Tax Returns

If your FAFSA is selected for verification and you did not use the IRS Data Retrieval option or you changed the IRS data, you will be required to request a tax transcript from the IRS and submit it to the Office of Student Financial Services.  Personal copies of the tax returns can no longer be accepted.

There are two ways to request your tax transcript:  by phone or online.  Make sure you request a Tax Transcript; do not request a Tax Account Transcript or Record of Account because they cannot be used for financial aid verification purposes.

To order by phone:  Call the IRS at 1.800.829.1040 and then select the following prompts:

• Option 2 (Personal Income Taxes)
• Option 1 (Tax History)
• Option 2 (Tax Return Transcript)
• Enter and verify Social Security number (if joint return, both SSNs required).
• Enter and verify number of street address.
• Press2 for Tax Transcript and indicate which year (i.e. 2013).

To order online:  Go to www.irs.gov and then select the following:

• Click Order a Tax Return or Accout Transcript located in the left-hand column.
• Click Order a Transcript under Step 3.
• Enter your SSN, date of birth, street address, and zip code.
• Click Continue.
• Select Transcript for Tax Year (i.e., 2013).
• Click Continue.

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