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Tax Transcripts + IRS Data Retrieval

As a result of changes in the federal regulations governing title IV programs, the financial aid office will no longer be able to accept a signed copy of a student or parent tax return for verification purposes. If you are selected for verification the options below are acceptable methods of providing the financial aid office with information needed to complete the processing of your application.

Option 1 :: IRS Data Retrieval Tool

Students or Parents may link tax information directly to the FAFSA application by using the IRS data retrieval tool when initially completing the FAFSA or by logging back into the FAFSA application. Please allow a minimum of 2 weeks (if filing electronically) for your information to be available to link. If you are filing using a paper return the wait time will be longer (approximately 6-8 weeks).

Please note that some tax filers may not be able to use the IRS data retrieval tool based on the filing status (married filing separately or head of household) or type of return (amended or foreign tax returns). A tutorial is available below for instructions on how to use the IRS Data Retrieval Tool.

IRS Data Retrieval Tool Tutorial

If you cannot link your tax information or choose not to do so you must request an IRS Tax Return Transcript. If you change your IRS data on the FAFSA after using the retrieval tool you will also be required to provide the Financial Aid Office a copy of the IRS Tax Return Transcript.

Option 2 :: IRS Tax Return Transcript

Student and Parent IRS Tax Return Transcripts should be submitted to the Financial Aid office on the main campus. Do not submit copies of the IRS Tax Account Transcript as this is not an acceptable document. Please be sure to include the student name and ID on each page of the transcript. If you owe the IRS, you may not be able to receive a transcript until your obligation is paid in full. Please note that the IRS will not submit transcripts directly to the institution

Order Transcripts Online

To use this option to get transcripts by mail you will need your:

  • Social Security number (SSN) or your Individual Tax Id Number (ITIN)
  • Date of birth
  • Address from your latest tax return

Please request a Tax Return Transcript and allow 5-10 calendar days for receipt of your transcript.

Mobile Request

Telephone Request

  • Available by calling 1-800-908-9946 and responding to prompts.
  • Select Option 2 to "REQUEST AN IRS TAX TRANSCRIPT"and enter the tax year

Paper Request

  • Available by submitting an IRS Form 4506T-EZ
  • Also, if you need to send your transcript to a different address, complete and submit an IRS 4506-T form.
  • IRS forms available here

Transcripts for other Unusual Circumstances

Individuals granted a Filing Extension by the IRS

If an individual is required to file a IRS income tax return and has been granted a filing extension by the IRS, the following documents must be provided to the Financial Aid Office:

  • 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 requested 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 for the requested year.
  • A copy of IRS Form W-2 for each source of employment income received for the requested tax year and, if self-employed, a signed statement certifying the amount of the individual's Adjusted Gross Income (AGI) and the U.S. income tax paid for the requested tax year.

Individuals who Filed an Amended IRS Income Tax Return

If an individual filed an amended IRS income tax return for the requested tax year, the following documents must be provided to the Financial Aid Office:

  • An IRS Tax Return Transcript (that will only include information from the original tax return and does not have to be signed), or any other IRS tax transcript(s) that includes all of the income and tax information required to be verified for the requested tax year and;
  • A signed copy of the IRS form 1040X (Amended U.S. Individual Income Tax Return) that was filed with the IRS for the requested tax year.

Individuals Who were Victims of Tax Administration Identity Theft

If an individual was the victim of IRS tax-related identity theft for the requested tax year, the following documents must be provided to the Financial Aid Office:

  • A Tax Return Database View (TRDBV) transcript obtained from the IRS, or any other IRS tax transcript(s) that includes all of the income and tax information required to be verified for the requested tax year; and
  • A statement signed and dated by the tax flier indicating that he or she was a victim of IRS tax-related identity theft and that the IRS is aware of the tax-related identity theft for the requested tax year.

Individuals Who Filed Non-IRS Income Tax Returns

An individual filed or will file an income tax return with the relevant taxing authority of a U.S. Territory, Commonwealth, or with a foreign central government for the tax year requested, the following documents must be provided to the Financial Aid Office.

  • A transcript that was obtained at no cost from the relevant taxing authority of one of the following:
    • U.S. Territory
      • Guam,
      • American Samoa
      • the U.S. Virgin Islands)
    • Commonwealth
      • Puerto Rico
      • the Northern Mariana Islands
    • Foreign Central Government
    That includes all of the tax filer's income and tax information required to be verified for the requested tax year; or
  • If a transcript cannot be obtained at no cost from the relevant taxing authority, a signed copy of the income tax return(s) fro the requested tax year.

W-2 Information available from the IRS

If you failed to keep a copy or lost your W-2 forms for the requested tax year, you may request a Wage and Income Transcript from the IRS.