Obtain a Tax Transcript

Beginning with the 2012-2013 academic year, copies of tax returns are no longer an acceptable form of income documentation.  Please do not submit copies of your 2013 federal tax returns or tax transcripts unless specifically asked to do so. Documentation of items found on a tax return will need to be completed either by using the ‘Link to IRS’ feature found on the FAFSA website (preferred method) or requesting a tax return transcript from the IRS. There are three ways to request your tax return transcript: online, by phone, or by mail/fax. Please make sure you request a Tax Return Transcript. Do not request a Tax Account Transcript or Record of Account because they cannot be used for financial aid verification purposes. To order a Tax Return Transcript.

 

Online Request-Immediate Transcript Option:

  • Go to www.irs.gov
  • Click “Get a transcript of your Tax Records” located under the Tools heading
  • Click  “Get Transcript Online” 
  • Create an account. Make sure that the address you use matches what was reported on your most recent tax return. For example, Street vs. St will not match.
  • Answer the security questions. If you are unable to correctly answer these questions more than three times, you will need to wait 24 hours before trying again.
  • Select “higher ed/student aid” as the reason for request.
  • Choose the year for which you would like a tax transcript (2013 for the 2014-2015 FAFSA; 2012 for the 2013-2014 FAFSA).
  • Your transcript will appear on the screen. You will need to print and submit the tax transcript to the Financial Aid Office.

Online Request-Mail Option:

  • Go to www.irs.gov
  • Click “Get a transcript of your Tax Records” located under the Tools heading
  • Click  “Get Transcript Online” 
  • Create an account. Make sure that the address you use matches what was reported on your most recent tax return. For example, Street vs. St will not match.
  • Answer the security questions. If you are unable to correctly answer these questions more than three times, you will need to wait 24 hours before trying again.
  • Select “higher ed/student aid” as the reason for request.
  • Choose the year for which you would like a tax transcript (2013 for the 2014-2015 FAFSA; 2012 for the 2013-2014 FAFSA).
  • Your transcript will appear on the screen. You will need to print and submit the tax transcript to the Financial Aid Office.

Telephone Request:

  • Call the IRS Transcript Order Line at 1-800-908-9946 (7:00 a.m. – 7:00 p.m.)
  • Enter and verify your Social Security number.
  • Enter and verify the numbers in your street address. Make sure that the address you use matches what was reported on your most recent tax return. For example, Street vs. St will not match.
  • Select option “2” to request a Tax Return Transcript.
  • Choose the year for which you would like a tax transcript (2013 for the 2014-2015 FAFSA; 2012 for the 2013-2014 FAFSA).
  • You can expect to receive a paper IRS Tax Return Transcript at the address that was used in your telephone request within 5 to 10 days.
  • By Mail-Paper Request Form - IRS Form 4560T-EZ

    • Download the IRS Tax Form 4506T-EZ at http://www.irs.gov/pub/irs-pdf/f4506tez.pdf
    • Complete lines 1 – 4, following the instructions on page 2 of the form. Note that line 3 should be the most current address as filed with the IRS.
    • Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS.  UNC STRONGLY prefers you have the transcript mailed to you and that you then submit it to our office. You will need to make sure the student’s name and student ID # are on the transcript.
    • On line 6, enter “2013” for the 2014-2015 FAFSA; “2012” for the 2013-2014 FAFSA.
    • The tax filers (or spouse if requesting information from a joint tax return) must sign and date the form and enter their telephone number. Only one signature is required to request a transcript for a joint return.
    • Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or FAX number) provided on page 2 of Form 4506T-EZ.
    • You can expect to receive your transcript within 5 to 10 days from the time the IRS receives and processes your signed request.