How do I secure a gift tax return or account transcript?

Form 4506, Request for Copy of Tax ReturnPDF, is used to request a copy of previously filed tax returns with all attachments. Form 4506-T, Request for Transcript of ReturnPDF,  is used to request a transcript of the gift tax returns filed by a donor. Both forms and their instructions are available on IRS.gov. Forms 4506 and 4506-T have multiple uses and special attention must be taken when completing either form for a gift tax inquiry.

The IRS will provide a copy of a gift tax return or the gift tax return transcript when Form 4506 or Form 4506-T is properly completed and submitted with substantiation and payment. Upon receipt and verification (including matching current taxpayer and taxpayer representative records), a copy of the original tax return or the account transcript will be mailed as requested. Incomplete or unsubstantiated requests will be rejected, and a Notice will be sent to the Requestor. There is a $50.00 fee per tax return requested; ne fees apply to transcript requests.

For more detailed information on requesting a gift tax return or a gift tax account transcript, see Frequently Asked Questions on Gift Taxes on IRS.gov.