23, 2018, a revised Form 4506-T
, Requestfor Transcript of Tax Return, and Form 4506T-EZ, the short-form request, include a new line 5b, where a 10-digit customer file number created by the requester is shown.
Mortgage borrowers routinely fill out an IRS Form 4506-T
, which grants permission for third-party vendors to access their tax records and send them to banks and mortgage companies.
Taxpayers also can file Form 4506-T
to request a transcript of their tax return.
Easy Verification is a verification company focused on helping lenders by expediting IRS Form 4506-T
requests for successful online and offline tax transcripts retrieval directly from the IRS to mitigate risk and meet compliance requirements.
Communication Intelligence Corporation has been selected by QuestSoft Corporation, to integrate legally binding electronic signatures in its IRS Form 4506-T
The tax return transcript can be obtained by filing Form 4506-T
or by authorized representatives calling the PPS and confirming their authorization.
In 2011, the IRS selected Equifax, DocuSign, and 12 lenders to test the feasibility of eSigned form 4506-T
7, 2013, the Internal Revenue Service (IRS) is accepting electronic signatures on Form 4506-T
, a document that requests borrower income tax return information for lenders.
Appendices include: (1) Examples of Using IRS Data, including: (a) Application for the San Francisco Working Families Credit; (b) Direct Loan Program Tax Disclosure Form; (c) Small Business Administration Branded IRS Transcript Request Form; and (d) Example of a Commercial Income Verification Service Using IRS Transcripts; (2) IRS Form 4506-T
: Request for Transcript of Tax Return; (3) "Opinion on Legal Requirements for Disclosure of Tax Transcript Data from the IRS to the Department of Education at the Taxpayer's Request," Holland + Knight LLP; and (4) 2007-08 FAFSA on the Web Worksheet.
2, 2006, the IRS began the Income Verification Express Service (IVES) program, offering electronic delivery of transcripts and records available on submission of Form 4506-T
, Request for Transcript of Tax Return.
To order a transcript, call (800) 829-1040 for Form 1040, or (800) 829-4933 for business returns, or file Form 4506-T
, Request for Transcript of Tax Return, at www.irs.gov/pub/irs-pdf/f4506t.pdf.