Lewis University | Financial Aid | Tax Return Transcript Request

Tax Return Transcript Request

IRS DATA RETRIEVAL TOOL

If you meet the following criteria, it is best to sign back into your FAFSA and complete the IRS Data Retrieval Tool to transfer your Federal IRS income information:

  • You e-filed your taxes at least 2 weeks ago, or paper filed at least 6 weeks ago.
  • You filed “Married filing jointly” or “Single”.
  • You did not file an amended tax form.
  • You did not file a foreign tax form.
  • There was no change in your marital status since December 31 of the current year.

Here is a step-by-step guide to using the IRS Data Retrieval Tool.

If you do not meet the above criteria please choose one of the below methods of requesting your IRS Tax Transcript.

Tax filers may request a tax transcript of their federal taxes directly from the Internal Revenue Service (IRS). Tax transcripts are free and can be requested one of three different ways:

Please note: Online and telephone IRS Tax Return Transcripts requests cannot be sent to a third party by the IRS and will take 5-10 days to process.

NOTE: IF YOU ARE NOT RECEIVING A FEDERAL REFUND AND MONEY IS OWED, A TRANSCRIPT WILL NOT BE PROCESSED UNTIL THAT AMOUNT IS PAID.

  1. ONLINE REQUEST

    To request a tax transcript online, please visit www.IRS.gov.

    • Select “Get a Transcript of Your Tax Records” located under the “Tools” section.
    • Select the “Get Transcript Online”. When prompted, please create an account for the IRS website. Once created, you will be able to request the specific transcript you need.
    • For “Reason for requesting Transcript” select: HIGHER EDUCATION/STUDENT AID.
    • For “Type of Transcript” select: RETURN TRANSCRIPT.
  2. TELEPHONE REQUEST

    To request a tax transcript by telephone, please call the IRS at: 1-800-908-9946. At the prompt enter the following tax filer information:

    • Social Security Number, press “1” to confirm number.
    • Street number from address, (for example: 301 oak street, you would just enter 301).
    • For a “Tax RETURN Transcript”, press “2”.
    • Select the tax year.
  3. PAPER REQUEST

    • Print the IRS 4506T-EZ form.
    • Complete the form and mail or fax to the corresponding address or fax number listed on page 2 of the form.
    • Please note: where you mail or fax this request form will depend on the state in which you lived and filed your taxes for the year you are requesting.
    • Tax filers will receive their tax transcript within 5 to 10 days from the time the IRS receives and processes their signed request.


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