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How do I generate Form 4506 or 4506-T in Lacerte?

SOLVEDby Intuit1Updated October 06, 2021

Lacerte does not support Form 4506 or 4506-T for any business module, only the Individual (Form 1040) module.

To generate Form 4506 or 4506-T in the Individual module:

  1. Go to Screen 67, Request for Copy of Tax Form (4506).
  2. Check the box, Print form 4506 or Form 4506-T with complete return.
  3. Select the Type of request (Ctrl+T) from the drop down menu.
  4. Enter Tax form requested (Form 1040, 1040A, W-2, 1099, etc.)
  5. Enter Tax Period Requested (year or date period ended) for however many periods are needed.
    • Form 4506 supports 8 periods
    • Form 4506-T supports 4 periods
    • To request additional periods, you will have to enter the first 4 or 8 periods, print the form, then enter the next 4 or 8 periods, etc.
  6. Complete any other applicable information required.

Of note:

  • Filing Instructions for Form 4506 / 4506-T can be generated by checking the 4506-4506-T checkbox in the Filing Instructions section on Screen 5.1, Invoice, Letter, Filing Instructions
  • Forms 4506 and 4506-T are separately filed forms. They are not sent with the paper return or included with an e-file return.

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