Tax Transcript Information

How to Request an IRS Tax Return Transcript

 

When completing the Free Application for Federal Student Aid online, the applicant and parent of the applicant should utilize the IRS Data Retrieval Tool. Please click this link for more information about the IRS Data Retrieval Tool.
If the FAFSA is selected for verification and the IRS Data Retrieval Tool was not used, the financial aid office will request a copy of the appropriate IRS Tax Return Transcript(s).
Tax filers can request a transcript from the IRS in one of three ways:

Amended Tax Return Filers: You will be required to submit the documentation listed below:

  • Signed copy of the IRS form 1040X that was filed with the IRS, and
    • Signed copy of the original tax return that was filed with the IRS, or
    • IRS Tax Return Transcript

Victims of Identity Theft: Beginning with the 2013 tax year, tax filers (who were unable to request an IRS Tax Return Transcript) may authenticate with the IRS Identity Protection Specialized Unit (800-908-4490). Once authenticated, the taxpayer may request that the IRS mail an alternate paper tax return transcript.

  • For 2012 and prior tax transcript requests, please contact the Financial Aid Office for further guidance.
Important: Requesting your Tax Return Transcript and Tax Account Transcript are both free services.  The IRS offers services that have required fees.  The only required documentation that our office will request is free of charge.

Online Request

  • Available on the IRS website at www.irs.gov
  • Under the Tools section of the homepage click ”Get Transcript for My Tax Records
  • Select “Get Transcript ONLINE,” to view and print your transcript immediately or “Get Transcript by MAIL,” to have a copy of your transcript mailed to your home within 5 to 10 business days.
    • “Get Transcript ONLINE” instructions (this method is preferred):
      • Click on “Get Transcript ONLINE”
      • Sign-in or create an account
      • Select “Higher Education/Student Aid” for reason why transcript is being requested.
      • In the Return Transcript field, select the appropriate tax year
    • “Get Transcript by MAIL” instructions:
      • Click on "Get Transcript by MAIL”
      • Enter the primary tax filer's Social Security Number, date of birth, street address, and zip code
      • Click "Continue"
      • In the Type of Transcript field, select "Return Transcript" and in the Tax Year field, select the appropriate tax year
  • Click "Continue"
  • IRS Tax Return Transcripts requested online cannot be sent directly to a third party by the IRS

Please Note: Once the tax transcript is printed (online request) or received (mail request), please send the original copy to the Financial Aid Processing Center, P.O. Box 77000, Owosso, MI 48867-7700 (keep a copy for your own records). Before submitting a tax transcript (for a student and or parent), be sure to print the student's name and UIN number on all pages so the office can identify the student record to which the transcript belongs. You should never email your tax transcript due to the confidentiality of the information listed.

Telephone Request

  • Available from the IRS by calling 1-800-908-9946
  • Tax filers must follow prompts to enter the primary tax filer's 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 enter the appropriate year
  • IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS

Please Note: Once the tax transcript is received, please send the original to the Financial Aid Office of the campus you plan to attend (keep a copy for your own records). Before submitting a tax transcript (for a student and or parent), be sure to print the student's name and UIN number on all pages so the office can identify the student record to which the transcript belongs.

Paper Request Form

  • 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 the IRS Form 4506-EZ 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 U.S. 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. Parents, please skip this line because if the transcript is mailed directly to Baker College we will not be able to match it to the appropriate student record.
  • On line 6 enter the appropriate tax year
  • 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.

Please Note: Once the tax transcript is received, please send the original to the Financial Aid Office of the campus you plan to attend (keep a copy for your own records). Before submitting a tax transcript (for a student and or parent), be sure to print the student's name and UIN number on all pages so the office can identify the student record to which the transcript belongs.

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