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 2015 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:on-line, telephone, or by paper. 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.

 

Online Request-Mail Option:

  • Click “Get Transcript by MAIL” in the middle of the page.
  • Make sure that the address you use matches exactly what was reported on your most recent tax return. For example, Street vs. St will not match.
  • Follow the prompts and request a Tax Return Transcript; not a Tax Account Transcript.
  • Choose the year for which you would like a tax transcript (2015 for the 2016-2017 FAFSA; 2014 for the 2014-2015 FAFSA).
  • The transcript will arrive by mail. Submit to the Financial Aid Office. Write you Bear Number on all the pages.

Telephone Request:

  • Call the IRS Transcript Order Line at 1-800-908-9946.
  • Follow the prompts and request a Tax Return Transcript; not a Tax Account Transcript.
  • 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 (2015 for the 2016-2017 FAFSA; 2014 for the 2014-2015 FAFSA).
  • The transcript will arrive by mail. Submit the tax transcript to the Financial Aid Office. Write you Bear Number on all the pages.

    By Mail-Paper Request Form - IRS Form 4560T-EZ

    • By Mail-Paper Request Form – IRS Form 4560 T-EZ
    • Download the IRS Tax Form 4506T-EZ athttp://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 “2015” for the 2016-2017 FAFSA; “2014” for the 2015-2016 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.
    • You can expect to receive your transcript within 5 to 10 days from the time the IRS receives and processes your signed request. The transcript will arrive by mail. Submit to the Financial Aid Office. Write you Bear Number on all the pages.