Requesting an IRS Tax Transcript
If you did not use the IRS Data Retrieval option when you filed your FAFSA (or were not able to), and you've been selected for Verification, you will need to order an IRS Tax Return Transcript for the appropriate tax year, using one of the three methods below. The federal regulations no longer allow us to accept a copy of your tax return as supporting documentation of the information you supplied on your FAFSA. For a dependent student by FAFSA rules, we will need IRS Tax Return Transcripts for both the student and parent(s).
Please note that the IRS will allow taxpayers to order just one tax transcript for each year. When you receive your transcript, make copies to submit to us, and retain the original for your records.
Some reasons you may not have been able to use IRS Data Retrieval include:
- timing (FAFSA completed too close to date of income tax filing),
- your tax filing information changed,
- married student and spouse filed separate tax returns,
- parents of dependent student filed separate tax returns,
- student or parents of dependent student had a change in marital status after 12/31/, and/or
- student or parents of dependent student filed an amended tax return.
After you receive your IRS Tax Return Transcript(s), please forward a copy to the Financial Aid Office via mail or by fax (276.326.4356) as quickly as possible to avoid delay in processing your aid. As an option, you may wish to request your transcript(s) using the paper form, where you can specify they be sent directly to us.
If you were unable to use IRS Data Retrieval simply due to timing, you may go in and make a correction to the FAFSA after sufficient time has passed (2 weeks for electronic filing, 6 weeks for paper filing). Likely, no IRS Tax Transcripts will be needed.
If you requested a filing extension or have filed an amended tax return, you will need to order both an IRS Tax Return Transcript, as well as an IRS Tax Account Transcript.
How to Order IRS Tax Transcripts
Tax filers can request a transcript, free of charge, from the IRS in one of three ways.
- Visit www.irs.gov/Individuals/Get-Transcript.
- In the Online Services section of the homepage click “Order a Tax Return or Account Transcript.”
- Click “Order a Transcript.”
- Enter the tax filer’s Social Security Number, date of birth, street address, and zip or postal code. Use the address currently on file with the IRS. Generally, this will be the address that was listed on the latest 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.
- Click “Continue.”
- In the Type of Transcript field, select “Return Transcript.”
- If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their online request within five to 10 days from the time the online request was successfully transmitted to the IRS.
- IRS Tax Return Transcripts requested online cannot be sent directly to a third party by the IRS.
- Available from the IRS by calling 1(800)908.9946.
- Tax filers must follow prompts to enter their social security number and the numbers in their street address. Generally, this will be numbers of the street address that was listed on the latest 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.
- Select “Option 2” to request an IRS Tax Return Transcript.
- If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was used in their telephone request within five to 10 days from the time the IRS receives the request.
- IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS.
Paper Request Form – IRS Form 4506T-EZ
- IRS Form 4506T-EZ should be used instead of IRS Form 4506-T because it is sufficient to request an IRS Tax Return Transcript.
- Download at http://www.irs.gov/pub/irs-pdf/f4506tez.pdf. Tax filers can expect to receive their transcript within five to 10 days from the time the IRS receives and processes their signed request. Note: Processing form 4506T-EZ means verifying/validating the information provided on the form. If any information does not match the IRS records, the IRS will notify the tax filer that it was not able to provide the transcript.