- 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.
- IRS Tax filers can receive a copy of their IRS Tax Return Transcript using an IRS application called “Get Transcript by Mail.”
- New users to the “Get Transcript By Mail” 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 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.
- The “Get Transcript by mail” feature can be found here.
- Select “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 2015-2016 academic year the return transcript year is 2014.
- You can also request a transcript by phone, by calling 1-800-908-9946.
- Follow the recorded prompts 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 5 to 10 days from the time the IRS receives the request.
Paper Request Form
- Use IRS Form 4506T-EZ, not IRS Form 4506-T, when making a paper request.
- Download the form at http://www.irs.gov/pub/irs-access/f4506tez_accessible.pdf .
- Complete the form following the instructions on page 2.
- Tax filers have the option to have their IRS Tax Return Trasncript mailed directly to a third party. Do not request that it be mailed directly to JSC. It is your responsibility to ensure you have received it and to make a copy before submitting it to the JSC Student Financial Services.
- Mail or fax the completed IRS Form 4506T-EZ where stated on page 2 of the form.
Expect to receive the transcript within 5 to 10 days from the time the IRS receives and processes the 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.
- When parents submit their IRS Transcript, they should include the student’s name and ID number on the transcript. (This is to prevent confusion. In some cases, JSC may receive forms in which a student’s last name has been changed and is reflected differently on various forms; we also may receive forms from two students who share the same common name.)
- If the student filed a tax return, then they — as well as their parents — must request a tax transcript.
- 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.