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 the IRS data, you will be required to request a tax transcript from the IRS. Personal copies of Federal Income tax returns can no longer be accepted. Please make sure you request a Tax Transcript. Do not request a Tax Account Transcript or Record of Account because they cannot be used for financial aid verification purposes.

Below you will find different ways to obtain a copy of you and or your parents of dependent student IRS tax return transcript:

To order online:

Go to www.irs.gov, then select the following:

Click Order a Tax 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. 2011)
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. 2011)

To order by mail:

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

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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