🔔 New: the 1099 & freelance mortgage guide is live — qualify without W-2s.Read it →
Mortgage Merlin
30-YR CONV6.47%▼0.05
FHA6.25%▼0.05
BANK-STMT7.31%▼0.05
DSCR7.66%▼0.05
JUMBO6.50%▼0.05
15-YR5.81%▼0.03
ITIN7.96%▼0.05
30-YR CONV6.47%▼0.05
FHA6.25%▼0.05
BANK-STMT7.31%▼0.05
DSCR7.66%▼0.05
JUMBO6.50%▼0.05
15-YR5.81%▼0.03
ITIN7.96%▼0.05
Documentation

Tax transcripts (IRS 4506-C)

The IRS form lenders use to request your tax transcripts directly from the IRS, verifying that the returns you submitted match what was filed. Standard in conventional underwriting for self-employed borrowers. Attempting to submit altered returns is mortgage fraud — the 4506-C is how lenders catch it.

How does this affect your loan? Estimate self-employed qualifying income with the DTI calculator, or read the self-employed mortgage guide.

Related terms

  • P&L statement (Profit and Loss)A business income statement showing revenue minus expenses over a period. For mortgage purposes, a P&L must be
  • Business bank statements12–24 months of statements from a business checking or savings account, used as the primary income document fo
  • Expense factor / expense ratioThe percentage of bank deposits a lender treats as business expenses when calculating qualifying income on a b
  • Letter of explanation (LOE)A written statement from the borrower explaining an unusual item in the application: a large deposit, a credit
  • YTD P&LA profit-and-loss statement covering the current year to date — from January 1 through the application month.

← Back to the full mortgage glossary

Educational definition only — not financial, legal, or tax advice. Programs and limits change; verify current terms with a licensed professional.

Guides & tools