IRS 5406 Request for Copy of Tax Return Form

In the case of wanting to request a copy of the tax returns from the IRS, the following form has to be completed and submitted.

Extracted Text for Proper Search

Form  	4506	
(Rev. January 2012)
Department of the Treasury  
Internal Revenue Service 	
Request for Copy of Tax Return	
▶ 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.
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 	
3   Current name, address (including apt., room, or suite no.), city, stat\
e, and ZIP code (see instructions) 
4   Previous address shown on the last return filed if different from line 3\
 (see instructions) 
5   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. 
Caution. If the tax return is being mailed to a third party, ensure that you hav\
e filled in lines 6 and 7 before signing. Sign and date the form once yo\
u 
have filled in these lines. Completing these steps helps to protect your\
 privacy. Once the IRS discloses your IRS return to the third party list\
ed on line 
5, the IRS has no control over what the third party does with the inform\
ation. If you would like to limit the third party's authority to disclos\
e your return 
information, you can specify this limitation in your written agreement w\
ith the third party.
6  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 
d estr o ye d  b y la w . O th er r e tu rn s m ay b e a va ila b le  f o r a  lo ng er p erio d  o f t im e. E nte r o nly  o ne r e tu rn  n um ber. If  y o u n eed  m ore  t h an  o ne 
type of return, you must complete another Form 4506.  	
▶	
Note. If the copies must be certified for court or administrative proceedings,\
 check here  ..............	
7  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. 
8  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. 
a  Cost for each return  ...........................	
$ 
b  Number of returns requested on line 7  ......................	
c  Total cost. Multiply line 8a by line 8b  ......................	$ 	
9  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 o\
r 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, gu\
ardian, 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 	
Phone number of taxpayer on line 
1a or 2a 	
▲
Signature (see instructions) 	Date 	▲
Title (if line 1a above is a corporation, partnership, estate, or trust) ▲
Spouse’s signature 	Date 	
For Privacy Act and Paperwork Reduction Act Notice, see page 2. 	Cat. No. 41721E 	Form 	4506	 (Rev. 1-2012)

Form 4506 (Rev. 1-2012) 	Page  	2 	
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, at 
www.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	
Chart for all other returns 
If you lived in   
or your business  
was in: 	Mail to the   
“Internal Revenue  
Service” at: 	
Alabama, Alaska,  
Arizona, Arkansas,  
California, Colorado,  
Florida, Hawaii, Idaho, 
Iowa, Kansas, Louisiana, 
Minnesota, Mississippi,  
Missouri, Montana,  
Nebraska, Nevada,   
New Mexico,  
North Dakota,  
Oklahoma, Oregon,  
South Dakota, Texas,  
Utah, Washington,  
Wyoming, a foreign  
country, or A.P.O. or  
F.P.O. address 	
RAIVS Team   
P.O. Box 9941   
Mail Stop 6734    
Ogden, UT 84409 	
Connecticut,  Delaware, 
District of Columbia, 
Georgia, Illinois, Indiana, 
Kentucky, Maine, 
Maryland,  
Massachusetts,  
Michigan, New  
Hampshire, New Jersey, 
New York, North 
Carolina,   
Ohio, Pennsylvania,  
Rhode Island, South  
Carolina, Tennessee, 
Vermont, Virginia, West  
Virginia, Wisconsin 	
RAIVS Team   
P.O. Box 145500     
Stop 2800 F   
Cincinnati, OH 45250 	
Specific Instructions 
Line 1b. Enter your employer identification  number 
(EIN) if you are requesting a copy of  a business 
return. Otherwise, enter the first social security 
number (SSN) or your individual taxpayer 
identification number (ITIN) shown on the return. For 
example, if you are requesting Form 1040 that 
includes Schedule C (Form  1040), enter your SSN. 
Line 3. Enter your current address. If you use a P.O. 
box, please include it on this line 3.
Line 4. Enter the address shown on the last return 
filed if different from the address entered on line 3. 
Note. If the address on Lines 3 and 4 are different 
and you have not changed your address with the 
IRS, file Form 8822, Change of Address.
Signature and date. Form 4506 must be signed and 
dated by the taxpayer listed on line 1a or 2a. If you 
completed line 5 requesting the return be sent to a 
third party, the IRS must receive Form 4506 within 
120 days of the date signed by the taxpayer or it  will 
be rejected. Ensure that all applicable lines are 
completed before signing. 
Individuals. Copies of jointly filed tax returns may 
be furnished to either spouse. Only one signature is 
required. Sign Form 4506 exactly as your name 
appeared on the original return. If you changed your 
name, also sign your current name. 
Corporations. Generally, Form 4506 can be 
signed by: (1) an officer having legal authority to bind 
the corporation, (2) any person designated by the 
board of directors or other governing body, or (3) 
any officer or employee on written request by any 
principal officer and attested to by the secretary or  
other officer.  Partnerships. Generally, Form 4506 can be  
signed by any person who was a member of the 
partnership during any part of the tax period 
requested on line 7. 
All others. See section 6103(e) if the taxpayer has 
died, is insolvent, is a dissolved corporation, or if a 
trustee, guardian, executor, receiver, or 
administrator is acting for the taxpayer. 
Documentation. For entities other than individuals, 
you must attach the authorization document. For 
example, this could be the letter from the principal 
officer authorizing an employee of the corporation or 
the letters testamentary authorizing an individual to 
act for an estate. 	
Signature by a representative.  A representative 
can sign Form 4506 for a taxpayer only if this 
authority has been specifically delegated to the 
representative on Form 2848, line 5. Form 2848 
showing the delegation must be attached to Form 
4506. 
Privacy Act and Paperwork Reduction Act  
Notice. We ask for the information on this form to 
establish your right to gain access to the requested 
return(s) under the Internal Revenue Code. We need 
this information to properly identify the return(s) and 
respond to your request. If you request a copy of a 
tax return, sections 6103 and 6109 require you to 
provide this information, including your SSN or EIN, 
to process your request. If you do not provide this 
information, we may not be able to process your 
request. Providing false or fraudulent information 
may subject you to penalties. 
Routine uses of this information include giving it to 
the Department of Justice for civil and criminal 
litigation, and cities, states, the District of Columbia, 
and U.S. commonwealths and possessions for use 
in administering their tax laws. We may also  
disclose this information to other countries under a 
tax treaty, to federal and state agencies to enforce 
federal nontax criminal laws, or to federal law 
enforcement and intelligence agencies to combat 
terrorism. 
You are not required to provide the information 
requested on a form that is subject to the Paperwork 
Reduction Act unless the form displays a valid OMB 
control number. Books or records relating to a form  
or its instructions must be retained as long as their 
contents may become material in the administration 
of any Internal Revenue law. Generally, tax returns 
and return information are confidential, as required 
by section 6103. 
The time needed to complete and file Form 4506 
will vary depending on individual circumstances. The 
estimated average time is: Learning about the law 
or the form, 10 min.; Preparing the form, 16 min.; 
and Copying, assembling, and sending the form  
to the IRS, 20 min. 
If you have comments concerning the accuracy of 
these time estimates or suggestions for making 
Form 4506 simpler, we would be happy to hear from 
you. You can write to: 
Internal Revenue Service                                    
Tax Products Coordinating Committee 
SE:W:CAR:MP:T:M:S                                        
1111 Constitution Ave. NW, IR-6526    
Washington, DC 20224. 
Do not send the form to this address. Instead, see 
Where to file on this page.