How to get my tax return transcript

HOW DO I KNOW IF I NEED TO ORDER TAX RETURN TRANSCRIPTS?

You will need to order a free IRS Tax Return Transcript if you are selected for verification and have received an email from the SCC Financial Aid office indicating that this document is required.

HOW DO I ORDER MY TAX RETURN TRANSCRIPTS?

To order a free IRS Tax Return Transcript, please go to www.irs.gov --> Get Your Tax Record. Then choose how you would like to receive it (online or by mail) and follow the on screen prompts.

HOW MUCH DOES IT COST?

Nothing, it is free to order a tax return transcript.

HOW LONG DOES IT TAKE TO RECEIVE MY TAX RETURN TRANSCRIPT?

Requests made via the online order or mail option take an average of 5-10 days to be filled if all requirements are met.

WHAT IS A IRS TAX ACCOUNT TRANSCRIPT?

A IRS Tax Account Transcript is a summary of your return and does not satisfy the IRS Tax Transcript requirement.  Please make sure that you are ordering a IRS Tax Return transcript.

I FILED AMENDED TAX RETURNS, WHAT DO I DO?

An amended tax return requires you to complete and submit an additional IRS form, the 1040X.

The requirements for an amended tax return are that you will need to submit a Tax Return Transcript AND a signed copy of your IRS Form 1040X.

I'M HAVING ISSUES WITH MY ADDRESS or SECURITY QUESTIONS WHILE ORDERING ONLINE, WHAT NOW?

The address matching/security system used by the IRS to log in to their site is very sensitive and it must match exactly with their information on file. The address must match what was on the tax return submitted. We suggest that you have your tax return copy for reference of the address. For example, spelling out the word “street” rather than using the abbreviation “st.”.

You are allowed three tries before getting locked-out and if you do get locked out, you will have to wait 24 hours before being able to try again. Help is available at the IRS.gov Website Help Desk via a toll-free number at 1-800-876-1715, Monday - Friday 8:00 a.m. - 8:00 p.m. (Eastern Time).

You can request an IRS Tax Return Transcript, free of charge, from the IRS in one of three ways:

• Online
• By Telephone
• By Paper

Online Request

This is typically not available if you have never filed taxes before in prior years. If this is the case, please use the paper request process detailed below.

• Visit the IRS transcript page.
• Click Get Transcript Online (If at any point, you cannot validate your identity – for example, you cannot provide financial verification information or you lack access to a mobile phone – you may use Get Transcript by paper, see below).
• Set up an account with the IRS. They will email you a confirmation code to enter. Be sure to check your junk file in case the email is sent there.
• Enter the non-filer’s Social Security number, email address, filing status, account numbers for loan or credit card associated with your name, and mobile phone associated with your name.
• Click Continue.
• Be sure to select Return Transcript and the appropriate year.
• Save the Transcript for submission to our office.
• Upload the document when prompted when submitting Verification online from MyUNT.

Telephone Request

• Call the IRS at 1-800-908-9946 and follow the prompts.

Paper Request Form – IRS Form 4506T-EZ

• Download an IRS Form 4506T-EZ .
• Complete lines 1-4, following the instructions on page 2 of the form.
• Line 5 provides non-filers with the option to have their IRS Verification of Non-filing Letter mailed directly to a third party by the IRS. Do not have your IRS Verification of Non-filing Letter sent directly to UNT.
• On line 6, indicate the tax year requesting.
• Make sure you check the box which starts with "Signatory attests that he/she has read..." otherwise the form will not be processed.
• The tax filer (or spouse if requesting information from a joint tax return) must sign and date the form and enter their telephone number.
• Mail or fax the complete form to the appropriate address on page 2 of the 4506T-EZ form.

How to fix address matching problems when ordering online

When entering the information into the IRS address matching system note the following:

• The address entered must match the address already on file with the IRS exactly.
• The address on file is typically the address on your most recent tax return.
• Spelling out the word “street” rather than using the abbreviation “st.” can be enough to cause an error.
• Addresses on the IRS system are auto-corrected through a post office program and may not match what you put on your tax return.

We suggest the following if you run into problems:

• Have your taxes in front of you and enter the address carefully as it is on your return.
• If you entered your address as it appears on your return and it doesn’t work, try using the standardized version of your address.
  • To get a standardized version of your address: 1) go to www.usps.com 2) Click Look Up a Zip Code 3) Enter Street Address, City, State 4) Click Find
• If you still have problems, the IRS.gov Website Help Desk can be reached toll-free at 1-800-876-1715, Monday - Friday 8:00 a.m. - 8:00 p.m. (Eastern Time).