IRS Tax Transcript

IRS Tax Return Transcript

An IRS Tax Return Transcript includes most of the line items of a tax return as filed with the IRS and it contains the required items to complete the FAFSA tax/income verification process.

Who is required to submit this document?

An IRS tax return transcript is only required if:

  • Your FAFSA has been selected for verification. Please check your ULink Financial Aid To-Do list for a Verification form. AND,
  • Your verification form indicates an IRS Tax Return Transcript is required.

If you have a Verification Form on your ULink To-Do List and it requests an IRS Tax Return Transcript for you and/or your parent(s), please see the information below:

How do I obtain the IRS Tax Return Transcript for submission?

Tax filers can request a transcript of their tax return from the IRS, free of charge, in one of four ways: Online Request, Telephone Request, Paper Request, or In Person.

  1. Online Request (IRS Website)

    • Available on the IRS website
    • Click the Get your tax record link on the home page.
    • Choose the Get Transcript Online or Get Transcript by Mail option.
    • Make sure to request the "Return Transcript" and NOT the "Account Transcript".
    • Please ensure you enter the tax year requested on your verification form.
    • Please make a copy, write your student ID number on the transcript, and submit it to the Student Financial Aid Office with your verification form via fax, mail, or in-person. DO NOT email the form or transcript.
  2. In Person Request (at your local IRS office)

    • You can make an appointment at your local IRS office to request an IRS Tax Return Transcript for the tax year requested on your verification form.
      • Louisville IRS location:
        • Make appointment phone number: 844-545-5640
        • 600 Martin Luther King Pl #651, Louisville, KY 40202
      • Below is a link to the offices located in the state of KY.
      • If you live in another state you can find your local office by going to the main IRS Website
        • Under the "Our Agency" heading at the bottom of the page click on "Contact Your Local Office"
        • Click on "Taxpayer Assistance Center Office Locator" and enter your ZIP Code to find your local IRS Office.  You may need to expand the "Mile Radius" option.
      • Please make a copy, write your student ID number on the form, and submit it to the Student Financial Aid Office with your verification form via fax, mail, or in-person. DO NOT email the form or transcript.
  3. Telephone Request (IRS Transcript Request Line)

    • Available from the IRS by calling 1-800-908-9946
    • Follow prompts to request an IRS Tax Return Transcript
      • Enter the tax year requested on your verification form.
    • If successfully validated, you can expect to receive the transcript at the address provided in the telephone request within 5 to 10 business days from the date of the request.
    • Please make a copy, write your student ID number on the form, and submit it to the Student Financial Aid Office with your verification form via fax, mail, or in-person. DO NOT email the form or transcript. 
  4. Postal Mail Request (IRS request form 4506-T)

    • Use IRS Form 4506-T from the IRS website
    • From the IRS home page go to "Forms & Instructions" and choose Form 4506-T. Or, search for form 4506-T in the search bar at the top of the web page. Tips for filling out the form:
      • Complete Lines 1-4, 6 and 9
        • Line 1: Complete and use the individual's legal name (as shown on their Social Security Card).
        • Line 2: Complete if applies
        • Line 3: Complete and enter the filer's street address, city, state, and ZIP code
        • Line 4: Complete if applies
        • Line 5: DO NOT have your IRS Tax Return Transcript mailed directly to the University of Louisville.
        • Line 6: Enter the tax form number: 1040
        • Line 6a: Check the box to right.
        • Line 9: In the year or period requested field:
          • Enter '12/31/2016' for a 2016 tax return transcript, or
          • Enter '12/31/2015' for a 2015 tax return transcript.
        • The filer must sign and date the form and enter their telephone number.
    • Mail or fax the completed IRS form 4506-T to the address or fax number for your state provided on page 2 of form 4506-T within the 'Chart for individual transcripts.'
    • If the 4506-T information is successfully validated, filers can expect to receive a paper IRS Tax Return Transcript at the address provided on their request within 5 to 10 business days.
    • Please make a copy, write your student ID number on the form, and submit it to the Student Financial Aid Office with your verification form via fax, mail, or in-person. DO NOT email the form or transcript.