Fillable Form 4506-C

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What is a 4506-C Form?

Form 4506-C is a document used by the Internal Revenue Service (IRS) in the United States to request a copy of a business's tax return transcript. This form is essential for businesses that need to obtain a record of their tax returns for any number of reasons, such as applying for a loan or verifying financial information. The form is also required when businesses need to provide tax return transcripts to third parties, such as lenders or financial institutions.

How do I fill out a 4506-C Form?

Form 4506-C 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 return 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 return.

Line 2a

If the requested tax return 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 return 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

Enter the name of the IVES participant.

Line 5b

Enter the customer file number assigned, 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 the box provided if you are requesting transcripts for Form W-2, Form 1099, Form 1098, or Form 5498.

Line 8

Enter the ending date of the year or period of the requested tax transcripts in mm/dd/yyyy format.

Signature

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

Name

Enter your full legal name.

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.

Spouse’s Name

Enter your full legal name.

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-C be filed online?

No, at the moment, the IRS does not provide an online option to file Form 4506-C. The form can be completed electronically, but it must be printed and signed before it can be submitted to the IRS by mail or fax.

Is there a fee for filing Form 4506-C?
Yes. As of 2021, the fee for each tax return transcript requested is $43. The fee must be included with the form when it is submitted to the IRS. The fee can be paid by check, money order, or credit card. If paying by credit card, the business must complete and attach Form 4506-T, Request for Transcript of Tax Return, and use the IRS's online payment system.

Are there any exceptions that can exempt someone from having to pay the fee?

Yes. For example, there is no fee for taxpayers who live in a federally declared disaster area or for individuals who are requesting their tax return transcript to apply for certain government assistance programs.

Can the fee be refunded if something goes wrong with the processing of the form?

No. The fee is non-refundable, even if the IRS cannot provide the requested tax return transcript.

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

Businesses can request tax return transcripts for the current year and the three previous tax years using Form 4506-C.

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

The processing time for Form 4506-C varies depending on a variety of factors, including the volume of requests received by the IRS, the completeness and accuracy of the information provided on the form, and whether the form is requesting a current year transcript or a transcript from a prior tax year. As of 2021, the IRS estimates that it will take approximately 10 business days to process requests for tax return transcripts requested using Form 4506-C.

Can the processing of the form be expedited?

Yes, businesses can request expedited processing of Form 4506-C in certain circumstances. Depending on the situation, expediting the processing of the form may require that a fee be paid or not.

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

Yes, businesses can request tax return transcripts for someone else using Form 4506-C, but they must have the individual's written consent to do so. The consent can be in the form of a signed authorization, power of attorney, or other written agreement.

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

Yes, nonresident aliens can request tax transcripts using Form 4506-C. However, nonresident aliens may need to provide additional information and documentation to verify their identity and their status as a nonresident alien.

Can you request copies of tax returns from previous spouses using Form 4506-C?

No, Form 4506-C is used to request tax return transcripts from the IRS, not copies of tax returns. If you need a copy of a previous tax return filed by your spouse, you should use Form 4506 or Form 4506-T.

How do you correct errors on Form 4506-C?

If you have made an error on Form 4506-C, you can correct it by submitting a new, corrected form. The IRS generally does not accept corrections or amendments to previously submitted forms.

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.

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.