Request for Transcript of Tax Return (4506-T)

Request for Transcript of Tax Return (4506-T)

Fill out the Request for Transcript of Tax Return

Use Form 4506-T to order a transcript or other return information. A separate form must be filled out:
  • For every applicant who does not file jointly on his or her tax returns
  • For a corporation or partnership

Lines 1a - 2b

All fields must match the applicant's federal tax return, including spelling, capitalization, middle initials, etc.

Line 3

Name and address must match the applicant's federal tax return.

Line 4

Do not enter anything.

Line 5

Review the information to check that the lender's name, mailing address and telephone number are correct.

Lines 6-8

If tax returns are required to qualify:
  • Input the tax return form type (1040, 1065, 1120, etc.) on line 6.
  • Check the box next to Return Transcript.
  • Check the box next to Record of Account.
If only W-2's are required to qualify:
  • Check the box next to Record of Account.
  • Check the box next to Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series transcript.

Line 9

Enter the years as required by the AUS findings or loan product guidelines.
12/31/[current year] | 12/31/[previous year] | 12/31/[year before previous]

Signature Line

  • Check the box next to "Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the Form 4506-T."
  • Input phone number of taxpayer on line 1a.
  • Form must be signed and dated by the taxpayer listed on line 1a.
  • (if applicable) Form must be signed and dated by the taxpayer listed on line 2a.

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