Use Form 4506-T to order a transcript or other return information free of charge.

How do I fill out Form 4506-T?

The purpose of Form 4506-T is to order a transcript or other information about your returns for free.

Starting with line 1a, enter the name shown on your tax return. If you filed a joint return, write the names in order they are shown on the return. Moving to line 1b, enter your social security number on the tax return, individual taxpayer identification number, or your employer identification number.

Moving down to line 2a, enter your spouse’s name if you filed a joint return. Make sure you enter the exact name as shown on the tax return. Onto line 2b, enter your spouse’s social security number or individual taxpayer identification number on your joint tax return.

Enter your current address on line 3. If you use a PO Box, include that information here in the space provided. If your current address is different than what you listed on line 3, enter the address shown on your last tax return on line 4.

ine 5 is completely optional, but if you want to assign yourself a customer file number, enter up to 10 numeric characters to create a unique customer file number that will appear on the transcript. This number cannot be you or your spouse’s social security number.

Moving to line 6, enter the tax form number you would like a transcript of and check the appropriate box to indicate if this is a return transcript, account transcript, or a record of account transcript.

For line 7, check the box to indicate that you did not file a return for the year. If you are looking for Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series transcripts, check the box on line 8. For line 9, enter the ending date of the year or period, using the mm/dd/yyyy format. You may request up to four years or periods with each 4506-T Form.

Down at the bottom, check the box to indicate that you have read the attestation clause and declare that you have the authority to sign Form 4506-T. Add your best contact phone number in the space provided. Finally, sign and the form, add your title if line 1a is a corporation, partnership, estate, or trust, have your spouse sign the form if applicable and make sure to add today’s date.

You have now completed Form 4506-T.

Form W‐4P is for U.S. citizens, resident aliens, or their estates who are recipients of pensions, annuities, and certain other deferred compensation to tell payers the correct amount of federal income tax to withhold from your payment(s). You also may use Form W‐4P to choose not to have any federal income tax withheld from the payment or to have an additional amount of tax withheld.

How do I fill out Form W4-P?

The purpose of Form W-4P is to let the payers of your pensions, annuities, and certain other deferred compensation know the correct amount of federal income tax to withhold.

Starting at the top, fill in your first name and middle initial. Moving to the next box, enter your last name. Moving to the right, enter your social security number. On the next line down, enter your home address number and street. If you live on a rural route, enter that information in the field provided. Below this, enter your city or town, state, and zip code.

Moving down, check the box on line 1 if you do not want any federal income tax withheld from your pension or annuity. For line 2, write in the number of allowances or enter a dollar value in the space provided and also check the box to indicate your marital status. For line 3, you can choose to withhold additional funds from your payments. Enter any additional amounts that you want withheld from each pension or annuity payment.

Finally, sign and date the form with today’s date. Return this form to the payer of the pension or annuity. You have now completed Form W-4P.