Tax transcripts can be obtained online from the IRS at www.irs.gov/Individuals/Get-Transcript, which is the preferred method. You may also request a tax transcript by phone at 1-800-908-9946.
If you have been granted a filing extension, filed an amended tax return, were a victim IRS identity theft, filed a Non-IRS Tax return or are a non-filer who must provide verification, please see the information below.
Individuals Granted a Filing Extension by the IRS:
You must obtain a copy of IRS Form 4868 “Application for Automatic Extension of Time to File U.S. Individual Income Tax Return” that was filed with the IRS for the appropriate tax year; A copy of the IRS’s approval of an extension beyond the automatic six-month extension if the individual requested an additional extension of the filing time; and a copy of IRS Form W-2 for each source of employment income received. If self-employed, you must submit a signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and U.S. income tax paid for the tax year.
Individuals Who Filed an Amended IRS Income Tax Return:
You must provide a signed copy of the original IRS income tax return that was filed with the IRS or the IRS Tax Return Transcript; and a signed copy of the IRS Form 1040X, “Amended U.S. Individual Income Tax Return”, that was filed with the IRS.
Individuals Who Were Victims of IRS Identity Theft:
Tax filers who are denied an IRS Tax Return Transcript using one of the regular request processes due to IRS identity theft will be referred to the Identity Protection Specialized Unit (IPSU) toll-free number at 1-800-908-4490. Tax filers who believe they are victims of identity theft do not need to be referred to the IPSU; they may call the number directly or go to the IRS identity theft website at www.irs.gov. After the IPSU authenticates the tax filer's identify, the tax filer can request that the IRS mail to the tax filer an alternate tax return transcript known as the TRDBV (Transcript DataBase View).
Individuals Who Filed Non-IRS Income Tax Returns:
An individual, who filed or will file a tax return with Puerto Rico, another U.S. territory, or with a foreign country, must provide a signed copy of the income tax return(s).
Individuals Required to Obtain a Non-Filing Letter:
A non-filing letter can be obtained online from the IRS at http://www.irs.gov/Individuals/Get-Transcript. After logging in, select the reason for getting a transcript-“High Education/Student Aid. Click on the correct tax year under “Verification of Non-Filing Letter”. Print the letter and submit to the Financial Aid Office. Non-filer verification forms dated prior to June 15, 2014 will need to be updated.