If you were unable to use the IRS Data Retrieval Tool (or if you chose not to use the retrieval tool) when you filed your FAFSA, you can request an IRS tax return transcript online one of three ways: online, by telephone, or by mail. The simple instructions for each are below. (Note that if an amended return was filed, a Tax Return Transcript AND a Tax Account Transcript are needed.)
IMPORTANT: The IRS will only issue one copy of the IRS Tax Return Transcript. Be sure to keep a copy for your records.
Online: Receive instant access to your .PDF Tax Return Transcript or request a paper Tax Return Transcript by mail.
~If selecting "Get Transcript ONLINE", you will need to create an account and follow the steps to receive instant access to a .PDF of your Tax Return Transcript. Be sure to choose "Return Transcript".
~If selecting "Get Transcript by MAIL", enter your information and select "Return Transcript" as the type of transcript requested. Transcripts arrive in 5 to 10 calendar days.
By Telephone: Receive a paper copy of your Tax Return Transcript by contacting the IRS.
By Mail: Receive a paper copy of your Tax Return Transcript by downloading, completing and mailing the 4506T-EZ form to the IRS (or form 4506-T for amended returns).
When filling out the tax filer's address, use the address currently on file with the IRS. Generally this will be the address that was listed on the last tax return filed. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
If successfully validated, tax filers can expect to receive their transcript 5 to 10 days from the time the IRS receives and processes their request. NOTE: processing Form 4506T-EZ means verifying/validating the information proved on the form. If any information does not match IRS records, the IRS will notify the tax filer that it was not able to provide the transcript.
In order to view these documents (.pdf) you must have the free Adobe Acrobat Reader software installed on your computer.