Requesting a Tax Return Transcript
What is a Tax Return Transcript?
A tax return transcript is the formatted record of a tax return filed with the IRS. The IRS makes tax return transcripts available to
individuals that request it free of charge.
Why does my school need a Tax Return Transcript? Can’t I just give them a copy of my tax return?
When processing submitted FAFSAs, the Department of Education selects about one third of all applications to
confirm information provided. A school may request a student’s or parents’ Tax Return Transcript (or the use of the IRS Data
Retrieval Tool) inorder to verify financial information reported on the FAFSA. For information on how to use the IRS Data Re-
trieval Tool, visit here.
Department of Education regulations require that schools collect Tax Return Transcripts or have students and/or their parents
use the IRS Data Retrieval Tool in lieu of any other documentation if required to file taxes.
How do I request a copy of a Tax Return Transcript?
To request a Tax Return Transcript visit [Link]/individuals/get-transcript
Click "Get Transcript by Mail"
Click "OK"
1
Requesting a Tax Return Transcript
Provide the following information:
• Social Security Number
• Date of Birth (DD/MM/YYYY) (include
slashes)
• Street Address (Do not include
punctuation)
• Zip Code
Then click "CONTINUE"
Select the Type of Transcript
For Financial Aid Purposes, request the "Tax Return Transcript"
Select the tax year you wish to receive.
This should be the most recently completed tax year
(i.e. for the 2023-2024 FAFSA, request the 2021 Tax Return
Transcript, for the 2024-2025 FAFSA, request the 2022
Tax Return Transcript).
Then click "CONTINUE"
You can then request another
transcript or click "EXIT"
The IRS will main your Tax Return Transcript to the address indicated on the Tax Return. (received via
mail in about (5-10 business days)
If you have recently moved and no longer reside at the address you used to file taxes, complete an
IRS Form 4506T instead. The 4506T is available at: [Link]
Once received, please submit copies of the Tax Return Transcript to the Financial Aid and Scholarship
Office.
