Form 8796-2026

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The document is a request form (Form 8796-A) used by state and local tax agency personnel to request tax return information from the IRS under the Federal/State Tax Coordination Agreement. It includes sections for taxpayer identification, information requested, reasons for the request, and necessary signatures. The form emphasizes that the information must be used solely for authorized tax administrative purposes.

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Click ‘Get Form’ to open it in the editor.
In Section A, enter the name of the taxpayer and their SSN or EIN. This information is crucial for identifying the correct return.
Proceed to Section B. Here, specify the type of information requested by checking the appropriate boxes for copies of returns, transcripts, or other documents.
In Section B-3, clearly state the reason for your request. Be specific about your agency's need for this data; vague statements will not suffice.
Complete Section C by providing your name, signature, and contact details. Ensure that all fields are filled accurately before submission.
Once completed, forward the form to the address listed in Section A. If you require expedited handling, contact your local Disclosure Office instead.

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