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Katie C. Norris of St. Norris Wealth Management discusses how to use form 4506-T to request tax information. To get started, search "IRS" online, visit the irs.gov website, and go to the section for tax records. Choose between requesting online, by mail, or by calling the IRS. It is important to fill out the 4506-T form if you need proof of filed tax returns for a loan or mortgage application. Online transcript requests require specific account information.