Tax Return Transcript Request Process Show
The most common IRS document that students need to provide to the Financial Aid department is the IRS Tax Return Transcript (NOT the IRS Tax Account Transcript). However, we do sometimes ask for other IRS documents. They can be accessed through some, but not all, of the same methods outlined below. Tax filers can request from the Internal Revenue Service (IRS) an IRS Tax Return Transcript of their IRS tax return information, free of charge, in one of five ways. Under all methods, when requesting a transcript, tax filers need to provide their Social Security Number (SSN), date of birth, their street address, and ZIP Code as is currently on file with the IRS. Generally, this is the address included on the latest tax return filed with the IRS. However, if an address change was made either with the IRS or with the U.S. Postal Service, the IRS may have the updated address on file. If this is the case, use the updated address. Joint Tax Return – When requesting a transcript using one of the four electronic processes described below, use the primary tax filer’s information (e.g., SSN). When requesting a transcript using one of the two paper processes described below, either spouse may submit the request and only one signature is required. The instructions are not year-specific. Be sure to request the proper year for your financial aid file. [Unless you have been given different instructions for a particular circumstance, 2018 is the tax year to be used for 2019-2020 financial aid files (classes August 2019 through July 2020).] Online Request – Get Transcript ONLINE
Online Request – Get Transcript by MAIL
If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their online request, within 5 to 10 business days from the time the online request was successfully transmitted to the IRS NOTE: IRS Tax Return Transcripts requested online cannot be mailed to an address other than the address on file with the IRS. Online Request-Non-Filing or Wage and Income DocumentsSelections for all of the above IRS documents are also in the “Online Request-Get Transcript ONLINE” method. You will not see an option for the Verification of Nonfiling/non-filing status letter online; instead, select Return Transcript for the appropriate year, and if the IRS does not have record of a tax return being filed for that year, the non-filing status letter will be generated, instead. Note: We can only accept non-filing status letters dated June 15 or later in the year the tax return was filed—for example, with a 2015 IRS non-filing status letter, it must be dated 6-15-2016 or later to be accepted for your 2016-2017 financial aid file. The IRS Tax Return Transcript can be requested by all six methods outlined in this instruction sheet, and the IRS Tax Account Transcript can be requested by all of the methods except the 4506T-EZ. For any of the other IRS documents, the best methods are either with Get Transcript Online or by filling out the 4506-T and submitting it to the IRS. Telephone Request
If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their telephone request within 5 to 10 business days from the time the IRS receives the request. NOTE: IRS Tax Return Transcripts requested by telephone cannot be mailed to an address other than the address on file with the IRS. Paper Request Form – IRS Form 4506T-EZ, Short Form Request for Individual Tax Return TranscriptONLY the Tax Return Transcript can be obtained using the 4506T-EZ. If you require other IRS documents, as well, and you need or choose to use a paper request form, use the IRS Form 4506-T, instead, as all of the IRS documents may be ordered together on that one form.
NOTE: If any information does not match IRS records, the IRS will notify the tax filer that it was not able to provide the transcript. Paper Request Form – IRS Form 4506-T, Request for Transcript of Tax Return
In most cases, tax filers can expect to receive their IRS transcripts/letters within 10 business days from the time the IRS receives and processes the completed and signed 4506-T request. NOTE: If any information does not match IRS records, the IRS will notify the tax filer that it was not able to provide the transcript. Options to Select from on the 4506-T“6 Transcript requested” (Enter the tax form number here). See instructions on the form. Basically you are letting the IRS know whether this request is for a personal tax return/1040, or some other type, such as a business tax return. Financial aid files are verified with personal return tax transcripts—1040,
1040A, 1040EZ, etc.) “7 Verification of Nonfiling” – We also call this a non-filing status letter, so check box 7 if you are asked for a non-filing status letter. “8 Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series transcript” –This is most often referred to as an IRS Wage & Income Transcript. Check box 8 if an IRS Wage & Income Transcript is being requested for your financial aid file. How can I get my tax transcript online immediately?An 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.
How do I get my own tax transcripts?You may order a tax return transcript and/or a tax account transcript using Get Transcript by Mail or call 800-908-9946. Please allow 5 to 10 calendar days for delivery. You may also submit Form 4506-T, Request for Transcript of Tax Return. The time frame for delivery is the same for all available tax years.
What is an IRS tax 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.
Is a tax transcript the same as a tax return?The tax return is a form filed with the IRS that is used to determine an individual's tax liability. Forms include the 1040, the 1040A, or the 1040EZ. The tax return transcript is a document tax filers can request from the IRS that includes the information submitted on the tax return.
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