IRS Form 4506-C Ives Request for Transcript of Tax Return

Form 4506-C Instructions

Follow these guidelines to properly prepare the 4506-C tax form:

1. Write down your full name . If you are giving access to a return that includes the names of you and your spouse, the first line of this form has to contain the name written first on the tax form requested. Record your social security number or the identification number you use for your business.

2. Add the name of your spouse if you are authorizing the lender together and enter their social security number or identification number they use as a taxpayer.

3. State your residential address . Note that this box must contain the reference to your post office box if you prefer to use it to receive formal correspondence, including documentation sent to you by the IRS. In case your address has changed since you last filed the tax return, you have to indicate the old address as well as enclose the form confirming your address (whether you are submitting paperwork for yourself or your organization) is different now.

4. Record the name of the lender that participates in the IVES program and add their address and identification number of their Secure Object Repository mailbox . Reach out to the lender to find out whether they can give you a file number IRS has assigned to streamline identification - this field does not have to be filled out if you do not get the information.

5. Check the box to confirm your permission to share data from a particular tax return with the lender . There are multiple options available to the person or business owner completing the papers - you can grant access to the return transcript, disclose the financial status of your account, or combine both of these records for a more complete picture. Talk to your lender before checking the box and learn their conditions for the loan you want to get. The information you share voluntarily covers the current tax year and the three years before this one.

6. In case you wish to share transcripts that date back ten years and relate to your contributions to individual retirement arrangements, mortgage interest, or miscellaneous payments you have received, check the relevant box.

7. Elaborate on the time period you want to share with the lender - you may disclose data of the entire tax year or only reveal information that refers to a few months of your tax records.

8. Verify the details you put in the form are truthful, sign and date the paperwork . The document must be signed by both spouses if you are disclosing joint tax returns, you have to add a phone number one of you uses regularly, or include your title in case you are submitting this instrument on behalf of your business.