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Official form guide
IRS Form 15397 is an internal request form used by certain government agencies to obtain a taxpayer’s return information from the IRS. It is filed when an authorized entity needs a copy of a return for official purposes.
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IRS Form 15397 is an internal request form used by certain government agencies to obtain a taxpayer’s return information from the IRS. It is filed when an authorized entity needs a copy of a return for official purposes.
Plain English
Think of this as a paperwork shortcut that lets a federal agency ask the IRS for a copy of someone’s tax return. The agency fills it out, signs it, and sends it to the IRS for the requested records.
Submission Date
AI co-pilot
Form selector
Need a transcript for a loan
Provides a summary, not a full return
✓ Verify lender requires a transcript
Individual wants a copy of own return
Direct taxpayer request, not agency request
✓ Ensure taxpayer signs
There is no statutory filing deadline for Form 15397, but agencies should submit the request promptly to avoid processing delays. Expect 4‑6 weeks for the IRS to locate and release the records.
Checklist
Taxpayer identification
Social Security card or ITIN letter · Taxpayer file
Requested year(s)
Prior year tax returns · Agency request log
Purpose code
Agency purpose documentation · Agency policy manual
Field map
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
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Fillable formOpen in Editor->Form 15397 is currently active and available on the IRS website. No recent revisions have been announced.
Quick Facts
Downloads
Confusion: Form 4506 vs. 15397
Both request returns but 15397 is agency‑only
→ Verify requester’s authority before proceeding
Confusion: Need for a transcript
Agencies sometimes think a full return is required
→ Check if a 4506‑T transcript suffices
Confusion: Required supporting docs
Instructions are vague on court orders
→ Attach a copy of the order and note the reference
Confusion: Mailing address changes
IRS updates addresses periodically
→ Use the address printed on the current form version
Confusion: Fee applicability
Some agencies assume a fee exists
→ Confirm with the IRS or agency finance office
Workflow map
Before
Current
After
Often used with
⚠ If something goes wrong
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