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:
A victim of IRS identity theft who is not able to obtain an IRS Tax Return Transcript or use the IRS DRT may provide the following alternative documents to satisfy verification requirements:
- A signed copy of the IRS Form 14039 “Identity Theft Affidavit”
- A signed paper copy of the income tax return filed with the IRS
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.