![]() ![]() It can take some time after the tax return transcript becomes available before it can be delivered to the taxpayer. When a tax return is filed by April 15, the tax return transcript is generally available by June 1, regardless of whether the return was mailed or filed electronically. It can take up to six weeks after filing a tax return by mail and two to four weeks after filing a tax return electronically for the tax return transcript to become available. Timeline for Receiving an IRS Tax Transcript Generally, it takes up to four to six weeks to process a change of address.Īfter you have submitted a change-of-address form with the IRS, wait a few weeks before submitting IRS Form 4506-T or IRS Form 4506T-EZ to get a tax return transcript or verification of nonfiling letter.Īs of July 2019, the IRS will no longer send tax transcripts to a third party address or by fax, so you can no longer have the IRS send the tax transcript directly to the college financial aid office. ![]() ![]() If the taxpayer has moved since the federal income tax return was filed, the taxpayer should file IRS Form 8822, Change of Address to change the taxpayer’s address with the IRS. If the taxpayer has moved, the tax return transcript will not be forwarded by the U.S. In both cases, the tax return transcript will be sent to the address on the tax return. They can also order it by phone by calling 1-80. They can use the online Get Transcript tool to ask to have an IRS Tax Return Transcript sent by mail. If the taxpayer is unable to obtain a tax return transcript online, they can ask for one to be sent to them by mail. How to get a Tax Return Transcript by mail Both codes are required to obtain an immediate copy of the tax return transcript online. It will be used only for authenticating the taxpayer’s identity.Ī confirmation code will be sent to the taxpayer’s email address and an authentication code will be texted to the taxpayer’s cell phone. The taxpayer’s credit card number will not be charged. The taxpayer’s credit card number or loan account number (e.g., auto loan, mortgage, home equity loan or HELOC).The telephone number for a mobile phone registered to taxpayer.In addition to providing the taxpayer’s Social Security Number, date of birth, filing status, the mailing address from the federal income tax return and email address, the taxpayer will also need to provide both of the following pieces of information: The IRS has stringent requirements for verifying the taxpayer’s identity that may prevent low-income students from using the Get Transcript tool to obtain an online copy of their tax return transcript. The IRS Get Transcript Tool lets taxpayers obtain a PDF version of their tax return transcript online. How to get a Tax Return Transcript online Alternately, the combination of a Tax Return Transcript and a Tax Account Transcript might be sufficient for verification, depending on what information needs to be verified. In such circumstances the college financial aid office may need a signed copy of the 1040X form that was filed. If the taxpayer filed an amended income tax return, the Tax Return Transcript might not be sufficient, as it reflects only the original return, not the amended return. IRS Form 4506, as opposed to IRS Form 4506-T or IRS Form 4506T-EZ, is used to obtain a copy of the tax return as filed with the IRS, instead of a transcript of the data from the form. If there is a $50 fee, you are filing the wrong form. There is no fee to obtain an IRS Tax Return Transcript. IRS Form 4506-T is required for fiscal year filers, who cannot use IRS Form 4506T-EZ. An IRS Form 4506-T can also be used to request an IRS Tax Account Transcript, Record of Account or Verification of Nonfiling Letter, in addition to an IRS Tax Return Transcript. An IRS Record of Account combines the Tax Return Transcript and Tax Account Transcript, but is more complicated and may be much more difficult to interpret.Īn IRS Tax Return Transcript can be obtained by filing IRS Form 4506T-EZ or IRS Form 4506-T. An IRS Tax Account Transcript might not include all of the information required to complete verification. The IRS Tax Return Transcript includes more information than an IRS Tax Account Transcript. Request the right type of tax transcriptīe sure to request an IRS Tax Return Transcript, not an IRS Tax Account Transcript or Record of Account. It is best to order an IRS Tax Return Transcript in advance, just in case it is needed, to avoid potential delays in obtaining a tax return transcript. Applicants who file the Free Application for Federal Student Aid (FAFSA) and are unable to use the IRS Data Retrieval Tool may need to obtain an IRS Tax Return Transcript if their FAFSA is selected for verification. ![]()
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