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Tax Transcripts + IRS Data Retrieval

As a result of changes in the federal regulations governing title IV programs, the financial aid office will no longer be able to accept a signed copy of a student or parent tax return for verification purposes. If you are selected for verification the options below are acceptable methods of providing the financial aid office with information needed to complete the processing of your application.

Option 1 :: IRS Data Retrieval Tool

Students or Parents may link tax information directly to the FAFSA application by using the IRS data retrieval tool when initially completing the FAFSA or by logging back into the FAFSA application. Please allow a minimum of 2 weeks (if filing electronically) for your information to be available to link. If you are filing using a paper return the wait time will be longer (approximately 6-8 weeks).

Please note that some tax filers may not be able to use the IRS data retrieval tool based on the filing status (married filing separately or head of household) or type of return (amended or foreign tax returns). A tutorial is available below for instructions on how to use the IRS Data Retrieval Tool.

IRS Data Retrieval Tool Tutorial

If you cannot link your tax information or choose not to do so you must request an IRS Tax Return Transcript. If you change your IRS data on the FAFSA after using the retrieval tool you will also be required to provide the Financial Aid Office a copy of the IRS Tax Return Transcript. Amended Tax Return Filers – must submit a copy of the IRS Tax Return Transcript and a signed copy of the 2012 IRS 1040X (Amended Tax Return).

Option 2 :: IRS Tax Return Transcript

Online Request

  • Available by logging onto the IRS :: Order a Transcript
  • Select ORDER A TRANSCRIPT and follow the instructions.
    The type of transcript requested should be a Return Transcript and the tax year is 2012. (The name and address entered should be exactly as it was reported on the tax return for the primary tax filier). The IRS cannot process your request online if you need transcripts mailed to an address other than the one they have on file for you. (see paper request below).

Telephone Request

  • Available by calling 1-800-908-9946 and responding to prompts.
  • Select Option 2 to "REQUEST AN IRS TAX TRANSCRIPT"and enter the 2012 tax year (required document).

Paper Request

  • Available by submitting an IRS Form 4506T-EZ.
  • Also, if you need to send your transcript to a different address, complete and submit an IRS 4506-T form.
  • IRS forms available here

W2 Wage Transcript Request

  • Available by calling 1-800-829-3676 and responding to prompts.
  • Select Option 3 for "OTHER TAX INFORMATION".
  • Select Option 1 for "PERSONAL & INDIVIDUAL TAX QUESTIONS" to speak to a representative to request a W2 transcript.

Student and Parent IRS Tax Return Transcripts should be submitted to the Financial Aid office on the main campus. Do not submit copies of the IRS Tax Account Transcript as this is not an acceptable document. Please be sure to include the student name and ID on each page of the transcript. If you owe the IRS, you may not be eligible to use either of the above options until your obligation is paid in full. Please note that the IRS will not submit transcripts directly to the institution