8796-2026

The document is Form 8796-A from the Department of the Treasury - Internal Revenue Service, used by state and local tax agency personnel to request taxpayer return information under the Federal/State Tax Coordination Agreement. It outlines the necessary sections to be completed for requesting data, including taxpayer details, type of information needed, and reasons for the request. The form emphasizes compliance with legal liabilities regarding unauthorized use of the information.

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Click ‘Get Form’ to open it in the editor.
Begin with Section A. Fill in the 'Return to' field, specifying the agency's name and address where the request should be sent.
In Section B, provide the taxpayer's name, SSN/EIN, and address. Then, check the appropriate boxes for the information requested, such as copies of returns or transcripts.
Indicate the reason for your request in Section B-3 by checking one of the options provided. Be specific about your need for data; a vague statement will not suffice.
Complete Section C by entering the name of the employee making the request, along with their signature and contact details. Ensure that all required signatures are obtained before submission.

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