IRS Tax Documentation

You are required to submit tax information.

 

Use one of the following options to submit tax information:

Option	Information
#1	Online Request: Go to www.irs.gov/transcript Choose to "Get Transcript ONLINE" (immediately), OR "Get Transcript by MAIL" (5 to 10 days) Follow steps on the IRS website to complete the request Select Return Transcript for the appropriate year
#2	SIGNED copy of your IRS 1040 form Submit a SIGNED copy of your IRS 1040 form to the Financial Aid Office. Must include any applicable schedules (ex. Schedule 1, C, etc) 1040 forms that are unsigned will not be accepted.
#3	Contact IRS by Phone: Available from the IRS by calling 1-800-908-9946 Follow prompts to enter your Social Security number and the numbers in your address Select Option 2 to request an IRS Tax Return Transcript and then enter appropriate year
#4	In Person Request: Request an appointment by calling 1-844-545-5640 to schedule appointment Looking for an IRS location, click on IRS location

 

FREQUENTLY ASKED QUESTIONS

Question:  I filed a joint (married) tax return but now I'm separated.  What do I submit?
Answer:  You must submit:

• • Your joint tax return transcript, AND
  • All your W-2 statements.

The Student Financial Services staff can subsequently adjust the FAFSA to include only the pertinent income. Please note that proof of separate residence may be required (utility bills, signed leases, etc.).

Question:  I was single when I filed taxes, but I am married now.  What do I submit?
Answer:  You must submit:

• • Your tax return transcript and your spouse's tax return transcript.
  • Please contact your Financial Aid Specialist for further instructions. 

Question:  I am the victim of identity theft and cannot obtain a copy of my transcript.  What should I do?
Answer:  Victims of identity theft who cannot obtain an IRS Tax Return Transcript will need to submit the following documentation:

• • A Tax Return DataBase View (TRDBV) transcript obtained from the IRS.  It can be requested by contacting the IRS's Identity Protection Specialized Unit (IPSU) at 1-800-908-4490; AND
  • A statement signed and dated by the tax filer indicating that he or she was a victim of IRS identity theft and the IRS has been made aware of the tax related identity theft.

Question:  I am having trouble using the IRS Direct Data Exchange (DDX) on my FAFSA and/or Ordering a Tax Return Transcript Online.  What should I do?
Answer:  If you are having issues using the online method, we can accept a SIGNED copy of your 1040 document.