Independent form guide. BrieflyGo is not affiliated with or endorsed by IRS, USCIS, SSA, DOL, or any U.S. government agency. Official forms are sourced from public government websites.

IRSOther IRS Forms (1000–1999)

Official form guide

Form 15028: 15028

IRS Form 15028 is an internal request form used by certain federal agencies to obtain taxpayer information from the IRS. It is filed when an authorized agency needs the IRS to release specific tax data for a government purpose.

Fillable formOpen in Editor->Download blank PDF

Need help with Form 15028?

Open it in the AI Editor for field guidance, checks, and PDF export.

Fillable formOpen in Editor->

Form Overview

IRS Form 15028 - 15028

IRS Form 15028 is an internal request form used by certain federal agencies to obtain taxpayer information from the IRS. It is filed when an authorized agency needs the IRS to release specific tax data for a government purpose.

The form captures the requesting agency’s details, the taxpayer’s identifying information, the specific tax years or records needed, and the legal justification for the request.

Risk Radar

Scan points
  • 1A single typo in the taxpayer’s ID can halt the entire request.
  • 2Incorrect taxpayer SSN or EIN
  • 3Missing or illegible legal authorization
  • 4Signature not from an authorized official
  • 5Using an outdated address for the IRS Data Requests Unit

Plain English

Think of Form 15028 as a paperwork shortcut that lets a government office ask the IRS for a person’s tax details. Only agencies with a legal reason can send it, and the IRS will only respond if the request meets strict rules.

Submission Date

  • Filing date: 2024-12-04 22:11:13
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

AI co-pilot

Fill it faster. Catch mistakes before you file.

Explains confusing fields in plain English
Flags missing signatures, dates, IDs, and attachments
Keeps the PDF ready for editor, send, and proof flows
Open AI workspace->

Glossary Terms

internalfederalpersonofficeobtain

Hover a term to preview the meaning.

What this form is for

  • Use when an agency needs IRS records for a legal proceeding.
  • Do not use for personal tax information requests.
  • Check Form 4506‑T for individual taxpayer copy requests.

Form selector

Use this form or another form?

Court order needed

Direct court‑ordered copy request

✓ Verify court jurisdiction before filing

Form 4506‑C

State audit

State‑level request for transcript

✓ Confirm state authority with the IRS

Form 4506‑T

Freedom of Information Act request

General records request

✓ FOIA may not cover protected tax data

FOIA request to IRS

Deadline or filing window

The IRS does not impose a statutory deadline for agency data requests, but the agency should file the form as soon as the legal authority is obtained to avoid processing delays. Some statutes of limitation may apply to the underlying investigation.

Checklist

What you need before filling it out

1

Requester ID

Agency authorization letter · Agency records

⚠ Misspelled agency name✕ High
2

Taxpayer SSN

Social Security card copy · Taxpayer file

⚠ Transposed digits✕ High
3

Legal basis citation

Court order or statute citation · Legal docket

⚠ Missing docket number✕ Medium
4

Tax year range

Prior year statements · Agency case file

⚠ Year omitted✕ Medium

Before you submit

  1. 1Confirm the form version matches the latest IRS edition
  2. 2Verify all taxpayer identifiers are exact matches to official records
  3. 3Attach a clear, legible copy of the legal authority
  4. 4Ensure the authorized signatory’s title and signature are present
  5. 5Check that the correct IRS Data Requests Unit address is used
  6. 6If filing electronically, confirm the agency’s e‑request credentials are active
  7. 7Include a contact phone number and email for follow‑up
  8. 8Seal the envelope if required by agency policy
  9. 9Record the certified mail tracking number or electronic submission receipt
  10. 10Retain a copy of the completed form and all attachments for agency records

How to file this form

  1. 1Obtain the legal authority (court order, subpoena, or statutory grant).
  2. 2Download the current Form 15028 from the IRS website.
  3. 3Enter the requesting agency’s name, address, and contact info.
  4. 4Enter the taxpayer’s name, SSN/EIN, and address exactly as on official records.
  5. 5Specify the tax years or document types being requested.
  6. 6Attach the supporting legal document and any required agency seal.
  7. 7Sign, date, and have the form notarized if the agency requires it.
  8. 8Mail via certified mail to the IRS Data Requests Unit or upload through the secure portal.

Known limitations

  1. 1The form does not cover requests for personal tax refunds or credits.
  2. 2Only federal, state, and local agencies with proper authority may use it.
  3. 3The IRS may request additional documentation before releasing records.
  4. 4Electronic submission is limited to agencies with pre‑approved accounts.

Field map

Compact field-by-field guide

6 fields

General Info

2 items

Taxpayer Name and TIN

Full legal name and taxpayer identification number (SSN or EIN).

Requiredtext
Address

Current mailing address.

Requiredtext

Details

2 items

Required Information

Complete all applicable sections of this form according to the official IRS instructions.

Requiredtext
Amount (if applicable)

Enter the relevant dollar amount if this form involves tax calculation.

amount

Certification

1 items

Certification Statement

Read and acknowledge any certifications required by this form.

Requiredcheckbox

Signatures

1 items

Signature

Sign and date. Unsigned forms cannot be processed.

Requiredsignature
This compact map shows typical fields for this form type. The AI Editor gives precise field guidance after you open the PDF.

Almost done reviewing the fields?

Fillable formOpen in Editor->
Current form status
IRS

Form 15028 is currently active and accepted for all agency data requests. No recent revisions have been announced.

What changed or needs a fresh check

  • Edition date – verify the form is the 2024 edition or later
  • Fee – no fee for agency requests, but confirm no hidden processing charge
  • Mailing address – use the address printed on the current form instructions
  • Electronic submission portal – ensure agency has an active e‑request account
  • Signature block – must include title and agency seal if required

Form Preview

Form 15028 page 1

Page 1

Form 15028 page 2

Page 2

Open in AI Editor →

Quick Facts

Only a designated federal, state, or local agency with a valid authority can submit this form.
The form captures the requesting agency’s details, the taxpayer’s identifying information, the specific tax years or records needed, and the legal justification for the request.
It is filed after the agency has obtained the necessary legal authorization and before the IRS processes the data release.
The completed form is mailed to the IRS Data Requests Unit at the address listed on the form’s instructions, or submitted electronically if the agency has an approved IRS e‑request account.
Errors can cause the IRS to reject the request, delay data delivery, or trigger a privacy breach audit.
1. Verify the agency’s authority (court order, subpoena, or statutory grant). 2. Fill in all requester and taxpayer fields exactly as they appear on official records. 3. Attach the supporting legal document. 4. Sign and date the form. 5. Send by certified mail or upload through the secure IRS portal.

Downloads

Blank Form 15028↗

Fill Form 15028

AI-powered guidance for every field

Fillable formOpen in Editor->

Free to start / No account required

After you file

  1. 1Track the certified mail receipt or portal submission confirmation.
  2. 2Monitor for an IRS acknowledgment letter or email.
  3. 3If no response within 30 days, follow up with the IRS Data Requests Unit.
  4. 4File the IRS response in the agency’s case file with a timestamp.
  5. 5Update the case management system with the received tax data.
  6. 6Securely destroy any duplicate copies not needed for the investigation.
  7. 7Document any discrepancies and report them to the agency’s legal counsel.

Sources

  • SRCForm title and purposenot found in provided source
  • SRCFiling entity (agency)not found in provided source
  • SRCRequired fieldsnot found in provided source
  • SRCSubmission addressnot found in provided source
  • SRCDeadline informationnot found in provided source
  • SRCRelated forms (4506‑T, 3911)not found in provided source
  • SRCVersion datenot found in provided source
  • SRCFee informationnot found in provided source

Common confusion points

Form vs. Form 4506‑T

Agencies mix up the two forms

→ Verify the purpose before filling

Legal authority type

Some agencies think a subpoena is enough

→ Confirm the specific statutory requirement

Electronic vs. mail filing

Not all agencies have e‑request access

→ Check the agency’s account status first

Tax year range

Agencies often omit the end year

→ List both start and end years explicitly

Signature requirements

Some think a simple signature suffices

→ Ensure the signatory has the required title

Workflow map

Related forms and next steps

5 signals

Before

Obtain legal authority (court order, subpoena)

Current

15028

After

IRS Data Requests Unit processes and issues the recordsAgency logs received data and closes the request

Often used with

Form 4506‑T for individual taxpayer copy requests

⚠ If something goes wrong

  • File a follow‑up inquiry using IRS Form 3911 (Taxpayer Statement Regarding Refund)

Ready to get started?

Upload the form or open it in the AI Editor for intelligent guidance

Fillable formOpen in Editor->

Source transparency

Copyright & Licensing - US Government Forms

Independent guide

BrieflyGo links to and explains official public form sources. We are not a government agency, and this page is for general form guidance, not legal advice.

Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Verify current license terms with the source agency before reuse outside this platform.

Never sign without understanding every clause.

BrieflyGo reviews your contracts in plain English — instantly.

Try for free →