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