Georgia Form 4506 PDF Details

The Georgia 4506 form, revised in October 1994 by the Department of the Treasury's Internal Revenue Service, is a crucial document for individuals and businesses needing official tax return information. This form facilitates requests for copies or transcripts of tax forms, excluding the provision of tax account information. Applicants are advised to carefully adhere to the instructions and ensure the clarity of their typed or printed information to avoid processing delays. Significantly, the form caters to various needs such as obtaining tax return transcripts for the Form 1040 series for the current and two preceding years, copies of tax forms with all attachments, verification of nonfiling, and copies of Form(s) W-2, each tailored with specific instructions and charges where applicable. The 4506 form also accommodates requests intended for entities like the Small Business Administration, Department of Education, Department of Veterans Affairs, and financial institutions. Importantly, the form includes sections for indicating the requester's details, specifying the recipient of the requested information if different, and for payment calculation if a copy of the tax form is requested. This document outlines explicit guidelines for various scenarios, such as adjustments in the requester's name or address and situations requiring certified copies for legal proceedings, ensuring users are well-informed on how to accurately complete and submit their requests.

QuestionAnswer
Form NameGeorgia Form 4506
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namespreparer, New_York, Colusa, 1995

Form Preview Example

(Continued on back)

Form 4 5 0 6

(Rev. October 1994)

Department of the Treasury Internal Revenue Service

Request for Copy or Transcript of Tax Form

Please read instructions before completing this form.

Please type or print clearly.

OMB No. 1545-0429

Note: Do not use this for m to get tax account information. Instead, see instructions below.

1a Name shown on tax form

1b First social security number on tax form or employer identification number (See instructions.)

2a If a joint return, spouse’s name shown on tax form

2b Second social security number on tax form

3Current name, address (including apt., room, or suite no.), city, state, and ZIP code (See instructions.)

4If copy of form or a tax return transcript is to be mailed to someone else, show the third party’s name and address.

5

If we cannot find a record of your tax form and you want the payment refunded to the third party, check here

6

If name in third party’s records differs from line 1a above, show name here. (See instructions.)

 

7Check only one box to show what you want:

a

Tax return transcript of Form 1040 series filed during the current calendar year and the 2 preceding calendar years. (See instructions.) (The

 

transcript gives most lines from the original return and schedule(s).) There is no charge for a transcript request made before October 1, 1995.

b

c d

Copy of tax form and all attachments (including Form(s) W-2, schedules, or other forms). The charge is $14.00 for each period requested.

Note: If these copies must be certified for court or administrative proceedings, see instructions and check here

Verification of nonfiling. There is no charge for this.

 

Copy of Form(s) W-2 only. There is no charge for this. See instructions for when Form W-2 is available.

Note: If the copy of Form W-2 is needed for its state information, check here

8If this request is to meet a requirement of one of the following, check all boxes that apply.

 

Small Business Administration

Department of Education

Department of Veterans Affairs

 

Financial institution

9 Tax form number (Form 1040, 1040A, 941, etc.)

11

Amount due for copy of tax form:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

a

Cost for each period

 

 

$

14.00

 

 

 

 

 

 

b Number of tax periods requested on line 10

 

 

10 Tax period(s) (year or period ended date). If more than four, see

c

Total cost. Multiply line 11a by line 11b

$

 

instructions.

 

 

 

Full payment must accompany your request. Make check

 

 

 

 

 

 

 

 

 

 

 

 

 

 

or money order payable to “Internal Revenue Service.”

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Telephone number of requester

Please

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

Signature. See instructions. If other than taxpayer, attach authorization document.

 

Date

Best time to call

 

 

Sign

 

 

 

 

 

 

 

 

 

 

 

Here

 

 

 

 

 

 

 

 

Title (if line 1a above is a corporation, partnership, estate, or trust)

 

 

 

 

 

 

 

Instructions

A Change To Note.—Form 4506 may be used to request a tax return transcript of the Form 1040 series filed during the current calendar year and the 2 preceding calendar years. There is no charge for a tax return transcript requested before October 1, 1995. You should receive it within 10 workdays after we receive your request. For more details, see the instructions for line 7a.

Purpose of Form.—Use Form 4506 only to get a copy of a tax form, tax return transcript, verification of nonfiling, or a copy of Form W-2. But if you need a copy of your Form(s) W-2 for social security purposes only, do not use this form. Instead, contact your local Social Security Administration office.

Do not use this form to request Forms 1099 or tax account information. If you need a copy of a Form 1099, contact the payer. However, Form 1099 information is available by calling or visiting your local IRS office.

Note: If you had your tax form filled in by a paid preparer, check first to see if you can get a copy from the preparer. This may save you both time and money.

If you are requesting a copy of a tax form, please allow up to 60 days for delivery. However, if your request is for a tax return transcript, please allow 10 workdays after we receive your request. To avoid any delay, be sure to furnish all the information asked for on this form. You must allow 6 weeks after a tax form is filed before requesting a copy of it or a transcript.

Tax Account Information Only.—If you need a statement of your tax account showing any later changes that you or the IRS made to the original return, you will need to request tax account information. Tax account information will list certain items from your return including any later changes.

To request tax account information, do not complete this form. Instead, write or visit an IRS office or call the IRS toll-free number listed in your telephone directory.

If you want your tax account information sent to a third party, complete Form 8821, Tax Information Authorization. You may get this form by calling 1-800-TAX-FORM

(1-800-829-3676).

Line 1b.—Enter your employer identification number only if you are requesting a copy of a business tax form. Otherwise, enter the first social security number shown on the tax form.

Line 2b.—If requesting a copy or transcript of a joint tax form, enter the second social security number shown on the tax form.

Note: If you do not complete line 1b and, if applicable, line 2b, there may be a delay in processing your request.

Line 3.— For a tax return transcript, a copy of Form W-2, or for verification of nonfiling, if your address on line 3 is different from the address shown on the last return you filed and you have not notified the IRS of a new address, either in writing or by filing Form 8822, Change of Address, you must attach either—

For Privacy Act and Paperwork Reduction Act Notice, see back of form.

Cat. No. 41721E

Form 4506 (Rev. 10-94)

Form 4506 (Rev. 10-94)

Page 2

 

 

A copy of two pieces of identification that have your signature, or

An original notarized statement affirming your identity.

Line 4.—If you have named someone else to receive the tax form or tax return transcript (such as a CPA, an enrolled agent, a scholarship board, or a mortgage lender), enter the name and address of the individual. If we cannot find a record of your tax form, we will notify the third party directly that we cannot fill the request.

Line 6.—Enter the name of the client, student, or applicant if it is different from the name shown on line 1a. For example, the name on line 1a may be the parent of a student applying for financial aid. In this case, you would enter the student’s name on line 6 so the scholarship board can associate the tax form or tax return transcript with their file.

Line 7a.—If you are requesting a tax return transcript, check this box. Also, on line 9 enter the tax form number, on line 10 enter the tax period, and on line 11c enter “no charge.” However, if you prefer, you may get a tax return transcript by calling or visiting your local IRS office.

A tax return transcript shows most lines from the original return (including accompanying forms and schedules). It does not reflect any changes you or the IRS made to the original return. If you have changes to your tax return and want a statement of your tax account with the changes, see Tax Account Information Only on the front. A tax return transcript is available for any returns of the 1040 series (such as Form 1040, 1040A, or 1040EZ) filed during the current calendar year and the 2 preceding calendar years.

In many cases, a tax return transcript will meet the requirement of any lending institution such as a financial institution, the Department of Education, or the Small Business Administration. It may also be used to verify that you did not claim any itemized deductions for a residence.

Line 7b.—If you are requesting a certified copy of a tax form for court or administrative proceedings, check the box to the right of line 7b. It will take at least 60 days to process your request.

Line 7c.—Check this box only if you want proof from the IRS that you did not file a return for the year. Also, on line 10 enter the tax period for which you are requesting verification of nonfiling, and on line 11c, enter “no charge.”

Line 7d.—If you need only a copy of your Form(s) W-2, check this box. Also, on line 9 enter “Form(s) W-2 only,” and on line 11c enter “no charge.”

Forms W-2 are available only from 1978 to the present. Form W-2 information is only available 18 months after it is submitted by your employer. But you can get this information earlier if you request a copy of your tax return and all attachments. See line 7b.

If you are requesting a copy of your spouse’s Form W-2, you must have your spouse’s signature on the request. If you lost your Form W-2 or have not received it by the time you are ready to prepare your tax return, contact your employer.

Line 10.—Enter the year(s) of the tax form or tax return transcript you are requesting. For fiscal-year filers or requests for quarterly tax forms, enter the date the period ended; for example, 3/31/93, 6/30/93, etc. If you need more than four different tax periods, use additional Forms 4506. Tax forms filed 6 or more years ago may not be available for making copies. However, tax account information is generally still available for these periods.

Line 11c.—Write your social security number or Federal employer identification number and “Form 4506 Request” on your check or money order. If we cannot fill your request, we will refund your payment.

Signature.—Requests for copies of tax forms or tax return transcripts to be sent to a third party must be signed by the person whose name is shown on line 1a or by a person authorized to receive the requested information.

Copies of tax forms or tax return transcripts for a jointly filed return may be furnished to either the husband or the wife. Only one signature is required. Sign Form 4506 exactly as your name appeared on the original tax form. If you changed your name, also sign your current name.

For a corporation, the signature of the president of the corporation, or any principal officer and the secretary, or the principal officer and another officer are generally required. For more details on who may obtain tax information on corporations, partnerships, estates, and trusts, see Internal Revenue Code section 6103.

If you are not the taxpayer shown on line 1a, you must attach your authorization to receive a copy of the requested tax form or tax return transcript. You may attach a copy of the authorization document if the original has already been filed with the IRS. This will generally be a power of attorney (Form 2848), or other authorization, such as Form 8821, or evidence of entitlement (for Title 11 Bankruptcy or Receivership Proceedings). If the taxpayer is deceased, you must send Letters Testamentary or other evidence to establish that you are authorized to act for the taxpayer’s estate.

Note: Form 4506 must be received by the IRS within 60 days after the date you signed and dated the request.

Where To File.—Mail Form 4506 with the correct total payment attached, if required, to the Internal Revenue Service Center for the place where you lived when the requested tax form was filed.

Note: You must use a separate form for each service center from which you are requesting a copy of your tax form or tax return transcript.

If you lived in:

Use this address:

 

 

New Jersey, New York

1040 Waverly Ave.

(New York City and

Photocopy Unit

counties of Nassau,

Stop 532

Rockland, Suffolk, and

Holtsville, NY 11742

Westchester)

 

 

 

New York (all other

310 Lowell St.

counties), Connecticut,

Photocopy Unit

Maine, Massachusetts,

Stop 679

New Hampshire,

Andover, MA 01810

Rhode Island, Vermont

 

 

 

Florida, Georgia,

4800 Buford Hwy.

South Carolina

Photocopy Unit

 

Stop 91

 

Doraville, GA 30362

Indiana, Kentucky,

P.O. Box 145500

Michigan, Ohio,

Photocopy Unit

West Virginia

Stop 524

 

Cincinnati, OH 45250

 

 

Kansas, New Mexico,

3651 South Interregional

Oklahoma, Texas

Hwy.

 

Photocopy Unit

 

Stop 6716

 

Austin, TX 73301

 

 

Alaska, Arizona, California

 

(counties of Alpine,

 

Amador, Butte,

 

Calaveras, Colusa,

 

Contra Costa, Del Norte,

 

El Dorado, Glenn,

 

Humboldt, Lake, Lassen,

 

Marin, Mendocino,

 

Modoc, Napa, Nevada,

P.O. Box 9953

Placer, Plumas,

Photocopy Unit

Sacramento, San Joaquin,

Stop 6734

Shasta, Sierra, Siskiyou,

Ogden, UT 84409

Solano, Sonoma, Sutter,

 

Tehama, Trinity, Yolo,

 

and Yuba), Colorado,

 

Idaho, Montana,

 

Nebraska, Nevada,

 

North Dakota, Oregon,

 

South Dakota, Utah,

 

Washington, Wyoming

 

 

 

California (all other

5045 E. Butler Avenue

counties), Hawaii

Photocopy Unit

 

Stop 52180

 

Fresno, CA 93888

 

 

Illinois, Iowa, Minnesota,

2306 E. Bannister Road

Missouri, Wisconsin

Photocopy Unit

 

Stop 57A

 

Kansas City, MO 64999

 

 

Alabama, Arkansas,

P.O. Box 30309

Louisiana, Mississippi,

Photocopy Unit

North Carolina,

Stop 46

Tennessee

Memphis, TN 38130

 

 

Delaware,

 

District of Columbia,

11601 Roosevelt Blvd.

Maryland, Pennsylvania,

Photocopy Unit

Virginia, a foreign

DP 536

country, or A.P.O. or

Philadelphia, PA 19255

F.P.O address

 

 

 

Privacy Act and Paperwork Reduction Act

Notice.—We ask for the information on this form to establish your right to gain access to your tax form or transcript under the Internal Revenue Code, including sections 6103 and 6109. We need it to gain access to your tax form or transcript in our files and properly respond to your request. If you do not furnish the information, we will not be able to fill your request. We may give the information to the Department of Justice or other appropriate law enforcement official, as provided by law.

The time needed to complete and file this form will vary depending on individual circumstances. The estimated average time is:

Recordkeeping

13 min.

Learning about the law or the form

7 min.

Preparing the form

25 min.

Copying, assembling, and

 

sending the form to the IRS

17 min.

If you have comments concerning the accuracy of these time estimates or suggestions for making this form more simple, we would be happy to hear from you. You can write to both the Internal Revenue Service, Attention: Reports Clearance Officer, PC:FP, Washington, DC 20224; and the Office of Management and Budget, Paperwork Reduction Project (1545-0429), Washington, DC 20503. DO NOT send this form to either of these offices. Instead, see Where To File on this page.

Printed on recycled paper