How to request an IRS Tax Return Transcript

You can request an IRS Tax Return Transcript, free of charge, from the IRS in one of three ways:

• Online
• By Telephone
• By Paper

Online Request

This is typically not available if you have never filed taxes before in prior years. If this is the case, please use the paper request process detailed below.

• Visit the IRS transcript page.
• Click Get Transcripts Online (If you cannot validate your identity you may use Get Transcript by Paper.
• Set up an account with the IRS. They will email you a confirmation code to enter. Be sure to check your junk file in case the email is sent there.
• Enter the non-filer’s Social Security number, email address, filing status, account numbers for loan or credit card associated with your name, and mobile phone associated with our name.
• Click Continue
• Be sure to select Return Transcript and the appropriate year.
• Save the Transcript for submission to Inceptia of the Office of Financial Aid.

Telephone Request

• Call the IRS at 1-800-908-9946 and follow the prompts

Paper Request Form – IRS Form 4506T-EZ

• Download an IRS Form 4506T-EZ.
• Complete lines 1-4, following the Instructions on page 2 of the form.
• Line 3: enter the non-filer’s street address and zip code or postal code.
• Line 5 provides non-filers with the option to have their IRS Verification of Non-filing Letter mailed directly to a third party by the IRS. Do not have your IRS Verification of Non-filing Letter sent directly to UTPB.
• On Line 6, indicate the tax year requesting.
• Line 7: Select the checkbox on the right hand side for Verification of Non-filing.
• Line 9: in the year or period requested field, enter the tax period you are requesting.
• Make sure you check the box which starts with “Signatory attests that he/she has read…” otherwise the form will not be processed.
• The non-filer must sign and date the form and enter their telephone number.
• Mail or fax the complete form to the appropriate address on page 2 of the 4506T-EZ form.
• If the 4506-T information is successfully validated, tax filers can expect to receive a paper IRS Verification of Non-filing Letter at the address provided on their request within 5 to 10 days.
• Sign the IRS Verification of Non-filing Letter. Make sure to include the student’s name and Student ID number on the letter.

How to fix address matching problems when ordering online

When entering the information into the IRS address matching system note the following:

• The address entered must match the address already on file with the IRS exactly.
• The address on file is typically the address on your most recent tax return.
• Spelling out the word “street” rather than using the abbreviation “st.” can be enough to cause an error.
• Addresses on the IRS system are auto-corrected through a post office program and may not match what you put on your tax return.

We suggest the following if you run into problems:

• Have your taxes in front of you and enter the address carefully as it is on your return.
• If you entered your address as it appears on your return and it doesn’t work, try using the standardized version of your address.
  • To get the standardized version of your address
    1. Go to www.usps.com
    2. Click Look Up a Zip Code
    3. Enter Street Address, City, State
    4. Click Find
• If you still have problems, the IRS.gov Website Help Desk can be reached toll-free at 1-800-876-1715, Monday – Friday 8:00 a.m. – 8:00 p.m. (Eastern Time).