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IRS Tax Return Transcript

If you are unable to use the IRS Data Retrieval Tool, you must submit an official IRS TAX RETURN TRANSCRIPT, (not an Account Transcript.). Tax filers may request a transcript, free of charge, from the IRS in one of the following ways.

Fastest Method  Print Tax Return Transcript Online from IRS
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Filing a Tax Extension If you, your spouse, or parent(s) have been granted a filing extension by the IRS, a copy of the IRS Form 4868, W-2 Forms, and if self-employed, a signed statement certifying the amount of the individual’s AGI and U.S. Income taxes paid for the prior tax year  must be provided to the Financial Aid Office.
Amended Tax Return If you, your spouse, or parent(s) filed an amended IRS income tax return for the prior tax year, you must provide both of the following:  A signed copy of the original IRS income tax return that was filed with the IRS, or an IRS Tax Return Transcript (signature not required) for the prior tax year; and a signed copy of the IRS Form 1040X “Amended U.S. Individual Tax Return” that was filed with the IRS.
Victim of Identity Theft If you, your spouse, or parent(s) have been the victim of IRS identity theft and are unable to obtain an IRS Tax Return Transcript or use the IRS DRT, a signed copy of your prior year paper IRS income tax return that was filed with the IRS and a signed copy of IRS Form 14039 “Identity Theft Affidavit” must be provided.  If you were not required to submit a 14039, you may provide a statement signed and dated indicating that you are a victim of IRS identity theft and that the IRS is investigating the matter.  The statement must also indicate that the you submitted a Form 14039 to the IRS, but did not keep a copy of it or that you were not required to file the form or a copy of a police report, if it was filed, related to the IRS identify theft.

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