Form 4506-C · Rev. 10-2022
How to fill out Form 4506-C.
Every line of the current revision, with the fields that cause most IVES rejections marked. The 120-day clock runs from the original signature, so a rejection means going back to a borrower who has already signed.
Line by line
Completing the form.
Lines 5a through 8 must all be complete before the taxpayer signs. The form carries that warning twice, which tells you how often it happens.
First name, middle initial and last name in their separate fields. For a business request, put the company name in the Last name field.
SSN or ITIN for an individual, EIN for a business. Include the dashes in the correct format.
Only if the name on the last filed return differs from line 1a.
Only when the return was joint and transcripts are wanted for both taxpayers.
The spouse's SSN or ITIN, again only when transcripts are wanted for both.
As line 1c, for the spouse.
Street, city, state and ZIP in their separate fields. A PO Box goes in the street address field with its number.
The address on the last return filed, if different from line 3.
The IVES participant name, participant ID, SOR mailbox ID and address.
Up to 10 numeric characters, appearing on the returned transcript. Optional.
Up to 10 alphanumeric characters, shown in the mailbox file information. Optional, same restriction as 5b.
The company receiving the transcripts from the IVES participant.
One form number only — 1040, 1065, 1120 and so on — then tick one box below.
Most line items of the return as filed. Does not reflect changes made after processing. Available for 1040 series, 1065, 1120, 1120-H, 1120-L and 1120-S, current year plus three prior processing years.
Financial status of the account: payments, penalties and adjustments made after filing. Available for most returns.
Return Transcript and Account Transcript combined. Current year and three prior years.
Up to three information return types (W-2, 1099 series, 1098 series, 5498 series). Leave blank to receive all of them.
Tick line 1a, line 2a, or both. If nothing is ticked, transcripts come back for all listed taxpayers.
The ending date of each tax year, in mm dd yyyy format. Four periods fit on one form.
Signature
The part that fails most often.
Above the signature line is a box confirming the signatory has read the attestation clause and has authority to sign. The IRS will not process the form if it is unchecked — a form can be complete, correctly signed and dated, and still rejected on this alone.
Where line 1a is a corporation, partnership, estate or trust, the signer’s title is required, and the authorization document must be attached — a letter from the principal officer, or letters testamentary for an estate.
A representative may sign only where the taxpayer delegated that authority on Form 2848 line 5a, with the 2848 attached and the Authorized Representative box ticked. Electronic signatures are accepted only by IVES participants who have opted in, and that box must be ticked too.
Common questions
What people ask about this form.
Which revision of Form 4506-C is current?
Form 4506-C (Rev. 10-2022). It differs materially from earlier versions: lines 1c and 2c were added for previous names, and line 5 was split into 5a through 5d. Download the form fresh rather than reusing a stored copy.
Why does line 5d matter so much?
It identifies the client company receiving the transcripts, and cannot be blank or marked NA. It did not exist on earlier revisions, so it is the most frequently missed field on the current form.
Can I request more than one form number on a 4506-C?
No. Line 6 takes one tax form number per request. A 1040 and an 1120 are two separate forms.
What has to be ticked in the signature area?
The attestation box confirming the signatory has read the clause and has authority to sign. The IRS will not process the form if it is unchecked, even when the form is otherwise complete and correctly signed.
How long is a signed 4506-C valid?
The IRS must receive it within 120 days of the signature date. If a form is rejected and corrected, that clock keeps running from the original signature.
Who can sign for a business?
For a corporation, an officer with legal authority to bind it, someone designated by the board, or a shareholder of one percent or more with supporting documentation. For a partnership, any person who was a partner during any part of the period requested.
Ready when you are
We check the form before the IRS does.
Every authorization is validated against the conditions that cause IVES rejections before submission, so problems surface while the borrower is still reachable.