You can also request a transcript by mail by calling our automated phone transcript service at 800-908-9946. Visit our Get Transcript frequently asked questions (FAQs) for more information.
How do you get tax return transcript from the IRS?
- Here are the three ways to get transcripts: Online. People can use Get Transcript Online to view, print or download a copy of all transcript types. They must verify their identity using the Secure Access process. By phone. Taxpayers can call 800-908-9946 to request a transcript by phone. By mail. Taxpayers can complete and send either Form 4506-T or Form 4506-T-EZ to the IRS to get one by mail.
How do I get my parents IRS transcript?
If your parents do not have a copy of their IRS Tax Return Transcript they can log onto http://irs.gov/individuals/get-transcript, call the IRS at 1 (800) 908-9946 and request a Tax Return Transcript, or go to www.StudentAid.gov to login to your FAFSA and use the IRS Data Retrieval Tool to link tax info directly from
Can you request a tax transcript for someone else?
You must allow 6 weeks after a tax form is filed before requesting a copy of it or a transcript. If copy of form or a tax return transcript is to be mailed to someone else, show the third party’s name and address. Tax form number (Form 1040, 1040A, 941, etc.)
How can I get my parents tax return?
A 2020 IRS Tax Return Transcript can be obtained:
- ONLINE: Visit www.irs.gov. Click on Get Your Tax Record, and then click on Get Transcript Online or Get Transcript by Mail.
- PHONE: Call 1-800-908-9946.
- PAPER: Complete an IRS Form 4506-T, available at www.irs.gov, and submit it to the IRS as indicated on the form.
Can I get an IRS transcript online?
To request either transcript online, go to www.IRS.gov and look for our new online tool, Order a Transcript. To order by phone, call 800-908-9946 and follow the prompts in the recorded message. Complete Form 4506, Request for Copy of Tax Return, and mail it to the IRS address listed on the form for your area.
What is the difference between IRS transcript and tax return?
The tax return is a form filed with the IRS that is used to determine an individual’s tax liability. The tax return transcript is a document tax filers can request from the IRS that includes the information submitted on the tax return.
How can I get my tax return transcript without a credit card?
If your previous year tax returns are not available, you can use the IRS Get Transcript tool. Try the online option first. If you are unable to obtain the transcript online, you can have one sent to the address the IRS has on record for you. You can find IRS Get Transcript here.
Can I get copies of my tax returns online?
Online Using Get Transcript. They can use Get Transcript Online on IRS.gov to view, print or download a copy of all transcript types. Those who use it must authenticate their identity using the Secure Access process.
What is Record of Account transcript?
Record of Account Transcript – combines the tax return and tax account transcripts above into one complete transcript. This transcript is available for the current tax year and returns processed during the prior three years using Get Transcript Online or Form 4506-T.
Do my elderly parents have to file a tax return?
When seniors must file For tax year 2021, unmarried seniors will typically need to file a return if: you are at least 65 years of age, and. your gross income is $14,250 or more.
Can I file my mother’s tax return?
The IRS says you can file a tax return for someone else as long you have their permission to do so. As a non-professional, you are not allowed to charge a fee for preparing tax returns.
How do I get old tax returns from the IRS?
You can also order tax return and account transcripts by calling 800-908-9946 and following the prompts in the recorded message, or by completing Form 4506-T, Request for Transcript of Tax Return or Form 4506-T-EZ, Short Form Request for Individual Tax Return Transcript and mailing it to the address listed in the
What is return transcript?
• Tax Return Transcript: A tax return transcript shows most line items including AGI. 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.
In the Form 709 Instructions, you may learn more about the scenarios in which Form 709 must be completed as well as how to properly complete the document. More information about tax form 709 may be found here. Our Tax Professionals are available to assist you with your tax preparation needs. Allow them to assist you in completing your tax return in a confident manner. Schedule a consultation with one of our tax professionals now!
Access Tax Records in Online Account
Using your Online Account, you may now access and examine your tax records. This is the quickest and most convenient method of:
- Using your Online Account, you may now see your tax records. This is the quickest and most convenient method of doing the following tasks:
Using your Online Account, you may now access and examine your tax documents. This is the quickest and most straightforward method of:
What You Need
If you do not already have an IRS login or ID.me account, make sure you have your picture identification on hand.
What You Get
- All forms of transcripts are available on the internet
- Transcripts can be viewed, printed, or downloaded. Make a single verification of your identification, and you may quickly return later to obtain a transcript or to use additional IRS online services
To obtain a transcript online, click here.Caution: This service is intended for individual taxpayers who wish to obtain transcripts for their personal use. It is not permitted to be used by any other entity.
Alternative to Requesting a Transcript Online
Purchase an online transcript with caution: This service is intended for individual taxpayers who wish to obtain their own transcripts for their own use. It is not permitted to be used by any other organizations.
What You Need
If you want to obtain a transcript by mail, you’ll need your most recent tax return’s postal address.
What You Get
- Types of tax returns and tax account transcripts that are delivered by mail In 5 to 10 calendar days, your transcripts will be delivered to the address that we have on file for you.
Delivered by mail are the tax return and tax account transcript kinds. In 5 to 10 calendar days, your transcripts will be delivered to the address that we have on record for you.
Topic No. 156 Copy or Transcript of Your Tax Return – How to Get One
There are a variety of methods for obtaining your tax return information. The majority of inquiries may be met by a transcript, which is a computer-generated printout of your return information. However, there are situations when you will want an identical copy of a previously filed and completed tax return, including all attachments and schedules (including Form W-2). Copies of tax returns filed for the current and the previous six tax years are normally available upon request. On jointly filed tax returns, any spouse has the right to seek a copy of the return.
You should complete Form 4506 and submit it to the address indicated in the instructions, along with a $43 cost for each tax return that you seek, along with the instructions.
- To access your tax return information, you can do it in a variety of methods. It is possible to satisfy the majority of demands by providing a transcript, which is a computer printout of your return information. In some cases, you will require an identical duplicate of a previously filed and processed tax return, including all attachments, to complete your tax return (including Form W-2). Copy of returns filed for the current and previous six tax years are normally available. Any spouse who filed a joint tax return may seek a copy of the return from the other spouse. When completing Form 4506, Request for Copy of Tax Return, just the signature of the spouse seeking the copy is needed. It is necessary to complete Form 4506 and submit it to the address provided in the instructions, along with a $43 cost for each tax return that is requested.
The Internal Revenue Service waives the usual fees and expedites requests for copies of tax returns for people who need them to apply for disaster-related benefits or to file amended tax returns to claim disaster-related losses if they are a taxpayer who has been impacted by a federally declared disaster or a significant fire, as determined by the IRS. Disaster Resource Guide for Individuals and BusinessesPDF (Publication 2194) is a good resource. Alternatively, you can go to Topic No. 107 or call the IRS Catastrophe Assistance Hotline at 866-562-5227 for further information concerning tax assistance in disaster circumstances.
Instructions for requesting a copy of fraudulent returns may be found in Form 4506-F and the Instructions for Requesting a Copy of Fraudulent Returns.
Transcript of Your Tax Return
We provide a number of different transcript types at no cost. A tax return transcript is generally accepted as a substitute for a copy of your tax return by the United States Citizenship and Immigration Services and lending institutions for student loans and mortgages. Alternatively, you may visit theGet Transcriptpage to obtain a transcript right away. Also available are tax return and account transcripts, which can be obtained by calling800-908-9946and following instructions in a pre-recorded message, or by completingForm 4506-T, Request for Transcript of Tax ReturnorForm 4506-T-EZ, Short Form Request for Individual Tax Return Transcriptand mailing it to the address specified in instructions.
Allow at least 10 business days from the time the IRS receives your request for your transcript to arrive in the mail.
Transcript Types and Ways to Order Them
You can register to utilize Get Transcript Online in order to browse, print, or download any of the transcript kinds listed below. Registration is free. Please contact 800-908-9946 to get a tax return transcriptand/or a tax account transcript if you are unable to register online or choose not to use Get Transcript Online. Deliveries should be received between five and ten calendar days after ordering. You may also request any transcript type described below by filing Form 4506-T, Request for Transcript of Tax Return, which is available on the IRS website.
We provide the following transcript types at no additional cost:
- Detailed tax return transcripts, including your adjusted gross income (AGI), are available for download. They contain the majority of the line items from your original Form 1040-series tax return, together with any documents and schedules. It does not reflect any adjustments made after you filed your initial tax return. It is possible to obtain a transcript for the current tax year as well as three past tax years. A tax return transcript is often sufficient documentation for lending organizations that provide mortgages and student loans. Note: To obtain this transcript type, the secondary spouse on a joint return can utilize Get Transcript Online or Form 4506-T, which are both available online. A transcript request must be submitted either online at Get Transcript by Mail or by phone at 800-908-9946 by the principal taxpayer listed on the return. Tax Account Transcript- This document contains fundamental information such as the filing status, adjusted gross income, taxable income, and payment kinds, among other things. It also reveals any modifications that have occurred since you originally submitted your tax return. It is possible to obtain a transcript for the current and nine preceding tax years by using the Get Transcript Online service, as well as for the current and three prior tax years by using the Get Transcript by Mail service or by calling 800-908-9946. Form 4506-T, which may be used to get tax returns for this and previous tax years, can be acquired. It is important to note that if you made estimated tax payments and/or applied an overpayment from a prior year return, you can request this transcript type a few weeks after the start of the calendar year to validate your payments before completing your tax return. Record of Account Transcript- This transcript combines the tax return and tax account transcripts that were previously mentioned into a single comprehensive transcript. This transcript is available for the current tax year and three prior tax years using Get Transcript Online or Form 4506-T
- Wage and Income Transcript- shows data from information returns we receive such as Forms W-2, 1098, 1099, and 5498
- And Wage and Income Transcript- shows data from information returns we receive such as Forms W-2, 1098, 1099, and 5498. This signifies that information has not yet been fed into the transcript for the current tax year if you see the message “No Record of return submitted.” Check back in late May for an update. It’s possible that current tax year information won’t be full until July. It is possible to obtain a transcript for the current tax year as well as nine preceding tax years by completing the Get Transcript Online or Form 4506-T. Verification of non-filing of documents The letter informs the requestor that the Internal Revenue Service (IRS) has no record of a processed Form 1040-series tax return as of the date of the request. It does not state whether or not you are obligated to file a tax return for that particular year. For the current tax year, this letter may be obtained after June 15, and for the previous three tax years, it can be obtained at any time using Get Transcript Online or Form 4506-T. If you want a letter for a previous tax year, complete Form 4506-T.
Please keep in mind that a transcript may contain information on a return and/or an account. It can also include information about modifications or transactions that occurred after you submitted your initial tax return. Three digits are used to represent transaction codes. They are used to identify a transaction that is being handled as well as to keep track of the activities that have been submitted to a taxpayer’s account. If you want further information about transaction codes, please refer to Document 11734 – Transaction Code Pocket GuidePDF.
If you want a copy of your original tax return, you must complete and submit Form 4506, Request for Copy of Tax Return, to the IRS.
For further information, please see the Frequently Asked Questions about Obtaining a Transcript.
Get Transcript FAQs
We’ve put up this list of Frequently Asked Queries (FAQs) to help you with particular questions concerning our Transcriptservice. On this page you will find:
- Transcripts can be obtained online. Transcripts can be obtained by mail. Transcripts can be obtained online or via mail.
Get Transcript Online FAQs
The following frequently asked questions (FAQs) are intended to answer any queries you may have regarding Get Transcript Online.
Q1. How do I get a transcript online?
Once you have completed the registration process, you will be given the choice to “proceed” and use the Get Transcript Online service. We’ll ask you why you require a transcript so that we can assist you pick which form is most appropriate for you. Get Transcript Online offers you with access to all transcript kinds and accessible years, which you can see, print, or download directly from your computer.
Get Transcript Online is free to use. After you’ve registered, you may log in with your username and password at any time by clicking on the Get Transcript Onlinebutton on the homepage.
Q2. Can I use Get Transcript Online as a guest user?
No, in order to utilize Get Transcript Online, you must first register and authenticate your identity. Following your registration, you will be able to access your transcript online by logging in using your username, password, and the security code that we will text you each time you log in.
Q3. What if I can’t verify my identity and use Get Transcript Online?
If you need an option to getting a transcript online, check our Transcript Types and Ordering Methods. It is possible to order a tax return or tax account transcript to be sent to you by mail by using the Get Transcript by Mail service or by calling our automated phone transcript service at 800-908-9946. Please allow 5 to 10 calendar days for your transcript to be sent from the moment we receive your request. Thank you. The time range for delivery is the same for all tax years that are currently available.
Q4. I got a message that says the information I provided does not match what’s in the IRS systems. What should I do now?
Check to ensure that all of the information you provided is accurate. It has to be consistent with what is already in our systems. Make sure you utilize the precise address and filing status from your most recent tax return when submitting your application. To obtain a transcript of your tax return, you must either utilize theGet Transcript by Mailoption or send aForm 4506-T, Request for Transcript of Tax Return, to the Internal Revenue Service.
Q5. What do I do if I’m unable to view my verification of non-filing letter when I click on an available tax year? (updated October 29, 2021)
Verify that all of the information you supplied is valid before proceeding on. We need it to be consistent with what we already have. Ensure that you provide the correct address and filing status from your most recent tax return when you send in your application. To obtain a transcript of your tax return, you must complete and submit Form 4506-T, Request for Transcript of Tax Return, if you are still seeing this message.
Q6. Why can’t I get my current tax year verification of non-filing letter?
The verification of non-filing letter for the current tax year will not be accessible until June 15.
Q7. Why does my wage and income transcript state “No record of return filed” for the current tax year?
This signifies that information has not yet been fed into the transcript for the current tax year if you see the message “No Record of return submitted.” Check back in late May for an update. It’s possible that current tax year information won’t be full until July. Return to the top of the page
Get Transcript by Mail FAQs
The following frequently asked questions (FAQs) are intended to answer any queries you may have regarding Get Transcript by Mail.
Q1. What if I’m unable to use Get Transcript by Mail?
When using Get Transcript by Mail, if you are unable to do so, you may attempt our automated phone transcript service at 800-908-9946, which will also allow you to obtain your transcript by mail. It is recommended that you allow 5 to 10 calendar days for delivery.
Q2. What if my address changed since I filed my last tax return and it doesn’t match IRS records when I use Get Transcript by Mail or the automated phone transcript service at800-908-9946?
Please do not use your previous mailing address as the transcript will not be delivered to you. Before submittingForm 4506-T, Request for Transcript of Tax Return, you must first fileForm 8822, Change of Address, with the Internal Revenue Service. In most cases, it takes four to six weeks to complete the process of changing your address.
Q3. I got a message when I use Get Transcript by Mail that says the information I provided does not match what’s in the IRS systems. What should I do now?
Check to ensure that all of the information you provided is accurate. It has to be consistent with what is already in our systems.
Make sure you utilize the precise address and filing status from your most recent tax return when submitting your application. If you continue to get the notification, you will need to file Form 4506-T to the IRS. Return to the top of the page
Get Transcript Online or by Mail FAQs
The following frequently asked questions (FAQs) are intended to answer questions that may arise regarding both Get Transcript Online and Get Transcript by Mail.
Q1. Can I give my information to a company or a practitioner with a Power of Attorney to request a transcript on my behalf? (updated October 29, 2021)
For individual taxpayers who want to get their own transcripts for their own needs, the Get Transcript service is available. It is not permitted to be used by any other entity.
Q2. Can I request a transcript if I filed jointly with my spouse and my name and SSN was listed second on our tax return?
Secondary taxpayers are allowed to request any transcript type that is accessible to them. Please keep in mind that the Get Transcript by Mail service is only available for the account and tax return transcript types. If you want a different transcript type and are unable to obtain one through Get Transcript Online, complete Form 4506-T, Request for Transcript of Tax Return.
Q3. How long must I wait before a transcript is available for my current year tax return?
If you submitted your tax return online, it will take between 2 and 4 weeks for the IRS to complete your return and make a transcript accessible to you. If you mailed your tax return, it will take about 6 weeks to process. You may not receive your transcript until mid-May or a week after you have paid the entire amount of tax you owe if you have not paid the entire amount owed. For further information, please see the transcript availability section. Once your transcript has been made available, you may access it using the Get Transcript Online service.
It is recommended that you allow 5 to 10 calendar days for delivery.
The time range for delivery is the same for all tax years that are currently available.
Q4. Can I use Get Transcript if I’m a victim of Identity Theft?
Yes, you may still access Get Transcript Online or by Mail if you have a valid student ID. We will send you an online message or a letter if we are unable to fulfill your request due to identity theft. You will be given detailed information on how to seek a transcript if we are unable to process your request for any reason. For further information, you may wish to look at our Identity Protectionpage.
Q5. How do I request a transcript for an older tax year when it’s not available online?
In order to obtain a transcript of a tax return or record of account, you must use the Get Transcript Online service and select the current tax year and three past tax years. Please keep in mind that there is a “display all +” expand option underneath the online tax account transcript type that may offer you with more tax years that you require. Otherwise, you must complete and submit Form 4506-T to request a transcript for a tax year for which no transcript is currently available. Get Transcript by Mail is also restricted to tax return and tax account transcripts from the current and three past tax years when it comes to tax transcripts.
Q6. My transcript information doesn’t appear to be correct. What should I do?
Due to input errors, incomplete or missing information, or other factors, we may have made changes to the reported figures on the original return you filed in some cases. During the course of processing your return, we may make changes to the figures on your return. A tax return transcript will display your initial figures, which will be labeled “per return,” and the corrected figures, which will be labeled “per computer.” It won’t disclose changes or adjustments made to the account after the initial return has posted.
If the transcript you have got does not appear to be correct or contains unusual information as a result of probable identity theft, please contact us at 800-829-1040 for assistance.
Q7. Will ordering a transcript help me determine when I’ll get my refund?
A tax transcript will not assist you in determining when you will get your refund. Mortgage, student, and small business loan applications, as well as tax preparation, all benefit from IRS transcripts. IRS transcripts are the finest and most frequently used to verify prior income and tax filing status, as well as to assist with tax preparation. Where’s My Refund? is the greatest resource for tracking down the status of your refund. In most cases, the codes indicated on tax transcripts do not offer any early indication of when we will release your return to you.
Q8. Are there foreign language versions of the Get Transcript Online and Get Transcript by Mail tools?
In Spanish, only Get Transcript by Mail is accessible through the websiteOrdenar Transcripción. We have, however, translated the Get Transcriptwebpage into five different foreign languages to assist customers before they attempt to prove their identity and use Get Transcript Online, which is only available in English at this time. Return to the top of the page
IRS Offers Help to Students, Families to Get Tax Information for Student Financial Aid Applications
If you’re submitting a Free Application for Federal Student Aid (FAFSA) form for the academic year 2022-23, you must utilize federal tax information from your 2020 tax return as your source of income. This can be accomplished through the use of the IRS Data Retrieval Tool (DRT) or by consulting a copy of your 2020 tax return. Always maintain a duplicate of your tax return on hand, whether it’s in electronic form or on paper, and store it in a safe location. Alert: If any of the following exceptions apply to you, do not use the IRS DRT:
- You reported the entire amount of unemployment compensation on your 2020 tax return and did not deduct any of this amount from your income, as permitted under the American Rescue Plan Act (ARPA) of 2021, in accordance with IRS regulations. Instead, consult theFrequently Asked Questions on Unemployment Exclusion. You signed up for the Child Tax Credit Non-Filer Sign-up Tool in 2021 and then submitted a paper tax return to reflect your income, which was subsequently rejected. Instead, call the Internal Revenue Service at 800-829-1040 to get a transcript.
As permitted by the American Rescue Plan Act (ARPA) of 2021, you submitted your 2020 tax return disclosing the entire amount of unemployment compensation received and did not deduct any of this amount from your income. Review theFrequently Asked Questions on the Unemployment Exclusion; Your income was reported on a paper tax return in 2021 after you utilized theChild Tax Credit Non-Filer Sign-Up Tool in 2021. In order to acquire a transcript, you need contact the IRS at 800-829-1040.
- To obtain a copy of your tax transcript, visit Get Transcript Online. Before attempting to register, be sure you understand the identity authentication criteria. Use the Get Transcript by Mail and Get Transcript by Email options. In about five to ten calendar days, a transcript will be mailed to the address that we have on file for you
- To obtain a transcript, call our automated line at 800-908-9946, and it will be delivered to the address we have on file for you within five to ten calendar days
- Form 4506-T, Request for Transcript of Tax Return, should be sent by mail or fax. Most transcript requests are handled within ten business days and then mailed
If you want a copy of the whole tax return that you submitted, the following methods are available to you:
- You may get a copy of your 2020 tax return by going to the website where you prepared and filed your return in 2019. Make contact with the tax preparer who prepared your 2020 tax return. By mail, send Form 4506, Request for a Copy of Tax Return, to the IRS. Refer to the form for information on the applicable fee(s) and processing times.
Page was last reviewed or updated on February 3, 2022.
What do I need to do if I am selected for Verification?
If your FAFSA has been selected by the U.S. Department of Education for a review process known as verification, your FAST page will show if you or your parents are required to provide additional information to the Department of Education for consideration. If your parents are listed, the procedures below apply to each parent who is listed as a member of your household on your FAFSA. If your parents are not listed, the instructions below apply to you. If you or your parents submitted an IRS tax return, please go to fafsa.ed to find out what you owe.
- The IRS Data Retrieval Tool will transmit information from your tax return to your FAFSA, eliminating the need to submit a separate application.
- In the event that you or your parents are able to utilize the IRS Data Retrieval Tool, you should overlook the remainder of this section’s instructions.
- Make careful you request the IRS Tax Return Transcript, not the IRS Tax Account Transcript, when requesting a transcript from the IRS.
- It is possible to upload tax return transcripts to the Document Library part of FAST using the tags ‘IRS 2020 Tax Return Transcript – Parent’ or ‘IRS 2020 Tax Return Transcript – Student,’ depending on the situation.
An IRS Tax Return Transcript can be acquired by contacting the IRS at the following address:
- ONLINE: Go to the website. Click on Get My Tax Record, and then on Get Transcript Online or Get Transcript by Mail
- TELEPHONE: Call 1-800-908-9946
- EMAIL: [email protected]
- PHONE: [email protected]
- PAPER: Complete an IRS Form 4506-T, which may be found at, and send it to the Internal Revenue Service in the manner specified on the form. Because your USC ID number will not be included on the tax transcript, it is not recommended that it be forwarded directly to USC. Have it mailed to you so that you may upload a duplicate of it through FAST, if necessary. To get a copy of your tax return transcript, mark Box 6a “Return Transcript” on the application form. Please ensure that you complete all required areas of the form to identify yourself, that you mention the right dates in Section 9, and that you sign the form by checking the signature check box.
If you have never filed a tax return with the IRS, you will need to utilize the PAPER option listed above in order to acquire an IRS Verification of Non-Filing Letter. You or your parents will be required to produce a signed copy of the filer’s 1040 federal income tax return (with all schedules, statements, and W-2 forms) if you or your parents are unable to use the DRT and acquire a tax return transcript from the IRS. The information on this tax return must be the same as the information on the federal tax return that was submitted.
Parent Tax Return Transcript Required
Your application has been selected for consideration in a process known as federal verification. To complete the Academic Year 2022-23 verification procedure, you must provide an IRS Tax Return Transcript or a signed copy of the 2020 income tax return for each parent or stepparent whose information was included on your FAFSA for the academic year 2022-23. Thank you for your understanding that we will be unable to photocopy your tax return transcripts or tax returns. NOTE: If you are applying for the school year 2021-2022, you must provide a 2019 Tax Return Transcript or a copy of your tax return.
If your parents do not have a copy of theirIRS Tax Return Transcript, they can log onto the IRS website, call the IRS at 1 (800) 908-9946, and request a Tax Return Transcript, or they can login to their FAFSA and use the IRS Data Retrieval Tool to link tax information directly from the IRS website into their application.
If your parents did not submit a tax return, you should do the following: Please request a Verification of Non-Filing Letter from the Internal Revenue Service for the 2018 tax year.
Send the form to the Internal Revenue Service in the manner specified in the form instructions.
- The IRS attempted to contact you in order to obtain the Verification of Non-Filing Letter, but you were unable to obtain the necessary documentation
- You have not filed and are not required to file a 2020 income tax return, and if applicable, a list of any 2020 income you’ve earned from work, as well as the names and addresses of your employer(s)
- A copy of IRS Form W–2 for 2020, or an equivalent document, for each source of 2020 employment income received by you, if
Remember to check each page of your parent’s tax transcripts to ensure that your name and Student ID are clearly visible.
In the event that you have any questions, you may reach out to the Financial Aid Office at (360) 417-6390 or [email protected]
Verification of Parent Income Information (Tax Filer)
It has been determined that your financial assistance application for the 2022-23 academic year has been selected for evaluation as part of a process known as verification. It is the university’s prerogative to analyze this information before giving federal financial assistance (34 CFR, Part 668). If any modifications are required, we will contact the federal processors and provide you a revised offer of financial assistance that reflects any changes in your eligibility for financial aid. If your parent(s) have filed, will file, or are obliged to submit a tax return for the year 2020, you must do the following:
- Fill out and submit the IRS Data Retrieval Tool, a copy of the 2020 IRS Tax Transcript, or a signed copy of the 2020 IRS Income Tax Return (for example, Form 1040)
- Submit the Verification Worksheet for the years 2022-2023, with the relevant box ticked in Section C-1.
The Data Retrieval Tool (DRT) is a tool that allows you to get information from a database (Recommended)
- Log in to the student’s FAFSA application for the academic year 2022-2023
- Select “Make FAFSA Corrections” from the drop-down menu. Navigate to the part of the Application that contains the Financial Information. In order to discover whether or not the parent(s) are qualified to utilize the IRS Data Retrieval Tool, follow the on-screen instructions. Transfers of IRS data that has not been changed are allowed for verification.
- However, while most tax filers are able to take advantage of the DRT, there are several scenarios in which you may not be able to do so, such as if you are married and have filed separate tax returns, or if your marital status has changed after the end of the tax year.
Obtain an IRS Tax Return Transcript for the year 2020. Important Note: The guidelines provided below apply to any individual who files a tax return. If your parents filed separate tax returns for the year 2020, you will be required to furnish an IRS Tax Return Transcript for each of your parents.
- Online Request – Go to and select either “Get Transcript Online” or “Get Transcript by Mail” from the drop-down menu. Get a transcript online will provide you with an instant delivery through PDF, whereas get a transcript by mail will send you a copy that will be received within 5-10 business days from the date of mailing. Always request the 2020 IRS Tax Return Transcript, not the 2020 IRS Tax Account Transcript, when submitting your request. Telephone Obtain – Call 1-800-908-9946 and, after going through the instructions, choose option 2 to request a Tax Return Transcript (NOT a Tax Account Transcript) and then enter the year 2020. Using the IRS Form 4506T-EZ, complete the paper form and send it to the IRS as directed, making sure to use the relevant fax number or mailing address for your state of filing.
Verification (pages 21-22) For those of you who have been selected for verification for the 2021-22 academic year, the guidelines above apply to the academic years 2021-2022 for the tax year 2019. If you did not file your taxes for the year 2019, please contact our office for advice on what evidence to provide.
What if I (a dependent) and/or my parent(s) were not required AND will not file a tax return?
Students and/or parent(s) can submit a Dependent Verification Worksheet that has been completed and signed to confirm that s/he has not filed and is not obliged to file an income tax return with the IRS. Only parents are needed to submit an IRS Verification of Non-filing Letter to the Department of Education, according to the Department of Education. There are two methods for requesting an IRS Verification of Non-Filing Letter from the Internal Revenue Service (IRS).
- In order for your parent(s) to get an IRS Verification of Non-Filing Letter in the mail, they must complete and submit Form 4506-T, which may be found at IRS.gov by selecting the “Get Transcript by Mail” option. Make sure to seek an IRS Verification of Non-Filing Letter if you have not yet done so. Please allow 5 to 10 calendar days for delivery of your letter to the address the IRS has on file for you, starting from the day the IRS received your request. You can also request a letter by phone at 1-800-908-9946 (please allow 5 to 10 calendar days). It is recommended that you allow 5 to 10 calendar days for delivery.
Detailed instructions on how to seek and get an IRS Non-Filing Letter may be found at How to Request IRS Verification of Non-Filing Letter, which also includes a video. If your parent(s) were unable to acquire a Verification of Non-filing Letter from the IRS, they must complete the Parent Tax Filing Statement form to attest that an attempt was made to obtain a Verification of Non-filing Letter from the IRS but that the request was denied. If you have earned income from employment but do not have W-2 forms, you can seek a “Wage and Income Transcript” from the Internal Revenue Service.
FAFSA IRS Data Retrieval and Tax Transcript Instructions
A procedure known as the IRS Data Retrieval Process has been developed via collaboration between the Department of Education and the Internal Revenue Service (IRS). The processes to completing the Free Application for Federal Student Aid (FAFSA) are made simpler with this method (FAFSA). What is the IRS Data Retrieval Tool, and how does it work? This service allows you to have your family’s income information entered into your FAFSA on your behalf automatically. The procedure enables FAFSA to seek and get income and tax data from the Internal Revenue Service directly.
Some families will not be able to use the IRS Data Retrieval Tool because of the following reasons:
- It is possible that the parents of a dependent student will file separate tax returns
- If the marital status of an applicant’s parent changes after the end of the tax year on December 31, the applicant must notify the IRS. If anyone has submitted an amended tax return, please let me know. A foreign tax return has been filed by the applicant or by the applicant’s parents.
Families that are unable to get IRS data using the Data Retrieval Tool: If you are unable to access your tax information using the IRS Data Retrieval Tool, you must seek an IRS Tax Return Transcript to confirm your earnings. There are a few ways open to you in order to do this: There are three options: 1) obtain a transcript online, 2) obtain a transcript by mail, or 3) obtain an IRS form 4506-T. More thorough instructions for each choice may be found in the sections below:
- Use the IRS Get Transcriptonline tool to download and print your transcript as soon as it becomes available.
- In order to make use of the service’s online option, you must have the following items:
- Your social security number (SSN), date of birth, filing status, and mailing address from your most recent tax return
- Access to your email account
- Your personal account number from a credit card, mortgage, home equity loan, home equity line of credit, or car loan
- And a mobile phone with your name on the account are all requirements.
It is necessary to request a transcript by mail if you are unable to use the Get transcript online option indicated above (1) to obtain one. One method for accomplishing this is to make use of theGet Transcript by Mailservice.
- You will need the following information in order to use the Get transcript by mailservice:
- Individual Tax Identification Number (ITIN)
- Social Security Number (SSN) or Individual Tax Identification Number (ITIN)
- Date of birth
- And postal address from your most recent tax return (it must be precisely as it was stated on your most recent tax return)
It is necessary to request a transcript by mail if you are unable to use the Get transcript online option indicated above (1) to obtain one. You can use Option 2: Request a Transcript by Mail (mentioned above-2), or you can use IRS Form 4506-T, which must be sent or faxed to the proper IRS office based on where the tax return was filed. Option 2: Request a Transcript by Mail (listed above-2) On page 2 of the IRS form 4506-T, you can see the mailing address and fax number for the IRS. You must send a copy of your IRS Tax Return Transcript to the Office of Financial Aid once you have received your copy of the transcript from the IRS.
When completing the FAFSA, if you have not yet submitted your federal tax returns, you may include the IRS Data Retrieval information after submitting your federal tax returns using the FAFSA corrections procedure.
Data from paper tax returns will be accessible in 1-2 weeks after the return has been submitted; data from electronic tax returns will be available in 6-8 weeks.
After making your selection, you will be routed to the Internal Revenue Service’s web site for further information.
In order to ensure that your address is entered correctly, it is critical that you provide your address precisely as it appeared on your tax return.
Applicants can also elect not to have their information transferred to the FAFSA.
In the event that you are encountering difficulties utilizing the IRS Data Retrieval Tool, this instruction may be of extra help to you.