IRS Form 4506-T-EZ – IRS Forms, Instructions, Pubs 2026 – In today’s fast-paced financial world, accessing your tax records quickly and efficiently is essential for everything from loan applications to verifying income. If you’re an individual taxpayer looking for a streamlined way to obtain a transcript of your tax return, IRS Form 4506-T-EZ might be the perfect solution. This short form allows you to request key tax information without the complexity of longer alternatives. In this comprehensive guide, we’ll cover what Form 4506-T-EZ is, when to use it, how to fill it out, and more—using the latest information from official IRS sources.
What Is IRS Form 4506-T-EZ?
IRS Form 4506-T-EZ, officially titled the “Short Form Request for Individual Tax Return Transcript,” is a simplified document designed for individuals to request a free transcript of their Form 1040-series tax returns. A tax return transcript provides most of the line items from your original tax return, including your adjusted gross income (AGI), but it does not include payments, penalties, or post-filing adjustments. This form is ideal for those who need basic verification of their tax filing history for the current year and up to three prior years.
Unlike a full copy of your tax return, which requires Form 4506 and comes with a fee, the transcript requested via Form 4506-T-EZ is free and focuses on essential details. It’s particularly useful because the IRS masks sensitive information like full Social Security numbers for privacy protection, displaying only the last four digits.
When Should You Use Form 4506-T-EZ?
You might need a tax return transcript for various reasons, such as:
- Applying for a mortgage or student loan, where lenders require income verification.
- Resolving identity theft issues or disputes with the IRS.
- Filing amended returns or responding to IRS audits.
- Proving income for government benefits or immigration purposes.
Form 4506-T-EZ is specifically for individual taxpayers filing calendar-year returns (January to December). If your tax year spans two calendar years (fiscal year), you’ll need to use the more comprehensive Form 4506-T instead. Additionally, since July 2019, the IRS only mails transcripts to your address of record—no third-party mailing is allowed, enhancing data security.
For faster access, consider the IRS’s online “Get Transcript” tool or calling 1-800-908-9946, which can provide instant digital access to transcripts without mailing. However, if you prefer or require a mailed version, Form 4506-T-EZ is a reliable option.
Key Differences Between Form 4506-T-EZ and Related Forms
Understanding the distinctions can help you choose the right form:
| Form | Purpose | Cost | Delivery Method | Best For |
|---|---|---|---|---|
| 4506-T-EZ | Requests a basic tax return transcript (1040 series only). | Free | Mailed to your address of record. | Simple individual requests for recent years. |
| 4506-T | Requests various transcripts (e.g., wage/income, account, verification of non-filing). | Free | Mailed or faxed; can designate third parties in some cases. | Broader needs, including business or fiscal-year returns. |
| 4506 | Requests a full copy of your tax return. | $30 per return | Mailed. | When you need the exact filed documents. |
Form 4506-T-EZ is the shortest and simplest for standard individual needs, but it’s limited to tax return transcripts only.
Step-by-Step Guide to Filling Out Form 4506-T-EZ
Completing the form is straightforward, but accuracy is crucial to avoid delays. Here’s a breakdown based on the latest revision (March 2025):
- Line 1a and 1b: Enter the primary taxpayer’s name as shown on the tax return and their SSN or ITIN.
- Line 2a and 2b: For joint returns, add the spouse’s name and SSN/ITIN.
- Line 3: Provide your current address, including any apartment or suite number. If incarcerated, include your inmate ID and facility details.
- Line 4: If your current address differs from the one on your last filed return, enter the previous address here.
- Line 5: Optional—enter a customer file number (up to 10 digits) for tracking; avoid using your SSN.
- Line 6: Specify the tax year(s) you’re requesting (e.g., “2024, 2023”).
- Signature Section: Sign and date the form. For joint requests, both spouses must sign. Include a phone number for contact. The form must be submitted within 120 days of signing.
Tip: Double-check for completeness—the IRS will reject incomplete forms. Do not sign until all lines are filled.
How to Submit Form 4506-T-EZ?
Once completed, mail or fax the form to the appropriate IRS center based on your state of residence when the return was filed:
- For residents of Alabama, Arizona, Arkansas, Florida, Georgia, Louisiana, Mississippi, New Mexico, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, or foreign addresses: Mail to RAIVS Team, Stop 6716 AUSC, Austin, TX 73301; Fax: 855-587-9604.
- For Connecticut, Delaware, District of Columbia, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Minnesota, Missouri, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia, West Virginia, Wisconsin: Mail to RAIVS Team, Stop 6705 S-2, Kansas City, MO 64999; Fax: 855-821-0094.
- For Alaska, California, Colorado, Hawaii, Idaho, Kansas, Michigan, Montana, Nebraska, Nevada, North Dakota, Ohio, Oregon, South Dakota, Utah, Washington, Wyoming: Mail to RAIVS Team, P.O. Box 9941, Mail Stop 6734, Ogden, UT 84409; Fax: 855-298-1145.
Processing typically takes about 10 business days, though it may vary. If the IRS can’t find a matching return, they’ll notify you.
Fees and Processing Time
Good news: There’s no fee for using Form 4506-T-EZ. Expect your transcript in the mail within 10 business days, but online options via IRS.gov can deliver results instantly.
Tips and Common Mistakes to Avoid
- Use the latest version: Download the current PDF (Rev. 3-2025) from the official IRS site to ensure compliance.
- Privacy first: Remember, transcripts are mailed only to your address on file—update it with Form 8822 if needed.
- Alternatives for speed: Try the IRS online portal first; it’s faster and more convenient.
- Avoid errors: Ensure names and SSNs match your returns exactly. If requesting for a non-filed year, the IRS will send a verification letter instead.
- For businesses or estates: This form is for individuals only—use Form 4506-T for other entities.
Download IRS Form 4506-T-EZ
Ready to get started? Download the official PDF here: https://www.irs.gov/pub/irs-pdf/f4506tez.pdf.
Frequently Asked Questions (FAQs)
1. Can I request transcripts for more than three prior years?
No, Form 4506-T-EZ is limited to the current year and three prior years. For older records, use Form 4506-T.
2. What if I need a transcript sent to a third party?
Since 2019, the IRS no longer mails transcripts to third parties via this form. You’ll need to request it yourself and share it, or explore IRS-authorized services.
3. Is there an online version of Form 4506-T-EZ?
No, but you can achieve similar results digitally through the IRS “Get Transcript” online tool.
4. What happens if my request is rejected?
Common reasons include incomplete forms, expired signatures (over 120 days), or mismatched information. Resubmit with corrections.
By following this guide, requesting your tax return transcript with IRS Form 4506-T-EZ should be hassle-free. Always consult the official IRS website for the most up-to-date details, and consider professional tax advice for complex situations.