IRS Tax Return Transcript Request

If your FASFA is selected for verification and you did not use the IRS Data Retrieval Tool or you changed income tax data on your FAFSA, you will be required to submit a IRS Tax ReturnTranscript to Financial Aid Services.

Please make sure you request a Tax Return Transcript from the IRS.

Personal copies of Federal Income tax returns, Tax Account Transcript or Record of Account cannot be accepted or used for financial aid verification purposes.

Below you will find instructions on how to obtain a copy of yours and or your parents (if a dependent student) IRS Tax Return Transcript:

To order online:

Go to www.irs.gov, under the "Tools" tab select the following:

Click on Order Return or Account Transcript located in the 'Tools' column
Click Order a Transcript under Step 3
Enter your SSN, Date of Birth, Street Address, and Zip Code
Click Continue
Select Transcript for Tax Year (i.e. 2012)
Click Continue

To order by phone:

Call the IRS at (800) 908-9946, then select the following prompts:

Option 2 (Personal Income Taxes)
Option 1 (Tax History)
Option 2 (Tax Return Transcript)
Enter and verify Social Security number (if joint return both SSN’s required)
Enter and verify number of street address
Press 2 for Tax Transcript and indicate which year (i.e. 2012)

To order by mail:

Complete IRS Form 4506-T (Request for Transcript of Tax Return). The mailing address is indicated on the form. Your Tax Return Transcript(s) will be mailed to you within 5 to 10 days from the IRS.

Remember to promptly submit these documents to Financial Aid Services.

To obtain a copy in person:

You may pick up your tax transcript in person. Go to www.irs.gov to locate an office near you.


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