Homepage Blank Georgia 4506 PDF Form
Article Guide

The Georgia 4506 form is an essential tool for individuals and businesses seeking access to their tax documents from the Internal Revenue Service (IRS). This form allows users to request copies or transcripts of their tax returns, including Form 1040 series filed during the current and previous two calendar years. It is particularly useful for those needing verification of nonfiling or specific forms like W-2s. By providing crucial details such as names, social security numbers, and addresses, the form streamlines the process of obtaining important financial records. It is important to note that the 4506 form should not be used for tax account information or to request other forms like 1099s. Instead, it focuses on tax return transcripts, copies of tax forms, and confirmations of nonfiling status. Understanding how to accurately complete this form can save time and ensure that the requested documents are received without unnecessary delays. With clear instructions and specific requirements outlined in the form, users can navigate the request process more effectively, whether they are applying for loans, financial aid, or simply keeping their records in order.

Document Preview

(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

Form Specifications

Fact Name Details
Purpose of Form The Georgia 4506 form is used to request a copy or transcript of tax forms, including tax return transcripts and verification of nonfiling. It does not serve to obtain tax account information.
Cost for Copies There is a fee of $14.00 for each copy of tax forms requested. Tax return transcripts are available at no charge if requested before October 1, 1995.
Processing Time Requests for tax return transcripts typically take about 10 workdays to process, while requests for copies of tax forms may take up to 60 days.
Governing Law This form operates under the Internal Revenue Code, specifically sections 6103 and 6109, which govern the access to and confidentiality of tax information.

Georgia 4506: Usage Guidelines

Completing the Georgia 4506 form requires careful attention to detail. This form is essential for requesting copies or transcripts of tax forms from the IRS. Follow the steps below to ensure accurate submission.

  1. Begin by entering your name as it appears on your tax form in line 1a.
  2. In line 1b, provide the first social security number or employer identification number associated with that tax form.
  3. If filing a joint return, include your spouse’s name on line 2a and their social security number on line 2b.
  4. On line 3, fill in your current name and address, including any apartment or suite number, city, state, and ZIP code.
  5. If you want the tax form or transcript sent to someone else, enter their name and address on line 4.
  6. Check the box on line 5 if you wish to have a payment refunded to the third party if no record of your tax form is found.
  7. If the name in the third party's records is different from the name on line 1a, provide that name on line 6.
  8. On line 7, select only one box to indicate what you want:
    • a tax return transcript,
    • a copy of the tax form and all attachments (for a fee),
    • verification of nonfiling, or
    • only a copy of Form W-2.
  9. Indicate any relevant tax form number on line 9, such as Form 1040 or 941.
  10. List the tax period(s) you are requesting on line 10.
  11. Calculate the total cost on line 11c by multiplying the cost per period by the number of periods requested.
  12. Provide your telephone number in the designated area.
  13. Sign and date the form where indicated. If someone else is signing on your behalf, attach the necessary authorization document.
  14. Finally, mail the completed form to the appropriate IRS address based on your state of residence, ensuring that any required payment is included.

Your Questions, Answered

What is the purpose of the Georgia 4506 form?

The Georgia 4506 form, also known as the Request for Copy or Transcript of Tax Form, is designed to help individuals obtain copies of their tax forms, tax return transcripts, verification of nonfiling, or copies of Form W-2. This form is particularly useful for those who need to provide tax documentation for various purposes, such as applying for loans, scholarships, or financial aid.

Who should use the Georgia 4506 form?

This form is intended for individuals who need access to their past tax records. If you filed a tax return and require a copy or transcript for the current calendar year or the two preceding years, this form is appropriate. However, if you are looking for Forms 1099 or tax account information, you will need to use different methods to obtain those records.

How do I fill out the Georgia 4506 form?

When completing the form, you should type or print clearly. Start by providing your name and social security number as they appear on your tax return. If applicable, include your spouse's information if you filed a joint return. Next, provide your current address and, if necessary, the name and address of any third party who should receive the requested documents. Finally, indicate what type of document you are requesting and sign the form as required.

How long does it take to receive the requested documents?

If you request a tax return transcript, you can typically expect to receive it within 10 workdays after the IRS processes your request. For copies of tax forms, allow up to 60 days for delivery. To ensure timely processing, make sure to complete the form accurately and provide all required information.

Is there a fee associated with the Georgia 4506 form?

Can someone else request my tax documents using the Georgia 4506 form?

Yes, someone else can request your tax documents, but they must have your authorization. If you want your tax form or transcript sent to a third party, you need to provide their name and address on the form. Additionally, you must sign the form or attach an authorization document that allows them to receive your tax information.

What if I need a copy of my Form W-2?

If you need a copy of your Form W-2, you can request it using the Georgia 4506 form. Indicate that you are requesting Form W-2 and ensure you provide the necessary details. Keep in mind that Form W-2 information is only available from 1978 to the present and can be requested only 18 months after it is submitted by your employer.

Where do I send the completed Georgia 4506 form?

You should mail the completed form to the IRS office designated for your state. Each state has a specific address for submitting the form, so be sure to check the instructions on the form for the correct mailing address based on where you lived when you filed your tax return.

Common mistakes

  1. Incomplete Personal Information: Failing to provide complete names and social security numbers can lead to delays. Ensure that both the primary and secondary social security numbers are accurately filled out.

  2. Incorrect Tax Form Selection: Selecting the wrong type of tax form or transcript can result in receiving the wrong documents. Carefully read the options available on line 7 and check only the box that applies to your request.

  3. Missing Signature: Not signing the form can cause the IRS to reject your request. Remember to sign exactly as your name appears on the original tax form.

  4. Improper Payment Submission: Not including the correct payment or failing to attach a check or money order can delay processing. Make sure to calculate the total cost and write your social security number on the payment.

  5. Incorrect Mailing Address: Sending the form to the wrong IRS address can result in lost requests. Verify the correct address based on your state and ensure it matches where you lived when the tax form was filed.

Documents used along the form

The Georgia 4506 form is a request for a copy or transcript of tax forms from the IRS. When filing this form, individuals often need additional documents to support their requests or provide necessary information. Below are some commonly used forms and documents that accompany the Georgia 4506.

  • Form 8821, Tax Information Authorization: This form allows taxpayers to authorize another person to receive their tax information. It is essential when someone other than the taxpayer is requesting the 4506 form.
  • Form 2848, Power of Attorney: This document grants another individual the authority to act on behalf of the taxpayer. It is often used in conjunction with the 4506 form if the requester is not the taxpayer themselves.
  • Form W-2: This form provides details about an employee's wages and the taxes withheld by their employer. If a copy of the W-2 is needed, it can be requested through the 4506 form.
  • Tax Return Transcript: This is a summary of the most important lines from a tax return. It is often requested alongside the 4506 to verify income or tax filing status for loans or financial aid.
  • Verification of Nonfiling: This document confirms that the taxpayer did not file a return for a particular year. It can be requested using the 4506 form if needed for various applications.
  • Identification Documents: When submitting the 4506 form, individuals may need to provide identification, such as a driver's license or Social Security card, especially if their address has changed since their last tax filing.

These additional documents can help ensure that your request is processed smoothly and efficiently. Being prepared with the right forms can save time and prevent delays in obtaining the necessary tax information.

Similar forms

The Georgia 4506 form serves as a request for copies or transcripts of tax documents. Several other forms serve similar purposes, each with its specific focus. Here are four documents that share similarities with the Georgia 4506 form:

  • Form 4506-T: This form allows individuals to request a tax return transcript without needing to provide payment. Like the 4506, it is used to obtain tax information but is generally quicker and does not involve any fees.
  • Form 8821: This document is used to authorize the IRS to release tax information to a third party. While the 4506 form requests copies of specific tax documents, Form 8821 grants permission for another party to access tax records.
  • Form 2848: This is a Power of Attorney form that allows an individual to designate someone to represent them before the IRS. Similar to the 4506, it can facilitate access to tax information, but it specifically grants authority for representation rather than just requesting documents.
  • Form W-2: While not a request form, the W-2 is closely related as it provides information about an employee's earnings and taxes withheld. The 4506 form can be used to request copies of W-2 forms, making them interconnected in terms of tax documentation.

Dos and Don'ts

When filling out the Georgia 4506 form, there are several important practices to keep in mind. Below is a list of things you should and shouldn't do to ensure your request is processed smoothly.

  • Do read the instructions carefully before starting the form.
  • Do type or print your information clearly to avoid any confusion.
  • Do include all required identification documents if your address has changed.
  • Do ensure that the signature on the form matches the name on the tax return.
  • Do check the appropriate boxes to indicate what you are requesting.
  • Don't use this form for tax account information; it is meant only for copies or transcripts of tax forms.
  • Don't forget to include payment if you are requesting a copy of a tax form that incurs a fee.

Following these guidelines will help facilitate a smoother process when submitting your request for tax documents. Attention to detail is essential to avoid delays or complications.

Misconceptions

Misconceptions about the Georgia 4506 form can lead to confusion and delays in obtaining necessary tax documents. Understanding the facts is essential for efficient processing. Below are six common misconceptions:

  • Form 4506 can be used for any tax-related request. This form is specifically for requesting copies of tax forms, tax return transcripts, verification of nonfiling, or copies of Form W-2. It cannot be used for other tax-related inquiries, such as obtaining Forms 1099 or tax account information.
  • There is no charge for any request made using Form 4506. While some requests, such as tax return transcripts or verification of nonfiling, may be free, others, like copies of tax forms, incur a fee of $14 for each period requested.
  • Requests can be processed immediately. After submitting Form 4506, individuals must wait up to 60 days for delivery of a copy of a tax form. Tax return transcripts are typically available within 10 workdays, but this does not apply to all requests.
  • Only the taxpayer can request their tax documents. While the taxpayer must sign the request, an authorized representative can also submit the form on their behalf. Proper authorization documents must be attached if the requester is not the taxpayer.
  • Form 4506 can be submitted at any time after filing a tax return. Individuals must allow six weeks after filing a tax return before requesting a copy or transcript of it. This waiting period is necessary for the IRS to process and store the return properly.
  • Form 4506 can be used to request tax account information. This form is not intended for tax account information requests. For such needs, individuals must contact the IRS directly or use Form 8821, Tax Information Authorization.

Clarifying these misconceptions can help ensure that requests are handled smoothly and efficiently. Proper understanding of the Georgia 4506 form's purpose and limitations is critical for anyone needing tax documentation.

Key takeaways

Here are some key takeaways about filling out and using the Georgia 4506 form:

  • Purpose: Use the Georgia 4506 form to request a copy of your tax form, a tax return transcript, verification of nonfiling, or a copy of Form W-2.
  • Identification: Provide your name and social security number as they appear on your tax form. If you are requesting for a joint return, include your spouse’s details as well.
  • Third Party Requests: If you want the tax form sent to someone else, enter their name and address. Ensure that they are authorized to receive this information.
  • Processing Time: Allow up to 60 days for delivery of a tax form copy. For a tax return transcript, expect it within 10 workdays after your request is received.
  • Payment: If requesting a copy of your tax form, include the required payment. Each copy costs $14.00, and payment must accompany your request.
  • Signature Requirement: Sign the form exactly as your name appears on the original tax form. If you are not the taxpayer, attach an authorization document.