Request for Copy of Tax Return (Classic)

Use the Request for Copy of Tax Return (Classic) form to obtain authorization from borrowers to request copies of their tax returns (on Form 4506) from the Internal Revenue Service.

You can also use the new Request for Copy of Tax Return form to request permission to order transcripts. For detailed information about the circumstance when you would use each of these input forms, refer to Request for Copy of Tax Return and Request for Transcript of Tax Forms: New and Classic.

To Complete the Form:

  1. From the dropdown list at the top of the form, select Borrower, Co-Borrower, or Both to indicate for whom you are requesting the copy.

  2. On lines 1, 2, and 3, enter borrower name, social security number, and address information.

     If you are requesting copies for a business, specify the company name and employer identification number on lines 1 and 2. In addition, select the Use Employer ID Format checkbox to ensure this form meets Internal Revenue Service requirements.

    If the Other option is selected for the Tax Form is for dropdown list, you can select Borrower, Co-Borrower, or Both from the Authorized Signor dropdown list on lines 1 and 2 to indicate who is authorized to sign for eSigning purposes.

    • Or, click Copy from Borrower Summary to copy the information from the Borrower Summary form.

  3. On line 4, enter the address on the last tax return if different from line 3.

  4. On line 5, enter additional third-party information if required.

  5. On line 6, enter the tax form number and select the checkbox if you want the copies to be certified.

  6. On line 7, enter the ending date of the tax periods for which you are requesting the return.

  7. On line 8b, enter the number of tax periods requested on line 7. The total cost is calculated for you.

  8. On line 9, select the checkbox if you want a refund of the fee to go to the line 5 third party if the IRS cannot find the requested forms.

  9. If requesting business transcripts, enter the borrower's title or select a title of from the dropdown list. The title in this field is automatically printed to the Title line in the Sign Here section of the 4506-T Request for Transcript of Tax Return output form.

  10. Enter a phone number at which one or both of the taxpayers (borrowers) can be reached.