Obtaining Your Tax Information for FAFSA
There are various ways to access your tax information that will provide us with an acceptable form of documentation.
- Through the FAFSA Online:
The easiest way to submit your tax information to our office is by using the IRS Data Retrieval tool. However, this option may not be available to all tax filers. Refer to "How to Use the IRS Data Retrieval Tool on your FAFSA."
- Online Request to get transcript online immediately:
Go to IRS Get Transcript and select “Get Transcript ONLINE.” This option may not be available to all tax filers. The information you provide must match what is on record with the IRS to retrieve your information.
Through the online system, you can obtain:
- Tax Return Transcripts
- Verification of Nonfiling
- Wage and Income Transcripts
- Online Request to get transcript by mail:
Go to IRS Get Transcript and select “Get Transcript by MAIL.” Be sure to request a “Tax Return Transcript.”
Verification of Nonfiling and Wage and Income Statements are not available with this method. Processing time is 5–10 calendar days. If your address has changed since your taxes were filed, do not use this method. Instead, request it through the Paper Request Form.
- Paper Request Form:
Mail or Fax the IRS Form 4506-T. Paper requests are processed in 10 business days. Through this form, you can obtain:
- Tax Return Transcripts – check box #6a
- Verification of Nonfiling – check box #7
- Wage and Income Transcripts – check box #8
- By Telephone:
Use the IRS toll-free phone number 1-800-908-9946 and follow the voice prompts. Be sure to order a “Tax Return Transcript.”
Verification of Nonfiling and Wage and Income Statements are not available with this method. Processing time is 5–10 calendar days.
Please check your missing Financial Aid requirements to see what documentation is needed for your verification. If you amended your tax return, there are requirements other than the tax return transcript that must be submitted. Please contact our office for assistance.
You must submit a signed copy of your 1040X and a copy of your IRS tax return transcript. You may be required to have the documents stamped by the IRS.
Earned Wages but Tax Return not Required
For 2016-17: You will be required to submit all W-2s received.
For 2017-18: You will be required to submit a Verification of Nonfiling letter from the IRS dated after Oct. 1, 2016, and a Wage and Income Transcript.
- A copy of IRS Form 4868, “Application for Automatic Extension of Time to File U.S. Individual Income Tax Return,” that was filed with the IRS.
- A copy of the IRS’s approval of an extension beyond the automatic six-month extension if the individual requested an additional extension of the filing time.
- A copy of a Verification of Nonfiling letter dated after Oct. 1, 2016.
- A copy of IRS Form W-2 for each source of employment income received for the tax year and, if self-employed, a signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and the U.S. income tax to be paid.
- When your taxes are filed, you must then provide copies of your original Tax Return Transcript.
Victims of IRS Identity Theft
Any individual who is a victim of IRS tax-related theft must provide:
- A Tax Return DataBase View (TRDBV) transcript obtained from the IRS, or any other IRS tax transcript(s) that includes all of the income and tax information required to be verified; 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.
Contact the IRS at 1-800-908-4490 for assistance with IRS tax-related identity theft.