Form 4506, Request for Copy of Tax Return

About Form 4506

Form 4506 is used to request an exact copy of a tax return you previously filed, including attachments such as your W-2 forms and schedules. A full copy can be needed for things like a loan application, immigration matters, or resolving a dispute.

A copy of a return is different from a transcript. A transcript, requested on Form 4506-T, is a free summary of return information. A full copy requested on Form 4506 is an exact reproduction and generally involves a fee for each tax year requested.

You can request copies for several years by listing each one, and you can direct the copies to a third party if needed. Processing takes time, so request well in advance if you have a deadline. Follow the instructions for the current fee and mailing details.

Who needs to complete it

• Taxpayers who need an exact copy of a filed return for a lender or agency.
• People applying for a mortgage or other loan that requires full return copies.
• Individuals handling immigration or legal matters that require complete returns.
• Anyone who lost their records and needs an official copy with attachments.

How to fill out Form 4506

1. 1Enter your name and Social Security number as shown on the return you want.
2. 2Include your spouse's information if the request is for a joint return.
3. 3Enter your current name and address, and the address on the original return if different.
4. 4List the tax form number and each tax year or period you are requesting.
5. 5Enter any third party who should receive the copy if you want it sent elsewhere.
6. 6Calculate the fee based on the number of years requested and include payment.
7. 7Follow the line-by-line instructions on the official form for signatures and mailing.
8. 8Sign, date, and mail the form to the address listed in the instructions.