How to Request an IRS Tax Return Transcript

Tax filers can request a transcript, free of charge, of their tax return from the IRS in one of three ways - online, by mail, or phone.

Transcript requests can be made 3 weeks after you have electronically filed your tax return.

You must wait 8-10 weeks if you mailed a paper tax return.

IMPORTANT: If you are a dependent student for financial aid and both you and your parent(s) filed a tax return, each of you must request an IRS Transcript.

Online Request Using the New “Get-Transcript” feature at IRS.gov

  • IRS Tax filers can now download and print a copy of their IRS Tax Return Transcript using a new IRS application called "Get-Transcript." 
  • New users to the "Get-Transcript" feature at IRS.gov must create an account by answering security questions relative to their credit history and by creating a user name and password. Tax filers will then be able to download and print their transcript online or elect to have it mailed to the address on record. Your tax return must be processed by the IRS in order for you to use this feature.
  • Visit the "Get Transcript" feature online, then:
  • Select Get Transcript Online or Get Transcript by Mail
  • Sign in; first-time users will have to create an account.
  • Select the reason you are requesting a transcript.
  • For the 2014-2015 academic year, the return transcript year is 2013.

Telephone Request

  • 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 and then enter the appropriate tax year.
  • 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 5 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  
  • Complete lines 1 – 4, following the instructions on page 2 of the form.  Note that line 3 should be the most current address as filed with the IRS. It is the address where the IRS Tax Return Transcript will be sent. If the address has recently changed, include the address listed on the latest tax return filed on Line 4. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  • Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS.
  • Institutions are responsible for notifying aid applicants whether to list the institution as the third party to receive the Transcript or not.  Some institutions may have difficulty matching a parent’s incoming IRS Tax Return Transcript to the aid applicant, as the two names may be different.
  • On line 6, enter the tax year of the IRS tax information for the year required for your FAFSA.
  • The tax filers (or spouse if requesting information from a joint tax return) must sign and date the form and enter their telephone number. Only one signature is required to request a transcript for a joint return.
  • Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or FAX number) provided on page 2 of Form 4506T-EZ.
  • Tax filers can expect to receive their transcript within 5 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. 

 

Helpful Information

  • When parents submit their IRS Transcript please put the student’s name and ID # on the transcript. Last names can be different or there may be students with the same name.
  • If the student filed a tax return they must also request a tax transcript not only the parents.
  • The IRS website states how long before you will receive the transcript. Please contact the IRS directly at 1-800-908-9946 if you think too much time has passed.
  • Tax transcripts can be requested regardless of which type of tax return was filed.
  • Do not request a copy of your complete tax return from the IRS; JSC can only accept a transcript.
  • Be sure you request a Tax Return Transcript not a Tax Account Transcript.
  • The quickest way to request a transcript is online or by phone because a paper request must be validated and this requires more time.
  • Do not mail or fax us photocopies of your actual tax return; this is no longer allowed for documentation of tax information per federal regulations. Our office must shred any tax returns sent to us and you will still receive emails from our office that your IRS Tax Transcript is needed.