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IRSOther IRS Forms (4000–6999)

Official form guide

Form 4506-TEZ: 4506-T-EZ

Form 4506‑T‑EZ is the short version of the IRS request for a tax return transcript. Use it when a lender, government agency, or other authorized party needs a copy of your tax return information for a specific year.

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Form Overview

IRS Form 4506-TEZ - 4506-T-EZ

Form 4506‑T‑EZ is the short version of the IRS request for a tax return transcript. Use it when a lender, government agency, or other authorized party needs a copy of your tax return information for a specific year.

It captures the taxpayer’s name, SSN, address, the year(s) of the transcript, and the name and address of the recipient.

Risk Radar

Scan points
  • 1A single typo can stop the transcript from being delivered.
  • 2Incorrect SSN or typo in name
  • 3Choosing the wrong tax year
  • 4Missing signature or date
  • 5Wrong recipient address

Plain English

This form asks the IRS to send a brief summary of your tax return to a third party you name. It’s quicker than the full 4506‑T and only works for the most recent tax year or a few limited years.

Submission Date

  • Filing date: 2025-09-11 22:10:16
  • 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

government agencylenderparty

Hover a term to preview the meaning.

What this form is for

  • Use when you need a short transcript for a single year.
  • Do not use for amended returns or multiple years beyond the allowed range.
  • Check Form 4506‑T if you need a full transcript or more than three years.

Form selector

Use this form or another form?

Need full return copy

Provides complete return and attachments

✓ Verify requestor’s authority

Form 4506

Request for older than 3 years

Only this form can{{ { { { {{}}} retrieve older data

✓ Confirm year eligibility

Form 4506

Third‑party needs wage and income statements only

Returns only W‑2/1099 data

✓ Ensure correct recipient

Form 4506‑C

Deadline or filing window

The IRS does not set a hard deadline for 4506‑T‑EZ requests, but most lenders require the transcript within 10‑14 business days of receipt. Submit the form as soon as you get the request to stay within that window.

Checklist

What you need before filling it out

1

Taxpayer name

Government‑issued ID · Driver’s license or passport

⚠ Misspelled name✕ High
2

Social Security Number

Social Security card · SSN on tax return

⚠ Transposed digits✕ High
3

Tax year selection

Prior year’s tax return · 1040 copy

⚠ Selecting a year not filed✕ Medium
4

Recipient address

Business letterhead · Lender’s request letter

⚠ Incomplete street info✕ Medium
5

Signature

Hand‑signed form · Original ink signature

⚠ Typed or electronic signature only✕ High

Before you submit

  1. 1Use the latest edition of Form 4506‑T‑EZ
  2. 2Confirm taxpayer name matches Social Security records
  3. 3Verify SSN digits are correct
  4. 4Select the correct tax year(s)
  5. 5Enter the exact recipient name and mailing address
  6. 6Sign and date the form in ink
  7. 7Attach a copy of a valid ID if the IRS requests it
  8. 8Check that the mailing/fax address matches the instructions
  9. 9Use a tracked mailing service or fax confirmation
  10. 10Retain a copy of the completed form for your records
  11. 11Note the date you sent the request

How to file this form

  1. 1Download the current PDF from IRS.gov
  2. 2Print the form on white 8.5×11 paper
  3. 3Fill in all required fields legibly in black ink
  4. 4Sign and date the bottom of the form
  5. 5Place the form in an envelope with a self‑addressed stamped return envelope if a reply is needed
  6. 6Mail to the IRS address listed for 4506‑T‑EZ or fax to the recipient’s fax number
  7. 7Track delivery and keep the receipt

Known limitations

  1. 1Only available for tax years 2019‑2024
  2. 2Cannot request amended returns or extensions
  3. 3Limited to a maximum of three years per request
  4. 4Does not provide the actual tax return, only a transcript

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 active for tax years 2019‑2024. Verify the edition date before filing.

What changed or needs a fresh check

  • Edition date – use the version dated after Jan 1 2024
  • Fee – no fee for 4506‑T‑EZ
  • Mailing address – follow the address in the current instructions
  • Fax number – verify the fax line for the receiving institution
  • Signature line – must be original ink signature

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Form 4506-TEZ page 1

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Form 4506-TEZ page 2

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Quick Facts

The taxpayer (or an authorized representative) files the form.
It captures the taxpayer’s name, SSN, address, the year(s) of the transcript, and the name and address of the recipient.
File after you have received a request from the third party, usually within a few weeks of the loan or benefit application.
Mail the completed form to the IRS address listed in the form instructions, or fax if the recipient is a financial institution that accepts faxed requests.
Errors in name, SSN, or year will cause the IRS to reject the request, delaying the transcript and any downstream process.
1. Download the latest 4506‑T‑EZ PDF from IRS.gov. 2. Fill in personal info, select the year(s) needed, and write the recipient’s name and address. 3. Sign and date the form. 4. Attach a copy of your valid ID if the IRS asks. 5. Mail or fax to the address in the instructions.

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After you file

  1. 1Save the mailed/faxed copy and tracking number
  2. 2Monitor email or mail for the transcript from the IRS
  3. 3Confirm receipt with the third‑party requestor
  4. 4If no response in 14 days, call the IRS transcript line
  5. 5Keep the transcript and the original request together for future reference

Sources

  • SRCIRS Form 4506‑T‑EZ PDFofficial instructions
  • SRCIRS website“Request for Tax Return Transcript” page
  • SRCIRS Publication 1545filing deadlines for transcript requests
  • SRCNot found in provided sourcefee information (but known to be $0)
  • SRCNot found in provided sourceexact mailing address (varies by state)
  • SRCNot found in provided sourcefax number for specific lenders

Common confusion points

Form number – 4506‑T‑EZ vs 4506‑T

Both request transcripts but have different scopes

→ Verify which one matches the request

Tax year range – only up to three years

Users often select a year older than allowed

→ Double‑check the year on the tax return

Signature requirement – electronic signatures not accepted

Some online services allow e‑sign

→ Use a handwritten ink signature

Recipient address – some lenders require a fax

Users send by mail only

→ Follow the lender’s specific delivery method

Workflow map

Related forms and next steps

3 signals

Before

Form 4506‑T – for full transcript or older years

Current

4506-TEZ

After

Transcript receipt – send to lender or{ccccccconcconadic_acts

Often used with

Form 8822 – to update address before requesting transcript

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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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