IRS Tax Return Request Process Information


Option 1:

**PLEASE NOTE: The IRS Tax Return Transcript can only be requested once per year.**

Tax filers can request a transcript, free of charge, of their tax return from the IRS in one of three ways.

Online Request
Available on the IRS Web site at
www.irs.gov.

  • In the Tools section of the homepage click “Get Transcript of Your Tax Records
  • Click “Get Transcript ONLINE“.
  • If you have received transcript online before sign-in with user ID. If not click Create an Account.
  • If creating account for the first time complete sign-up process by entering personal information. Enter the tax filer’s Social Security Number, date of birth, street address, and zip or postal code. Use the address currently on file with the IRS. Generally this will be the address that was listed on the latest tax return filed. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  • Select the reason you are requesting a transcript and select the transcript type and tax year needed. For the 2015-2016 school year select under RETURN TRANSCRIPT select year 2014.
  • Upon selection of Tax Year, Tax Return Transcript will open in a new window. ***Ensure that the pop-up block feature is disabled***
  • If successfully validated you may save or print transcript.
  • Log Out of service if on shared computer.

IRS Tax Return Transcripts requested online cannot be sent directly to a third party by the IRS.

Telephone Request
Available from the IRS by calling 1-800-908-9946

  • Tax filers must follow prompts to enter their social security number and the numbers in their street address. Generally this will be numbers of the street address that was listed on the latest tax return filed. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  • Select “Option 2” to request an IRS Tax Return Transcript and then enter 2014“.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was used in their telephone request, within 5 to 10 days from the time the IRS receives the request.

IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS.

Paper Request
IRS Form 4506T-EZ should be used instead of IRS Form 4506-T because it is sufficient to request an IRS Tax Return Transcript.

  • Complete lines 1 – 4, following the instructions on page 2 of the form. Note that line 3 should be the most current address as filed with the IRS. It is the address where the IRS Tax Return Transcript will be sent. If the address has recently changed, include the address listed on the latest tax return filed on Line 4. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  • Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS.
    Institutions are responsible for notifying aid applicants whether to list the institution as the third party to receive the Transcript or not. Some institutions may have difficulty matching a parent’s incoming IRS Tax Return Transcript to the aid applicant, as the two names may be different
  • On line 6, enter 2014 to receive IRS tax information for the 2014 tax year that is required for the 2015-2016 FAFSA.
  • The tax filers (or spouse if requesting information from a joint tax return) must sign and date the form and enter their telephone number. Only one signature is required to request a transcript for a joint return.
  • Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or FAX number) provided on page 2 of Form 4506T-EZ.
  • Tax filers can expect to receive their transcript within 5 to 10 days from the time the IRS receives and processes their signed request. NOTE: Processing form 4506T-EZ means verifying/validating the information provided on the form.

If any information does not match the IRS records, the IRS will notify the tax filer that it was not able to provide the transcript.

Option 2:

If you were selected for verification and did not use the IRS Data Retrieval Tool when you submitted your FAFSA, you will be required to submit copies of 2013 Tax Return Transcripts, which must be requested from the IRS. The process to request and retrieve a Tax Return Transcript from the IRS can be timely and may cause a delay in you receiving your award letter.

To avoid having to request a Tax Return Transcript from the IRS, we strongly encourage and recommend that you submit a correction to your 2015-2016 FAFSA and use the IRS Data Retrieval Tool, if eligible. By using the IRS Data Retrieval Tool, without changing the data imported from the IRS, you will not be required to submit copies of Tax Return Transcripts requested from the IRS (unless stated otherwise).

Best Regards,
Office of Student Financial Aid & Scholarships

Example: To make corrections to your FAFSA using the IRS Data Retrieval Tool:

  1. Go to www.fafsa.ed.gov
  2. Click “Start Here
  3. Enter student information
  4. For 2015-2016, Click “Make FAFSA Corrections
  5. Enter PIN
  6. Proceed to “Financial Information” section
  7. Indicate that you have “Already completed” taxes
  8. Use IRS Data Retrieval Tool when prompted
  9. Save, electronically sign, and submit FAFSA

FAFSA corrections usually take 3-5 business days to process.

Student Tax Information

Click here to download a copy of this document.

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