Requesting IRS Tax Return Transcript

What is an IRS Tax Return Transcript?

An IRS Tax Return Transcript shows most line items from the tax return you originally filed. It also includes items from any accompanying forms and schedules you filed. It does not reflect any changes made after you filed your original return.

A Tax Return Transcript can be requested from the IRS in one of three ways:

  • Online
  • By Telephone
  • By Mail

Online Request

Available at www.irs.gov

  • Under Tools, click "Get a tax transcript"
  • Click “Get Transcript ONLINE” (If at any point, you cannot validate your identity – for example, you cannot provide financial verification information or you lack access to a mobile phone – you may use Get Transcript by MAIL, see below)
  • Enter the following:
    • Social Security Number
    • Date of Birth
    • Filing status
    • Mailing address
    • Email address
    • Personal account numbers for loan or credit card associated with your name
    • Mobile phone associated with your name.
  • Create a Username and Password
  • Select the Return Transcript Tax Year "2015".
  • You will be able to view your IRS Tax Return Transcript.
  • Submit the IRS Tax Return Transcript to the Financial Aid Office; make sure to include the student’s name and Banner ID on the letter.

Telephone Request

Available from the IRS by calling 1-800-908-9946

  • Follow the prompts to enter their social security number and the numbers in their street address. Generally this will be numbers of the street address that was listed on the latest tax return filed. (Problems entering your street address? See Below)
  • Select "Option 2" to request an IRS Tax Return Transcript
  • Select year 2015
  • If successfully validated, you can expect to receive a paper IRS Tax Return Transcript at the address provided in their telephone request within 5 to 10 days from the time of the request.
  • IRS Tax Return Transcript requested by telephone cannot be sent directly to a third party by the IRS.
  • Submit the IRS Tax Return Transcript to the Financial Aid Office; make sure to include the student’s name and Banner ID on the letter.

Get Transcript by Mail

Available at www.irs.gov

  • Under Tools, click "Get a tax transcript"
  • Click “Get Transcript by MAIL” (If at any point, you cannot validate your identity – for example, you cannot provide financial verification information or you lack access to a mobile phone – you may use Get Transcript by MAIL, see below)
  • Enter the following:
    • Social Security Number
    • Date of Birth
    • Mailing address
  • Select “Return Transcript”
  • Tax Year “2015”
  • Click Continue
  • If successfully validated, you can expect to receive a paper IRS Tax Return Transcript at the address provided in their telephone request within 5 to 10 days from the time of the request.
  • Submit the IRS Tax Return Transcript to the Financial Aid Office; make sure to include the student’s name and Banner ID on the letter.

MAIL
Office of Financial Aid
300 Pompton Road
Wayne, New Jersey 07470

FAX 973-720-3133

EMAIL FINAID@WPUNJ.EDU

How to fix address matching problems when ordering online

When entering the information into the IRS address matching system note the following:

  • The address entered must match the address already on file with the IRS exactly.
  • The address on file is typically the address on your most recent tax return.
  • Spelling out the word “street” rather than using the abbreviation “st.” can be enough to cause an error.
  • Addresses on the IRS system are auto-corrected through a post office program and may not match what you put on your tax return.

We suggest the following if you run into problems:

  • Have your taxes in front of you and enter the address carefully as it is on your return.
  • If you entered your address as it appears on your return and it doesn’t work, try using the standardized version of your address.
  • To get a standardized version of your address: 1) go to usps.com2) Click Look Up a Zip Code 3) Enter Street Address, City, State 4) Click Find
  • If you still have problems, the IRS.gov Website Help Desk can be reached toll-free at 1-800-876-1715, Monday - Friday 8:00 a.m. - 8:00 p.m. (Eastern Time).