IRS Tax Transcript

Some students are required to submit an IRS Tax Transcript. Please confirm on your Financial Aid Document Checklist if you need to submit this document.

Use one of the following options to submit tax information!

Online Request
- Go to the IRS website and request a copy of your transcript
- Choose to "Get Transcript ONLINE" (immediately),OR "Get Transcript by MAIL" (5 to 10 days)
- Follow steps on the IRS website to complete the request
- Select Return Transcript for the appropriate year
IRS Federal Tax Return
- Submit a SIGNED copy of your Federal Tax Return Filed with the IRS
- Include all schedules and forms (ie: IRS Schedule 1, 2, and/or 3)
Contact IRS by Phone
- Available from the IRS by calling 1-800-908-9946
- Follow prompts to enter your Social Security number and the numbers in your address
- Select Option 2 to request an IRS Tax Return Transcript and then enter appropriate year
Paper Request
- Form 4506-T, to access form click on 4506-T
- You can MAIL or FAX form. Instructions on 2nd page of 4506-T form

FREQUENTLY ASKED QUESTIONS

Question: What is a Tax Return Transcript?

Answer: A tax return transcript shows most line items including Adjust Gross Income from an original tax return (Form 1040, 1040A or 1040EZ) as filed, along with any forms and schedules. It doesn't show changes made after the filing of the original return.

Question: I filed a joint (married) tax return but now I'm separated. What do I submit?

Answer: You must submit:

- Your joint tax return transcript, AND
- All your W-2 statements and all your spouse's W-2 statements

The Student Financial Services staff can subsequently adjust the FAFSA to include only the pertinent income. Please note that proof of separate residence may be required (utility bills, signed leases, etc.).

Question: I was single when I filed taxes but I am married now. What do I submit?
Answer: You must submit:

- Your tax return transcript and your spouse's tax return transcript, AND
- All your W-2 statements and all your spouse's W-2 statements

Question: I am having trouble using ordering a Tax Return Transcript Online. What should I do?
Answer: The IRS site uses the U.S. Postal Service address (USPS), which may be different than what appears on your tax return. We suggest the following if you run into problems:

Address Issues:

Have your taxes in front of you and enter the address carefully as it is on your return.
If you entered your address as it appears on your return and it doesn't work, try using the standardized version of your address
To get a standardized version of your address, follow the instructions below:
- - Click on "Look up a Zip Code" (make certain your browser is set to allow for pop-up windows)
  - Enter your address and click on "FIND"
  - In the next window, you will see what you typed and what the official USPS address
  - Use the official USPS address to retrieve your IRS data

Name Issues:

Have your taxes in front of you and enter tax payer's name exactly as it appears on your federal tax return

- Please note that spaces count as characters in the IRS system.
- Make certain you have the correct spacing between numbers and words
- ANY punctuation used in your name or address will create an online error. Replace the following with a space: ' , - . #