Form 599 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your name as shown on the tax return in field 1a. If it's a joint return, include the first name listed.
3. In field 1b, input your Social Security Number or Employer Identification Number associated with the name provided.
4. For joint returns, enter your spouse’s name in field 2a and their Social Security Number in field 2b if applicable.
5. Fill out your current address in section 3, ensuring all details are accurate including apartment or suite numbers.
6. If your previous address differs from your current one, complete section 4 with that information.
7. In section 5, provide details of any third party receiving the tax return, including their name and contact information.
8. Specify the tax return requested in section 6 and indicate if you need certified copies by checking the appropriate box.
9. Complete section 7 by entering the year or period for which you are requesting the tax return.
10. Review and fill out sections 8 and 9 regarding fees and payment details before signing at section 10.

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