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Instructions on IRS Tax Return Transcript

What is an IRS Tax Transcript?

A Tax Return Transcript shows most line items from your tax return (Form 1040, 1040A or 1040EZ) as it was originally filed, including any accompanying forms and schedules. In most cases, your transcript includes all the information a lender or government agency needs (excluding your W-2 forms). It does not show any changes you, your representative or the Internal Revenue Service made after you filed.

Tax Transcript Request Instructions  

How do I obtain it? 

Tax filers can request a tax transcript, free of charge, of their tax return from the IRS in one of the following three ways:

  • Online Version Request
    1. Visit https://www.irs.gov/individuals/get-transcript.
    2. Please review all required information needed to use online service before proceeding. 
    3. Click “Get Transcript Online”.
    4. Enter username and click “Login.” Enter password and click “Submit”
    5. Select “Higher Education/Student Aid” as the reason you need a transcript.
    6. Get a transcript! BE SURE TO SELECT THE TAX RETURN TRANSCRIPT for the year needed. Our office cannot accept the Account Transcript.
    7. Once you have printed or saved the needed documents, sign out and close your browser.
  • Online Mail Request
    1. Visit https://www.irs.gov/individuals/get-transcript.
    2. Please review all required information needed to use the online service before proceeding. 
    3. Click “Get Transcript by Mail” and click “OK” to IRS terms of use.
    4. Enter all required information for taxpayer exactly as it appears on 2016 tax return.
    5. Click “Continue”.
    6. Select RETURN TRANSCRIPT for the year needed and click “continue”
    7. If accepted, a tax return transcript will be mailed to the address the IRS has on file for you. Please allow five to 10 business days for receipt.
  • Paper Request - IRS Form 4506-T (mailed to the IRS):
    1. Visit IRS website for copy of 4506-T form https://www.irs.gov/pub/irs-pdf/f4506t.pdf
    2. Complete all sections, as applicable. 
    3. Complete Line 6 with tax year needed and check Tax Return Transcript. 
    4. Sign, date and mail or fax the form to the appropriate address on page 2 of the form.  

PLEASE NOTE:
If obtaining a tax return transcript for the 2018-2019 FAFSA (Fall, 2018, Spring 2019 or Summer 2019 semesters), you must request a copy of your 2016 tax transcript.

If obtaining a tax return transcript for the 2019-2020 FAFSA (Fall, 2019, Spring 2020 or Summer 2020 semesters), you must request a copy of your 2017 tax transcript. 

 

You MUST include your (student’s) name and CCU ID number on all documents submitted.  Failure to do so will result in a delay of the processing of your documents.