Requesting Tax Transcripts

IRS Tax Return Transcript Request Process

The fastest way to submit an official 2015 IRS tax data is to use the IRS Data Retreival Tool (DRT) to link official IRS tax data to your FAFSA. Here's how:

  1. Log into the FAFSA and select Financial Information tab
  2. Update the tax filing status to "Already Completed"
  3. Answer additional questions and then when presented, click "Link to IRS"
  4. On the IRS website, enter the requested information exactly how it appears on the tax return
  5. After the IRS has validated the tax payer's identification, IRS tas data will display. Check the box to transfer the information from the IRS and click transfer now.
  6. Be sure to fully submit these changes to the FAFSA and print out confirmation page before logging out.

All tax return transcript requirements will be updated on your MyChecklist 5-7 business days after the IRS DRT process is completed.

Once you and or your parent has received the IRS Tax Return Transcript please submit them to us by the following ways:

Fax

209-228-7861

Mail

UC Merced
Office of Financial Aid and Scholarships
5200 North Lake Road
Merced, CA 95343

Please make sure your first and last name, and student ID number is written on each page submitted. We do not accept documents through email.

Requesting a Tax Return Transcript

Tax filers can request a transcript, free of charge, of their federal tax return transcript for the current academic year required from the IRS using one of the four methods below.

NOTE: Please do not request to have the tax return transcript sent directly to UC Merced as a third party request because we cannot identify who the tax return transcript belongs to. Don't forget to write your student ID# on each page!

Get Transcript

Get Transcript is an IRS online service that provides an electronic copy of an official IRS transcript. 

  • Get Transcript by mail delivers transcript in 5-10 calendar days via postal mail to the address of record.
  • Get Transcript Online displays PDF version of transcript for users to view, print, and/or save. Additional authentication is required to establish a user account. A tax filer who is not able to successfully register for the Get Transcript Online will be able to request a tax return transcript using one of the other methods. 

To use the new Get Transcript Online tool, the user must have:

1). Access to a valid email address

2). A text-enabled mobile phone (pay-as-you-go plans cannot be used) and

3). Specific financial account numbers (such as a credit card number or an account number for a home mortgage or auto loan) 

Telephone Request

  • Available from the IRS by calling 1-800-908-9946
  • Tax filers must follow 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. However, if an address change has been completed through the U.S. Postal Service, the IRS may have the updated address on file.
  • Select Option 2 to request an IRS Tax Return Transcript and then enter the year you are requesting.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was used in their telephone request, within five to 10 days from the time the IRS receives the request.
  • IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS.

Paper Request Form – IRS Form 4506T-EZ

IRS Form 4506T-EZ should be used instead of IRS Form 4506-T because it is sufficient to request an IRS Tax Return Transcript.

  • Download at 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. It is the address where the IRS Tax Return Transcript will be sent. If the address has recently changed, include the address listed on the latest tax return filed on Line 4. However, if an address change has been completed through the U.S. Postal Service, the IRS may have the updated address on file.
  • Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS.

***Please be aware that it will be difficult for The Office of Financial Aid and Scholarships to match a parent’s incoming IRS Tax Return Transcript to the aid applicant, as the two names may be different.

  • On Line 6, enter the year you are requesting to receive IRS tax information. 
  • 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.
  • Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or FAX number) provided on Page 2 of Form 4506T-EZ.
  • Tax filers can expect to receive their transcript within five to 10 days from the time the IRS receives and processes their signed request. NOTE: Processing form 4506T-EZ means verifying/validating the information provided on the form. If any information does not match the IRS records, the IRS will notify the tax filer that it was not able to provide the transcript.
     

IRS Tax Assistance Centers - In Person Requests

  • Most IRS Taxpayer Assistance Center (TAC) have converted to appointment only service.
  • TAC should not be used as a routine resource for documentation requests
  • For taxpayers who still need to interact with the IRS in person:
    • Call special toll-free number, 1-844-545-5640 to reach an IRS representative. Representatives can help resolve a tax issue or schedule an appointment at a local IRS TAC office. [top]

***Taxes filed? Don't forget to update FAFSA!  Here's how to use the IRS Data Retrieval Tool.***
 

Individuals Who Filed an Amended IRS Income Tax Return

An individual who filed an amended IRS income tax return for the tax year 2015 must provide:

  • A 2015 IRS Tax Return Transcript (that will only include information from the original tax return and does not have to be signed), or any other IRS tax transcript(s) that includes all of the income and tax information required to be verified; and
  • A signed copy of the 2015 IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS.

 

Individuals Who Were Victims of IRS Tax-Related Identity Theft

An individual who was the victim of IRS tax-related identity theft must provide:

  • A Tax Return DataBase View (TRDBV) transcript obtained from the IRS, or any other IRS tax transcript(s) that includes all of the income and tax information required to be verified; and
  • A statement signed and dated by the tax filer indicating that he or she was a victim of IRS tax-related identity theft and that the IRS is aware of the tax-related identity theft.

 

Individuals Who Filed Non-IRS Income Tax Returns

An individual who filed or will file a 2015 income tax return with the relevant taxing authority of a  U.S. territory, commonwealth, or with a foreign central government must provide:

  • A transcript that was obtained at no cost from the relevant taxing authority of a U.S. territory (Guam, American Samoa, the U.S. Virgin Islands) or commonwealth (Puerto Rico and the Northern Mariana Islands), or a foreign central government, that includes all of the tax filer’s income and tax information required to be verified for tax year 2015; or
  • If a transcript can not be obtained at no cost from the relevant taxing authority, a signed copy of the 2015 income tax return(s).