Must be sent to the IRS within 60 days of signature on the form.
Include $57.00 for each tax year requested.
Address for taxpayer must match tax records. Include any past addresses.
Name must also match the taxpayer; include any other names used. Deceased or incapacitated taxpayers must have a Proof of Executor or Power of Attorney accompany the request.
The recipient’s name address and phone number MUST be in Section 5.
The box in Section 9 checked off to receive records and/or refund