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IRSOther IRS Forms (4000–6999)

Official form guide

Form 4506-TES: 4506T-EZ (sp)

IRS Form 4506-TES (also known as 4506T‑EZ) is a short request for a taxpayer’s account transcript. Use it when you need a copy of the IRS transcript for a recent tax year without the full return.

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Form Overview

IRS Form 4506-TES - 4506T-EZ (sp)

IRS Form 4506-TES (also known as 4506T‑EZ) is a short request for a taxpayer’s account transcript. Use it when you need a copy of the IRS transcript for a recent tax year without the full return.

It captures the taxpayer’s name, SSN or ITIN, address, the tax year(s) requested, and the delivery method for the transcript.

Risk Radar

Scan points
  • 1A single typo in the SSN can stall the entire request.
  • 2Incorrect SSN or ITIN
  • 3Wrong tax year selected
  • 4Missing signature or date
  • 5Address mismatch with IRS records

Plain English

This form asks the IRS to send you a summary of what it has on file for a specific tax year. It’s the fastest way to get a transcript for a loan, mortgage, or verification purpose. No signatures from a tax professional are required.

Submission Date

  • Filing date: 2023-08-23 22:10:20
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

mortgagemethodknown

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What this form is for

  • Use when you need a short account transcript for a single tax year.
  • Do not use for a full copy of the tax return; that requires Form 4506.
  • Check Form 4506‑T if you need multiple years or a verification of non‑filing.

Form selector

Use this form or another form?

Need full tax return copy

Full return includes schedules

✓ Verify fee and 2‑year limit

Form 4506

Requesting multiple years of transcripts

Allows up to 10 years

✓ Confirm each year listed

Form 4506‑T

Non‑filing verification

Certifies no return filed

✓ May require additional proof

Form 4506‑N

Deadline or filing window

There is no IRS‑mandated deadline for filing Form 4506‑T‑EZ, but most lenders require the transcript within 30 days of their request. Submit as soon as the need arises to avoid delays.

Checklist

What you need before filling it out

1

Taxpayer name

Government‑issued ID or prior return · IRS records

⚠ Misspelled name✕ High
2

SSN/ITIN

Social Security card or ITIN letter · Tax return

⚠ Transposed digits✕ High
3

Address

Recent utility bill · IRS address on file

⚠ Out‑of‑date address✕ Medium
4

Tax year selection

Prior year return · Requested year

⚠ Wrong year chosen✕ Medium
5

Signature

Handwritten signature · Form line

⚠ Missing or illegible✕ High

Before you submit

  1. 1Use the 2024 edition of Form 4506‑T‑EZ
  2. 2Enter full legal name exactly as on the tax return
  3. 3Check SSN/ITIN for accuracy
  4. 4Select the correct tax year
  5. 5Specify “Return Transcript” as the request type
  6. 6Provide a current mailing address or fax number
  7. 7Sign and date the form
  8. 8Make a photocopy for your records
  9. 9Mail to the correct state address or fax the correct number
  10. 10Confirm postage or fax confirmation receipt

How to file this form

  1. 1Download the PDF from IRS.gov
  2. 2Print on single‑sided 8.5×11 paper
  3. 3Complete all required fields in black ink
  4. 4Sign and date the bottom right corner
  5. 5Place the form in an envelope with correct postage
  6. 6Mail to the state‑specific IRS address
  7. 7If faxing, send to the number listed for the state and keep the transmission receipt

Known limitations

  1. 1Form only provides a transcript, not a full tax return
  2. 2Cannot request more than one year per submission
  3. 3No fee, but processing time may be longer than electronic requests
  4. 4Only applicable to returns already filed; non‑filers need Form 4506‑N

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
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Current form status
IRS

The form is currently in the “active” IRS publication set. No major revisions announced for the 2024 tax year.

What changed or needs a fresh check

  • Edition date – verify the form is the 2024 revision
  • Fee – none for 4506‑T‑EZ
  • Mailing address – use the state‑specific address in the instructions
  • Fax number – confirm the correct fax for the request type
  • Signature line – ensure it is signed and dated

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Quick Facts

The taxpayer or an authorized third‑party (e.g., lender) files the form.
It captures the taxpayer’s name, SSN or ITIN, address, the tax year(s) requested, and the delivery method for the transcript.
File it after the tax year has closed and when a transcript is needed for a financial transaction; there is no statutory deadline, but lenders often require it within 30 days of request.
Mail the completed form to the IRS address listed in the instructions for the state where the taxpayer resides, or fax it to the number provided for the specific request type.
Errors in name, SSN, or tax year can delay processing or result in the wrong transcript being sent, causing missed deadlines for loans or other approvals.
1. Download the current 4506‑T‑EZ PDF from IRS.gov. 2. Fill in personal information, select the tax year, and choose “Return Transcript.” 3. Sign and date the form. 4. Mail or fax to the address/fax number for the taxpayer’s state. 5. Keep a copy for your records.

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After you file

  1. 1Track mailing date and keep the receipt
  2. 2Monitor for a response within 10‑15 business days
  3. 3If no transcript arrives, call the IRS transcript line with the request reference
  4. 4Compare received transcript to the requested year
  5. 5Store the transcript securely for the required retention period
  6. 6Notify the requesting party (e.g., lender) of receipt

Sources

  • SRCForm title and purposeIRS instructions for Form 4506‑T‑EZ
  • SRCNo fee listedIRS fee schedule for transcript requests
  • SRCMailing addressesIRS Publication 519, state addresses for 4506‑T‑EZ
  • SRCSignature requirementForm instructions line item
  • SRCEdition datePDF header shows 2024 revision
  • SRCProcessing time estimateIRS transcript request FAQ
  • SRCFax numbersIRS instructions for state‑specific fax
  • SRCNon‑filing verification formIRS Form 4506‑N description

Common confusion points

Transcript vs. full return

Many think they are the same

→ Verify request type on the form

Multiple years on one form

4506‑T‑EZ allows only one year

→ Use 4506‑T for multiple years

Signature requirement

Some think electronic signature works

→ Must be handwritten

Fax vs. mail address

Addresses differ by request type

→ Double‑check the instructions

Fee expectation

Some assume a fee

→ 4506‑T‑EZ is free

Workflow map

Related forms and next steps

4 signals

Before

Form 1040 – original tax return

Current

4506-TES

After

Form 4506‑T – multi‑year transcript request

Often used with

Form 4506 – full return copy request

⚠ If something goes wrong

  • Form 2848 – Power of Attorney to authorize a representative

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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.
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