If you are working on a case that requires retrieving records from a government agency such as the Internal Revenue Service (IRS), it’s critical to follow their specific requirements or you’ll see costly delays. In our experience, we’ve learned the following 10 steps are critical:
1. Use the correct request form (IRS #4506 Request for Copy of Tax Return)
2. Submit the form within 120 days of signature on the form
3. Attach a check for $50.00 for each tax year requested
4. Ensure the name on the form is identical to the original name of the tax payer
5. Include the recipient’s name and address on the form in section 5
6. Place an “x” in section 6 box indicating copies are to be certified
7. Place an “x” in the appropriate box in section 9 to request a refund if no records found
8. Include proof of Executor or Power of Attorney Advance; if taxpayer is deceased or incapacitated
9. Submit your request to:
Internal Revenue Service
333 West Pershing Road, MS: 6705-P-6
Kansas City, MO 64199
10. Be willing to wait a minimum of 30 days for a response
In 40 years of retrieving records, we’ve learned how to navigate the IRS and other government agencies such as the Veterans Administration, Social Security Agency and more.
For more information go to: www.themcsgroup.com or email Katie Tallon at firstname.lastname@example.org.
ABOUT THE MCS GROUP:
For over 40 years, MCS has been serving the legal, insurance and corporate communities on a national basis. We specialize in providing solutions to litigators and claims professionals for record retrieval, record analysis, court reporting and document support services.