Financial Aid

Utah State University Logo

Instructions for getting tax information for Verification:

03/31/2017 - IRS Data Retrieval on fafsa.gov will be unavailable until 2018-19 as the IRS and the United States Department of Education work together to resolve security and privacy concerns. IRS Tax Return transcript requests will still be available on the IRS Website.

Starting 2012-2013, federal regulations no longer allow students to provide a copy of their IRS 1040 forms if they are selected for verification. The information below will help you get the right documentation for FAFSA verification.
Generally, tax return information may be obtained within three weeks of the e-filing of a return to the IRS, or within 8-11 weeks after submission to the IRS of a paper return.
A limited number of tax returns take longer for the IRS to process, such as when the return includes errors, is incomplete, needs further IRS review, or is impacted by identity theft.
Starting in 2017-18, non-tax-filers will have to have provide IRS documentation that they did not file taxes for a previous year.



How to get free student/spouse tax information for Verification:


Federal regulations no longer allow students to submit a copy of their IRS 1040 forms if they are selected for verification. However, students have several options for getting their tax information to USU for FAFSA verificationl. Tax filers can request a transcript, free of charge, of their tax return from the IRS in one of two ways.

Online Request

  • Go to http://www.irs.gov/Individuals/Get-Transcript

    You can request the transcript be mailed to your address on record. Transcripts arrive in 5 to 10 business days if mailed. The IRS site will guide you through the ordering process.

    Make sure to only request the “IRS tax RETURN transcript”.

    If you had to amend your taxes after filing, please contact our office for documentation instructions.

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 http://www.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 US 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.
  • On line 6, enter the tax year used by FAFSA to receive IRS tax information that is required for the FAFSA.
  • 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 5 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. 



How to get free parent tax information for Verification:

Federal regulations no longer allow parents to submit a copy of their IRS 1040 forms if their student is selected for verification. However, parents have several options for getting their tax information to USU for FAFSA verification. Tax filers can request a transcript, free of charge, of their tax return from the IRS in one of two ways.

Online Request

  • Go to http://www.irs.gov/Individuals/Get-Transcript

    You can request the transcript be mailed to your address on record. Transcripts arrive in 5 to 10 business days if mailed. The IRS site will guide you through the ordering process.

    Make sure to only request the “IRS tax RETURN transcript”.

    If you had to amend your taxes after filing, please contact our office for documentation instructions.

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 the at http://www.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 US 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.
  • On line 6, enter the tax year used by FAFSA to receive IRS tax information for the tax year that is required for the FAFSA.
  • 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 5 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. 



What to do if you did not file a tax return in the previous year:

Check the IRS website to make sure you were not required to file a tax return in a previous year. If you were not required to file:

Use form 4506T to request "Verification of Nonfiling." This form can be faxed or mailed to the IRS

Non-tax-filers who filed a tax return in a previous year may be able to use the online transcript tool at http://www.irs.gov/Individuals/Get-Transcript to request a letter "Verification of Nonfiling."

"Verification of Nonfiling" forms can be uploaded along with copies of any W2s issued for that tax year.

 


What to do if you have amended your income tax returns:

Please contact the financial aid office for instructions if you filed your federal taxes and then had to file a 1040X to amend them.