Business & Finance Taxes

How to Prove If an Individual Filed an Income Tax Return

By Business & Finance Last updated Monday, April/08/2024

1). Obtain a copy of Form 4506-T, Request for Transcript of Tax Return. You can print a copy of the form from the IRS website.
2). Enter the individual's information in the top section of the Form 4506-T in lines 1a through 4. You will need the individual's name, spouse's name (if a joint return), Social Security number (of both the individual and spouse, if a joint return), current mailing address and previous address, if the current address is different from the filing address on the individual's last return.
3). Enter your name, address and telephone number in Line 5 of Form 4506-T as the third party requesting the information. That way, the information will be mailed directly to you from the IRS, eliminating the risk of fake documents.
4). Select which type of transcript you wish to receive in Lines 6 through 8.
5). Enter the years for which you wish to receive a transcript in Line 9.
6). Have the individual sign and date the Form 4506-T, giving the IRS permission to send you the tax transcripts.

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