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Requesting a Tax Return Transcript

A tax return transcript is a formatted record of a tax return filed with the IRS that individuals can request for free. Schools often require a student's or parent's tax return transcript, rather than a copy of the tax return, to verify financial information when processing FAFSA applications. To request a transcript, individuals can visit the IRS website and provide identification information and the tax year of the transcript needed. The transcript will be mailed to the address on file with the IRS.

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250 views2 pages

Requesting a Tax Return Transcript

A tax return transcript is a formatted record of a tax return filed with the IRS that individuals can request for free. Schools often require a student's or parent's tax return transcript, rather than a copy of the tax return, to verify financial information when processing FAFSA applications. To request a transcript, individuals can visit the IRS website and provide identification information and the tax year of the transcript needed. The transcript will be mailed to the address on file with the IRS.

Uploaded by

Asjsjsjs
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Requesting a Tax Return Transcript

What is a Tax Return Transcript?


A tax return transcript is the formatted record of a tax return filed with the IRS. The IRS makes tax return transcripts available to
individuals that request it free of charge.

Why does my school need a Tax Return Transcript? Can’t I just give them a copy of my tax return?
When processing submitted FAFSAs, the Department of Education selects about one third of all applications to
confirm information provided. A school may request a student’s or parents’ Tax Return Transcript (or the use of the IRS Data
Retrieval Tool) in order to verify financial information reported on the FAFSA. For information on how to use the IRS Data Re-
trieval Tool, visit here.

Department of Education regulations require that schools collect Tax Return Transcripts or have students and/or their parents
use the IRS Data Retrieval Tool in lieu of any other documentation if required to file taxes.

How do I request a copy of a Tax Return Transcript?


To request a Tax Return Transcript visit www.IRS.gov/individuals/get-transcript Mail (received via mail in about (5-10 business
days)

Provide the following information:

 Social Security Number

 Date of Birth (DDMMYYYY)

 Street Address (Do not include punctuation)

 Zip Code
Requesting a Tax Return Transcript
Select the Type of Transcript

For Financial Aid Purposes, request the Tax Return Transcript

Select the tax year you wish to receive.

This should be the most recently completed tax year (i.e. for the 2017-2018 FAFSA,
request the 2015 Tax Return Transcript, for the 2018-2019 FAFSA, request the
2016 Tax Return Transcript).

The IRS will main your Tax Return Transcript to the address indicated on the Tax Return.

If you have recently moved and no longer reside at the address you used to file taxes, complete an IRS Form 4506T instead.
The 4506T is available at: http://www.irs.gov/pub/irs-pdf/f4506t.pdf

Once received, please submit copies of the Tax Return Transcript to the Financial Aid and Scholarship Office

Requesting a Tax Return Transcript When processing submitted FAFSAs, the Department of Education selects about one third of
Requesting a Tax Return Transcript Select the Type of Transcript For Financial Aid Purposes, request the Tax Return Transcr

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