IRS Tax Transcript
You are required to submit an IRS Tax Transcript.
Use one of the following options to submit tax information! |
|
Option |
Information |
|
|
#2 |
|
#3 | Contact IRS by Phone:
|
#4 | Paper Request:
|
Unusual Tax Filing SituationsIndividuals who fall into one of the IRS Tax categories below must submit the listed information:
|
FREQUENTLY ASKED QUESTIONS
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: ' , - . #