IRS Tax 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 Task list for a Verification form. AND,
  • Your verification form indicates an IRS Tax Return Transcript can be submitted.

If you have a Verification Form on your ULink Task 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:

  • The 2020-2021 Verification form will request tax/income information for the 2018 tax year.
  • The 2019-2020 Verification form will request tax/income information for the 2017 tax year.

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 tax return 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) 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 tax return 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.

3) Paper (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 current street address, city, state, and ZIP code
      • Line 4: Complete if applies
      • Line 6: Enter the tax form number: 1040
      • Line 6a: Check the box to right.
      • Line 9: In the year or period request field:
        • Enter '12/31/2018' for a 2018 tax return transcript, or 
        • Enter '12/31/2017' for a 2017 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.' 
    • Do not send the 4506-T to the University of Louisville.
  • 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 tax return 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.