am an executor and need to make tax payments for the deceased, do I place my info in line 3? If not, then how do they know where to send the transcript? I have no access to the deceased family member's previous address. Thx for all the info.

[@dantrefz5651]

I've been asked to present tax info from years previous to 4 years. How can I access my tax transcripts from ALL of my income tax?

[@teachmepersonalfinance]

You would use IRS Form 4506-T for your transcripts. You can use 1 form for multiple years, but there are limitations. Tax return transcripts and records of account (combined tax returns and account transcripts) are available for the current year and 3 prior years. Informational returns, such as Form 1099, W-2, or 1098 series, are available for up to 10 years. You may need to send multiple requests in certain cases.

[@constancethomas2782]

I appreciate your knowledge and how you broke everything down. Question, can you use this form to obtain any 1099-A forms that were filed on the US PERSON, such as it was filed by the dealership or by a mortgage company and sent to the IRS without you knowing any better and they are trying to force you to pay them twice when they were paid already with the blank indorsement check that was signed at the time of either closing on the mortgage or driving the car out the dealer lot?

[@teachmepersonalfinance]

To my knowledge, everything that I've found on the IRS website says that you should contact the filer to request a corrected copy of Form 1099-A. You MAY be able to use IRS Form 4506-T to request a tax transcript (see links below). According to the IRS, you can use IRS Form 4506-T to request a 'Wage and Income transcript.' A wage and income transcript should allow you to see copies of information returns that were filed with your tax ID (W-2, 1098, 1099, etc). This doesn't specify Form 1099-A, but indicates that this is the general category of information forms that you can obtain a record for. I'm not 100% sure, but I believe this is your best bet: IRS Form 4506-T, Request for Transcript of Tax Return Article: www.teachmepersonalfinance.com/irs-form-4506-t-instructions/ Video: kzbin.info/www/bejne/qavYZ5KZfZqEprs

[@davidj7998]

Unmasked transcripts from 4+years back i would request the 1098 form?

[@teachmepersonalfinance]

You can use this form to request Form 1098 series forms for up to 10 years.

[@basromd]

thank you for making this video. Your teaching was quite informative. Would it possible to obtain corporate tax transcripts for years 1997 through 2002 through the IRS?

[@teachmepersonalfinance]

I'm sorry that I missed this. I doubt that you could obtain transcripts that far back. According to the IRS: Return transcripts are available for the current year and returns processed during the prior 3 processing years.

[@davidj7998]

Quicl question so if im owed a amount from 2 years but it gave a froze code because im missing tax years could it be talking about as far back as 2017 2018 that iam missing or just the 2023 year since im missing that also​@teachmepersonalfinance

[@JohnWayne-b3d]

Does it has to be a wet signature or can it be e-signature? Do need to send my ID ? Thank you

[@teachmepersonalfinance]

There really isn’t a provision for e signatures. However, you can get copies of your tax transcript by setting up an online account through the IRS website. You don’t need to send your ID to request a transcript.

[@MsDACORE]

Trying to get my deceased father W-2 or tax transcript from 1950s, was told to do form 4506-T should I do form 8822?

[@teachmepersonalfinance]

You may need to contact the IRS about this. You wouldn't be able to use IRS Form 8822, since your father cannot give you power of attorney privileges. Form 4506-T will help you get tax transcripts for up to 3 prior tax years, but probably won't help you get tax transcripts from the 50s. However, the IRS probably won't talk with you about options unless you're able to prove executorship of your father's estate, or that you are a representative. You may need to file IRS Form 56, Fiduciary Relationship, before you get information. However, before filling out the form, you should call the IRS to see whether getting your father's tax records is possible, and what information you are able to obtain. If you end up needing to file Form 56, here are some resources: Article: www.teachmepersonalfinance.com/irs-form-56-instructions/ Video: kzbin.info/www/bejne/fILLkoqlnLKcj8U

[@AnthonyVFT]

appreciate you!

[@idansolon4715]

If I am looking for data from form 1099, do I put 1099 in box 6 and check box 8? Or just check box 8?

[@teachmepersonalfinance]

Since Box 8 doesn't distinguish between Forms W-2, 1099, 1098, or 5498, I would make this clear by indicating 1099 in Box 6 (as long as you're not trying to get information from other forms at the same time), then check Box 8.

[@idansolon4715]

@@teachmepersonalfinance Thank you for your time.

[@Gabagoolll471]

Sir I’m trying to find old tax transcripts for social security for retirement benefits, do I have to file the 4506t? Is there a cost because I don’t see it on the insurrections?

[@teachmepersonalfinance]

There is not a cost to receive tax transcripts. If you need an actual tax return, that would require a fee for each requested return, as well as a different form: IRS Form 4506, Request for Copy of Tax Return Article: www.teachmepersonalfinance.com/irs-form-4506-instructions/ Video: kzbin.info/www/bejne/e2eqdWSgbL-aeNE

[@myobmyob2215]

Which box do we check that shows the return itself? Need to identify years not filed Thanks

[@teachmepersonalfinance]

You would file this tax form to obtain a tax return transcript, not the tax return itself. If you still believe this is the correct form, you would specify the type of tax return on Line 6. However, if you want to identify years not filed, you might have better luck creating a log in on the IRS website, then reviewing the tax information there. It should be fairly simple to notice missing tax years on your account.

[@myobmyob2215]

@@teachmepersonalfinance Thamk you but it's not for me it's for 2 deceased fam members, am executor but dont think I can make a login for someone else?

[@teachmepersonalfinance]

@@myobmyob2215 Here is a link to the IRS page that discusses how to retrieve tax information pertaining to deceased taxpayers: www.irs.gov/individuals/deceased-person

[@hosseinkhosh6192]

I file joint return with my wife and my mom is my dependent and not working.i like to get her transcript for 2023 from the irs can she sign form 1040 t if so can you tell me where I should enter her name on the form.thanks

[@teachmepersonalfinance]

I'm not sure exactly what your question is. Are you asking whether your mother should sign IRS Form 4506-T so that she can request *her* own tax return? If that's the question, then she would sign the signature fields at the bottom of the form. If you intended to ask a different question, could you please clarify?

[@YixiangWang-l8q]

I am asking for everything so i checked for all the boxes from lin6 a,b, c and line 7 and line 8, 😢, will it be rejected?

[@teachmepersonalfinance]

Possibly. You can only request 1 type of tax form per Form 4506-T. I would recommend that you clearly define the type of tax information that you need, then complete your request based on that.

[@idansolon4715]

@@teachmepersonalfinance if I am looking for data from 1099, do I put "1099" in box 6 and check box 8? Or just check box 8?

[@nilkamartinez1222]

Hi one question, how do I submit this form? I have to print it or there is an online way to do so? Thanks

[@teachmepersonalfinance]

Unfortunately, there is no way to submit Form 4506-T online. According to the instructions: Mail or fax Form 4506-T 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 transcripts (Form 1040 series and Form W-2) and one for all other transcripts. With that said, you can create an online IRS account and request your tax transcripts online through that account without filing Form 4506-T: www.irs.gov/individuals/get-transcript

[@Brando550]

You say that this is the form you use for getting a W-2, but why does it say in the "Caution:" of line 8 that you need to submit a 4506 to get the W-2? Do I fill out a 4506-T or a 4506 to get my W-2?

[@teachmepersonalfinance]

Good question.I believe the Caution field states: 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. In other words, if you wanted just the information from your W-2, you can request the tax transcript using IRS Form 4506-T (tax transcript is not the same as the actual W-2). If you wanted the *actual* W-2 that was filed with your tax return, then you would have to file IRS Form 4506 and pay the applicable fee (see below). IRS Form 4506, Request for Copy of Tax Return Article: www.teachmepersonalfinance.com/irs-form-4506-instructions/ Video: kzbin.info/www/bejne/e2eqdWSgbL-aeNE

[@moathzuabi475]

If I want W2 can I just check line 8 and skip line 6 ?

[@teachmepersonalfinance]

You can skip Line 6, I guess. But I would probably enter 'W-2' in Line 6 just to remove any doubt.

[@davidj7998]

​@@teachmepersonalfinancewhat if it's for 17 18 and year 2023

[@teachmepersonalfinance]

@@davidj7998 I assume you mean for tax years 2017, 2018, and 2023. For return transcripts or records of account, the IRS will only give you transcripts going back 3 tax years. If you're requesting information returns, such as W-2 forms, 1099s, 1098s, or 5498s, you can go back up to 10 years. Please let me know if you intended something else.

[@davidj7998]

@teachmepersonalfinance yes because I don't have the w-2 for those years so my refund was froze lyears-3years back for missing tax years, I just need the unmasked transcripts to be able to file my missing years

[@davidj7998]

Unmasked transcripts for years 2017, 2018, I actually was able to request transcripts to my mail through online since it was recent just need unmasked transcripts for 2017 and 18 to file my taxes

[@HarringtonsOurJourneyOurWay]

Is this how you get an unmasked copy? I got my transcript online but it has a few 1099 G on it and I have know idea from what.

[@teachmepersonalfinance]

You can get an unmasked transcript from the IRS, but filing Form 4506-T will likely get you the masked version. You may want to specifically call and request one from the IRS. Before you do, you should know what the IRS will, and will not do. Internal Revenue Manual 21.2.3.5.9.2.1 covers this. For example, they will only provide a wage and income transcript under certain conditions. www.irs.gov/irm/part21/irm_21-002-003r#idm139985110714400 If you don't get what you need when talking with the IRS, you can also see whether getting your transcript through your online IRS account could help. Here's a video that helps walk through that process: kzbin.info/www/bejne/jWWreWRni7yMgJY

[@Wompwomp5698]

If I'm requesting a verification of non-filing letter, should I leave #6 where they want to know which form I want blank?

[@teachmepersonalfinance]

As an individual, I'd be inclined to put in Form 1040, as this might help in a manual process of verifying that the requestor is an individual, instead of another tax entity, such as a corporation or a partnership. However, looking at the Internal Revenue Manual, it appears that this might be a moot point...the primary concern is whether or not you check the box in #7.

[@Wompwomp5698]

Thank you! @@teachmepersonalfinance

[@RishikeshMundada]

In my case a financial institution is requesting this form to be filled and mail it to them. So will they mail this form to IRS, will they recieve the tax transcripts ? Any idea how does it work ?

[@teachmepersonalfinance]

Most likely, your financial institution would be requesting your tax information through IVES (Income Verification Express Service). IVES allows participants, mortgage lenders, banks, credit unions and others, request taxpayer authorization for the IRS to provide tax transcripts and wage statements in the loan application process, while protecting your sensitive information. This is the form they would likely use: IRS Form 4506-C, IVES Request for Transcript of Tax Return Article: www.teachmepersonalfinance.com/irs-form-4506-c-instructions/ Video: kzbin.info/www/bejne/eIiaaYWgnJlmgrM

[@이다솜-g6m]

Hi. I want to know why did I receive pemalty. In order to know, i am going to request this form. Can i file thils form online?

[@teachmepersonalfinance]

You cannot file IRS Form 4506-T online. According to the IRS instructions, you must either mail or fax your form to the IRS Center that corresponds to the state where you live. If you want to request a tax return transcript online, you can set up an IRS online account, then access the same information through your online account. Here's a video on how to do that: kzbin.info/www/bejne/jWWreWRni7yMgJY

[@bertinaguilar7844]

I never filed my tax return for the year 2021, I lost the W-2, can’t go back to my ex-employer. so I check box 8 & what do I do with line 6? Do I leave it blank or put 1040. Great video btw it’s been the most helpful

[@teachmepersonalfinance]

If you aren't requesting a tax return transcript, then I would enter W-2 in Line 6, skip Lines 6a-6c and 7. Indicate the year(s) that you need the tax return in Line 9. Also, be sure to mail to the correct address (there are two different sets of addresses, based upon the type of form you're requesting--be sure to select the one for Form 1040, W-2, and 1099).

[@heathersundermeyer3691]

Go look at your SS account they have what you made that year also. I am in the same boat with not having the W2 and can’t get them

[@5.0hmygewdness10]

Can i get a copy of my 2021 1099 with 4506 t or do i need just a 4506. I need it asap because my aunt messee up that year on my taxes and i owe 4000 ane im getting 8000 total for 2022 and 2023 and i dont want them to take the 4000 for that so i need to get 2021 ammended

[@teachmepersonalfinance]

You should be able to obtain your Form 1099 with IRS Form 4506-T. You can also go to the IRS website, set up your IRS account, and pull down that information pretty quickly. Here's a video on how to do this: kzbin.info/www/bejne/jWWreWRni7yMgJY

[@laylashumnok3600]

How long does it typically take to get the tax returns in the mail?

[@teachmepersonalfinance]

According to the IRS website, it takes about 5 to 10 calendar days for tax transcripts to arrive by mail: www.irs.gov/individuals/transcript-types-and-ways-to-order-them You can also access them instantly through the IRS website by establishing a log-in account: kzbin.info/www/bejne/jWWreWRni7yMgJY

[@laylashumnok3600]

Great, thank you!@@teachmepersonalfinance

[@mukunddayama]

Your comment are amazing

[@kay-nm7qo]

if i am doing line 6 1040 . what do i tick

[@teachmepersonalfinance]

If you want to have a copy of your Form 1040 transcript, then you should enter 1040 in the space provided, and select Return Transcript. However, this won't give any information about changes to your account after you filed your tax return. For that, you would select Account Transcript. And if you want both, select Record of Account.

[@davidj7998]

What if its needed for 2 years back in 2017 and 2018 do put the #2 ?​@teachmepersonalfinance

[@hellratus]

Can a beneficiary of a trust request this form?

[@teachmepersonalfinance]

Yes. However, the form instructions indicate that a beneficiary or heir must be able to establish a in the trust in order to request trust information. The Internal Revenue Manual goes into more detail, specifically Section 11.3.2.4.8, which discusses trusts. Generally, the IRS will release information specific to the beneficiary's tax situation. However, they probably won't give you information pertaining to other beneficiaries, or give away other third-party information without a compelling reason. www.irs.gov/irm/part11/irm_11-003-002

[@hellratus]

@@teachmepersonalfinance I do have a material interest in the trust. Do I sign the signature section on the 4506-T form as a beneficiary? Does the IRS send the tax transcripts to the trustee or to my address?

[@teachmepersonalfinance]

@hellratus If you sign, and you can verify that you have a material interest in the trust, then you should be able to sign and expect to receive the pertinent tax information directly from the IRS without having to go through the trustee.

[@hellratus]

Thanks so much!@@teachmepersonalfinance

[@Gabagoolll471]

How far can you go back? The absolute furthest?

[@teachmepersonalfinance]

According to the form instructions: Return transcripts are available for the current year and returns processed during the prior 3 processing years.

[@Gabagoolll471]

@@teachmepersonalfinance the irs doesn’t have 2 years of my taxes filed, how can they only go back 3 years if it’s their mistake? What other form or transcript goes back 20 years?

[@teachmepersonalfinance]

@@Gabagoolll471 I don't know that the IRS records would go back 20 years--you'd have to ask them that question. According to the instructions for IRS Form 4506, the IRS makes tax records available for up to 7 years. IRS Form 4506, Request for Copy of Tax Return Article: www.teachmepersonalfinance.com/irs-form-4506-instructions/ Video: kzbin.info/www/bejne/e2eqdWSgbL-aeNE