ProConnect HelpIntuit HelpIntuit

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

SOLVEDby Intuit10Updated May 05, 2023

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.

Getting a transcript online is faster for most people. For more information, see the IRS Get Your Tax Record webpage.

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.

Was this helpful?

You must sign in to vote, reply, or post
Lacerte Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this

Dynamic AdsDynamic Ads