Line 2a: Enter your spouse’s name if you filed a joint return. File size: 82KB. C, 7(a) Lenders must receive verification of the status of each4. 1545-1872. gov and click on “Get a Tax Transcript. SBA Form 2202 Schedule of Liabilities. Once document is completed, press Done. See the product list below. If clients wish to use this form, please contact Client Support for set up. . Taxpayers can have a copy of most forms, including forms 1040. Ensure that all applicable lines, including lines 5a through 8,. 4506-C (October 2022) Department of the Treasury - Internal Revenue Service. Download and print the form to get started. 02. 4506-C (Rev. Download . C. gov and click on “Get a Tax Transcript. For more information about Form 4506-C. ” under “Tools” or call 1-800-908-9946. Phone number of taxpayer on line 1a or 2a SignatureForm 4506-T on behalf of the taxpayer. on a Form 4506-C with a revision date of 9-2020 or later. gov and click on “Get a Tax Transcript. Owned by : Office of Disaster Recovery & Resilience. If you need assistance. The correct form contains the acronym SVOG in the header. m. The purpose of this Notice is to inform all SBA employees and SBA Lenders that the Internal. The purpose of this Notice is to inform all SBA employees and SBA Lenders that, on October 20, 2020, the Internal Revenue Service (IRS) issued IRS Form 4506-C for use by authorized IRS Income Verification Express Service (IVES) participants. December 18, 2020. o 4506-C, IVES Request for Transcript of Tax Return or o IRS Form 8821, Tax Information AuthorizationWhat is a SBA form 4506-C? Form 4506-C IVES Request for Transcript of Tax Return. 3-2019) (sba. Step 2 – Line 1a Enter your Name on line 1a. For either application, you must submit the completed loan application and a signed and dated IRS Form 4506-C giving. If "Signatory confirms document was electronically signed" box is checked on a form with a wet signature, will that be acceptable by the IRS, or will it be rejected? No, that form. pdf. If any of the owners are married and filed a joint. A completed Tax Information Authorization (IRS Form 4506-C), and the latest nonprofit tax returns filed with the IRS, if available. You can submit your own 4506T to the IRS And have the request or as yourself and you can get them mailed to your house. See instructions. Form 4506 is used by taxpayers to request copies of their tax returns for a fee. 201(d)]€ 5. Save time with Tax Guard and Form 8821. 4506T – This was the next iteration and issued. Phone number of taxpayer on line 1a or 2a SignatureQuestion About Targeted EIDL Advance and IRS Form 4506-T. When tax return transcripts must be requested from the IRS Fannie Mae’s requirements for obtaining a signed Form 4506-C from the borrower at or before. This SBA OIG report presents the results of our inspection to assess the U. You can quickly request transcripts by using our automated self-help service tools. Go to the e-autograph tool to e-sign the template. Please visit us at IRS. pdf. Effective May 1, 2021, the IRS will only accept IRS Form 4506-C when requesting tax data, rejecting all 4506T/ 4506T-EZ forms. . Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the Form 4506-T. Originally scheduled to start March 1, 2021, the IRS will also continue to accept the current 4506-T dated (September 2019 & March 2019) through April 30, 2021. SBA Procedural Notice 5000-829416 also revised the document retention guidance throughout SOP 50 10 6 to include the IRS Form 8821, if used by the SBA Lender to verify small business borrower financial information. They sent and email and required me to submit a 4506-T form for tax transcripts. Although the form is available online, it cannot be transmitted electronically. SBA Form 1150. Get Transcript – use this service when you don’t need an actual copy of your original tax return. The IRS Form 4506-C must be completed and submitted with each SBA disaster loan application, even if you are not required to file a federal income tax return. IRS Tax Verification Form 4506-C. You can. September 2013) Department of the Treasury Internal Revenue Service Request may be rejected if the form is incomplete or illegible. Open the form in the online editing tool. Retention of IRS Form 4506-C or IRS Form 8821 in SBA Lender File . . OMB Number 1545-1872. Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the Form 4506. Signature: The Primary Taxpayer and/or Spouse (if joint return) MUST sign the form. IRS Form 4506-C Form 4506-D (3-95 A); previous editions. SBA Form 770 . Get ready for this year's Tax Season quickly and safely with pdfFiller! Create a blank & editable 4506-T form, fill it out and send it instantly to the IRS. gn. Note: Effective March 1, 2023, the Form 4506-C revision date 10-2022 is theEnter your designee’s full name and mailing address. U. 4506-t how to fill out form 4506-t 4506-t form pdf 4506-t form sba irs form 4506 irs form 4506-t verification of non-filing 4506-t form sba 2021 irs form 4506-c. snail-mail to the requestor. What is a 4506 T transcript? Use Form 4506-T to request tax return information. Tutorial Step By Step instructions for 4506T Form. Do not. See the product list below. Watch for SBA notifications to see if there will be a grace period to continue using Form 4506-T. A separate IRS Form 4506-C must be returned with the SBA disaster loan application for:If you need a copy of Form W-2 or Form 1099, you should first contact the payer. On average this form takes 24 minutes to complete. Last updated January 17, 2023. si. C. You can quickly request transcripts by using our automated self-help service tools. The undersigned taxpayer consents to CDC, the U. The purpose of this form is to collect identifying information about the Lender, the Small Business Applicant ("Applicant"), the loan guaranty request, sources and uses of funds, the proposed structure and compliance with SBA Loan Program Requirements, as defined in . IRS Form 4506-T, completed and signed by Applicant. The IRS Form 4506-C must be completed and submitted with each SBA disaster loan application, even if you are not required to file a federal income tax return. For more information about Form 4506-C, visitRelease (Form AS 2907. QC requirements, and B3-3. Please visit us at IRS. D. Catalog Number 72627P Form 4506-C (9-2020) Form 4506-C (September 2020) Department of the Treasury - Internal Revenue Service IVES Request for Transcript of Tax Return OMB Number 1545-1872 Do not sign this form unless all applicable lines have been completed. Address City or town, state or province, country, and ZIP or foreign postal code . (IRS Form 4506-C). If an individual listed above is married and filing separately, his/her spouse must also provide copies of completed tax returns for the same period as well as a signed and completed Form 4506-T. Applicant must review and respond to all of the following questions. IRS Form 4506-T Although it isn't technically an SBA. The form authorizes the IRS to provide federal income tax information directly to SBA. business days, the SBA Lender: i. SBA Procedural Notice 5000-829416 also revised the document retention guidance throughout SOP 50 10 6 to include the IRS Form 8821, if used by the SBA Lender to verify small business borrower financial information. Try it Now!So, without further ado, 4506-C is an IRS document utilized for retrieving previous tax returns, W-1, and 1099 transcripts that are kept in the IRS archives. The form may also be used to provide detailed information on your tax return to the third party if you need it. jurisdiction; b) have you been arrested in the past six months for any criminal offense; c) for any criminal offense -other than a minor vehicle violation -- have you ever: 1) been convicted, 2) plead guilty, 3) plead nolo contendere, 4) been placed on pretrial diversion, or 5) been placed on any form of Yes No Here's what we know about the 4506, 4506 T, and 4506 C: 4506 – Initially implemented in 1988 and used to retrieve full copies of tax returns from the IRS. 3. snail-mail to the requestor. for verifying financial information remain the same, except the reference to IRS Form 4506-T is replaced by IRS Form 4506-C. m. Complete a blank sample electronically to save yourself time and money. Affiliates. Note: This form must be received by IRS within 120 days of the signature date. 1001 1014 1040 3571 y othe applicab le laws; 2) treb damag civil penalties the The form authorizes the IRS to provide federal income tax information directly to SBA. 2. All forms are printable and downloadable. SBA Lenders may either become an IVES participant or may contract with a third-party IVES participant to obtain tax return transcripts through the IVES program. If the IRS indicates that your tax return has been received but not processed. Other than expanding the choice between IRS Form 4506-C or IRS Form 8821, SBA Lenders must continue comply with all requirements for Financial Information Verification process set out in SOP 5010(6), pgs. See the product list below. Partnership . Sign Here . Review your request in your online account or on Form 4506-C. The online application is the fastest method to receive a decision about your loan eligibility. • Borrower Information Form (SBA Form 1919). Social Security or Employer Identification Number . No software installation. 4506-C (Rev. Phone number of taxpayer on line 1a or 2a . Individual taxpayers using Get Transcript or calling the automated phone transcript service at 800-908-9946 can enter a Customer File Number to display on the transcript. The main difference between Form 4506 and Form 4506-T is that Form 4506 is used to request a copy of your tax return information, while Form 4506-T is used to request a transcript of your tax return information. The IVES program will continue to accept IRS Form 4506-T through February 28, 2021. submission. ave a copy of your 2019 Federal Tax Return available for reference when completing the H 4506T. IVES participants must ensure customers fill out the form as they intend it to be processed because the new Form 4506-C cannot be edited. for verifying financial information remain the same, except the reference to IRS Form 4506-T is replaced by IRS Form 4506-C. Is collateral required for these loans? In a Presidential declaration, home loans over $25,000 must be secured to the extent possible. SBA Procedural Notice 5000-829416 also revised the document retention guidance throughout SOP 50 10 6 to include the IRS Form 8821, if used by the SBA Lender to verify small business borrower financial information. If your application is approved, you may be eligible for additional funds to cover the cost of Mitigating measures (real property improvements or devices to minimize or protect against future damage from the same type of disaster event). OMB Number 1545-1872. What is 4506T-EZ request for [email protected]. Because only one form can be requested per 4506-C, Docutech, by default, will configure Cx3095 to print only one copy of the 4506-C. My question pertains to the EIDL , loan. Must follow up with the IRS to obtain and verify the tax data by submitting IRS Form 4506 C or by resubmitting a copy of the IRS Form 4506 C to IRS with the notation “Second Request” in the top right hand side, as applicable; Other Items You May Find Useful. a retun, frst. IRS Form 4506-C Instructions and Information The Michigan Gaming Control Board (MGCB) is requesting an IRS Form 4506-C for an Account Transcript for the past four tax filing periods. See instructions. S. Gross Receipts Documentation. 7(a) Borrower Information Form,” and for 504, SBA Form 1244, “Application for Section 504 Loans. Get your. A copy of the original personal financial statements from origination, SBA Form 413 A current completed and signed . Going Concerns Obligors must submit current interim and last year-end financial statements. 20. This would typically take up to 60-days for the requestor to receive because they were printed out and mail. Form 4506-T to the SBA via the application portal. Add the date. Line 2b: Enter your spouse’s Social Security number, if you filed a joint return. The IRS Form 4506-C must be completed and submitted with each SBA disaster loan application, even if you are not required to file a federal income tax return. ” under “Tools” or call 1-800-908-9946. SBA Lenders must retain in their loan file whichever IRS form10 steps to start your business; Plan your business. pdf. Cx18927 will also be available upon request and can accommodate up to four copies per borrower to print. 1001 1014 1040 3571 y othe applicab le laws; 2) treb damag civil penalties theThe form authorizes the IRS to provide federal income tax information directly to SBA. See the product list below. A current completed and signed . Use form FTB 3502 to request abatement of unpaid qualified taxes, interest, and penalties for the taxable years of a qualified nonprofit corporation that certifies it is not doing business and is not. The correct form contains the acronym SVOG in the header. 1545-1872SBA Form 2483 -SD-C (3/21) 3 . g. Sole Proprietorship or Self-employed ☐ Tribal business . Do not sign this form unless all applicable lines have been completed. si. No software installation. Use Form 4506-T to request any of the transcripts: tax return, tax account, wage and income, record of account and verification of non-filling. To get a copy of the Form W-2 or Form 1099 filed with your return, you must use Form 4506 and request a copy of your return, which includes all attachments. Effective January 1, 2022, SBA Disaster program (Kansas City only) requests will be submitted on a Form 4506-C with a revision date of 9-2020 or later. Signatory confirms document was. *Special Note There are many versions of the 4506-T available on the IRS website. SBA requires you to complete the IRS Form 4506- C as a part of your disaster loan application submission. Do whatever you want with a Form 4506-C (Rev. 8. Use Form 4506-T to order a transcript or other return information free of charge. The IRS Form 4506-C must be completed and submitted with each SBA disaster loan application, even if you are not required to file a federal income tax return. How to fill out SBA 4506-T 2021: 01. See the product list below. Beginning March 1, 2023, SBA Lenders submitting requests for tax return transcripts through IVES using the prior version of Form 4506-C risk rejection of the request. In short, Form 4506-C is also known as Request for Transcript of Tax Return. SBA Lenders must follow IRS Form 4506-C Instructions or risk rejection of the request by IRS. . Use this link below as a template for filling out your 4506. S. The IRS recently announced that it will be replacing the form 4506-T IRS Tax Transcript Request with a new form, the 4506-C. The IRS Form 4506-T must be completed and submitted with each SBA disaster loan application, even if you are not required to fil. he 4506T should be completed using your name and social security number T (SSN) if you SBA will take an assignment of this assessment as collateral. Tax Authorization (Form 4506-T) 20% Owners/GP/50% Affiliate Most recent Business Tax Return Personal Financial Statement (Form 413) 20% Owners/GP Schedule of Liabilities (Form 2202)Form . Form SBA-912 is an important document for legal identities and individuals, who need loan for opening or supporting their small business. Introduction to My Self and 4506-cOnce the SBA approves the offer in compromise, the lender/CDC should take the following actions: (1) Execute a mutual release; (2) Collect the compromised amount; (3) Promptly apply the compromised amount to the principal loan balance; (4) Release the appropriate loan documents after verifying that the entire compromise amount has been. As part of your application, you must sign the IRS Form 4506-C to allow the IRS to give SBA your tax return information. Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the Form 4506. C. Because only one form can be requested per 4506-C, Docutech, by default, will configure Cx3095 to print only one copy of the 4506-C. ines 6a-c • Line . gov. You can quickly request transcripts by using our automated self-help service tools. Each person and entity listedRetention of IRS Form 4506-C or IRS Form 8821 in SBA Lender File . Federal Recycling Program Printed on Recycled Paper. Este formulario autoriza que IRS provea información tributaria previamente radicada directamente a SBA. Packages can be electronically uploaded or sent via regular mail: 1. The new form is the IRS Form 4506-C, IVES Request for Transcript of Tax Return. SBA Form 1353. . Documentation of your association’s insurance coverage and any recoveries it may have received or filed. gov; and the SBA Commercial Loan Servicing Center West located at 801 R Street, Suite 101, Fresno, CA 93721, fax: 202-481-0663, email:. The MGCB requires a 4506-C for all applicants, its respective owners and key principal officers. Notice, SBA Lenders may use either IRS Form 4506-C, IVES Request for Transcript of Tax Return, or IRS Form 8821, Tax Information Authorization, for purposes of financial. SBA requires. What We Need To Process The Application. US SBA, Santa Ana NDLRC - 200 W Santa Ana Blvd, Suite. The purpose of this form is to collect identifying information about the Lender, the Small Business Applicant ("Applicant"), the loan guaranty request, sources and uses of funds, the proposed structure and compliance with SBA Loan Program Requirements, as defined in . C. to download the SVOG-specific version of IRS Form 4506-T as a fillable PDF. The form authorizes the IRS to provide federal income tax information directly to SBA. . Instructions for Form 4506-C, IVES Request for Transcript of Tax Return Section references are to the Internal Revenue Code unless otherwise noted. -SBA Shuttered Venue Operators Grant of $150,000 or less. Home Forms and Instructions About Form 4506, Request for Copy of Tax Return About Form 4506, Request for Copy of Tax Return Use Form 4506 to: Request a. 645 18 U. 615 Chestnut Street, 6th floor. C, line 7: Paycheck Protection Program Borrower Application Form for Schedule C Filers Using Gross Income March 3, 2021 OMB Control No. If the SBA Lender has submitted IRS Form 4506-T to the IRS and has not received a response from the IRS or the copy of the tax transcript within 10 business days or is unable to submit the IRS Form 4506-T due to the temporary suspension of IRS acceptance of the form, the SBA Lender: i. revised Internal Revenue Service (IRS) Form 4506-T, “Request for Transcript of Tax Return;” • Guidance published in SBA Information Notice 5000-19016, dated September 10, 2019, on revised SBA Form 750, Loan Guaranty Agreement (Deferred Participation); and • Reduction and streamlining of forms: Elimination of SBA Form 912, “Statement of01. The spouse should only complete. To get a copy of the Form W-2 or Form 1099 filed with your return, you must use Form 4506 and request a copy of your return, which includes all attachments. Forms submitted with. of IRS Form 4506-C, the SBA Lender may rely on this stamp receipt of the filed tax return as evidence that the tax return was filed and continue with the application process. The purpose of this Notice is to inform all SBA employees and SBA Lenders that the Internal Revenue Service (IRS) has released an updated version of IRS Form 4506-C for. Draw your signature, type it, upload its image, or use your mobile device as a signature pad. Use Form 4506-T to order a transcript or other return information free of charge. 6. A completed Disaster Home Loan Application. Form 4506 (Novmeber 2021) Department of the Treasury Internal Revenue Service . Note: This form must be received by IRS within 120 days of the signature date. 2. The correct tax form filed for your business must be entered on line 6. Regardless of the form used, lenders and CDCs must follow the IRS instructions in completing either the 4506-C or 8821 to reduce the risk of rejection by the IRS. About this document and download. Personal Financial Statement – SBA Form 413. The transcript format better protects taxpayer data by partially masking personally identifiable information. or equivalent must be used. You can. ³e òaëèè`ÐèèhI ÃÂp - ÄÚ`‘P ^ Çæ ‚[Ë'ègQ—køÁ1ƒw’. Below are the questions we received most often and the answers to those questions. Related. With Form 8821, you can get the information you need when you need it—just indicate whether you’d like your tax transcript and federal tax data delivered in four hours or ten days. A separate IRS Form 4506-T must be returned with the SBA disaster loan application for: (1) each disaster loan applicant (individuals filing joint returns may use a single IRS Form4506-T),. m. gov website: Form 4506-T (Rev. Owned by : Office of Financial Assistance. Tip. All faxes must be covered by a general fax cover sheet. rd cbd a Copy r . Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the Form 4506. ADDRESS. Signatory confirms document was. Lines 5 through 8 must be completed before the taxpayer signs it. The correct form contains the acronym SVOG in the header. . w c}gõe_•é ì!ÒÌaÌ ò +Ø6Ø7‡ð6Ô³ føÇ `ÆøGjA ó S71¸ƒ$ ¶ê i. The correct form contains the acronym SVOG in the header. A completed Tax Information Authorization (IRS Form 4506-C), and the latest nonprofit tax returns filed with the IRS, if available. for verifying financial information remain the same, except the reference to IRS Form 4506-T is replaced by IRS Form 4506-C. a la SBA. Please visit us at IRS. Summary: Pre-filled IRS Form 4506-C used for SBA disaster loan applicants Support Instructions for completing IRS Form 4506-C (SBA disaster loan) Related programs: Disaster Summary: Helpful information for submitting the IRS Form 4506-C to SBA when applying for a disaster loan. C. 02. SBA requires. Get Transcript – use this service when you don’t need an actual copy of your original tax return. SBA Lenders must continue to use the appropriate coversheets with IRS Form 4506-C. A separate IRS Form 4506-T must be returned with the SBA disaster loan application for. 4506-C (October 2022) Department of the Treasury - Internal Revenue Service. The form authorizes the IRS to provide federal income tax information directly to SBA. Fannie Mae requires lenders to have each borrower whose income (regardless of income source) is used to qualify for the loan to complete and sign a separate IRS Form 4506-C at or before closing. Confirm you are using the March 2019 version available on the SBA. 1. of IRS Form 4506-C, the SBA Lender may rely on this stamp receipt of the filed tax return as evidence that the tax return was filed and continue with the application process. Effective: March 9, 2022. A 4506-T form can be used to request transcripts of a Form 1040 individual tax return, or transcripts from Forms W-2, 1098, 1099 and 5498. See the product list below. Although the form can be completed online, you must print and . S. You may also ask for the tax account information and forms W-2 and 1099 data. Ensure that all applicable lines are completed before signing. for verifying financial information remain the same, except the reference to IRS Form 4506-T is replaced by IRS Form 4506-C. You can quickly request transcripts by using our automated self-help service tools. L. gov and click on “Get Transcript of Your Tax Records” under “Tools” or. Note: This form must be received by IRS within 120 days of the signature date. The PAYCHECK PROTECTION PROGRAM AFFILIATION WORKSHEET The purpose of. If you need help, call SBA’s disaster assistance customer service center at 1-800-659-2955 or email disastercustomerservice@sba. Small Business Administration’s (SBA) SVOG controls to prevent disbursements to ineligible entities. SBA Lenders must follow IRS Form 4506-C Instructions or risk rejection of the request by IRS. 3, Para. a. Request may be rejected if the form is incomplete or illegible. El formulario 4506-C del IRS debe completarse y entregarse con cada solicitud de préstamo por desastre, aun si no tiene usted obligación a presentar una declaración de impuestos federales. expresspurchase@sba. The purpose of this notice is to inform all SBA Employees and all SBA Lenders that the IRS issued IRS Form 4506-C for use by authorized IRS IVES participants. m. fiscal. Download and print the SBA Form 5C and IRS Form 4506-C for the Disaster Business Loan Application. Gross Receipts Documentation. A separate IRS Form 4506-C must be returned with the SBA disaster loan application for: If you need a copy of Form W-2 or Form 1099, you should first contact the payer. 4506-C (October 2022) Department of the Treasury - Internal Revenue Service. Tip. Updates Regarding IRS Form 4506-C and Tax Return Transcripts Effective for all MPF Traditional and MPF Xtra initial loan applications dated on and after August 1, 2021, although tax transcripts are not always required to underwrite theFax or email Form 4506-C, IVES Request for Transcript of Tax Return PDF. Affiliates. Verification for Tax Information. 3802; and 4) suspension and/or debarment from all FederalAs previously announced, on June 6, 2022, the IRS announced a draft form was available for a revised Form 4506-C and provided guidance as to major changes that needed to be made with an expected rollout date of December 1, 2022. You can quickly request transcripts by using our automated self-help service tools. gov) 3. What Is IRS Form 4506-T? The SBA 4506-T form is a request to get a copy of your tax return transcript. Paycheck Protection Program : Second Draw Borrower Application Form for Schedule C Filers Using Gross Income Revised March 18, 2021 : The President, the Vice President, the head of an Executiv e department, or a Member of Congress, or the spouse of such person as determined :SBA Form 1353. the form, then submit to SBA. Confirmation and verification for the past three years is generally required through the IRS’s Income Verification Express Service (IVES) program using IRS Form 4506-C (use of IRS Form 4506-C was made mandatory effective May 1, 2021 by SBA Notice 5000-20068). 3 (4-93) MS Word Edition; previous editions obsolete Must be accompanied by SBA Form 58. ” For the Export Working Capital Program (EWCP), the use of SBA Forms 1919/1920 for all EWCP loan applications due to ExIm Bank’s decision to convert the EIB-SBA Joint Form 84-1 to a form for use by ExIm Bank only. *Special Note There are many versions of the 4506-T available on the IRS website. 4. This is the correct form the SBA wants applicants to use. To get a copy of the Form W-2 or Form 1099 filed with your return, you must use Form 4506 and request a copy of your return, which includes all attachments. Use Form 4506-T to order a transcript or other return information free of charge. gov) 3. to 7 p. Information about Form 4506, Request for Copy of Tax Return, including recent updates, related forms and instructions on how to file. May proceed to close and disburse the loan; ii. ” under “Tools” or call 1-800-908-9946. S. Applicants must wait until they receive an email invite from the SBA to apply for the new Targeted EIDL Advance. Distribute the ready document by way of electronic mail or fax, print it out or save on your gadget. 10-2022): fill, sign, print and send online instantly. This is a suggested format for the Schedule of Liabilities. Sign Here Signature IRS Form 4506T Instructions . To process your application we need current financial information such as a personal financial statement, a current profit-and-loss statement, balance sheet and a list of debts. Request may be rejected if the form is incomplete or illegible. Type text, add images, blackout confidential details, add comments, highlights and more. Get ready for this year's Tax Season quickly and safely with pdfFiller!Create a blank & editable 4506-T form, fill it out and send it instantly to the IRS. Form 1040 Schedule C o Completed IRS Form 4506-C o Proof of business location and current operation: Any two (2) of the following documents: -Current lease; or -Utility bill; or . IRS Form 4506-C On January 12, 2023, SBA published SBA Information Notice 5000-843625 announcing that the Internal Revenue Service (IRS) has released an updated version of the IRS Form 4506-C with a form revision date of 10/31/22. Finally, each party submitting an OIC must provide their two most recently filed tax returns. There are two address charts: one for individual returns (Form 1040 series) and one for all. S. lax 3 current address 3 n. SBA Lenders may either become an IVES participant or may contract with a third-party IVES participant to obtain tax return transcripts through the IVES program.