IRS Tax Return Transcript and IRS Record of Account Request Process

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Tax filers can request from the Internal Revenue Service (IRS) an IRS Tax Return Transcript of their IRS tax

return information, free of charge, in one of six ways. An IRS Record of Account can only be requested using

Get Transcript ONLINE or by submitting an IRS Form 4506-T, Request for Transcript of Tax Return.

Under all methods, when requesting a transcript, tax filers need to provide their Social Security Number

(SSN), date of birth, their street address, and ZIP Code as is currently on file with the IRS. Generally, this is

the address included on the latest tax return filed with the IRS. However, if an address change was made

 Available on the IRS Web site at www.irs.gov.

 On the IRS homepage click “Get Your Tax Records”

 Click “Get Transcript ONLINE.”

 Acknowledge the disclosure pop up box that appears by clicking “OK.”

 The tax filer must sign up to create or reactivate his or her account.

 Follow the prompts to request a transcript.

Online Request - Get Transcript by MAIL

 Available on the IRS Web site at www.irs.gov.

 On the IRS homepage click “Get Your Tax Records”

 Click “Get Transcript by MAIL.”

request, within 5 to 10 business days

 IRS Tax Return Transcripts requested online cannot be mailed to an address other than the address on

file with the IRS.

Telephone Request

 Available from the IRS by calling 1-800-908-9946.

 To continue in English press 1.

 Tax filers must follow prompts to enter their Social Security number and the numbers in their street

address

 Select “Option 2” to request an IRS Tax Return Transcript and then enter the year

IRS Tax Return Transcript and IRS Record of Account Request Process

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 Download a PDF for the 4506T-EZ at http://www.irs.gov/pub/irs-pdf/f4506tez.pdf and complete lines 1

– 4, following the instructions on page 2 of the form.

 Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a

third party by the IRS. Institutions are responsible for notifying aid applicants whether to list the

institution as the third party to receive the IRS Tax Return Transcript from the IRS. Third parties should

provide specific address information including a room #, ATTN lines, names, etc. so that the transcript

is delivered to the appropriate person/office. The IRS will send the transcript only to the address listed

on Line 5. The IRS will not mail a copy of the transcript to the tax filer, nor will the tax filer receive

notification that the transcript was sent to the designated third party.

 On line 6, enter the year to receive tax information for the tax year that is required for that years FAFSA®

 Tax filers can expect to receive their IRS Tax Return Transcript within 10 business days from the time

the IRS receives and processes their signed request. However, if a third party is identified on line 5, the

third party can expect to receive the tax filer’s IRS Tax Return Transcript within 10 business days from

the time the IRS receives and processes the signed request.

 NOTE: If any information does not match IRS records, the IRS will notify the tax filer that it was not able

to provide the transcript.

Paper Request Form – IRS Form 4506-T, Request for Transcript of Tax Return

 Download a PDF for the 4506-T at http://www.irs.gov/pub/irs-pdf/f4506t.pdf.

 Complete lines 1 – 4, following the instructions on page 2 of the form.

 Line 5 provides tax filers with the option to have their IRS Tax Return Transcript or IRS Record of

designated third party.

IRS Tax Return Transcript and IRS Record of Account Request Process

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box for the transcript being requested. Only one tax form number can be used per request.

 On line 9, enter “end of year date” to receive IRS tax information for the tax year that is required for that

year FAFSA® verification.

 The tax filer must sign and date the form and enter their telephone number. Sign the IRS Form 4506-T

exactly as your name appeared on the original tax return. If you changed your name after submitting

your tax return, also sign your current name.

 Mail or fax the completed IRS Form 4506-T to the appropriate address (or FAX number) provided on

page 2 of IRS Form 4506-T.

to provide the transcript.