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Official form guide
Form 4506-SP: 4506 (sp)
IRS Form 4506 (sp) is used to request a copy of a taxpayer’s filed tax return and can designate a third party to receive it. The IRS may take up to 75 calendar days to process the request.
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IRS Form 4506-SP - 4506 (sp)
IRS Form 4506 (sp) is used to request a copy of a taxpayer’s filed tax return and can designate a third party to receive it. The IRS may take up to 75 calendar days to process the request.
Risk Radar
Scan points- 1Submitting an incomplete or illegible Form 4506 (sp) will cause the IRS to reject the request.
- 2Leaving line 1b blank or entering an incorrect SSN/ITIN/EIN, causing the request to be rejected.
- 3Failing to sign and date the form, which the IRS requires before processing.
- 4Omitting the tax year‑end date on line 7, so the IRS cannot identify the correct return.
- 5Not attaching Form 2848(SP) when a third‑party recipient is designated on line 5.
Plain English
This form lets you ask the IRS for a copy of your tax return. You can also name someone else to get the copy. Fill every line completely and mail it to the IRS address.
Submission Date
- Filing date: 2024-01-16 22:12:08
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when you need a copy of a filed tax return or its transcriptions.
- Do not use it when you need copies of more than one class of tax return; a separate Form 4506 (sp) is required for each class.
- Check Form 2848 (SP) instead when you must authorize a third‑party representative to receive the return.
Form selector
Use this form or another form?
Need a copy of an individual income tax return (Form 1040)
Requests the IRS to provide the original filed return and all attachments
✓ Confirm SSN and current address are entered correctly
Authorize a third‑party representative to receive the transcript
Provides power of attorney for the IRS to release tax information
✓ Attach signed Form 2848 (SP) to Form 4506 (sp)
Request a copy of a corporate tax return (Form 1120)
Covers business returns including all schedules and attachments
✓ Enter the employer’s EIN in line 1b
Deadline or filing window
The source does not specify a filing deadline or extension; only the IRS may take up to 75 calendar days to process the request.
Checklist
What you need before filling it out
1a Name shown on the tax return
Exact name as it appears on the original return · Not stated in the official source
1b SSN, ITIN, or EIN
Social Security number, ITIN, or EIN as shown on the return · Not stated in the official source
3 Current address
Current mailing address including apartment or suite number · Not stated in the official source
5 Third‑party recipient info
Recipient’s name, address, and telephone number · Not stated in the official source
6 Tax return requested
Number of the tax return (e.g., 1040, 1120) · Not stated in the official source
Before you submit
- 1Verify all applicable lines are filled
- 2Ensure the form is legible and no fields are blank
- 3Enter the correct SSN, ITIN, or EIN in line 1b
- 4Provide the current mailing address in line 3
- 5Include prior address in line 4 if it differs
- 6Supply third‑party name, address, and phone in line 5 when applicable
- 7Mark the appropriate box if certified copies are required
- 8Attach a signed Form 2848 (SP) if authorizing a representative
- 9Mail the completed form to Box 9941 Mail Stop 6734 Ogden, UT 84409
- 10Keep a signed copy for your records
How to file this form
- 1Complete all applicable lines on Form 4506 (sp)
- 2Sign the form after verifying completeness
- 3Attach Form 2848 (SP) if authorizing a representative
- 4Mail the form to Box 9941 Mail Stop 6734 Ogden, UT 84409
- 5Retain a copy of the signed form for your records
Known limitations
- 1Only one class of tax return may be requested per Form 4506 (sp); a separate form is required for each additional class. [Form p.1]
- 2Copies of Forms 1040, 1040-A, and 1040-EZ are generally retained for 7 years from the filing date; older returns may be unavailable. [Form p.1]
- 3If the addresses entered on lines 3 and 4 differ and the IRS address has not been updated, the taxpayer must also file Form 8822 or Form 8822-B with the request. [Form p.3]
- 4A $30 fee per declaration must be included with the request; failure to attach full payment results in rejection. [Form p.1]
- 5Certified copies for judicial or administrative purposes require the appropriate box to be marked; otherwise the copy is not certified. [Form p.1]
Field map
Compact field-by-field guide
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.
Almost done reviewing the fields?
Fillable formOpen in Editor->The form is the January 2024 revision (Rev. 1‑2024). The source directs users to www.irs.gov/form4506sp for the latest information.
What changed or needs a fresh check
- Edition date — confirm the revision reads 1-2024
- Fee — Not stated in the official source
- Mailing address — confirm you send to Box 9941 Mail Stop 6734 Ogden, UT 84409
- Signature — confirm the form is signed after all applicable lines are completed
Quick Facts
Downloads
After you file
- 1Retain the completed Form 4506 (sp) and the payment receipt for personal records.
- 2Confirm that the $30 payment is made payable to “United States Treasury” and includes the taxpayer’s SSN, ITIN, or EIN plus the words “Form 4506 (sp) request”. [Form p.1]
- 3If a third party is designated, verify that lines 5‑7 are fully completed before signing. [Form p.1] [Form p.3]
- 4Keep the request on file for at least 7 years for 1040 series returns in case the IRS asks for verification. [Form p.1]
- 5If the IRS cannot locate the requested return, expect a refund of the $30 fee; monitor for refund to the indicated third party if applicable. [Form p.1]
Sources
- SRCForm p.1 — $30 fee per declaration and requirement to include full payment to avoid rejection.
- SRCForm p.1 — Fee refunded if the IRS cannot locate the requested return.
- SRCForm p.1 — Separate Form 4506 (sp) needed for each additional class of return.
- SRCForm p.1 — Copies of Forms 1040, 1040-A, and 1040-EZ generally retained for 7 years.
- SRCForm p.3 — If addresses on lines 3 and 4 differ, file Form 8822 or Form 8822‑B with the request.
- SRCForm p.1 — Certified copies for judicial or administrative processes require the box to be marked.
- SRCForm p.1 — Payment must be made payable to “United States Treasury” and include SSN/ITIN/EIN and the words “Form 4506 (sp) request”.
- SRCForm p.3 — Do not sign the form until all applicable lines, especially lines 5‑7 for third‑party requests, are completed.
- SRCForm p.3 — Form 2848(SP) showing delegation must be attached to Form 4506 (sp).
Common confusion points
Can I sign the form before I pay the fee?
The form must be signed only after all applicable lines are completed and full payment is attached.
→ Check that the $30 payment is attached and that all lines are filled before signing.
Do I need a separate Form 4506 (sp) for each type of return?
The instructions state a new form is required for each class of return.
→ Count the different return types and complete a separate form for each.
What if my mailing address changed since I filed my return?
If lines 3 and 4 differ and the IRS address hasn't been updated, Form 8822 or Form 8822‑B must be filed with the request.
→ Verify address consistency and attach the appropriate change‑of‑address form.
Is the $30 fee per return or per page?
The fee is $30 per declaration requested, not per page.
→ Multiply $30 by the number of declarations entered in line 8b to calculate total cost.
Do I need to attach Form 2848 (SP) for a third‑party request?
A Form 2848(SP) showing delegation must be attached to the request.
→ Include the completed Form 2848(SP) with your Form 4506 (sp).
Will the IRS send the copy to the third party automatically?
The copy is sent to a designated third party only if lines 5‑7 are completed and the form is signed.
→ Confirm that the third‑party address and signature appear on lines 5‑7 before mailing.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Submit a new Form 4506 (sp) with corrected information if the original is rejected for incompleteness.
Questions about IRS Form 4506-SP
What is IRS Form 4506-SP used for?
This form lets you ask the IRS for a copy of your tax return. You can also name someone else to get the copy. Fill every line completely and mail it to the IRS address.
Who must file IRS Form 4506-SP?
The taxpayer identified on line 1a (or 2a) must file and sign the Form 4506 (sp).
What information does IRS Form 4506-SP require?
It collects the taxpayer’s SSN/ITIN/EIN (line 1b), current mailing address (line 3), address on the last return (line 4), the tax year‑end date you need (line 7), and optionally a third‑party recipient (line 5).
Where do I file IRS Form 4506-SP?
Mail the completed form to the IRS RAIVS Team, P.O. Box 9941, Mail Stop 6734, Ogden, UT 84409.
How do I complete IRS Form 4506-SP?
Enter the taxpayer’s SSN, ITIN, or EIN on line 1b, provide the current address on line 3 and the prior‑year address on line 4 if different, indicate the requested tax period end date on line 7, and list any third‑party recipient on line 5. Attach a signed Form 2848(SP) when a third party is authorized. The taxpayer must sign and date the form, then mail it to the address above.
What happens if IRS Form 4506-SP is filed incorrectly?
If the form is incomplete or illegible, the IRS can reject it. Unauthorized disclosure of the requested return can subject the recipient to statutory fines under section 6103(c).
Can I sign the form before I pay the fee?
The form must be signed only after all applicable lines are completed and full payment is attached. Check that the $30 payment is attached and that all lines are filled before signing.
Do I need a separate Form 4506 (sp) for each type of return?
The instructions state a new form is required for each class of return. Count the different return types and complete a separate form for each.
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