IRS Tax Transcript

You are required to submit an IRS Tax Transcript.
 

Use one of the following options to request tax information.
Option	Information
#1	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
#2	Online Request: Go to IRS Website 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
#3	In Person Request: Request an appointment by calling 1-844-545-5640 to schedule appointment in Modesto Looking for an IRS location, click on IRS location
NOTE: If an amended tax return was filed, you MUST submit the following: Tax Return Transcript, AND Signed copy of your 1040X (Amended Tax Return)

FREQUENTLY ASKED QUESTIONS

Question:   What is a tax return transcript? 
Answer:   A tax return transcript shows most line items including your adjusted gross income (AGI) from your original tax return (Form 1040, 1040A or 1040EZ) as filed, along with any forms and schedules. It doesn't show changes made after you filed your original return. This transcript is only available for the current tax year and returns processed during the prior three years. A tax return transcript usually meets the needs of financial aid verification.  

Question:  Can I visit a Local IRS Office? 
Answer:  If online and telephone requests are not available because of address changes or other errors, you may choose to request an appointment with your local IRS office by calling 1-844-545-5640. To find a office nearest you, click on IRS location.

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 and all your spouse's 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, AND
  • All your W-2 statements and all your spouse's W-2 statements

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 ordering a Tax Return Transcript Online.  What should I do? 
Answer:  The IRS site uses the U.S. Postal Service address (USPS), which may be different than what appears on your tax return.  We suggest the following if you run into problems:

ADDRESS ISSUES

1. Have your taxes in front of you and enter the address carefully as it is on your return.  Any punctuation used in your name or address will create an online error.  Replace the following with a space: ' , - . #
2. If you entered your address as it appears on your return and it doesn't work, try using the standardized version of your address
3. To get a standardized version of your address, follow the instructions below:
   
   
4. • Click on "Look up a Zip Code" (make certain your browser is set to allow for pop-up windows)
   • Enter your address and click on "FIND"
   • In the next window, you will see what you typed and what the official USPS address
   • Use the official USPS address to retrieve your IRS data

NAME ISSUES

1. Have your taxes in front of you and enter tax payer's name exactly as it appears on your federal tax return

• • Please note that spaces count as characters in the IRS system. 
  • Make certain you have the correct spacing between numbers and words
  • ANY punctuation used in your name or address will create an online error.  Replace the following with a space: ' , - . #

NOTE: the secondary spouse on a joint return must use Get Transcript Online or Form 4506-T to request this transcript type. Then using Get Transcript by Mail or phone, the primary taxpayer on the return must make the request.