FAFSA

If you have been selected for verification, you must verify the income you reported on your FAFSA. You have two options: IRS Data Retrieval Fastest Option - You are basically allowing the IRS to transfer the information you reported on your Federal Tax Return to your FAFSA. However, using this option is dependent on how you filed your taxes and when you filed your taxes. Tax Return Transcript must be submitted with your verification worksheet to review your verification.

 

***If you recently filed your taxes, you may have to wait a period of time before you can request for Data Retrieval or a Tax Transcript (2 wks. if taxes filed electronically or 8 weeks if taxes filed by mail.

There are 3 options to request a Tax Transcript:

OPTION 1:

Retrieve your Tax Transcript by mail. This is the option that we recommend as it gives the fewest challenges. To obtain your Tax Transcript my mail:

• Go to irs.gov
• Click on “Get Your Tax Record”
• Click on “Get Transcript by Mail” (You would think the online version is easier, but it truly isn’t)
• Fill in the information requested using the primary taxpayer (or the first person listed on your tax return). This is how it was done in the past, although it appears that this may have changed. SSN, DOB, Street Address, Zip or Postal Code
• Click on “Continue”
• Select “Return Transcript” for “Transcript Type”
• Select “Tax Year”
• Select “Customer File Number (If Applicable)
• Click on “Continue”
• Acceptance Page

A response on the last page should say something to this effect: Get Transcript by Mail We have accepted your request for a 2021 Return Transcript. Please allow 5-10 days to receive it. The transcript will be sent to the address we have on file for you.

OPTION 2:

Retrieve your tax transcript online. Although this appears to be a great option, there are a few stipulations that must be met in order to retrieve your transcripts online: To register and use this service, you need:

• Your SSN, date of birth, filing status and mailing address from the latest tax return,
• Access to your email account,
• Create ID.ME Account or Login w/Existing IRS Account
• Sign-In
• Choose Type of MFA to Secure Account
• Continue
• Select how you will verify your identity
  • Self service
    • Drivers License/State ID, Passport, Passport Card & Selfie
  • Video Chat Agent
    • 2 Identity Documents
• Self Service
  • Drivers License Photo (Front & Back)
  • Video Selfie
  • SSN
  • Verify Personal Info
• Verify Identity on a Video Call

OPTION 3:

Fill out a Form 4506. This the least recommended as it takes the longest to obtain. However, if you would like to request your transcript using Form 4506. 
To find the form:

• Go to irs.gov
• Click on “Get Your Tax Record”
• Related Forms (At Bottom of Page)
  • About Form 4506
    • Current Revision
    • Form 4506 PDF

Print and mail to:

Internal Revenue Service
RAIVS Team
P.O. Box 9941 Mail Stop 6734 Ogden, UT 84409