Form 4506-C is the IRS form used to request tax return information through an authorized IVES participant, whom you name on line 5a. The IRS says not to sign it until every applicable line is complete. If you repeat the same participant and client lines on more requests, upload a 4506-C you completed and a blank one. You review, collect the signature yourself, and preview free.
Tested with the irs.gov edition dated Rev. 10-2022
The form's instructions say to use Form 4506-C to request tax return information through an authorized IVES participant, and that you designate that participant to receive the information on line 5a. The form also carries a caution: the tax transcript is sent to the third party entered on line 5a and/or 5d, so make sure lines 5 through 8 are complete before signing. RepeatForm cannot tell you whether you should sign one or who should receive your information.
The form says that if the request applies to a joint return, at least one spouse must sign, but if both spouses' names and taxpayer identification numbers are listed, both must sign. Someone other than the taxpayer, such as a corporate officer, partner, guardian or executor, certifies they have the authority to sign. The form says it must be received by the IRS within 120 days of the signature date. There are also two boxes: one for a form signed by an authorized representative, and one confirming the document was signed electronically. The IRS's IVES FAQ says a form signed by an authorized representative without that box marked will be rejected, and the same for an e-signature without its box. Tick those only if they are true.
Lines 1 to 4 are the taxpayer's name, taxpayer identification number (SSN, ITIN or EIN), previous name, and current and previous addresses. Line 5 holds the IVES participant's details (5a), an optional customer file number (5b) and unique identifier (5c), and the client company's name, phone and address (5d). The instructions say line 5d cannot be blank or "NA". Line 6 is for the type of transcript for one tax form number per request: a return transcript, an account transcript or a record of account. Line 7 is for wage and income transcripts, and line 8 for the year or period. RepeatForm does not choose any answer: read the instructions for each line.
The IRS PDF is marked "Form 4506-C (Rev. 10-2022)". The IRS IVES pages on irs.gov link the form and its instructions. RepeatForm does not supply the blank form: get it from irs.gov.
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According to the form instructions, it is the IVES Request for Transcript of Tax Return. You use it to request tax return information through an authorized IVES participant, whom you designate on line 5a.
For a joint return at least one spouse signs, and both sign if both names and taxpayer identification numbers are listed. A person signing for someone else certifies they have the authority to do so.
The form says it must be received by the IRS within 120 days of the signature date.
The instructions say the IVES participant faxes the form, with the approved IVES cover sheet, to their assigned Service Center. RepeatForm does not send forms anywhere.
The form says: "Do not sign this form unless all applicable lines have been completed." It says a request may be rejected if the form is incomplete or illegible.
The IRS's IVES FAQ says multiple transcript types can be requested by ticking the boxes in lines 6a, 6b, 6c and 7, but only one form type per 4506-C, so a 1065 and an 1120 cannot be on the same form.
