INSTRUCTIONS FOR COMPLETING IRS FORM 4506-T-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out Line 1a with the primary taxpayer's name as it appears on the most recent tax return. If it's a joint return, enter the first name listed.
3. Proceed to Line 1b and enter the Social Security Number of the primary taxpayer. For joint returns, complete Line 2a with the spouse’s name and Line 2b with their Social Security Number.
4. In Line 3, input your current address as shown on your latest tax return. Ensure this matches IRS records for accuracy.
5. If applicable, fill in Line 4 with your previous address from your last filed return. This is crucial if it differs from your current address.
6. For any third-party requests, complete Line 5 with their details including name, address, and phone number.
7. On Line 6, specify the tax-return form used for the most recent year requested and check the appropriate box for transcript type.
8. Enter desired tax years in Line 9 using mm/dd/yyyy format. If requesting more than four years, attach another Form 4506-T.
9. Finally, ensure both taxpayers sign and date the form accurately before submission to avoid rejection due to errors.

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