DIRECTIONS ON HOW TO ORDER TAX RETURN TRANSCRIPTS FROM THE IRS
If you or your parent are not eligible to utilize the IRS data retrieval then a copy of tax return transcripts are needed in order for you verification to be completed. These can be ordered online or by telephone.
Your personal information will be needed to order a tax return transcript. You will need your SSN, Date of Birth and address used to file your taxes.
“When requesting Tax Return Transcripts do not use the option to forward transcripts to a third party, due to we will not be able to match transcript to student file. Transcripts must be sent to tax filer.”
Order by Telephone
- Call 1-800-908-9946
Go to the IRS website
Under the “Tools’’ tab ,select the link that says “Order a Return or Account Transcript”
On this page you will see the numbers 1,2,3. Under the number 3 click the link that says “order a transcript.”
From here you will be directed to enter the personal information needed to order a tax return transcript. (Information must be entered the same as it was on the 1040 that was filed with IRS.)
- After you receive the tax return transcript please turn them into the Office of Student Financial Aid along with the verification worksheet fully completed and sign/dated. Please be sure to include your full name and Z number on any tax return transcript.
Order by form 4506-T
If you cannot order online or if you would like the tax return transcripts sent to a different address, the IRS will allow you to order tax transcripts by filling out IRS form 4506-T
- Form 4506-T can be found by going to IRS.gov . On the main page under the “Forms and Pubs” tab there will be a link to the form.