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Instructions for SVOG-Specific 4506-T Form 05.11.2021

Summary

SBA instructions for the SVOG-specific version of IRS Form 4506-T, updated 5/11/21, which Shuttered Venue Operators Grant applicants must complete so the IRS can send Federal income tax information directly to the SBA. They say only the SVOG-specific version, with SVOG in the header, is accepted, and that applicants from Puerto Rico and other U.S. territories must submit further documentation. The steps tell applicants to download the fillable PDF, enter on lines 1a and 1b the name and EIN or SSN from their 2019 tax return, matching the SVOG application, and to complete lines 2a and 2b only if they filed a 1040 as married filing jointly, followed by current and previous addresses on lines 3 and 4.

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Full text

     Instructions for the SVOG-Specific Version of IRS Form 4506-T (Updated 5/11/21)
The SBA requires applicants to complete an SVOG-specific version of IRS Form 4506-T as part of the
application submission.
The 4506-T is a tax form that authorizes the IRS to provide Federal income tax information directly to
the SBA. This form must be completed accurately for you to receive SVOG funding. You must use the
SVOG-specific version of IRS Form 4506T located at https://www.sba.gov/document/sba-form-
shuttered-venue-operators-grant-4506t-form
Important Note: Applicants from Puerto Rico and other U.S. territories will need to submit further
documentation (in addition to the SVOG-specific version of IRS Form 4506-T) upon application
submission.
Step 1
Go to SVOG-specific version of IRS Form 4506T to download the SVOG-specific version of IRS Form
4506-T as a fillable PDF.
*Special Note There are many versions of the 4506-T available on the IRS website. The only form the
SBA can accept is the SVOG-specific version of IRS Form 4506-T. The correct form contains the
acronym SVOG in the header.




Step 2 – Line 1a
Enter your Name on line 1a. This must be the same name that you entered on your 2019 tax return.




Step 3 – Line 1b
Enter the Corporation EIN# or Individual SSN# that you entered on your 2019 tax return. This EIN must
also match the EIN you used for your SVOG application.
Step 4 – Lines 2a and 2b
Only fill out lines 2a and 2b if in 2019 you filed a 1040 and you were married filing jointly. If you filed
any other tax form, or if you filed a 1040 but were not married filing jointly, leave lines 2a and 2b blank.




Step 5 – Lines 3 and 4
Enter your current address on line 3. If your name is different now than the name you used on your
2019 tax return, enter your current name as well.
Enter your previous address on line 4 only if it is different than the current address on line 3. If your
current address is the same as it was when you filed your 2019 tax returns, leave line 4 blank.




Step 6 – Line 5a (No Action)
Do not alter line 5a. It is prefilled with the correct information.
Step 7 – Line 5b
Enter your Customer file number in line 5b. Your Customer file number will be displayed on the
Required Documents Step. Do NOT include the “DA-“ at the beginning. Use only the numeric part of
the number.




Step 8 – Line 6
On line 6, enter the tax form you used when filing your 2019 business federal income tax return. For
example, you may have filed a form 1040, 1065, 1120, 1120-S, 990, or 990-EZ. Only enter one tax form
type. Do NOT include any other numbers or words. For example, do not include “Schedule C” or any
other information.
If this request is for an individual, enter 1040. If this request is for a business, please enter the business
tax return you filed for the year (not quarterly returns).
For those using 1120-S, or 990-EZ, you must include the alphabetic identifier following the form
number.
 Organization Type                     Title                                                                IRS
 (as entered on SBA Form 5 Primary     (selectable list for Signature section 4506-T)                    Transcript
 Business, Business Entity Owner, or                                                                     Requested
 Affiliate)

 Individual                            N/A                                                                 1040

 Sole Proprietor                       Owner, Sole Proprietor                                              1040

 Corporation                           President, Secretary, Treasurer, Vice President, Assistant          1120
                                       Treasurer, Chief Accounting Officer, Controller, 1% Shareholder
                                       (corporation), Shareholder (S-corporation)

 Partnership                           Limited Partner, Partner                                            1065

 Non-Profit Organization               President, Secretary, Treasurer, Vice President                      990

 Limited Partnership                   Limited Partner, Partner                                            1065

 Limited Liability Entity (LLC)        Limited Partner, Partner, Managing Member                           1065

 Limited Liability Entity (LLC)        President, Secretary, Treasurer, Vice President, Assistant          1120
                                       Treasurer, Chief Accounting Officer, Controller, 1% Shareholder
                                       (corporation), Shareholder (S-corporation)




Step 9 – Line 6c
Check only the block at the end of line 6c. Check ONLY 6c. Do NOT check 6a, 6b, 7, or 8.




Step 10 – Line 9 (No Action)
Do not alter line 9. It is prefilled with the correct information.
Step 11 – Box Above Signature Line
Check the box directly above the signatory line. This box must be checked to indicate the individual
signing the form has the authority to do so. You MUST check the box above the signatory line.




Step 12 – Signature
Provide a wet signature on the Signature line by printing the form and signing in ink. This must be the
signature of an authorized agent of the business and must be the same person whose government ID
is provided in the application.


Step 13 – Title
Include the title of the person who signed on the Signature line. The box below the signature must
contain the correct title for the person authorized to sign this document.
Acceptable titles:

                                        Acceptable Titles for 4506-T
                     Use Form Type then the Business Name to get the correct Title for the form

 Form Type                                Business Name                                           Title

    990      Non Profit / Condo Association                                           President (Pres)

    990      Religious Organizations – Churches                                       Secretary or Treasurer

    1120     INC, Corp, LTD, PC, PA, MD, Homeowners Association, Condo                President (Pres)
             Association

   1120S     No LLC in business title                                                 President (Pres)

   1120S     LLC (S Corp)                                                             Managing Member (MGN MBR)

    1065     LLC, LLP, LP                                                             Partner/Limited Partner (LP)
*Exception-A Limited Liability Entity who filed their business under a personal tax return Schedule C,
should request the 1040 tax form Schedule C and no title is required on the signature line.


Step 14 – Upload
When you upload the 4506-T to the SVOG portal, you must upload the document in pdf version.
Upload only ONE 4506-T.


File and source

File
2021-05_4506-T-SVOG-Specific-Instructions-Final-5.11.21-508.pdf
Size
561,584 bytes
SHA-256
f4eea12a9805f9380c63e71b897d396dbc969f7b482be16f2d7e6be9258003b8
Our copy
2021-05_4506-T-SVOG-Specific-Instructions-Final-5.11.21-508.pdf
Original
www.sba.gov
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