Financial Aid Tax Information

 

Should I use the IRS Data Retrieval Tool on the FAFSA?

Yes. This is the easiest way to get your Tax Information onto the FAFSA and greatly reduces the likelihood of your FAFSA being selected for verification. Most tax filers, but not all, are able to use the IRS Data Retrieval Tool on the FAFSA. If your FAFSA is selected for verification and you did not use the IRS Data Retrieval Tool , then you will need to provide us with a signed copy of your IRS form 1040 taxes or request a Tax Return Transcript from the IRS. This will make the process of awarding your financial aid take longer.
 

In some instances, the IRS Data Retrieval Tool will not work. These instances include: A tax return has been filed as “Married Filing Separately”; A tax return status is married and filed as Head of Household; Marital status changed after December 31st; An amended tax return has been filed; A Puerto Rican or foreign tax return has been filed; You currently owe taxes and have not paid the IRS in full. If the IRS Data Retrieval Tool does not work for you you will need to provide us with a signed copy of your IRS Form 1040 taxes or get a Tax Return Transcript from the IRS. This will make the process of awarding your financial aid take longer.

 

How do I get an IRS Tax Return Transcript?

How to Request an IRS Tax Return Transcript Online:

  • Visit  https://www.irs.gov/individuals/get-transcript .
    • Note: This is typically not available if you have never filed taxes before. If this is the case, please use the paper request process.
  • Click “Get Transcript Online”, then follow instructions for creating an account. To create an account, you will need your Social Security Number or Individual Tax Identification Number, email address, birthdate, mailing address from latest tax return, tax filing status, an account number for a loan or credit card associated with your name, as well as a mobile phone associated with your name.
  • Select the reason you need a transcript then click Go. 
     

How to Request an IRS Tax Return Transcript by Mail:

  • Available at https://www.irs.gov/individuals/get-transcript .
  • Click “Get Transcript by Mail”
  • You will need to input your Social Security Number or Individual Tax ID Number (ITIN), Date of Birth, Street Address, and Zip or Postal Code. 
  • Select the Return Transcript and year you want the return to show. 
  • Once you click continue your transcript will be sent to your address within 5-10 business days. 

Call the IRS at 1-800-908-9946

  • Follow prompts to enter your social security number and the numbers in your street address. Generally, this will be numbers of the street address that was listed on the latest tax return filed. 
  • Select “Option 2” to request an IRS Tax Return Transcript and then enter the year you are requesting.
  • You can expect to receive a paper IRS Tax Return Transcript at the address that was used in your telephone request in about 10 days.
     

Send the IRS a completed form 4506-T

  • Print out the 4506-T and fill it out in ink.
  • Complete lines 1a, 1b, 2a, 2b, 3, 4 
  • Leave 5a and 5b blank
  • Complete line 6
  • Check box 6a if you are requesting a Tax Return Transcript
  • Leave box 7 blank
  • Check box 8 if you are requesting a copy of your W-2s
  • In box 9 type in 12/31/2019 if you need taxes for the 2021-22 FAFSA 
  • In box 9 type in 12/31/2020 if you need taxes for the 2022-23 FAFSA
  • Enter your phone number on the line that says "Phone number of taxpayer on line 1a or 2a"
  • Sign and date the form. Have your spouse sign and date the form if you are married.
  • Fax the 4506-T to the IRS at 855-298-1145 
    or
  • Mail the 4506-T to the IRS at: 
    Internal Revenue Service
    RAIVS Team
    PO Box 9941
    Mail Stop 6734
    Ogden, UT  84409 

 

How do I get a Verification of Non-Filing or a W2 Wage Statement from the IRS?

Print and complete an IRS form 4506-T

  • Print out the 4506-T and fill it out in ink.
  • Complete lines 1a, 1b, 2a, 2b, 3, 4 
  • Leave boxes 5 and 6 all blank
  • Check box 7 Verification of Nonfiling
  • Check box 8 if you are also requesting a copy of your W-2s
  • In box 9 type in 12/31/2019 if you need taxes for the 2021-22 FAFSA
  • In box 9 type in 12/31/2020 if you need taxes for the 2022-23 FAFSA 
  • Enter your phone number on the line that says "Phone number of taxpayer on line 1a or 2a"
  • Sign and date the form. Have your spouse sign and date the form if you are married.
  • Fax the 4506-T to the IRS at 855-298-1145 
    or
  • Mail the 4506-T to the IRS at: 
    Internal Revenue Service
    RAIVS Team
    PO Box 9941
    Mail Stop 6734
    Ogden, UT  84409 

Who must file a tax return?

The IRS has a helpful webpage explaining who is required to file a tax return .

Amended taxes?

If you filed an amended IRS income tax return you must provide:

  • A signed copy of your IRS Form 1040 taxes or an IRS Tax Return Transcript 
    AND
  • A signed copy of your IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS.

Identity stolen?

If you were the victim of IRS tax-related identity theft, you must provide a Tax Return Data Base View (TRDBV) transcript obtained from the IRS and a statement signed and dated by the tax filer indicating that he or she was a victim of IRS tax-related identity theft and that the IRS is aware of the tax-related identity theft.

Foreign Income Taxes?

An individual who filed or will file an income tax return with the relevant taxing authority of a U.S. territory, commonwealth, or with a foreign central government must provide a transcript that was obtained at no cost from the relevant taxing authority of a U.S. territory (Guam, American Samoa, the U.S. Virgin Islands) or commonwealth (Puerto Rico and the Northern Mariana Islands), or a foreign central government, that includes all of the tax filer’s income and tax information required to be verified or, if a transcript cannot be obtained at no cost from the relevant taxing authority, a signed copy of theincome tax return.