How to get a copy of your taxes from IRS online - Request online transcript of your tax return. EIDL

How to get a copy of your taxes from IRS online - Request online transcript of your tax return. EIDL

Share This Content
Form 4506 is needed for EIDL, SBA Disaster loan, mortgages, by lenders, banks..
How to get a copy of your taxes online, by mail, by phone or a copy of your tax information from the IRS - IRS Form 4506, Form 4506T, 4506EZ - Request transcript of your tax return, Tax information.

Your Mortgage lender will request a Copy of IRS Tax Return 1040.
PPP Loan Forgiveness might require an IRS Tax Return copy.
SBA Loans require a copy of 1040 Tax Return using 4506T.
Apply for a loan - Lender will request a 4506T

Step by Step of how to request a copy of your tax return from the IRS using form 4506

Request for a Copy of Tax information Log:
00:24 How to find Request for Tax Records IRS form 4506
00:34 IRS.gov website for Income tax request
00:41 IRS.gov Get Your Tax Record
01:00 1-800-908-9946 Request Transcript by phone
01:29 Tax Transcript by Online
01:54 Transcript by Mail
02:09 Request for transcript of tax return Download PDF
02:39 3 Types of IRS Form 4506
02:44 Form 4506 Request for Tax Return
03:22 Form 4506 $50 for each year
03:37 4506T request is free Transcript of taxes
03:51 Lender will want Form 4506
04:15 Form 4506EZ short form for Tax Transcript
05:30 Form 4506T Step by Step
06:42 Change of address form 8822, 8822B
07:26 Use 4506 for Tax Transcript to be sent to Bank
07:57 Business Transcript 1120, 1065
08:01 Corporation transcript, Partnership Transcript
10:16 Maximum of 4 years per 4506 form
11:15 Request Joint or Business Tax return
12:03 Address to send Tax Return Request

Please understand that these videos are for EDUCATIONAL purposes only and are very general.. All people and their financial situations are different. So it is important to consult your tax or financial professional.
_________________________________________________

Katie St. Ores CFP®, ChFC®, EA, LTC

• 97 Hours of Continuing Education each year to maintain Professional designations
• CFP® - Certified Financial Planner
• ChFC® - Chartered Financial Consultant
• EA - Enrolled Agent - Empowered by the U.S. Dept of the Treasury
• Licensed Tax Consultant –Licensed by the State of Oregon
• Registered Investment Adviser- Oregon Div. of Financial Regulation
• Tax Accountant - Markusen & Schwing CPA's
• Certified Investment Management Analyst program -Wharton - University of Pennsylvania
• Certified Mergers & Acquisition Advisor program - Loyola University
• Certificate in Accounting - UC Berkeley
• Master of Science in Project Management - University of Wisconsin
• Master’s in Administrative Management with Honors - Moscow State University
• ACAMS - Anti-Money Laundering Specialist Program
• YouTube - Educational Channel-Finance, Investment, Taxes
• Series 63 - Uniform Securities Agent State Law Exam
• Financial Advisor, Tax Consultant - St. Ores Wealth Management

Katie St. Ores
Virtual Services
or Offices in McMinnville
McMinnville, Oregon 97128
Katie St. Ores CFP®, ChFC®, EA, LTC
St. Ores Wealth Management llc
www.SaintOres.com
Medicare Explained MedicarebyKatie.com
Independent Medicare Agent
Oregon Medicare Advantage Plans at healthcare.oregon.gov
Oregon Medicare Health Plans can also be found at Medicare.gov
Oregan Medicare and You https://www.medicare.gov/Pubs/pdf/10050-Medicare-and-You.pdf


Please understand that these videos are for EDUCATIONAL purposes only and are very general.. All people and their financial situations are different. So it is important to consult your tax or financial professional.
_________________________________________________

Katie St Ores CFP®, ChFC®, EA, LTC


2020 Women’s Initiative (WIN) CFP® Board
2020 Financial Women to Watch on Youtube
Medicare Health Plans Oregon County:
Yamhill Washington Polk Marion Baker Benton Clackamas Clatsop Columbia Coos Crook Curry Deschutes Douglas Gilliam Grant Harney Hood River Jackson Jefferson Josephine Klamath Lake Lane Lincoln Linn Malheur Marion Morrow Multnomah Polk Sherman Tillamook Umatilla Union Wallowa Wasco Washington Wheeler Yamhill